0001580642-16-012027.txt : 20161114 0001580642-16-012027.hdr.sgml : 20161111 20161114100346 ACCESSION NUMBER: 0001580642-16-012027 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 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: 161991556 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 09-30-2016 09-30-2016 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 153155 INFORMATION TABLE 2 infotable.xml ISHARES TR S&P MC 400VL ETF 464287705 1505 11315 SH SOLE 0 0 11315 ISHARES TR RUS 1000 GRW ETF 464287614 12064 115811 SH SOLE 0 0 115811 ISHARES TR RUS 2000 VAL ETF 464287630 3770 35994 SH SOLE 0 0 35994 ISHARES TR RUSSELL 3000 ETF 464287689 18934 147701 SH SOLE 0 0 147701 SPDR S&P 500 ETF TR TR UNIT 78462F103 414 1916 SH SOLE 0 0 1916 AMGEN INC COM 031162100 513 3078 SH SOLE 0 0 3078 JOHNSON & JOHNSON COM 478160104 386 3271 SH SOLE 0 0 3271 INTERNATIONAL BUSINESS MACHS COM 459200101 289 1817 SH SOLE 0 0 1817 ISHARES TR RUS MDCP VAL ETF 464287473 2549 33208 SH SOLE 0 0 33208 AMETEK INC NEW COM 031100100 299 6256 SH SOLE 0 0 6256 EXXON MOBIL CORP COM 30231G102 462 5296 SH SOLE 0 0 5296 PROCTER AND GAMBLE CO COM 742718109 217 2414 SH SOLE 0 0 2414 MCDONALDS CORP COM 580135101 1230 10662 SH SOLE 0 0 10662 VANGUARD INDEX FDS TOTAL STK MKT 922908769 34141 306669 SH SOLE 0 0 306669 APPLE INC COM 037833100 553 4890 SH SOLE 0 0 4890 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1059 28154 SH SOLE 0 0 28154 AQUA AMERICA INC COM 03836W103 248 8136 SH SOLE 0 0 8136 VANGUARD INDEX FDS MID CAP ETF 922908629 13655 105493 SH SOLE 0 0 105493 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1381 12480 SH SOLE 0 0 12480 SPDR SERIES TRUST S&P DIVID ETF 78464A763 4282 50759 SH SOLE 0 0 50759 ISHARES TR CORE S&P TTL STK 464287150 1351 27273 SH SOLE 0 0 27273 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4821 51520 SH SOLE 0 0 51520 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 13097 155654 SH SOLE 0 0 155654 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1413 37761 SH SOLE 0 0 37761 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1761 28938 SH SOLE 0 0 28938 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 393 3952 SH SOLE 0 0 3952 ISHARES TR MIN VOL USA ETF 46429B697 6364 140083 SH SOLE 0 0 140083 ISHARES TR MIN VOL EAFE ETF 46429B689 15360 227090 SH SOLE 0 0 227090 ISHARES MIN VOL EMRG MKT 464286533 6573 121578 SH SOLE 0 0 121578 ISHARES TR CORE MSCI EAFE 46432F842 440 7977 SH SOLE 0 0 7977 PIMCO ETF TR LOW DURTN AC ETF 72201R718 3631 35936 SH SOLE 0 0 35936