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