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