0001580642-19-000241.txt : 20190117 0001580642-19-000241.hdr.sgml : 20190117 20190117132552 ACCESSION NUMBER: 0001580642-19-000241 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190117 DATE AS OF CHANGE: 20190117 EFFECTIVENESS DATE: 20190117 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: 19530648 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 12-31-2018 12-31-2018 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 Mekler Boston MA 01-17-2019 0 43 146090 INFORMATION TABLE 2 infotable.xml PFIZER INC COM 717081103 389 9239 SH SOLE 9239 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 512 1961 SH SOLE 1961 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 217 3162 SH SOLE 3162 0 0 ISHARES TR MIN VOL USA ETF 46429B697 912 17064 SH SOLE 17064 0 0 AMETEK INC NEW COM 031100100 440 6256 SH SOLE 6256 0 0 AMAZON COM INC COM 023135106 72 43 SH SOLE 43 0 0 APPLE INC COM 037833100 1059 6832 SH SOLE 6832 0 0 PROCTER AND GAMBLE CO COM 742718109 256 2799 SH SOLE 2799 0 0 ISHARES TR EAFE SML CP ETF 464288273 9561 175655 SH SOLE 175655 0 0 BOEING CO COM 097023105 289 820 SH SOLE 820 0 0 CAMBRIDGE BANCORP COM 132152109 241 3204 SH SOLE 3204 0 0 ISHARES TR RUSEL 2500 ETF 46435G268 3569 86877 SH SOLE 86877 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1439 12412 SH SOLE 12412 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 14595 94789 SH SOLE 94789 0 0 EXXON MOBIL CORP COM 30231G102 355 4951 SH SOLE 4951 0 0 JPMORGAN CHASE & CO COM 46625H100 115 1119 SH SOLE 1119 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 119 600 SH SOLE 600 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 481 3291 SH SOLE 3291 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 283 3498 SH SOLE 3498 0 0 ISHARES TR CORE S&P TTL STK 464287150 661 11099 SH SOLE 11099 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 33658 251521 SH SOLE 251521 0 0 ISHARES TR CORE US AGGBD ET 464287226 304 2854 SH SOLE 2854 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1305 14108 SH SOLE 14108 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 209 1720 SH SOLE 1720 0 0 ISHARES INC MIN VOL EMRG MKT 464286533 330 5730 SH SOLE 5730 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 220 2191 SH SOLE 2191 0 0 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 1624 25502 SH SOLE 25502 0 0 MICROSOFT CORP COM 594918104 212 2014 SH SOLE 2014 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 11648 84991 SH SOLE 84991 0 0 ISHARES TR CORE MSCI EAFE 46432F842 390 6804 SH SOLE 6804 0 0 ISHARES TR RUS 1000 ETF 464287622 516 3556 SH SOLE 3556 0 0 MERCK & CO INC COM 58933Y105 235 3148 SH SOLE 3148 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 37896 552823 SH SOLE 552823 0 0 MCDONALDS CORP COM 580135101 1904 10615 SH SOLE 10615 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 14235 366689 SH SOLE 366689 0 0 ALPHABET INC CAP STK CL A 02079K305 145 133 SH SOLE 133 0 0 HELIOS & MATHESON ANALYTICS COM PAR 42327L309 0 14590 SH SOLE 14590 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 252 6287 SH SOLE 6287 0 0 ISHARES TR MSCI EAFE ETF 464287465 1005 16408 SH SOLE 16408 0 0 ISHARES TR CORE S&P500 ETF 464287200 506 1925 SH SOLE 1925 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3150 25677 SH SOLE 25677 0 0 AQUA AMERICA INC COM 03836W103 276 8136 SH SOLE 8136 0 0 JOHNSON & JOHNSON COM 478160104 505 3942 SH SOLE 3942 0 0