0001580642-18-000159.txt : 20180110 0001580642-18-000159.hdr.sgml : 20180110 20180110091745 ACCESSION NUMBER: 0001580642-18-000159 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180110 DATE AS OF CHANGE: 20180110 EFFECTIVENESS DATE: 20180110 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-17558 FILM NUMBER: 18520448 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/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001689874 XXXXXXXX 12-31-2017 12-31-2017 true 1 RESTATEMENT 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 01-08-2018 0 31 158455 INFORMATION TABLE 2 infotable.xml AMETEK INC NEW COM 031100100 453 6256 SH SOLE 0 0 6256 AMGEN INC COM 031162100 200 1151 SH SOLE 0 0 1151 APPLE INC COM 037833100 1179 6967 SH SOLE 0 0 6967 AQUA AMERICA INC COM 03836W103 319 8136 SH SOLE 0 0 8136 CAMBRIDGE BANCORP COM 132152109 258 3204 SH SOLE 0 0 3204 EXXON MOBIL CORP COM 30231G102 425 5079 SH SOLE 0 0 5079 INTERNATIONAL BUSINESS MACHS COM 459200101 259 1686 SH SOLE 0 0 1686 ISHARES INC MIN VOL EMRG MKT 464286533 7094 116755 SH SOLE 0 0 116755 ISHARES TR MIN VOL USA ETF 46429B697 313 5925 SH SOLE 0 0 5925 ISHARES TR RUS 2000 VAL ETF 464287630 3157 25104 SH SOLE 0 0 25104 ISHARES TR RUSSELL 3000 ETF 464287689 18639 117843 SH SOLE 0 0 117843 ISHARES TR RUS MDCP VAL ETF 464287473 1558 17479 SH SOLE 0 0 17479 ISHARES TR CORE S&P TTL STK 464287150 1230 20117 SH SOLE 0 0 20117 ISHARES TR RUS 1000 GRW ETF 464287614 12998 96512 SH SOLE 0 0 96512 ISHARES TR CORE MSCI EAFE 46432F842 467 7067 SH SOLE 0 0 7067 ISHARES TR MIN VOL EAFE ETF 46429B689 21379 292941 SH SOLE 0 0 292941 ISHARES TR S&P MC 400VL ETF 464287705 340 2121 SH SOLE 0 0 2121 ISHARES TR CORE S&P500 ETF 464287200 253 942 SH SOLE 0 0 942 JOHNSON & JOHNSON COM 478160104 421 3011 SH SOLE 0 0 3011 MCDONALDS CORP COM 580135101 1826 10612 SH SOLE 0 0 10612 PROCTER AND GAMBLE CO COM 742718109 226 2456 SH SOLE 0 0 2456 SPDR S&P 500 ETF TR TR UNIT 78462F103 514 1926 SH SOLE 0 0 1926 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1892 20025 SH SOLE 0 0 20025 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 397 4868 SH SOLE 0 0 4868 VANGUARD INDEX FDS MID CAP ETF 922908629 15605 100821 SH SOLE 0 0 100821 VANGUARD INDEX FDS TOTAL STK MKT 922908769 51601 375960 SH SOLE 0 0 375960 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 321 2874 SH SOLE 0 0 2874 VANGUARD INDEX FDS SM CP VAL ETF 922908611 8130 61230 SH SOLE 0 0 61230 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1746 23505 SH SOLE 0 0 23505 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 675 14708 SH SOLE 0 0 14708 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4580 102091 SH SOLE 0 0 102091