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