0001606587-21-000591.txt : 20210505 0001606587-21-000591.hdr.sgml : 20210505 20210505152630 ACCESSION NUMBER: 0001606587-21-000591 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210505 DATE AS OF CHANGE: 20210505 EFFECTIVENESS DATE: 20210505 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: 21892897 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 03-31-2021 03-31-2021 false McNamara Financial Services, Inc.

1020 Plain Street Suite 200 Marshfield MA 02050

13F HOLDINGS REPORT 028-16829 N Alyssa McNamara 781-834-2010 Alyssa McNamara Marshfield MA 04-29-2021 0 51 327806 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 903 6804 SH SOLE NONE 0 0 6804 EXXON MOBIL CORP COM 30231G102 260 6299 SH SOLE NONE 0 0 6299 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 279 13822 SH SOLE NONE 0 0 13822 INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 224 5278 SH SOLE NONE 0 0 5278 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1490 11184 SH SOLE NONE 0 0 11184 ISHARES INC CORE MSCI EMKT 46434G103 1005 16200 SH SOLE NONE 0 0 16200 ISHARES TR NATIONAL MUN ETF 464288414 855 7291 SH SOLE NONE 0 0 7291 ISHARES TR SHRT NAT MUN ETF 464288158 244 2256 SH SOLE NONE 0 0 2256 ISHARES TR TIPS BD ETF 464287176 729 5709 SH SOLE NONE 0 0 5709 ISHARES TR RUS 2000 VAL ETF 464287630 376 2857 SH SOLE NONE 0 0 2857 ISHARES TR RUS 1000 VAL ETF 464287598 360 2631 SH SOLE NONE 0 0 2631 ISHARES TR RUS 1000 GRW ETF 464287614 399 1655 SH SOLE NONE 0 0 1655 ISHARES TR CORE MSCI EAFE 46432F842 400 5795 SH SOLE NONE 0 0 5795 ISHARES TR RUS 1000 ETF 464287622 324 1528 SH SOLE NONE 0 0 1528 ISHARES TR CORE S&P500 ETF 464287200 82985 221064 SH SOLE NONE 0 0 221064 ISHARES TR MSCI USA ESG SLC 464288802 324 3930 SH SOLE NONE 0 0 3930 ISHARES TR 0-5YR HI YL CP 46434V407 423 9313 SH SOLE NONE 0 0 9313 NUSHARES ETF TR NUVEEN ENHNC YLD 67092P102 213 8306 SH SOLE NONE 0 0 8306 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 250 7467 SH SOLE NONE 0 0 7467 PEPSICO INC COM 713448108 1203 8111 SH SOLE NONE 0 0 8111 PROCTER AND GAMBLE CO COM 742718109 313 2250 SH SOLE NONE 0 0 2250 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 61241 1452592 SH SOLE NONE 0 0 1452592 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 44714 1324860 SH SOLE NONE 0 0 1324860 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 261 5870 SH SOLE NONE 0 0 5870 SPDR SER TR BLOMBRG BRC EMRG 78464A391 400 14273 SH SOLE NONE 0 0 14273 SPDR SER TR PORTFOLIO S&P500 78464A854 5904 134301 SH SOLE NONE 0 0 134301 SPDR SER TR SPDR BLOOMBERG 78468R663 12609 137774 SH SOLE NONE 0 0 137774 SPDR SER TR PORTFOLIO AGRGTE 78464A649 32024 1040072 SH SOLE NONE 0 0 1040072 SPDR SER TR PORTFOLIO S&P600 78468R853 14690 410342 SH SOLE NONE 0 0 410342 SPDR SER TR NUVEEN BLMBRG SR 78468R739 479 9616 SH SOLE NONE 0 0 9616 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 29620 601050 SH SOLE NONE 0 0 601050 TRUSTCO BK CORP N Y COM 898349105 76 11405 SH SOLE NONE 0 0 11405 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 239 2889 SH SOLE NONE 0 0 2889 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 220 2489 SH SOLE NONE 0 0 2489 VANGUARD INDEX FDS GROWTH ETF 922908736 614 2423 SH SOLE NONE 0 0 2423 VANGUARD INDEX FDS VALUE ETF 922908744 493 4141 SH SOLE NONE 0 0 4141 VANGUARD INDEX FDS SML CP GRW ETF 922908595 666 2489 SH SOLE NONE 0 0 2489 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 440 5179 SH SOLE NONE 0 0 5179 VANGUARD INDEX FDS SMALL CP ETF 922908751 2648 13602 SH SOLE NONE 0 0 13602 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 589 4948 SH SOLE NONE 0 0 4948 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 918 4327 SH SOLE NONE 0 0 4327 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1488 10462 SH SOLE NONE 0 0 10462 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6007 119883 SH SOLE NONE 0 0 119883 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2768 50146 SH SOLE NONE 0 0 50146 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6227 44113 SH SOLE NONE 0 0 44113 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3437 72798 SH SOLE NONE 0 0 72798 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 558 6094 SH SOLE NONE 0 0 6094 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 239 3926 SH SOLE NONE 0 0 3926 WISDOMTREE TR EMER MKT HIGH FD 97717W315 4143 100716 SH SOLE NONE 0 0 100716 WISDOMTREE TR YIELD ENHANCD US 97717X511 247 4593 SH SOLE NONE 0 0 4593 WISDOMTREE TR INTL EQUITY FD 97717W703 288 5693 SH SOLE NONE 0 0 5693