0001606587-20-000366.txt : 20200417
0001606587-20-000366.hdr.sgml : 20200417
20200417130921
ACCESSION NUMBER: 0001606587-20-000366
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200417
DATE AS OF CHANGE: 20200417
EFFECTIVENESS DATE: 20200417
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: 20798665
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
03-31-2020
03-31-2020
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
04-17-2020
0
44
243651
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
BOEING CO
COM
097023105
335
2247
SH
SOLE
NONE
0
0
2247
EXXON MOBIL CORP
COM
30231G102
271
7135
SH
SOLE
NONE
0
0
7135
INDEPENDENT BANK CORP MASS
COM
453836108
738
11460
SH
SOLE
NONE
0
0
11460
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
1126
12179
SH
SOLE
NONE
0
0
12179
ISHARES INC
CORE MSCI EMKT
46434G103
684
16893
SH
SOLE
NONE
0
0
16893
ISHARES TR
NATIONAL MUN ETF
464288414
636
5626
SH
SOLE
NONE
0
0
5626
ISHARES TR
RUS 2000 VAL ETF
464287630
240
2930
SH
SOLE
NONE
0
0
2930
ISHARES TR
RUS 1000 VAL ETF
464287598
252
2545
SH
SOLE
NONE
0
0
2545
ISHARES TR
RUS 1000 GRW ETF
464287614
288
1914
SH
SOLE
NONE
0
0
1914
ISHARES TR
CORE MSCI EAFE
46432F842
270
5416
SH
SOLE
NONE
0
0
5416
ISHARES TR
RUS 1000 ETF
464287622
239
1691
SH
SOLE
NONE
0
0
1691
ISHARES TR
CORE S&P500 ETF
464287200
59074
228614
SH
SOLE
NONE
0
0
228614
ISHARES TR
MSCI USA ESG SLC
464288802
214
1947
SH
SOLE
NONE
0
0
1947
ISHARES TR
CORE MSCI EURO
46434V738
9822
264886
SH
SOLE
NONE
0
0
264886
KOPIN CORP
COM
500600101
11
31016
SH
SOLE
NONE
0
0
31016
NUSHARES ETF TR
NUVEEN ENHNC YLD
67092P102
223
8943
SH
SOLE
NONE
0
0
8943
PEPSICO INC
COM
713448108
1035
8616
SH
SOLE
NONE
0
0
8616
PROCTER & GAMBLE CO
COM
742718109
293
2667
SH
SOLE
NONE
0
0
2667
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
33272
1169069
SH
SOLE
NONE
0
0
1169069
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
28772
1201846
SH
SOLE
NONE
0
0
1201846
SPDR SER TR
PORTFOLIO S&P500
78464A854
3905
129092
SH
SOLE
NONE
0
0
129092
SPDR SER TR
SPDR BLOOMBERG
78468R663
12204
133189
SH
SOLE
NONE
0
0
133189
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
29729
983743
SH
SOLE
NONE
0
0
983743
SPDR SER TR
PORTFOLIO S&P600
78468R853
9582
438757
SH
SOLE
NONE
0
0
438757
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
509
10416
SH
SOLE
NONE
0
0
10416
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
26586
554328
SH
SOLE
NONE
0
0
554328
TERADYNE INC
COM
880770102
213
3927
SH
SOLE
NONE
0
0
3927
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
214
2505
SH
SOLE
NONE
0
0
2505
VANGUARD INDEX FDS
GROWTH ETF
922908736
351
2238
SH
SOLE
NONE
0
0
2238
VANGUARD INDEX FDS
VALUE ETF
922908744
235
2642
SH
SOLE
NONE
0
0
2642
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
438
2916
SH
SOLE
NONE
0
0
2916
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
352
5033
SH
SOLE
NONE
0
0
5033
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1347
11667
SH
SOLE
NONE
0
0
11667
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
381
4688
SH
SOLE
NONE
0
0
4688
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
1031
11614
SH
SOLE
NONE
0
0
11614
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
653
5155
SH
SOLE
NONE
0
0
5155
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
404
9324
SH
SOLE
NONE
0
0
9324
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3793
113061
SH
SOLE
NONE
0
0
113061
VANGUARD MUN BD FD INC
TAX EXEMPT BD
922907746
2611
49366
SH
SOLE
NONE
0
0
49366
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
4842
46829
SH
SOLE
NONE
0
0
46829
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
2427
72810
SH
SOLE
NONE
0
0
72810
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
454
6411
SH
SOLE
NONE
0
0
6411
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
3351
103901
SH
SOLE
NONE
0
0
103901
WISDOMTREE TR
YIELD ENHANCD US
97717X511
244
4717
SH
SOLE
NONE
0
0
4717