0001580642-17-003785.txt : 20170706 0001580642-17-003785.hdr.sgml : 20170706 20170706163830 ACCESSION NUMBER: 0001580642-17-003785 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170706 DATE AS OF CHANGE: 20170706 EFFECTIVENESS DATE: 20170706 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: 17952559 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 06-30-2017 06-30-2017 false O'Brien Wealth Partners LLC

177 HUNTINGTON AVE. SUITE 2010 BOSTON MA 02115

13F HOLDINGS REPORT 028-17558 N Kari Mekler 617-547-6717 /s/ Kari Mekler Boston MA 07-06-2017 0 33 189426 INFORMATION TABLE 2 infotable.xml ISHARES TR S&P MC 400VL ETF 464287705 499 3361 SH SOLE 0 0 3361 ISHARES TR CORE S&P SCP ETF 464287804 240 3419 SH SOLE 0 0 3419 ISHARES TR CORE S&P500 ETF 464287200 229 942 SH SOLE 0 0 942 ISHARES TR RUS 1000 GRW ETF 464287614 12440 104523 SH SOLE 0 0 104523 ISHARES TR RUS 2000 VAL ETF 464287630 3336 28063 SH SOLE 0 0 28063 ISHARES TR RUSSELL 3000 ETF 464287689 19172 133117 SH SOLE 0 0 133117 SPDR S&P 500 ETF TR TR UNIT 78462F103 461 1908 SH SOLE 0 0 1908 AMGEN INC COM 031162100 499 2898 SH SOLE 0 0 2898 JOHNSON & JOHNSON COM 478160104 581 4390 SH SOLE 0 0 4390 INTERNATIONAL BUSINESS MACHS COM 459200101 278 1805 SH SOLE 0 0 1805 ISHARES TR RUS MDCP VAL ETF 464287473 1535 18254 SH SOLE 0 0 18254 AMETEK INC NEW COM 031100100 379 6256 SH SOLE 0 0 6256 EXXON MOBIL CORP COM 30231G102 420 5203 SH SOLE 0 0 5203 PROCTER AND GAMBLE CO COM 742718109 211 2417 SH SOLE 0 0 2417 MCDONALDS CORP COM 580135101 1625 10610 SH SOLE 0 0 10610 VANGUARD INDEX FDS TOTAL STK MKT 922908769 49940 401288 SH SOLE 0 0 401288 APPLE INC COM 037833100 788 5468 SH SOLE 0 0 5468 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 670 16411 SH SOLE 0 0 16411 ISHARES TR CORE US AGGBD ET 464287226 961 8771 SH SOLE 0 0 8771 AQUA AMERICA INC COM 03836W103 271 8136 SH SOLE 0 0 8136 VANGUARD INDEX FDS MID CAP ETF 922908629 14976 105077 SH SOLE 0 0 105077 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7673 62428 SH SOLE 0 0 62428 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1839 20683 SH SOLE 0 0 20683 ISHARES TR CORE S&P TTL STK 464287150 1138 20534 SH SOLE 0 0 20534 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 453 4407 SH SOLE 0 0 4407 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 34596 422775 SH SOLE 0 0 422775 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4456 107841 SH SOLE 0 0 107841 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2457 36383 SH SOLE 0 0 36383 ISHARES TR MIN VOL USA ETF 46429B697 286 5842 SH SOLE 0 0 5842 ISHARES TR MIN VOL EAFE ETF 46429B689 19428 280591 SH SOLE 0 0 280591 ISHARES MIN VOL EMRG MKT 464286533 6665 120310 SH SOLE 0 0 120310 PIMCO ETF TR ACTIVE BD ETF 72201R775 259 2446 SH SOLE 0 0 2446 ISHARES TR CORE MSCI EAFE 46432F842 665 10920 SH SOLE 0 0 10920