0001606587-18-000027.txt : 20180116 0001606587-18-000027.hdr.sgml : 20180116 20180116112445 ACCESSION NUMBER: 0001606587-18-000027 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180116 DATE AS OF CHANGE: 20180116 EFFECTIVENESS DATE: 20180116 FILER: COMPANY DATA: COMPANY CONFORMED NAME: McNamara Financial Services, Inc. CENTRAL INDEX KEY: 0001622431 IRS NUMBER: 203816826 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16829 FILM NUMBER: 18527870 BUSINESS ADDRESS: STREET 1: 1020 PLAIN STREET STREET 2: SUITE 200 CITY: MARSHFIELD STATE: MA ZIP: 02050 BUSINESS PHONE: 781-834-2010 MAIL ADDRESS: STREET 1: 1020 PLAIN STREET STREET 2: SUITE 200 CITY: MARSHFIELD STATE: MA ZIP: 02050 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 1622431 XXXXXXXX 12-31-2017 12-31-2017 false McNamara Financial Services, Inc.
1020 Plain Street Suite 200 Marshfield MA 02050
13F HOLDINGS REPORT 028-16829 N
Alyssa McNamara CCO 781-834-2010 Alyssa McNamara Marshfield MA 01-16-2018 0 39 216874 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE UNION BANKSHARES INC COM 905400107 227 4291 SH SOLE NONE 0 0 4291 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1294 21878 SH SOLE NONE 0 0 21878 WISDOMTREE TR EMER MKT HIGH FD 97717W315 5448 120135 SH SOLE NONE 0 0 120135 POWERSHARES ETF TR II DEV MKTS EX-US 73936T789 737 16240 SH SOLE NONE 0 0 16240 VANGUARD INDEX FDS GROWTH ETF 922908736 428 3045 SH SOLE NONE 0 0 3045 ISHARES TR RUS 2000 VAL ETF 464287630 291 2313 SH SOLE NONE 0 0 2313 PROCTER AND GAMBLE CO COM 742718109 352 3836 SH SOLE NONE 0 0 3836 BOEING CO COM 097023105 656 2225 SH SOLE NONE 0 0 2225 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 37520 771384 SH SOLE NONE 0 0 771384 EXXON MOBIL CORP COM 30231G102 748 8943 SH SOLE NONE 0 0 8943 ISHARES INC CORE MSCI EMKT 46434G103 1536 27000 SH SOLE NONE 0 0 27000 VANGUARD INDEX FDS VALUE ETF 922908744 368 3460 SH SOLE NONE 0 0 3460 VANGUARD INDEX FDS REIT ETF 922908553 426 5133 SH SOLE NONE 0 0 5133 VANGUARD INDEX FDS SML CP GRW ETF 922908595 607 3772 SH SOLE NONE 0 0 3772 ISHARES TR RUS 1000 VAL ETF 464287598 381 3063 SH SOLE NONE 0 0 3063 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 1023 32669 SH SOLE NONE 0 0 32669 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5757 56428 SH SOLE NONE 0 0 56428 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 308 7665 SH SOLE NONE 0 0 7665 VANGUARD INDEX FDS SMALL CP ETF 922908751 1354 9162 SH SOLE NONE 0 0 9162 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 245 2193 SH SOLE NONE 0 0 2193 ISHARES TR RUS 1000 GRW ETF 464287614 339 2516 SH SOLE NONE 0 0 2516 WISDOMTREE TR INTL EQUITY FD 97717W703 213 3826 SH SOLE NONE 0 0 3826 ISHARES TR CORE MSCI EAFE 46432F842 471 7120 SH SOLE NONE 0 0 7120 ISHARES TR RUS 1000 ETF 464287622 255 1713 SH SOLE NONE 0 0 1713 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4660 103888 SH SOLE NONE 0 0 103888 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 7411 257858 SH SOLE NONE 0 0 257858 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 32282 846186 SH SOLE NONE 0 0 846186 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 27952 881782 SH SOLE NONE 0 0 881782 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6507 141743 SH SOLE NONE 0 0 141743 SPDR SER TR PORTFOLIO SM ETF 78468R853 10720 355565 SH SOLE NONE 0 0 355565 POWERSHARES ETF TRUST FTSE RAFI 1000 73935X583 1637 14415 SH SOLE NONE 0 0 14415 ISHARES TR CORE S&P500 ETF 464287200 52050 193602 SH SOLE NONE 0 0 193602 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 287 3346 SH SOLE NONE 0 0 3346 VANECK VECTORS ETF TR AMT FREE INT ETF 92189F544 572 23762 SH SOLE NONE 0 0 23762 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 333 4084 SH SOLE NONE 0 0 4084 ISHARES TR MSCI USA ESG SLC 464288802 238 2146 SH SOLE NONE 0 0 2146 VANGUARD INDEX FDS SM CP VAL ETF 922908611 786 5923 SH SOLE NONE 0 0 5923 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 961 7526 SH SOLE NONE 0 0 7526 ISHARES TR CORE MSCI EURO 46434V738 9494 189244 SH SOLE NONE 0 0 189244