0001606587-19-000315.txt : 20190409
0001606587-19-000315.hdr.sgml : 20190409
20190409135410
ACCESSION NUMBER: 0001606587-19-000315
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190409
DATE AS OF CHANGE: 20190409
EFFECTIVENESS DATE: 20190409
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: 19739150
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
03-31-2019
03-31-2019
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
04-08-2019
0
39
215273
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ISHARES TR
NATIONAL MUN ETF
464288414
332
3049
SH
SOLE
NONE
0
0
3049
INVESCO EXCHNG TRADED FD TR
FTSE RAFI DEV
46138E743
588
15660
SH
SOLE
NONE
0
0
15660
UNION BANKSHARES INC
COM
905400107
205
4291
SH
SOLE
NONE
0
0
4291
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
4553
113400
SH
SOLE
NONE
0
0
113400
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
1002
20613
SH
SOLE
NONE
0
0
20613
VANGUARD MUN BD FD INC
TAX EXEMPT BD
922907746
2439
47773
SH
SOLE
NONE
0
0
47773
VANGUARD INDEX FDS
GROWTH ETF
922908736
314
2339
SH
SOLE
NONE
0
0
2339
BLUE HILLS BANCORP INC
COM
095573101
632
29613
SH
SOLE
NONE
0
0
29613
ISHARES TR
RUS 2000 VAL ETF
464287630
234
2177
SH
SOLE
NONE
0
0
2177
PROCTER AND GAMBLE CO
COM
742718109
389
4236
SH
SOLE
NONE
0
0
4236
BOEING CO
COM
097023105
685
2125
SH
SOLE
NONE
0
0
2125
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
40566
856361
SH
SOLE
NONE
0
0
856361
EXXON MOBIL CORP
COM
30231G102
512
7505
SH
SOLE
NONE
0
0
7505
ISHARES INC
CORE MSCI EMKT
46434G103
1273
26998
SH
SOLE
NONE
0
0
26998
VANGUARD INDEX FDS
VALUE ETF
922908744
263
2680
SH
SOLE
NONE
0
0
2680
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
467
3100
SH
SOLE
NONE
0
0
3100
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
394
5288
SH
SOLE
NONE
0
0
5288
SPDR SERIES TRUST
PORTFOLIO LR ETF
78464A854
2434
83314
SH
SOLE
NONE
0
0
83314
ISHARES TR
RUS 1000 VAL ETF
464287598
299
2693
SH
SOLE
NONE
0
0
2693
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1165
8825
SH
SOLE
NONE
0
0
8825
SPDR SER TR
SPDR BLOOMBERG
78468R663
8541
93382
SH
SOLE
NONE
0
0
93382
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
1288
12680
SH
SOLE
NONE
0
0
12680
ISHARES TR
RUS 1000 GRW ETF
464287614
283
2158
SH
SOLE
NONE
0
0
2158
ISHARES TR
CORE MSCI EAFE
46432F842
526
9572
SH
SOLE
NONE
0
0
9572
VANGUARD GROUP
DIV APP ETF
921908844
4851
49528
SH
SOLE
NONE
0
0
49528
ISHARES TR
RUS 1000 ETF
464287622
230
1656
SH
SOLE
NONE
0
0
1656
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
7320
262833
SH
SOLE
NONE
0
0
262833
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
4039
108857
SH
SOLE
NONE
0
0
108857
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
30678
948031
SH
SOLE
NONE
0
0
948031
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
25065
947642
SH
SOLE
NONE
0
0
947642
SPDR SER TR
PORTFOLIO SM ETF
78468R853
9351
354731
SH
SOLE
NONE
0
0
354731
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
583
12127
SH
SOLE
NONE
0
0
12127
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
5588
146675
SH
SOLE
NONE
0
0
146675
ISHARES TR
CORE S&P500 ETF
464287200
47680
189498
SH
SOLE
NONE
0
0
189498
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
353
4451
SH
SOLE
NONE
0
0
4451
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
235
3007
SH
SOLE
NONE
0
0
3007
ISHARES TR
CORE MSCI EURO
46434V738
8624
208670
SH
SOLE
NONE
0
0
208670
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
562
4928
SH
SOLE
NONE
0
0
4928
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
730
6098
SH
SOLE
NONE
0
0
6098