SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 79
New Positions 8
Increased Positions 13
Decreased Positions 35
Positions with Activity 48
Sold Out Positions 7
Total Mkt Value (in $ millions) 99

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 63.79%
Healthcare
Services 1.34%
Technology 0%
Transportation 0.03%
Utilities

79 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 20,926 -11,799 (36.06) 390,479
SCHWAB STRATEGIC TR US AGGREGATE B 14,046 -9,959 (41.49) 268,217
VANGUARD MALVERN FDS STRM INFPROIDX 13,540 -1,609 (10.62) 278,949
VANGUARD BD INDEX FD INC TOTAL BND MRKT 9,850 -580 (5.56) 119,321
VANGUARD INDEX FDS TOTAL STK MKT 5,377 5,377 New 49,219
VANGUARD INDEX FDS REIT ETF 4,845 -323 (6.25) 57,898
VANGUARD INDEX FDS VALUE ETF 3,599 -461 (11.36) 42,192
ISHARES TR CORE US AGGBD ET 2,804 2 .08 25,419
VANGUARD WHITEHALL FDS INC EMERG MKT BD ETF 2,792 -1,722 (38.15) 36,088
ISHARES MSCI CDA ETF 2,365 -179 (7.04) 84,875
SCHWAB STRATEGIC TR US TIPS ETF 2,258 -469 (17.21) 41,263
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 2,241 -115 (4.9) 55,567
ISHARES TR TIPS BD ETF 1,468 24 1.70 12,953
CIMPRESS N V SHS EURO 1,260 New 14,980
PIMCO ETF TR 1-5 US TIP IDX 1,147 84 7.91 22,056
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 1,068 1,068 New 25,828
ISHARES EAFE SML CP ETF 1,050 -127 (10.79) 21,049
VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 961 -1,200 (55.53) 18,084
SPDR SERIES TRUST BRC HGH YLD BD 676 40 6.36 17,120
VANGUARD INDEX FDS GROWTH ETF 630 -5 (0.83) 5,740