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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
51 VANGUARD CHARLOTTE FDS 390,479 20,738 21.18%
52 VANGUARD INDEX FDS 1,460 154 0.16%
53 VANGUARD INDEX FDS 57,898 4,690 4.79%
54 VANGUARD INDEX FDS 145 15 0.02%
55 VANGUARD INDEX FDS 174 16 0.02%
56 VANGUARD INDEX FDS 3,151 594 0.61%
57 VANGUARD INDEX FDS 42,192 3,565 3.64%
58 VANGUARD INDEX FDS 3,007 351 0.36%
59 VANGUARD INDEX FDS 49,219 5,217 5.33%
60 VANGUARD INDEX FDS 1,770 155 0.16%
61 VANGUARD INDEX FDS 1,014 96 0.10%
62 VANGUARD INDEX FDS 5,740 599 0.61%
63 VANGUARD INTL EQUITY INDEX F 2,240 120 0.12%
64 VANGUARD INTL EQUITY INDEX F 847 51 0.05%
65 VANGUARD INTL EQUITY INDEX F 25,828 1,034 1.06%
66 VANGUARD MALVERN FDS 278,949 13,457 13.74%
67 VANGUARD MORTG-BACK SEC ETF 18,084 959 0.98%
68 VANGUARD TAX-MANAGED FDS 55,567 2,105 2.15%
69 VANGUARD WHITEHALL FDS INC 36,088 2,756 2.81%
70 VistaPrint NV 14,980 1,121 1.14%
71 WHOLE FOODS MKT INC 200 10 0.01%
72 WISDOMTREE TR 381 19 0.02%
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