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Institutional Investment Manager
Sensible Financial Planning & Management, LLC.
Sensible Financial Planning & Management, LLC. (CIK: 0001567738) incorporated in Massachusetts, located at 203 Crescent St, Waltham, MA. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q4)
Original 13F HR (0001567738-15-000002) filed in 2015.02.13
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD CHARLOTTE FDS 390,479 20,738 21.18%
2 SCHWAB US AGGREGATE BOND ETF 268,217 14,044 14.34%
3 VANGUARD MALVERN FDS 278,949 13,457 13.74%
4 VANGUARD BD INDEX FDS 119,321 9,829 10.04%
5 VANGUARD INDEX FDS 49,219 5,217 5.33%
6 VANGUARD INDEX FDS 57,898 4,690 4.79%
7 VANGUARD INDEX FDS 42,192 3,565 3.64%
8 ISHARES TR 25,419 2,799 2.86%
9 VANGUARD WHITEHALL FDS INC 36,088 2,756 2.81%
10 ISHARES 84,875 2,450 2.50%
11 SCHWAB US TIPS ETF 41,263 2,238 2.29%
12 VANGUARD TAX-MANAGED FDS 55,567 2,105 2.15%
13 ISHARES TR 12,953 1,451 1.48%
14 PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 22,056 1,141 1.17%
15 VistaPrint NV 14,980 1,121 1.14%
16 VANGUARD INTL EQUITY INDEX F 25,828 1,034 1.06%
17 ISHARES MSCI EAFE SMALL CAP IDX FD 21,049 983 1.00%
18 VANGUARD MORTG-BACK SEC ETF 18,084 959 0.98%
19 SPDR SERIES TRUST 17,120 661 0.68%
20 VANGUARD INDEX FDS 5,740 599 0.61%
21 VANGUARD INDEX FDS 3,151 594 0.61%
22 VANGUARD BD INDEX FDS 6,653 532 0.54%
23 SPDR S&P 500 ETF TR 2,487 511 0.52%
24 SPDR SERIES TRUST 8,720 497 0.51%
25 VANGUARD INDEX FDS 3,007 351 0.36%
26 ISHARES TR 2,751 324 0.33%
27 SCHWAB U.S. BROAD MARKET ETF 6,435 321 0.33%
28 ISHARES TR 2,669 292 0.30%
29 S&P Developed Ex-U.S. Property Index Fund 7,720 280 0.29%
30 ISHARES TR 2,471 273 0.28%
31 ISHARES TR 3,746 228 0.23%
32 ISHARES TR 2,400 225 0.23%
33 ISHARES TR 5,447 214 0.22%
34 BERKSHIRE HATHAWAY INC DEL 1,222 183 0.19%
35 VANGUARD INDEX FDS 1,770 155 0.16%
36 VANGUARD INDEX FDS 1,460 154 0.16%
37 VANGUARD INTL EQUITY INDEX F 2,240 120 0.12%
38 VANGUARD INDEX FDS 1,014 96 0.10%
39 SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 537 83 0.08%
40 ISHARES TR 703 80 0.08%
41 VANGUARD INTL EQUITY INDEX F 847 51 0.05%
42 ISHARES 7-10 YEAR TREASURY BOND ETF 439 47 0.05%
43 ISHARES TR 424 44 0.04%
44 SPDR SER TR 1,363 39 0.04%
45 SCHWAB U.S. SMALL-CAP ETF 650 36 0.04%
46 EXPEDITORS INTL WASH INC 625 28 0.03%
47 MCDONALDS CORP 295 28 0.03%
48 ISHARES TR 520 27 0.03%
49 SPDR GOLD TR 226 26 0.03%
50 WISDOMTREE TR 381 19 0.02%
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