0001580642-17-000157.txt : 20170111 0001580642-17-000157.hdr.sgml : 20170111 20170111101843 ACCESSION NUMBER: 0001580642-17-000157 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170111 DATE AS OF CHANGE: 20170111 EFFECTIVENESS DATE: 20170111 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: 17522176 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 12-31-2016 12-31-2016 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 01-10-2017 0 31 167193 INFORMATION TABLE 2 infotable.xml ISHARES TR S&P MC 400VL ETF 464287705 1379 9498 SH SOLE 0 0 9498 ISHARES TR RUS 1000 GRW ETF 464287614 11922 113653 SH SOLE 0 0 113653 ISHARES TR RUS 2000 VAL ETF 464287630 4104 34506 SH SOLE 0 0 34506 ISHARES TR RUSSELL 3000 ETF 464287689 19329 145349 SH SOLE 0 0 145349 SPDR S&P 500 ETF TR TR UNIT 78462F103 422 1889 SH SOLE 0 0 1889 AMGEN INC COM 031162100 446 3050 SH SOLE 0 0 3050 JOHNSON & JOHNSON COM 478160104 466 4048 SH SOLE 0 0 4048 INTERNATIONAL BUSINESS MACHS COM 459200101 300 1805 SH SOLE 0 0 1805 ISHARES TR RUS MDCP VAL ETF 464287473 2072 25760 SH SOLE 0 0 25760 AMETEK INC NEW COM 031100100 304 6256 SH SOLE 0 0 6256 EXXON MOBIL CORP COM 30231G102 478 5296 SH SOLE 0 0 5296 PROCTER AND GAMBLE CO COM 742718109 203 2415 SH SOLE 0 0 2415 MCDONALDS CORP COM 580135101 1291 10608 SH SOLE 0 0 10608 VANGUARD INDEX FDS TOTAL STK MKT 922908769 39826 345349 SH SOLE 0 0 345349 APPLE INC COM 037833100 558 4818 SH SOLE 0 0 4818 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 820 22924 SH SOLE 0 0 22924 ISHARES TR CORE US AGGBD ET 464287226 970 8975 SH SOLE 0 0 8975 AQUA AMERICA INC COM 03836W103 244 8136 SH SOLE 0 0 8136 VANGUARD INDEX FDS MID CAP ETF 922908629 14830 112661 SH SOLE 0 0 112661 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3741 30918 SH SOLE 0 0 30918 SPDR SERIES TRUST S&P DIVID ETF 78464A763 2651 30989 SH SOLE 0 0 30989 ISHARES TR CORE S&P TTL STK 464287150 1287 25087 SH SOLE 0 0 25087 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2134 21957 SH SOLE 0 0 21957 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 19744 244384 SH SOLE 0 0 244384 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 3908 106950 SH SOLE 0 0 106950 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2053 33659 SH SOLE 0 0 33659 ISHARES TR MIN VOL USA ETF 46429B697 6163 136297 SH SOLE 0 0 136297 ISHARES TR MIN VOL EAFE ETF 46429B689 14283 233314 SH SOLE 0 0 233314 ISHARES MIN VOL EMRG MKT 464286533 6192 126599 SH SOLE 0 0 126599 ISHARES TR CORE MSCI EAFE 46432F842 430 8013 SH SOLE 0 0 8013 PIMCO ETF TR LOW DURTN AC ETF 72201R718 4643 46260 SH SOLE 0 0 46260