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