0001580642-19-001775.txt : 20190405 0001580642-19-001775.hdr.sgml : 20190405 20190405135032 ACCESSION NUMBER: 0001580642-19-001775 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190405 DATE AS OF CHANGE: 20190405 EFFECTIVENESS DATE: 20190405 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: 19734526 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 03-31-2019 03-31-2019 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 04-04-2019 0 38 141463 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 268 942 SH SOLE 942 0 0 ISHARES TR RUS 1000 ETF 464287622 559 3556 SH SOLE 3556 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 12827 84743 SH SOLE 84743 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1309 10916 SH SOLE 10916 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 15656 93917 SH SOLE 93917 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 572 2025 SH SOLE 2025 0 0 JOHNSON & JOHNSON COM 478160104 562 4023 SH SOLE 4023 0 0 PFIZER INC COM 717081103 256 6018 SH SOLE 6018 0 0 ISHARES TR MSCI EAFE ETF 464287465 999 15407 SH SOLE 15407 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 244 1729 SH SOLE 1729 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 304 3497 SH SOLE 3497 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 222 3000 SH SOLE 3000 0 0 AMETEK INC NEW COM 031100100 519 6256 SH SOLE 6256 0 0 EXXON MOBIL CORP COM 30231G102 416 5149 SH SOLE 5149 0 0 MERCK & CO INC COM 58933Y105 273 3281 SH SOLE 3281 0 0 PROCTER AND GAMBLE CO COM 742718109 271 2605 SH SOLE 2605 0 0 MCDONALDS CORP COM 580135101 2016 10616 SH SOLE 10616 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 31992 221078 SH SOLE 221078 0 0 APPLE INC COM 037833100 1299 6837 SH SOLE 6837 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 260 6121 SH SOLE 6121 0 0 PAYCHEX INC COM 704326107 237 2955 SH SOLE 2955 0 0 ISHARES TR CORE US AGGBD ET 464287226 311 2854 SH SOLE 2854 0 0 AQUA AMERICA INC COM 03836W103 296 8136 SH SOLE 8136 0 0 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 265 4023 SH SOLE 4023 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 507 3156 SH SOLE 3156 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3168 24609 SH SOLE 24609 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1421 14296 SH SOLE 14296 0 0 ISHARES TR CORE S&P TTL STK 464287150 610 9479 SH SOLE 9479 0 0 CAMBRIDGE BANCORP COM 132152109 265 3204 SH SOLE 3204 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 236 2191 SH SOLE 2191 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 5108 124987 SH SOLE 124987 0 0 ISHARES TR EAFE SML CP ETF 464288273 2933 51067 SH SOLE 51067 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 231 3162 SH SOLE 3162 0 0 ISHARES TR MIN VOL USA ETF 46429B697 1005 17089 SH SOLE 17089 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 49736 690780 SH SOLE 690780 0 0 ISHARES INC MIN VOL EMRG MKT 464286533 351 5927 SH SOLE 5927 0 0 ISHARES TR CORE MSCI EAFE 46432F842 383 6310 SH SOLE 6310 0 0 ISHARES TR RUSEL 2500 ETF 46435G268 3576 81091 SH SOLE 81091 0 0