13F-HR filed by Sensible Financial Planning & Management, LLC.
Sensible Financial Planning & Management, LLC. filed this 13F-HR for the quarter ended 2014-12-31, filed 2015-02-13, with 72 holding rows worth $97,909,000.
- Accession
- 0001567738-15-000002
- Filer
- CIK 1567738
- Filed
- 2015-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2014
A holdings report, 71 entries on the cover page, a total value of $97,909,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $97,909,000 with VALUE read as thousands by filing date, 13F file number 028-15097. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 390,479 | $20,738,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 268,217 | $14,044,000 | thousands by filing date | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 278,949 | $13,457,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 119,321 | $9,829,000 | thousands by filing date | |
| VTI | 922908769 | COM | 49,219 | $5,217,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 57,898 | $4,690,000 | thousands by filing date | |
| Vanguard Value ETF | 922908744 | SHS | 42,192 | $3,565,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 25,419 | $2,799,000 | thousands by filing date | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 36,088 | $2,756,000 | thousands by filing date | |
| ISHARES INC | 464286509 | MSCI CDA ETF | 84,875 | $2,450,000 | thousands by filing date | |
| Schwab US TIPS ETF | 808524870 | SHS | 41,263 | $2,238,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 55,567 | $2,105,000 | thousands by filing date | |
| iShares TIPS Bond ETF | 464287176 | SHS | 12,953 | $1,451,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R205 | 1-5 US TIP IDX | 22,056 | $1,141,000 | thousands by filing date | |
| CIMPRESS N V | N20146101 | SHS EURO | 14,980 | $1,121,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 25,828 | $1,034,000 | thousands by filing date | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 21,049 | $983,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 18,084 | $959,000 | thousands by filing date | |
| SPDR SERIES TRUST BLOOMBERG BR | 78464A417 | BLOOMBERG BRCLYS | 17,120 | $661,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 5,740 | $599,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 3,151 | $594,000 | thousands by filing date | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 6,653 | $532,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 2,487 | $511,000 | thousands by filing date | |
| SPDR CITI INTL GOVT INFLATION- | 78464A490 | FTSE INT GVT ETF | 8,720 | $497,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 3,007 | $351,000 | thousands by filing date | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 2,751 | $324,000 | thousands by filing date | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 6,435 | $321,000 | thousands by filing date | |
| iShares MBS ETF | 464288588 | SHS | 2,669 | $292,000 | thousands by filing date | |
| ISHARES TR | 464288422 | S&P DEV EX-US | 7,720 | $280,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 2,471 | $273,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 3,746 | $228,000 | thousands by filing date | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 2,400 | $225,000 | thousands by filing date | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 5,447 | $214,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,222 | $183,000 | thousands by filing date | |
| Vanguard Extended Market ETF | 922908652 | SHS | 1,770 | $155,000 | thousands by filing date | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 1,460 | $154,000 | thousands by filing date | |
| VANGUARD INTL EQUITY INDEX F | 922042676 | COM | 2,240 | $120,000 | thousands by filing date | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 1,014 | $96,000 | thousands by filing date | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 537 | $83,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 703 | $80,000 | thousands by filing date | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 847 | $51,000 | thousands by filing date | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 439 | $47,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 424 | $44,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R408 | ST TERM HIGH ETF | 1,363 | $39,000 | thousands by filing date | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 650 | $36,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 295 | $28,000 | thousands by filing date | |
| EXPEDITORS INTL WASH INC COM | 302130109 | Stock | 625 | $28,000 | thousands by filing date | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 520 | $27,000 | thousands by filing date | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 226 | $26,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W703 | INTL EQUITY FD | 381 | $19,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A607 | ST STR DOW REIT | 197 | $18,000 | thousands by filing date | |
| TARGET CORP COM | 87612E106 | Stock | 227 | $17,000 | thousands by filing date | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 174 | $16,000 | thousands by filing date | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 158 | $16,000 | thousands by filing date | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 145 | $15,000 | thousands by filing date | |
| ISHARES INC | 464286459 | EMKTS VALU IDX | 339 | $15,000 | thousands by filing date | |
| TTOO | 89853L104 | Stock | 610 | $12,000 | thousands by filing date | |
| HIGHER ONE HOLDINGS INC | 42983D104 | COM | 2,815 | $12,000 | thousands by filing date | |
| WHOLE FOODS MKT INC | 966837106 | COM | 200 | $10,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 100 | $9,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 390 | $9,000 | thousands by filing date | |
| ISHARES INC | 464286624 | MSCI THAILND ETF | 111 | $9,000 | thousands by filing date | |
| SPDR INDEX SHS FDS | 78463X756 | S&P EMKTSC ETF | 171 | $8,000 | thousands by filing date | |
| ISHARES TR | 46429B309 | MSCI INDONIA ETF | 292 | $8,000 | thousands by filing date | |
| ISHARES | 464286830 | EXCHANGE TRADED | 595 | $8,000 | thousands by filing date | |
| iShares Msci Singapore | 464286673 | MSCI SINGAPORE | 645 | $8,000 | thousands by filing date | |
| CLAYMORE EXCHANGE TRD FD TR | 18383M100 | GUGG BRIC ETF | 286 | $8,000 | thousands by filing date | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 41 | $5,000 | thousands by filing date | |
| POWERSHARES FUNDAMENTAL PURE | 73935X864 | COM | 205 | $5,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 16 | $2,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 25 | $2,000 | thousands by filing date | |
| NEWMONT CORP | 651639106 | COM | 100 | $2,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001567738-15-000002 | this filing | 2015-02-13 | acceptance time not in the bulk data set |