0001606587-18-000272.txt : 20180409 0001606587-18-000272.hdr.sgml : 20180409 20180409144128 ACCESSION NUMBER: 0001606587-18-000272 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180409 DATE AS OF CHANGE: 20180409 EFFECTIVENESS DATE: 20180409 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: 18745315 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 03-31-2018 03-31-2018 false McNamara Financial Services, Inc.

1020 Plain Street Suite 200 Marshfield MA 02050

13F HOLDINGS REPORT 028-16829 N Alyssa McNamara 781-834-2010 Alyssa McNamara Marshfield MA 04-09-2018 0 39 219330 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE UNION BANKSHARES INC COM 905400107 218 4291 SH SOLE NONE 0 0 4291 WISDOMTREE TR EMER MKT HIGH FD 97717W315 5600 117101 SH SOLE NONE 0 0 117101 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1277 21956 SH SOLE NONE 0 0 21956 POWERSHARES ETF TR II DEV MKTS EX-US 73936T789 713 15959 SH SOLE NONE 0 0 15959 VANGUARD INDEX FDS GROWTH ETF 922908736 394 2779 SH SOLE NONE 0 0 2779 ISHARES TR RUS 2000 VAL ETF 464287630 282 2313 SH SOLE NONE 0 0 2313 PROCTER AND GAMBLE CO COM 742718109 328 4136 SH SOLE NONE 0 0 4136 BOEING CO COM 097023105 738 2250 SH SOLE NONE 0 0 2250 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 38934 811634 SH SOLE NONE 0 0 811634 EXXON MOBIL CORP COM 30231G102 667 8943 SH SOLE NONE 0 0 8943 VANGUARD INDEX FDS VALUE ETF 922908744 297 2881 SH SOLE NONE 0 0 2881 ISHARES INC CORE MSCI EMKT 46434G103 1626 27847 SH SOLE NONE 0 0 27847 VANGUARD INDEX FDS SML CP GRW ETF 922908595 579 3529 SH SOLE NONE 0 0 3529 ISHARES TR RUS 1000 VAL ETF 464287598 329 2743 SH SOLE NONE 0 0 2743 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 1533 49549 SH SOLE NONE 0 0 49549 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 421 5577 SH SOLE NONE 0 0 5577 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 221 5496 SH SOLE NONE 0 0 5496 VANGUARD INDEX FDS SMALL CP ETF 922908751 1357 9239 SH SOLE NONE 0 0 9239 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 206 1887 SH SOLE NONE 0 0 1887 ISHARES TR RUS 1000 GRW ETF 464287614 303 2230 SH SOLE NONE 0 0 2230 ISHARES TR CORE MSCI EAFE 46432F842 469 7120 SH SOLE NONE 0 0 7120 WISDOMTREE TR INTL EQUITY FD 97717W703 220 4002 SH SOLE NONE 0 0 4002 ISHARES TR RUS 1000 ETF 464287622 243 1657 SH SOLE NONE 0 0 1657 VANGUARD GROUP DIV APP ETF 921908844 5646 55869 SH SOLE NONE 0 0 55869 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 7420 263478 SH SOLE NONE 0 0 263478 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4809 108679 SH SOLE NONE 0 0 108679 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 33505 852548 SH SOLE NONE 0 0 852548 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 28155 895808 SH SOLE NONE 0 0 895808 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6767 144042 SH SOLE NONE 0 0 144042 POWERSHARES ETF TRUST FTSE RAFI 1000 73935X583 1508 13685 SH SOLE NONE 0 0 13685 SPDR SER TR PORTFOLIO SM ETF 78468R853 10813 361397 SH SOLE NONE 0 0 361397 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 276 3346 SH SOLE NONE 0 0 3346 ISHARES TR CORE S&P500 ETF 464287200 51180 192861 SH SOLE NONE 0 0 192861 VANECK VECTORS ETF TR AMT FREE INT ETF 92189F544 499 21220 SH SOLE NONE 0 0 21220 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 400 5005 SH SOLE NONE 0 0 5005 ISHARES TR MSCI USA ESG SLC 464288802 208 1872 SH SOLE NONE 0 0 1872 VANGUARD INDEX FDS SM CP VAL ETF 922908611 715 5522 SH SOLE NONE 0 0 5522 ISHARES TR CORE MSCI EURO 46434V738 9612 193472 SH SOLE NONE 0 0 193472 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 862 6647 SH SOLE NONE 0 0 6647