SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 71
New Positions 28
Increased Positions 35
Decreased Positions 26
Positions with Activity 61
Sold Out Positions 0
Total Mkt Value (in $ millions) 121

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

Sector Weighting

Basic Materials 0%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.01%
Energy
Financial 59.19%
Healthcare
Services 1.02%
Technology 0%
Transportation
Utilities

71 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 33,012 33,012 New 610,655
SCHWAB STRATEGIC TR US AGGREGATE B 24,414 24,414 New 458,388
VANGUARD MALVERN FDS STRM INFPROIDX 15,209 5,864 62.74 312,104
VANGUARD BD INDEX FD INC TOTAL BND MRKT 10,657 -19,602 (64.78) 126,343
VANGUARD INDEX FDS REIT ETF 5,345 -4,517 (45.8) 61,755
VANGUARD WHITEHALL FDS INC EMERG MKT BD ETF 4,482 4,482 New 58,346
VANGUARD INDEX FDS VALUE ETF 3,857 -5,550 (59) 47,600
ISHARES TR CORE US AGGBD ET 2,854 -1,065 (27.17) 25,400
SCHWAB STRATEGIC TR US TIPS ETF 2,787 2,760 10,112.71 49,838
ISHARES MSCI CDA ETF 2,414 -589 (19.6) 91,306
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 2,229 -3,300 (59.68) 58,427
VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 2,175 2,110 3,274.86 40,667
ISHARES TR TIPS BD ETF 1,473 -11,444 (88.6) 12,737
CIMPRESS N V SHS EURO 1,207 New 14,980
ISHARES EAFE SML CP ETF 1,105 235 27.01 23,594
PIMCO ETF TR 1-5 US TIP IDX 1,070 -684 (39.02) 20,440
VANGUARD BD INDEX FD INC SHORT TRM BOND 701 701 New 8,691
SPDR SERIES TRUST BRC HGH YLD BD 627 -441 (41.28) 16,097
VANGUARD INDEX FDS GROWTH ETF 595 -1,121 (65.32) 5,788
SPDR SERIES TRUST BARCLYS TIPS ETF 553 -6,561 (92.22) 9,573