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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 WISDOMTREE TR 381 19 0.02%
2 WHOLE FOODS MKT INC 200 10 0.01%
3 VistaPrint NV 14,980 1,121 1.14%
4 VANGUARD WHITEHALL FDS INC 36,088 2,756 2.81%
5 VANGUARD TAX-MANAGED FDS 55,567 2,105 2.15%
6 VANGUARD MORTG-BACK SEC ETF 18,084 959 0.98%
7 VANGUARD MALVERN FDS 278,949 13,457 13.74%
8 VANGUARD INTL EQUITY INDEX F 2,240 120 0.12%
9 VANGUARD INTL EQUITY INDEX F 25,828 1,034 1.06%
10 VANGUARD INTL EQUITY INDEX F 847 51 0.05%
11 VANGUARD INDEX FDS 3,007 351 0.36%
12 VANGUARD INDEX FDS 5,740 599 0.61%
13 VANGUARD INDEX FDS 1,770 155 0.16%
14 VANGUARD INDEX FDS 1,014 96 0.10%
15 VANGUARD INDEX FDS 1,460 154 0.16%
16 VANGUARD INDEX FDS 57,898 4,690 4.79%
17 VANGUARD INDEX FDS 145 15 0.02%
18 VANGUARD INDEX FDS 174 16 0.02%
19 VANGUARD INDEX FDS 3,151 594 0.61%
20 VANGUARD INDEX FDS 42,192 3,565 3.64%
21 VANGUARD INDEX FDS 49,219 5,217 5.33%
22 VANGUARD CHARLOTTE FDS 390,479 20,738 21.18%
23 VANGUARD BD INDEX FDS 119,321 9,829 10.04%
24 VANGUARD BD INDEX FDS 6,653 532 0.54%
25 TARGET CORP 227 17 0.02%
26 T2 BIOSYSTEMS INCORPORATED 610 12 0.01%
27 SPDR SERIES TRUST 8,720 497 0.51%
28 SPDR SERIES TRUST 17,120 661 0.68%
29 SPDR SER TR 1,363 39 0.04%
30 SPDR S&P 500 ETF TR 2,487 511 0.52%
31 SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 537 83 0.08%
32 SPDR INDEX SHS FDS 171 8 0.01%
33 SPDR GOLD TR 226 26 0.03%
34 SPDR DOW JONES REIT ETF 197 18 0.02%
35 SCHWAB US TIPS ETF 41,263 2,238 2.29%
36 SCHWAB US AGGREGATE BOND ETF 268,217 14,044 14.34%
37 SCHWAB U.S. SMALL-CAP ETF 650 36 0.04%
38 SCHWAB U.S. BROAD MARKET ETF 6,435 321 0.33%
39 SCHWAB EMERGING MARKETS EQUITY ETF 390 9 0.01%
40 S&P Developed Ex-U.S. Property Index Fund 7,720 280 0.29%
41 POWERSHARES ETF TR RUSSELL 2000 PURE 205 5 0.01%
42 PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 22,056 1,141 1.17%
43 PEPSICO INC 100 9 0.01%
44 NEWMONT CORP 100 2 0.00%
45 MCDONALDS CORP 295 28 0.03%
46 ISHARES TR 12,953 1,451 1.48%
47 ISHARES TR 520 27 0.03%
48 ISHARES TR 2,669 292 0.30%
49 ISHARES TR 2,471 273 0.28%
50 ISHARES TR 41 5 0.01%
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