Chief Compliance Officer & Counsel

0001544576-20-000003.txt : 20200207 0001544576-20-000003.hdr.sgml : 20200207 20200207152556 ACCESSION NUMBER: 0001544576-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200207 DATE AS OF CHANGE: 20200207 EFFECTIVENESS DATE: 20200207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Adviser Investments LLC CENTRAL INDEX KEY: 0001544576 IRS NUMBER: 274946566 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17711 FILM NUMBER: 20587092 BUSINESS ADDRESS: STREET 1: 85 WELLS AVENUE STREET 2: SUITE 109 CITY: NEWTON STATE: MA ZIP: 02459 BUSINESS PHONE: 6173212200 MAIL ADDRESS: STREET 1: 85 WELLS AVENUE STREET 2: SUITE 109 CITY: NEWTON STATE: MA ZIP: 02459 13F-HR 1 primary_doc.xml 13F-HR LIVE false false true 0001544576 XXXXXXXX 12-31-2019 12-31-2019 Adviser Investments LLC

85 WELLS AVENUE SUITE 109 NEWTON MA 02459

13F HOLDINGS REPORT 028-17711 N Timothy O'Hara Chief Compliance Officer & Counsel 6173212396 Timothy O'Hara NEWTON MA 02-07-2020 0 237 1008450 false INFORMATION TABLE 2 ai123120193f.xml VANGUARD WORLD FD ESG US STK ETF 921910733 3200 56566 SH SOLE 0 0 56566 MICRON TECHNOLOGY INC COM 595112103 414 7705 SH SOLE 0 0 7705 PFIZER INC COM 717081103 7619 194461 SH SOLE 0 0 194461 MARATHON PETE CORP COM 56585A102 301 5000 SH SOLE 0 0 5000 DEERE & CO COM 244199105 211 1218 SH SOLE 0 0 1218 ISHARES TR NATIONAL MUN ETF 464288414 1686 14804 SH SOLE 0 0 14804 RAYTHEON CO COM NEW 755111507 4135 18818 SH SOLE 0 0 18818 DANAHER CORPORATION COM 235851102 810 5277 SH SOLE 0 0 5277 GENERAL ELECTRIC CO COM 369604103 341 30572 SH SOLE 0 0 30572 SPDR S&P 500 ETF TR TR UNIT 78462F103 23558 73194 SH SOLE 0 0 73194 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 53792 667308 SH SOLE 0 0 667308 DISNEY WALT CO COM DISNEY 254687106 4732 32719 SH SOLE 0 0 32719 EVERSOURCE ENERGY COM 30040W108 239 2807 SH SOLE 0 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COM 444859102 953 2600 SH SOLE 0 0 2600 CHARLES RIV LABS INTL INC COM 159864107 217 1422 SH SOLE 0 0 1422 ALTRIA GROUP INC COM 02209S103 1156 23161 SH SOLE 0 0 23161 CHUBB LIMITED COM H1467J104 268 1720 SH SOLE 0 0 1720 ISHARES TR IBOXX HI YD ETF 464288513 15719 178752 SH SOLE 0 0 178752 VERIZON COMMUNICATIONS INC COM 92343V104 4323 70408 SH SOLE 0 0 70408 NETFLIX INC COM 64110L106 264 816 SH SOLE 0 0 816 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 14177 118945 SH SOLE 0 0 118945 AMGEN INC COM 031162100 5380 22317 SH SOLE 0 0 22317 VANECK VECTORS ETF TRUST FALLEN ANGEL HG 92189F437 10835 362969 SH SOLE 0 0 362969 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 472 2024 SH SOLE 0 0 2024 LOCKHEED MARTIN CORP COM 539830109 303 779 SH SOLE 0 0 779 INVESCO QQQ TR UNIT SER 1 46090E103 2327 10947 SH SOLE 0 0 10947 SOUTHERN CO COM 842587107 791 12413 SH SOLE 0 0 12413 COCA COLA CO COM 191216100 289 5223 SH SOLE 0 0 5223 WELLS FARGO CO NEW COM 949746101 754 14009 SH SOLE 0 0 14009 ASML HOLDING N V N Y REGISTRY SHS N07059210 396 1337 SH SOLE 0 0 1337 SPDR SERIES TRUST S&P REGL BKG 78464A698 464 7973 SH SOLE 0 0 7973 INTERNATIONAL BUSINESS MACHS COM 459200101 952 7101 SH SOLE 0 0 7101 UNITEDHEALTH GROUP INC COM 91324P102 570 1940 SH SOLE 0 0 1940 AMERICAN ELEC PWR CO INC COM 025537101 231 2446 SH SOLE 0 0 2446 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 243 3448 SH SOLE 0 0 3448 FIDELITY CORP BOND ETF 316188101 1066 20113 SH SOLE 0 0 20113 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 225 1787 SH SOLE 0 0 1787 3M CO COM 88579Y101 758 4296 SH SOLE 0 0 4296 FIDELITY LTD TRM BD ETF 316188200 468 9203 SH SOLE 0 0 9203 SERVICENOW INC COM 81762P102 1323 4686 SH SOLE 0 0 4686 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 566 1913 SH SOLE 0 0 1913 FULTON FINL CORP PA COM 360271100 268 15373 SH SOLE 0 0 15373 ISHARES INC MSCI SWITZERLAND 464286749 371 9118 SH SOLE 0 0 9118 ISHARES TR CORE MSCI EAFE 46432F842 14128 216549 SH SOLE 0 0 216549 ISHARES TR MRNGSTR LG-CP GR 464287119 1285 6119 SH SOLE 0 0 6119 BRISTOL MYERS SQUIBB CO COM 110122108 1425 22195 SH SOLE 0 0 22195 FIRST TR EXCHANGE TRADED FD FIRST TR TA HIYL 33738D408 21776 446327 SH SOLE 0 0 446327 ISHARES TR CORE S&P MCP ETF 464287507 17725 86118 SH SOLE 0 0 86118 ISHARES TR RUS 1000 ETF 464287622 2786 15616 SH SOLE 0 0 15616 ISHARES TR RUS MID CAP ETF 464287499 4983 83581 SH SOLE 0 0 83581 MERCK & CO INC COM 58933Y105 1002 11019 SH SOLE 0 0 11019 ALLSTATE CORP COM 020002101 256 2276 SH SOLE 0 0 2276 STARBUCKS CORP COM 855244109 730 8298 SH SOLE 0 0 8298 VANGUARD WORLD FDS INF TECH ETF 92204A702 692 2827 SH SOLE 0 0 2827 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 2750 21136 SH SOLE 0 0 21136 MICROSOFT CORP COM 594918104 15768 99988 SH SOLE 0 0 99988 VANGUARD GROUP DIV APP ETF 921908844 28070 225170 SH SOLE 0 0 225170 ISHARES TR RUS 1000 GRW ETF 464287614 237 1345 SH SOLE 0 0 1345 ISHARES TR RUSSELL 2000 ETF 464287655 2081 12561 SH SOLE 0 0 12561 CONSOLIDATED EDISON INC COM 209115104 716 7914 SH SOLE 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ETF 464287432 421 3108 SH SOLE 0 0 3108 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 892 6422 SH SOLE 0 0 6422 HONEYWELL INTL INC COM 438516106 572 3232 SH SOLE 0 0 3232 ISHARES TR MSCI EAFE ETF 464287465 3519 50678 SH SOLE 0 0 50678 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 832 26541 SH SOLE 0 0 26541 SPDR SERIES TRUST NUVEEN BLMBRG SR 78468R739 21982 447616 SH SOLE 0 0 447616 ALPHABET INC CAP STK CL C 02079K107 1704 1275 SH SOLE 0 0 1275 CATERPILLAR INC DEL COM 149123101 403 2729 SH SOLE 0 0 2729 PURE STORAGE INC CL A 74624M102 1145 66939 SH SOLE 0 0 66939 JP MORGAN EXCHANGE TRADED FD HIGH YLD RESRCH 46641Q878 3572 69001 SH SOLE 0 0 69001 ISHARES TR CORE S&P500 ETF 464287200 98957 306142 SH SOLE 0 0 306142 FIDELITY COVINGTON TR HIGH YILD ETF 316092618 3603 67565 SH SOLE 0 0 67565 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 653 6970 SH SOLE 0 0 6970 UNITED PARCEL SERVICE INC CL B 911312106 8337 71224 SH SOLE 0 0 71224 ISHARES TR EAFE GRWTH ETF 464288885 40939 473450 SH SOLE 0 0 473450 FIDELITY COVINGTON TR MSCI INFO TECH I 316092808 10112 139514 SH SOLE 0 0 139514 CROWDSTRIKE HLDGS INC CL A 22788C105 759 15213 SH SOLE 0 0 15213 MEDTRONIC PLC SHS G5960L103 5944 52396 SH SOLE 0 0 52396 BLACKROCK INC COM 09247X101 5050 10045 SH SOLE 0 0 10045 FRANKLIN STREET PPTYS CORP COM 35471R106 210 24509 SH SOLE 0 0 24509 AFLAC INC COM 001055102 258 4876 SH SOLE 0 0 4876 MORGAN STANLEY COM NEW 617446448 356 6966 SH SOLE 0 0 6966 BANK AMER CORP COM 060505104 7428 210898 SH SOLE 0 0 210898 FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECH 33733E203 2365 15902 SH SOLE 0 0 15902 ISHARES TR U.S. REAL ES ETF 464287739 576 6187 SH SOLE 0 0 6187 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 10301 64877 SH SOLE 0 0 64877 ISHARES TR ESG 1 5 YR USD 46435G243 4342 170742 SH SOLE 0 0 170742 ISHARES TR 0-5YR HI YL CP 46434V407 12761 274846 SH SOLE 0 0 274846 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 28486 311903 SH SOLE 0 0 311903 ATHERSYS INC COM 04744L106 14 11620 SH SOLE 0 0 11620 ISHARES INC MSCI AUST ETF 464286103 319 14096 SH SOLE 0 0 14096 SPDR GOLD TRUST GOLD SHS 78463V107 637 4455 SH SOLE 0 0 4455 BLACK STONE MINERALS L P COM UNIT 09225M101 2435 191432 SH SOLE 0 0 191432 ISHARES INC MSCI CDA ETF 464286509 373 12479 SH SOLE 0 0 12479 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6520 47568 SH SOLE 0 0 47568 JOHNSON & JOHNSON COM 478160104 8911 61092 SH SOLE 0 0 61092 THERMO FISHER SCIENTIFIC INC COM 883556102 1161 3573 SH SOLE 0 0 3573