0001580642-18-003347.txt : 20180711 0001580642-18-003347.hdr.sgml : 20180711 20180711171034 ACCESSION NUMBER: 0001580642-18-003347 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180711 DATE AS OF CHANGE: 20180711 EFFECTIVENESS DATE: 20180711 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: 18949173 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 06-30-2018 06-30-2018 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 07-11-2018 0 92 134077 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P MCP ETF 464287507 19 97 SH SOLE 97 0 0 ISHARES TR S&P MC 400VL ETF 464287705 308 1900 SH SOLE 1900 0 0 ISHARES TR CORE S&P SCP ETF 464287804 63 755 SH SOLE 755 0 0 ISHARES TR CORE S&P500 ETF 464287200 262 959 SH SOLE 959 0 0 ISHARES TR RUS 1000 ETF 464287622 157 1036 SH SOLE 1036 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 165 1357 SH SOLE 1357 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 11835 82300 SH SOLE 82300 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 3 19 SH SOLE 19 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 2645 20048 SH SOLE 20048 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 16831 103712 SH SOLE 103712 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 527 1943 SH SOLE 1943 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 44 800 SH SOLE 800 0 0 EVERSOURCE ENERGY COM 30040W108 42 713 SH SOLE 713 0 0 AMGEN INC COM 031162100 112 608 SH SOLE 608 0 0 ALTRIA GROUP INC COM 02209S103 40 711 SH SOLE 711 0 0 INTEL CORP COM 458140100 12 232 SH SOLE 232 0 0 DISNEY WALT CO COM DISNEY 254687106 40 378 SH SOLE 378 0 0 HONEYWELL INTL INC COM 438516106 6 45 SH SOLE 45 0 0 JOHNSON & JOHNSON COM 478160104 177 1460 SH SOLE 1460 0 0 ISHARES TR MSCI EAFE ETF 464287465 8 115 SH SOLE 115 0 0 CHEVRON CORP NEW COM 166764100 4 28 SH SOLE 28 0 0 MICROSOFT CORP COM 594918104 31 310 SH SOLE 310 0 0 AT&T INC COM 00206R102 0 15 SH SOLE 15 0 0 PRUDENTIAL FINL INC COM 744320102 3 31 SH SOLE 31 0 0 CISCO SYS INC COM 17275R102 8 185 SH SOLE 185 0 0 COCA COLA CO COM 191216100 7 150 SH SOLE 150 0 0 PEPSICO INC COM 713448108 11 100 SH SOLE 100 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 50 994 SH SOLE 994 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 801 9054 SH SOLE 9054 0 0 ISHARES TR COHEN STEER REIT 464287564 21 210 SH SOLE 210 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 208 3000 SH SOLE 3000 0 0 VANGUARD GROUP DIV APP ETF 921908844 2 22 SH SOLE 22 0 0 TOTAL S A SPONSORED ADR 89151E109 27 454 SH SOLE 454 0 0 CAPITAL ONE FINL CORP COM 14040H105 3 33 SH SOLE 33 0 0 LILLY ELI & CO COM 532457108 4 50 SH SOLE 50 0 0 QUEST DIAGNOSTICS INC COM 74834L100 4 38 SH SOLE 38 0 0 PROCTER AND GAMBLE CO COM 742718109 136 1742 SH SOLE 1742 0 0 GENERAL ELECTRIC CO COM 369604103 10 700 SH SOLE 700 0 0 JPMORGAN CHASE & CO COM 46625H100 9 91 SH SOLE 91 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 2 194 SH SOLE 194 0 0 UNITED TECHNOLOGIES CORP COM 913017109 4 30 SH SOLE 30 0 0 3M CO COM 88579Y101 59 300 SH SOLE 300 0 0 COMCAST CORP NEW CL A 20030N101 3 96 SH SOLE 96 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 44893 319680 SH SOLE 319680 0 0 APPLE INC COM 037833100 6 31 SH SOLE 31 0 0 INTL PAPER CO COM 460146103 3 53 SH SOLE 53 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 7 168 SH SOLE 168 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 278 6591 SH SOLE 6591 0 0 PAYCHEX INC COM 704326107 132 1925 SH SOLE 1925 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 6 112 SH SOLE 112 0 0 AMERICAN ELEC PWR INC COM 025537101 3 44 SH SOLE 44 0 0 ISHARES TR MRNING SM CP ETF 464288703 4 25 SH SOLE 25 0 0 LINCOLN NATL CORP IND COM 534187109 47 760 SH SOLE 760 0 0 COLUMBIA PPTY TR INC COM NEW 198287203 3 123 SH SOLE 123 0 0 CABOT CORP COM 127055101 12 200 SH SOLE 200 0 0 ALPHABET INC CAP STK CL A 02079K305 108 96 SH SOLE 96 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 36 300 SH SOLE 300 0 0 CELANESE CORP DEL COM SER A 150870103 4 40 SH SOLE 40 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 15592 98908 SH SOLE 98908 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7181 52885 SH SOLE 52885 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 81 1000 SH SOLE 1000 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 8 111 SH SOLE 111 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 43 288 SH SOLE 288 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1313 14160 SH SOLE 14160 0 0 CALAMOS CONV & HIGH INCOME F COM SHS 12811P108 32 2500 SH SOLE 2500 0 0 COGNEX CORP COM 192422103 4 80 SH SOLE 80 0 0 ISHARES TR CORE S&P TTL STK 464287150 997 15951 SH SOLE 15951 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 256 2320 SH SOLE 2320 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 153 1931 SH SOLE 1931 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 21 600 SH SOLE 600 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 3686 85910 SH SOLE 85910 0 0 ENERGY FUELS INC COM NEW 292671708 17 7462 SH SOLE 7462 0 0 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 7 152 SH SOLE 152 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 821 11189 SH SOLE 11189 0 0 ISHARES TR RUS TP200 GR ETF 464289438 66 847 SH SOLE 847 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 17 1643 SH SOLE 1643 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2 6 SH SOLE 6 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 75 1285 SH SOLE 1285 0 0 GENERAL MTRS CO COM 37045V100 12 300 SH SOLE 300 0 0 LPL FINL HLDGS INC COM 50212V100 26 400 SH SOLE 400 0 0 SERVICESOURCE INTL INC COM 81763U100 4 1000 SH SOLE 1000 0 0 ISHARES TR MIN VOL USA ETF 46429B697 316 5952 SH SOLE 5952 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 22156 311436 SH SOLE 311436 0 0 ISHARES INC MIN VOL EMRG MKT 464286533 308 5322 SH SOLE 5322 0 0 PHILLIPS 66 COM 718546104 14 125 SH SOLE 125 0 0 ISHARES INC ASIA/PAC DIV ETF 464286293 8 174 SH SOLE 174 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 144 1399 SH SOLE 1399 0 0 ISHARES TR CORE MSCI EAFE 46432F842 417 6576 SH SOLE 6576 0 0 ALPHABET INC CAP STK CL C 02079K107 52 47 SH SOLE 47 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1 43 SH SOLE 43 0 0 DELL TECHNOLOGIES INC COM CL V 24703L103 2 27 SH SOLE 27 0 0 ADVANSIX INC COM 00773T101 0 1 SH SOLE 1 0 0