0001606587-19-000023.txt : 20190114
0001606587-19-000023.hdr.sgml : 20190114
20190114121337
ACCESSION NUMBER: 0001606587-19-000023
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190114
DATE AS OF CHANGE: 20190114
EFFECTIVENESS DATE: 20190114
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: 19524353
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
12-31-2018
12-31-2018
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
01-14-2019
0
39
236946
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
INVESCO EXCHNG TRADED FD TR
FTSE RAFI DEV
46138E743
671
15496
SH
SOLE
NONE
0
0
15496
UNION BANKSHARES INC
COM
905400107
228
4291
SH
SOLE
NONE
0
0
4291
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
4978
113988
SH
SOLE
NONE
0
0
113988
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
1258
22370
SH
SOLE
NONE
0
0
22370
VANGUARD MUN BD FD INC
TAX EXEMPT BD
922907746
3501
69314
SH
SOLE
NONE
0
0
69314
VANGUARD INDEX FDS
GROWTH ETF
922908736
374
2322
SH
SOLE
NONE
0
0
2322
BLUE HILLS BANCORP INC
COM
095573101
714
29613
SH
SOLE
NONE
0
0
29613
PROCTER AND GAMBLE CO
COM
742718109
369
4436
SH
SOLE
NONE
0
0
4436
ISHARES TR
RUS 2000 VAL ETF
464287630
304
2289
SH
SOLE
NONE
0
0
2289
BOEING CO
COM
097023105
854
2295
SH
SOLE
NONE
0
0
2295
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
40162
849989
SH
SOLE
NONE
0
0
849989
EXXON MOBIL CORP
COM
30231G102
651
7655
SH
SOLE
NONE
0
0
7655
VANGUARD INDEX FDS
VALUE ETF
922908744
293
2645
SH
SOLE
NONE
0
0
2645
ISHARES INC
CORE MSCI EMKT
46434G103
1631
31493
SH
SOLE
NONE
0
0
31493
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
594
3169
SH
SOLE
NONE
0
0
3169
ISHARES TR
RUS 1000 VAL ETF
464287598
347
2743
SH
SOLE
NONE
0
0
2743
SPDR SERIES TRUST
PORTFOLIO LR ETF
78464A854
2220
65156
SH
SOLE
NONE
0
0
65156
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
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
1547
13021
SH
SOLE
NONE
0
0
13021
SPDR SER TR
SPDR BLOOMBERG
78468R663
7482
81704
SH
SOLE
NONE
0
0
81704
ISHARES TR
CORE MSCI EAFE
46432F842
504
7865
SH
SOLE
NONE
0
0
7865
WISDOMTREE TR
INTL EQUITY FD
97717W703
216
4058
SH
SOLE
NONE
0
0
4058
ISHARES TR
RUS 1000 GRW ETF
464287614
348
2230
SH
SOLE
NONE
0
0
2230
ISHARES TR
RUS 1000 ETF
464287622
268
1656
SH
SOLE
NONE
0
0
1656
VANGUARD GROUP
DIV APP ETF
921908844
5675
51267
SH
SOLE
NONE
0
0
51267
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
4938
114122
SH
SOLE
NONE
0
0
114122
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
7218
260495
SH
SOLE
NONE
0
0
260495
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
31347
899992
SH
SOLE
NONE
0
0
899992
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
28152
914905
SH
SOLE
NONE
0
0
914905
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
3169
66450
SH
SOLE
NONE
0
0
66450
SPDR SER TR
PORTFOLIO SM ETF
78468R853
11636
350070
SH
SOLE
NONE
0
0
350070
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
6245
152310
SH
SOLE
NONE
0
0
152310
ISHARES TR
CORE S&P500 ETF
464287200
55360
189118
SH
SOLE
NONE
0
0
189118
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
380
4825
SH
SOLE
NONE
0
0
4825
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
261
2999
SH
SOLE
NONE
0
0
2999
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
ISHARES TR
CORE MSCI EURO
46434V738
9612
200416
SH
SOLE
NONE
0
0
200416