Sensible Financial Planning and Management LLC

Sensible Financial Planning and Management LLC, otherwise known as SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC, is a Massachusetts-based Limited Liability Company with a team of 11 employees, 8 of whom work in advisory roles. With 7 clients served, the company's SEC status is listed as Approved, dating back to its registration on April 18, 2005.

• CHARLES LUCE

  CHIEF COMPLIANCE OFFICER owns less than 5%

• MILLER, JR., FREDERICK, HOTCHKISS

  MANAGING MEMBER AND CEO owns 75% or more

• RICHARD DONALD FINE

  FINANCIAL PLANNER AND SENIOR ADVISOR owns more than 10% but less than 25%

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• A Look at Sensible Financial Planning & Management, LLC.'s Q4 2022 vs. Q1 2023 Holdings: Which Stocks Took the Lead?

• Schwab Aggregate Bond ETF (SCH $70,825k
• VANGUARD CHARLOTTE FDS $51,732k
• VANGUARD INDEX FDS S&P 500 ETF SHS $14,103k
• VANGUARD BD INDEX FD INC $13,164k
• SCHWAB STRATEGIC TR $12,665k
• VANGUARD INDEX FDS TOTAL STK MKT $10,526k
• VANGUARD BD INDEX FD INC TOTAL BND MRKT $8,375k
• ISHARES TR CORE US AGGBD ET $7,648k
• VANGUARD MALVERN FDS $5,827k
• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $5,719k