0001606587-20-000081.txt : 20200122
0001606587-20-000081.hdr.sgml : 20200122
20200122121729
ACCESSION NUMBER: 0001606587-20-000081
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200122
DATE AS OF CHANGE: 20200122
EFFECTIVENESS DATE: 20200122
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: 20538250
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
12-31-2019
12-31-2019
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
01-22-2020
0
42
269423
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
BOEING CO
COM
097023105
710
2179
SH
SOLE
NONE
0
0
2179
EXXON MOBIL CORP
COM
30231G102
501
7185
SH
SOLE
NONE
0
0
7185
INDEPENDENT BANK CORP MASS
COM
453836108
954
11460
SH
SOLE
NONE
0
0
11460
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
1517
11971
SH
SOLE
NONE
0
0
11971
INVESCO EXCHNG TRADED FD TR
FTSE RAFI DEV
46138E743
641
15090
SH
SOLE
NONE
0
0
15090
ISHARES INC
CORE MSCI EMKT
46434G103
1419
26397
SH
SOLE
NONE
0
0
26397
ISHARES TR
NATIONAL MUN ETF
464288414
605
5308
SH
SOLE
NONE
0
0
5308
ISHARES TR
RUS 2000 VAL ETF
464287630
284
2205
SH
SOLE
NONE
0
0
2205
ISHARES TR
RUS 1000 VAL ETF
464287598
355
2601
SH
SOLE
NONE
0
0
2601
ISHARES TR
RUS 1000 GRW ETF
464287614
380
2158
SH
SOLE
NONE
0
0
2158
ISHARES TR
CORE MSCI EAFE
46432F842
541
8299
SH
SOLE
NONE
0
0
8299
ISHARES TR
RUS 1000 ETF
464287622
292
1638
SH
SOLE
NONE
0
0
1638
ISHARES TR
CORE S&P500 ETF
464287200
61489
190226
SH
SOLE
NONE
0
0
190226
ISHARES TR
MSCI USA ESG SLC
464288802
249
1860
SH
SOLE
NONE
0
0
1860
ISHARES TR
CORE MSCI EURO
46434V738
11620
233013
SH
SOLE
NONE
0
0
233013
KOPIN CORP
COM
500600101
12
31016
SH
SOLE
NONE
0
0
31016
PROCTER & GAMBLE CO
COM
742718109
333
2667
SH
SOLE
NONE
0
0
2667
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
39171
1042053
SH
SOLE
NONE
0
0
1042053
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
32584
1039347
SH
SOLE
NONE
0
0
1039347
SPDR SERIES TRUST
PORTFOLIO SM ETF
78468R853
12421
380674
SH
SOLE
NONE
0
0
380674
SPDR SERIES TRUST
SPDR BLOOMBERG
78468R663
11133
121762
SH
SOLE
NONE
0
0
121762
SPDR SERIES TRUST
PORTFOLIO LR ETF
78464A854
4559
120552
SH
SOLE
NONE
0
0
120552
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
28437
967903
SH
SOLE
NONE
0
0
967903
SPDR SERIES TRUST
NUVEEN BLMBRG SR
78468R739
525
10688
SH
SOLE
NONE
0
0
10688
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
27443
560175
SH
SOLE
NONE
0
0
560175
TERADYNE INC
COM
880770102
268
3927
SH
SOLE
NONE
0
0
3927
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
235
2798
SH
SOLE
NONE
0
0
2798
VANGUARD GROUP
DIV APP ETF
921908844
5703
45746
SH
SOLE
NONE
0
0
45746
VANGUARD INDEX FDS
GROWTH ETF
922908736
408
2238
SH
SOLE
NONE
0
0
2238
VANGUARD INDEX FDS
VALUE ETF
922908744
314
2618
SH
SOLE
NONE
0
0
2618
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
591
2972
SH
SOLE
NONE
0
0
2972
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
451
4861
SH
SOLE
NONE
0
0
4861
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1578
9524
SH
SOLE
NONE
0
0
9524
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
655
4775
SH
SOLE
NONE
0
0
4775
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
835
5258
SH
SOLE
NONE
0
0
5258
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
1163
19847
SH
SOLE
NONE
0
0
19847
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
6524
146712
SH
SOLE
NONE
0
0
146712
VANGUARD MUN BD FD INC
TAX EXEMPT BD
922907746
2534
47328
SH
SOLE
NONE
0
0
47328
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
4733
107418
SH
SOLE
NONE
0
0
107418
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
286
3052
SH
SOLE
NONE
0
0
3052
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
4734
103437
SH
SOLE
NONE
0
0
103437
WISDOMTREE TR
INTL EQUITY FD
97717W703
236
4412
SH
SOLE
NONE
0
0
4412