0001606587-20-000900.txt : 20200810 0001606587-20-000900.hdr.sgml : 20200810 20200810110104 ACCESSION NUMBER: 0001606587-20-000900 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200810 DATE AS OF CHANGE: 20200810 EFFECTIVENESS DATE: 20200810 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: 201087854 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 06-30-2020 06-30-2020 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 08-10-2020 0 48 279812 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 243 667 SH SOLE NONE 0 0 667 BOEING CO COM 097023105 412 2247 SH SOLE NONE 0 0 2247 EXXON MOBIL CORP COM 30231G102 319 7135 SH SOLE NONE 0 0 7135 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 278 13822 SH SOLE NONE 0 0 13822 INDEPENDENT BANK CORP MASS COM 453836108 769 11460 SH SOLE NONE 0 0 11460 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1273 11754 SH SOLE NONE 0 0 11754 ISHARES INC CORE MSCI EMKT 46434G103 891 18718 SH SOLE NONE 0 0 18718 ISHARES TR NATIONAL MUN ETF 464288414 642 5563 SH SOLE NONE 0 0 5563 ISHARES TR TIPS BD ETF 464287176 651 5295 SH SOLE NONE 0 0 5295 ISHARES TR RUS 2000 VAL ETF 464287630 290 2979 SH SOLE NONE 0 0 2979 ISHARES TR RUS 1000 VAL ETF 464287598 287 2545 SH SOLE NONE 0 0 2545 ISHARES TR RUS 1000 GRW ETF 464287614 364 1897 SH SOLE NONE 0 0 1897 ISHARES TR CORE MSCI EAFE 46432F842 320 5604 SH SOLE NONE 0 0 5604 ISHARES TR RUS 1000 ETF 464287622 268 1561 SH SOLE NONE 0 0 1561 ISHARES TR CORE S&P500 ETF 464287200 70406 227344 SH SOLE NONE 0 0 227344 ISHARES TR MSCI USA ESG SLC 464288802 272 2034 SH SOLE NONE 0 0 2034 ISHARES TR 0-5YR HI YL CP 46434V407 353 8232 SH SOLE NONE 0 0 8232 KOPIN CORP COM 500600101 41 31016 SH SOLE NONE 0 0 31016 NUSHARES ETF TR NUVEEN ENHNC YLD 67092P102 211 8245 SH SOLE NONE 0 0 8245 PEPSICO INC COM 713448108 1091 8249 SH SOLE NONE 0 0 8249 PROCTER AND GAMBLE CO COM 742718109 319 2667 SH SOLE NONE 0 0 2667 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 49053 1466006 SH SOLE NONE 0 0 1466006 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 35572 1287918 SH SOLE NONE 0 0 1287918 SPDR SER TR BLOMBRG BRC EMRG 78464A391 345 13167 SH SOLE NONE 0 0 13167 SPDR SER TR PORTFOLIO S&P500 78464A854 4741 130794 SH SOLE NONE 0 0 130794 SPDR SER TR SPDR BLOOMBERG 78468R663 12220 133509 SH SOLE NONE 0 0 133509 SPDR SER TR PORTFOLIO AGRGTE 78464A649 30484 987832 SH SOLE NONE 0 0 987832 SPDR SER TR PORTFOLIO S&P600 78468R853 11770 442980 SH SOLE NONE 0 0 442980 SPDR SER TR NUVEEN BLMBRG SR 78468R739 470 9418 SH SOLE NONE 0 0 9418 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 27653 558085 SH SOLE NONE 0 0 558085 TERADYNE INC COM 880770102 332 3927 SH SOLE NONE 0 0 3927 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 221 2505 SH SOLE NONE 0 0 2505 VANGUARD INDEX FDS GROWTH ETF 922908736 442 2185 SH SOLE NONE 0 0 2185 VANGUARD INDEX FDS VALUE ETF 922908744 275 2764 SH SOLE NONE 0 0 2764 VANGUARD INDEX FDS SML CP GRW ETF 922908595 580 2908 SH SOLE NONE 0 0 2908 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 391 4979 SH SOLE NONE 0 0 4979 VANGUARD INDEX FDS SMALL CP ETF 922908751 1794 12311 SH SOLE NONE 0 0 12311 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 491 5131 SH SOLE NONE 0 0 5131 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1214 11351 SH SOLE NONE 0 0 11351 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 825 4995 SH SOLE NONE 0 0 4995 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4987 125900 SH SOLE NONE 0 0 125900 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2733 50473 SH SOLE NONE 0 0 50473 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5491 46857 SH SOLE NONE 0 0 46857 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 3047 78562 SH SOLE NONE 0 0 78562 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 477 6053 SH SOLE NONE 0 0 6053 WISDOMTREE TR EMER MKT HIGH FD 97717W315 4020 111258 SH SOLE NONE 0 0 111258 WISDOMTREE TR YIELD ENHANCD US 97717X511 229 4264 SH SOLE NONE 0 0 4264 WISDOMTREE TR INTL EQUITY FD 97717W703 255 5763 SH SOLE NONE 0 0 5763