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