0001606587-18-000714.txt : 20181010 0001606587-18-000714.hdr.sgml : 20181010 20181010125724 ACCESSION NUMBER: 0001606587-18-000714 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181010 DATE AS OF CHANGE: 20181010 EFFECTIVENESS DATE: 20181010 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: 181115567 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 0001622431 XXXXXXXX 09-30-2018 09-30-2018 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 10-10-2018 0 40 237422 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE BLUE HILLS BANCORP INC COM 095573101 714 29613 SH SOLE NONE 0 0 29613 BOEING CO COM 097023105 854 2295 SH SOLE NONE 0 0 2295 EXXON MOBIL CORP COM 30231G102 651 7655 SH SOLE NONE 0 0 7655 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1547 13021 SH SOLE NONE 0 0 13021 INVESCO EXCHNG TRADED FD TR FTSE RAFI DEV 46138E743 671 15496 SH SOLE NONE 0 0 15496 ISHARES INC CORE MSCI EMKT 46434G103 1631 31493 SH SOLE NONE 0 0 31493 ISHARES TR RUS 2000 VAL ETF 464287630 304 2289 SH SOLE NONE 0 0 2289 ISHARES TR RUS 1000 VAL ETF 464287598 347 2743 SH SOLE NONE 0 0 2743 ISHARES TR RUS 1000 GRW ETF 464287614 348 2230 SH SOLE NONE 0 0 2230 ISHARES TR CORE MSCI EAFE 46432F842 504 7865 SH SOLE NONE 0 0 7865 ISHARES TR RUS 1000 ETF 464287622 268 1656 SH SOLE NONE 0 0 1656 ISHARES TR CORE S&P500 ETF 464287200 55378 189179 SH SOLE NONE 0 0 189179 ISHARES TR CORE MSCI EURO 46434V738 9617 200525 SH SOLE NONE 0 0 200525 PROCTER AND GAMBLE CO COM 742718109 369 4436 SH SOLE NONE 0 0 4436 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 31364 900484 SH SOLE NONE 0 0 900484 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 28164 915298 SH SOLE NONE 0 0 915298 SPDR SER TR SPDR BLOOMBERG 78468R663 7492 81811 SH SOLE NONE 0 0 81811 SPDR SER TR NUVEEN BLMBRG SR 78468R739 3169 66450 SH SOLE NONE 0 0 66450 SPDR SER TR PORTFOLIO SM ETF 78468R853 11641 350197 SH SOLE NONE 0 0 350197 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 2220 65156 SH SOLE NONE 0 0 65156 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 7246 261477 SH SOLE NONE 0 0 261477 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 40202 850839 SH SOLE NONE 0 0 850839 UNION BANKSHARES INC COM 905400107 228 4291 SH SOLE NONE 0 0 4291 VANECK VECTORS ETF TR AMT FREE INT ETF 92189F544 321 13789 SH SOLE NONE 0 0 13789 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 380 4825 SH SOLE NONE 0 0 4825 VANGUARD GROUP DIV APP ETF 921908844 5686 51360 SH SOLE NONE 0 0 51360 VANGUARD INDEX FDS GROWTH ETF 922908736 374 2322 SH SOLE NONE 0 0 2322 VANGUARD INDEX FDS VALUE ETF 922908744 293 2645 SH SOLE NONE 0 0 2645 VANGUARD INDEX FDS SML CP GRW ETF 922908595 594 3169 SH SOLE NONE 0 0 3169 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 445 5516 SH SOLE NONE 0 0 5516 VANGUARD INDEX FDS SMALL CP ETF 922908751 1428 8782 SH SOLE NONE 0 0 8782 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 874 6134 SH SOLE NONE 0 0 6134 VANGUARD INDEX FDS SM CP VAL ETF 922908611 692 4962 SH SOLE NONE 0 0 4962 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1260 22414 SH SOLE NONE 0 0 22414 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6249 152405 SH SOLE NONE 0 0 152405 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 3501 69314 SH SOLE NONE 0 0 69314 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4941 114190 SH SOLE NONE 0 0 114190 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 261 2999 SH SOLE NONE 0 0 2999 WISDOMTREE TR EMER MKT HIGH FD 97717W315 4978 113988 SH SOLE NONE 0 0 113988 WISDOMTREE TR INTL EQUITY FD 97717W703 216 4058 SH SOLE NONE 0 0 4058