SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC. Information

203 CRESCENT ST, WALTHAM, Massachusetts, 02453, (781) 642-0890

Report Date: 03/31/2015

Position Statistics

Total Positions 74
New Positions 2
Increased Positions 13
Decreased Positions 59
Positions with Activity 72
Sold Out Positions 41
Total Mkt Value (in $ millions) 108

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.21%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0%
Energy
Financial 67.48%
Healthcare
Services 1.13%
Technology 0.52%
Transportation 0%
Utilities

74 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SCHWAB STRATEGIC TR US AGGREGATE B 26,741 12,928 93.59 519,248
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 22,518 2,194 10.79 432,623
VANGUARD MALVERN FDS STRM INFPROIDX 10,460 -3,130 (23.03) 214,704
VANGUARD BD INDEX FD INC TOTAL BND MRKT 9,619 -58 (0.6) 118,601
VANGUARD INDEX FDS TOTAL STK MKT 6,608 1,313 24.79 61,421
VANGUARD INDEX FDS REIT ETF 4,048 -359 (8.14) 53,185
VANGUARD INDEX FDS S&P 500 ETF SHS 3,657 3,058 510.47 19,236
VANGUARD INDEX FDS VALUE ETF 3,582 42 1.20 42,696
ISHARES TR CORE US AGGBD ET 2,609 -147 (5.34) 24,062
SCHWAB STRATEGIC TR US TIPS ETF 2,219 -18 (0.8) 40,935
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 2,058 -165 (7.41) 51,449
VANGUARD WHITEHALL FDS INC EMERG MKT BD ETF 1,400 -1,375 (49.56) 18,203
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 1,247 186 17.58 30,369
CIMPRESS N V SHS EURO 1,219 New 14,980
ISHARES MSCI CDA ETF 1,203 -1,063 (46.93) 45,045
ISHARES TR TIPS BD ETF 1,031 -421 (28.99) 9,198
VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 933 -22 (2.36) 17,658
SPDR S&P 500 ETF TR TR UNIT 702 186 36.15 3,386
ISHARES EAFE SML CP ETF 571 -512 (47.28) 11,098
VANGUARD INDEX FDS GROWTH ETF 561 -58 (9.39) 5,201


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