0001580642-17-005497.txt : 20171012 0001580642-17-005497.hdr.sgml : 20171012 20171012110132 ACCESSION NUMBER: 0001580642-17-005497 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171012 DATE AS OF CHANGE: 20171012 EFFECTIVENESS DATE: 20171012 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: 171134012 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 09-30-2017 09-30-2017 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 E. Mekler Boston MA 10-11-2017 0 32 192253 INFORMATION TABLE 2 infotable.xml ISHARES TR S&P MC 400VL ETF 464287705 324 2121 SH SOLE 0 0 2121 ISHARES TR CORE S&P500 ETF 464287200 238 942 SH SOLE 0 0 942 ISHARES TR RUS 1000 GRW ETF 464287614 12304 98388 SH SOLE 0 0 98388 ISHARES TR RUS 2000 VAL ETF 464287630 3225 25984 SH SOLE 0 0 25984 ISHARES TR RUSSELL 3000 ETF 464287689 18544 124221 SH SOLE 0 0 124221 SPDR S&P 500 ETF TR TR UNIT 78462F103 482 1917 SH SOLE 0 0 1917 AMGEN INC COM 031162100 215 1151 SH SOLE 0 0 1151 JOHNSON & JOHNSON COM 478160104 378 2911 SH SOLE 0 0 2911 INTERNATIONAL BUSINESS MACHS COM 459200101 262 1805 SH SOLE 0 0 1805 ISHARES TR RUS MDCP VAL ETF 464287473 1500 17662 SH SOLE 0 0 17662 AMETEK INC NEW COM 031100100 413 6256 SH SOLE 0 0 6256 EXXON MOBIL CORP COM 30231G102 427 5203 SH SOLE 0 0 5203 PROCTER AND GAMBLE CO COM 742718109 223 2455 SH SOLE 0 0 2455 MCDONALDS CORP COM 580135101 1663 10611 SH SOLE 0 0 10611 VANGUARD INDEX FDS TOTAL STK MKT 922908769 52362 404276 SH SOLE 0 0 404276 APPLE INC COM 037833100 1058 6862 SH SOLE 0 0 6862 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 678 15561 SH SOLE 0 0 15561 ISHARES TR CORE US AGGBD ET 464287226 798 7280 SH SOLE 0 0 7280 AQUA AMERICA INC COM 03836W103 270 8136 SH SOLE 0 0 8136 VANGUARD INDEX FDS MID CAP ETF 922908629 15507 105489 SH SOLE 0 0 105489 VANGUARD INDEX FDS SM CP VAL ETF 922908611 8235 64444 SH SOLE 0 0 64444 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1816 19884 SH SOLE 0 0 19884 ISHARES TR CORE S&P TTL STK 464287150 1170 20305 SH SOLE 0 0 20305 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 434 4106 SH SOLE 0 0 4106 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 35118 428483 SH SOLE 0 0 428483 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4468 102918 SH SOLE 0 0 102918 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2151 30418 SH SOLE 0 0 30418 ISHARES TR MIN VOL USA ETF 46429B697 296 5873 SH SOLE 0 0 5873 ISHARES TR MIN VOL EAFE ETF 46429B689 20232 284721 SH SOLE 0 0 284721 ISHARES INC MIN VOL EMRG MKT 464286533 6811 117221 SH SOLE 0 0 117221 PIMCO ETF TR ACTIVE BD ETF 72201R775 200 1874 SH SOLE 0 0 1874 ISHARES TR CORE MSCI EAFE 46432F842 451 7027 SH SOLE 0 0 7027