0001580642-16-012025.txt : 20161114 0001580642-16-012025.hdr.sgml : 20161111 20161114095749 ACCESSION NUMBER: 0001580642-16-012025 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20161114 DATE AS OF CHANGE: 20161114 EFFECTIVENESS DATE: 20161114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: O'Brien Wealth Partners LLC CENTRAL INDEX KEY: 0001689874 IRS NUMBER: 943459510 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17558 FILM NUMBER: 161991489 BUSINESS ADDRESS: STREET 1: 177 HUNTINGTON AVE. STREET 2: SUITE 2010 CITY: BOSTON STATE: MA ZIP: 02115 BUSINESS PHONE: 617-547-6717 MAIL ADDRESS: STREET 1: 177 HUNTINGTON AVE. STREET 2: SUITE 2010 CITY: BOSTON STATE: MA ZIP: 02115 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001689874 XXXXXXXX 03-31-2016 03-31-2016 false O'Brien Wealth Partners LLC

177 HUNTINGTON AVE. SUITE 2010 BOSTON MA 02115

13F HOLDINGS REPORT 028-17558 N Kari E. Mekler 617-547-6717 /s/ Kari E. Mekler Boston MA 11-09-2016 0 30 128684 INFORMATION TABLE 2 infotable.xml ISHARES TR S&P MC 400VL ETF 464287705 1555 12540 SH SOLE 0 0 12540 ISHARES TR RUS 1000 GRW ETF 464287614 12217 122444 SH SOLE 0 0 122444 ISHARES TR RUS 2000 VAL ETF 464287630 3880 41643 SH SOLE 0 0 41643 ISHARES TR RUSSELL 3000 ETF 464287689 18943 156735 SH SOLE 0 0 156735 SPDR S&P 500 ETF TR TR UNIT 78462F103 403 1960 SH SOLE 0 0 1960 AMGEN INC COM 031162100 457 3050 SH SOLE 0 0 3050 JOHNSON & JOHNSON COM 478160104 404 3732 SH SOLE 0 0 3732 INTERNATIONAL BUSINESS MACHS COM 459200101 275 1817 SH SOLE 0 0 1817 ISHARES TR RUS MDCP VAL ETF 464287473 2437 34359 SH SOLE 0 0 34359 AMETEK INC NEW COM 031100100 313 6256 SH SOLE 0 0 6256 EXXON MOBIL CORP COM 30231G102 443 5296 SH SOLE 0 0 5296 MCDONALDS CORP COM 580135101 1345 10698 SH SOLE 0 0 10698 VANGUARD INDEX FDS TOTAL STK MKT 922908769 25993 247976 SH SOLE 0 0 247976 APPLE INC COM 037833100 477 4373 SH SOLE 0 0 4373 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1021 29527 SH SOLE 0 0 29527 AQUA AMERICA INC COM 03836W103 259 8136 SH SOLE 0 0 8136 VANGUARD INDEX FDS MID CAP ETF 922908629 8720 71930 SH SOLE 0 0 71930 VANGUARD INDEX FDS SM CP VAL ETF 922908611 223 2189 SH SOLE 0 0 2189 SPDR SERIES TRUST S&P DIVID ETF 78464A763 12681 158656 SH SOLE 0 0 158656 ISHARES TR CORE S&P TTL STK 464287150 1338 14333 SH SOLE 0 0 14333 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9126 104758 SH SOLE 0 0 104758 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 2577 31119 SH SOLE 0 0 31119 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1411 39320 SH SOLE 0 0 39320 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1216 21070 SH SOLE 0 0 21070 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 861 9266 SH SOLE 0 0 9266 ISHARES TR USA MIN VOL ETF 46429B697 1913 43536 SH SOLE 0 0 43536 ISHARES TR EAFE MIN VOL ETF 46429B689 9612 144669 SH SOLE 0 0 144669 ISHARES EM MK MINVOL ETF 464286533 5572 108467 SH SOLE 0 0 108467 ISHARES TR CORE MSCI EAFE 46432F842 421 7915 SH SOLE 0 0 7915 PIMCO ETF TR LOW DURTN AC ETF 72201R718 2591 25950 SH SOLE 0 0 25950