0001580642-18-000124.txt : 20180108
0001580642-18-000124.hdr.sgml : 20180108
20180108134526
ACCESSION NUMBER: 0001580642-18-000124
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180108
DATE AS OF CHANGE: 20180108
EFFECTIVENESS DATE: 20180108
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: 18515862
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
12-31-2017
12-31-2017
false
O'Brien Wealth Partners LLC
177 Huntington Ave.
Suite 2010
Boston
MA
02115
13F HOLDINGS REPORT
028-17558
N
Kari Mekler
VP, Operations
617-547-6717
/s/ Kari E. Mekler
Boston
MA
01-08-2018
0
32
192253
INFORMATION TABLE
2
infotable.xml
AMETEK INC NEW
COM
031100100
413
6256
SH
SOLE
0
0
6256
AMGEN INC
COM
031162100
215
1151
SH
SOLE
0
0
1151
APPLE INC
COM
037833100
1058
6862
SH
SOLE
0
0
6862
AQUA AMERICA INC
COM
03836W103
270
8136
SH
SOLE
0
0
8136
EXXON MOBIL CORP
COM
30231G102
427
5203
SH
SOLE
0
0
5203
INTERNATIONAL BUSINESS MACHS
COM
459200101
262
1805
SH
SOLE
0
0
1805
ISHARES INC
MIN VOL EMRG MKT
464286533
6811
117221
SH
SOLE
0
0
117221
ISHARES TR
MIN VOL USA ETF
46429B697
296
5873
SH
SOLE
0
0
5873
ISHARES TR
RUS 2000 VAL ETF
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3225
25984
SH
SOLE
0
0
25984
ISHARES TR
RUSSELL 3000 ETF
464287689
18544
124221
SH
SOLE
0
0
124221
ISHARES TR
RUS MDCP VAL ETF
464287473
1500
17662
SH
SOLE
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17662
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CORE S&P TTL STK
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CORE US AGGBD ET
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798
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ISHARES TR
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CORE MSCI EAFE
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451
7027
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SOLE
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MIN VOL EAFE ETF
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S&P MC 400VL ETF
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324
2121
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464287200
238
942
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SOLE
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JOHNSON & JOHNSON
COM
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378
2911
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SOLE
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MCDONALDS CORP
COM
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1663
10611
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PIMCO ETF TR
ACTIVE BD ETF
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200
1874
SH
SOLE
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1874
PROCTER AND GAMBLE CO
COM
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223
2455
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SOLE
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2455
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TR UNIT
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482
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SPDR SERIES TRUST
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MID CAP ETF
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52362
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434
4106
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SM CP VAL ETF
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8235
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0
64444
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
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2151
30418
SH
SOLE
0
0
30418
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
678
15561
SH
SOLE
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0
15561
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
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4468
102918
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SOLE
0
0
102918