0001606587-18-000496.txt : 20180713
0001606587-18-000496.hdr.sgml : 20180713
20180713134451
ACCESSION NUMBER: 0001606587-18-000496
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180630
FILED AS OF DATE: 20180713
DATE AS OF CHANGE: 20180713
EFFECTIVENESS DATE: 20180713
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: 18952200
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
06-30-2018
06-30-2018
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
07-12-2018
0
40
227226
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
BOEING CO
COM
097023105
765
2281
SH
SOLE
NONE
0
0
2281
EXXON MOBIL CORP
COM
30231G102
715
8638
SH
SOLE
NONE
0
0
8638
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
1482
13162
SH
SOLE
NONE
0
0
13162
INVESCO EXCHNG TRADED FD TR
FTSE RAFI DEV
46138E743
666
15496
SH
SOLE
NONE
0
0
15496
ISHARES INC
CORE MSCI EMKT
46434G103
1417
26988
SH
SOLE
NONE
0
0
26988
ISHARES TR
RUS 2000 VAL ETF
464287630
305
2313
SH
SOLE
NONE
0
0
2313
ISHARES TR
RUS 1000 VAL ETF
464287598
333
2743
SH
SOLE
NONE
0
0
2743
ISHARES TR
RUS 1000 GRW ETF
464287614
321
2230
SH
SOLE
NONE
0
0
2230
ISHARES TR
CORE MSCI EAFE
46432F842
493
7774
SH
SOLE
NONE
0
0
7774
ISHARES TR
RUS 1000 ETF
464287622
254
1669
SH
SOLE
NONE
0
0
1669
ISHARES TR
CORE S&P500 ETF
464287200
51708
189373
SH
SOLE
NONE
0
0
189373
ISHARES TR
MSCI USA ESG SLC
464288802
202
1791
SH
SOLE
NONE
0
0
1791
ISHARES TR
CORE MSCI EURO
46434V738
9292
195294
SH
SOLE
NONE
0
0
195294
PROCTER AND GAMBLE CO
COM
742718109
346
4436
SH
SOLE
NONE
0
0
4436
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
30641
867047
SH
SOLE
NONE
0
0
867047
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
27241
896092
SH
SOLE
NONE
0
0
896092
SPDR SER TR
SPDR BLOOMBERG
78468R663
5704
62284
SH
SOLE
NONE
0
0
62284
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
3175
66153
SH
SOLE
NONE
0
0
66153
SPDR SER TR
PORTFOLIO SM ETF
78468R853
11342
351370
SH
SOLE
NONE
0
0
351370
SPDR SERIES TRUST
PORTFOLIO LR ETF
78464A854
1886
59172
SH
SOLE
NONE
0
0
59172
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
7232
259313
SH
SOLE
NONE
0
0
259313
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
39139
823118
SH
SOLE
NONE
0
0
823118
UNION BANKSHARES INC
COM
905400107
223
4291
SH
SOLE
NONE
0
0
4291
VANECK VECTORS ETF TR
AMT FREE INT ETF
92189F544
332
14105
SH
SOLE
NONE
0
0
14105
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
404
5097
SH
SOLE
NONE
0
0
5097
VANGUARD GROUP
DIV APP ETF
921908844
5475
53882
SH
SOLE
NONE
0
0
53882
VANGUARD INDEX FDS
GROWTH ETF
922908736
399
2666
SH
SOLE
NONE
0
0
2666
VANGUARD INDEX FDS
VALUE ETF
922908744
275
2645
SH
SOLE
NONE
0
0
2645
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
611
3476
SH
SOLE
NONE
0
0
3476
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
451
5537
SH
SOLE
NONE
0
0
5537
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1399
8984
SH
SOLE
NONE
0
0
8984
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
870
6469
SH
SOLE
NONE
0
0
6469
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
711
5239
SH
SOLE
NONE
0
0
5239
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
1217
21689
SH
SOLE
NONE
0
0
21689
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
6262
148382
SH
SOLE
NONE
0
0
148382
VANGUARD MUN BD FD INC
TAX EXEMPT BD
922907746
3835
75221
SH
SOLE
NONE
0
0
75221
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
4687
109251
SH
SOLE
NONE
0
0
109251
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
278
3346
SH
SOLE
NONE
0
0
3346
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
4924
114859
SH
SOLE
NONE
0
0
114859
WISDOMTREE TR
INTL EQUITY FD
97717W703
214
4066
SH
SOLE
NONE
0
0
4066