0001580642-16-012026.txt : 20161114 0001580642-16-012026.hdr.sgml : 20161111 20161114100015 ACCESSION NUMBER: 0001580642-16-012026 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 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: 161991509 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 06-30-2016 06-30-2016 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 31 143373 INFORMATION TABLE 2 infotable.xml ISHARES TR S&P MC 400VL ETF 464287705 1529 11940 SH SOLE 0 0 11940 ISHARES TR RUS 1000 GRW ETF 464287614 11810 117679 SH SOLE 0 0 117679 ISHARES TR RUS 2000 VAL ETF 464287630 3678 37802 SH SOLE 0 0 37802 ISHARES TR RUSSELL 3000 ETF 464287689 18578 149795 SH SOLE 0 0 149795 SPDR S&P 500 ETF TR TR UNIT 78462F103 392 1870 SH SOLE 0 0 1870 AMGEN INC COM 031162100 468 3078 SH SOLE 0 0 3078 JOHNSON & JOHNSON COM 478160104 449 3703 SH SOLE 0 0 3703 INTERNATIONAL BUSINESS MACHS COM 459200101 276 1817 SH SOLE 0 0 1817 ISHARES TR RUS MDCP VAL ETF 464287473 2504 33705 SH SOLE 0 0 33705 AMETEK INC NEW COM 031100100 289 6256 SH SOLE 0 0 6256 EXXON MOBIL CORP COM 30231G102 496 5296 SH SOLE 0 0 5296 PROCTER & GAMBLE CO COM 742718109 208 2453 SH SOLE 0 0 2453 MCDONALDS CORP COM 580135101 1283 10661 SH SOLE 0 0 10661 VANGUARD INDEX FDS TOTAL STK MKT 922908769 30281 282577 SH SOLE 0 0 282577 APPLE INC COM 037833100 465 4867 SH SOLE 0 0 4867 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1000 28399 SH SOLE 0 0 28399 AQUA AMERICA INC COM 03836W103 290 8136 SH SOLE 0 0 8136 VANGUARD INDEX FDS MID CAP ETF 922908629 12075 97667 SH SOLE 0 0 97667 VANGUARD INDEX FDS SM CP VAL ETF 922908611 274 2605 SH SOLE 0 0 2605 SPDR SERIES TRUST S&P DIVID ETF 78464A763 12792 152436 SH SOLE 0 0 152436 ISHARES TR CORE S&P TTL STK 464287150 1311 13761 SH SOLE 0 0 13761 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6527 73272 SH SOLE 0 0 73272 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 5552 65865 SH SOLE 0 0 65865 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1305 36907 SH SOLE 0 0 36907 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1349 23232 SH SOLE 0 0 23232 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 573 5915 SH SOLE 0 0 5915 ISHARES TR MIN VOL USA ETF 46429B697 4749 102768 SH SOLE 0 0 102768 ISHARES TR MIN VOL EAFE ETF 46429B689 12015 180980 SH SOLE 0 0 180980 ISHARES MIN VOL EMRG MKT 464286533 5834 113079 SH SOLE 0 0 113079 ISHARES TR CORE MSCI EAFE 46432F842 414 7977 SH SOLE 0 0 7977 PIMCO ETF TR LOW DURTN AC ETF 72201R718 4607 45888 SH SOLE 0 0 45888