0001580642-19-003104.txt : 20190708 0001580642-19-003104.hdr.sgml : 20190708 20190708144110 ACCESSION NUMBER: 0001580642-19-003104 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190708 DATE AS OF CHANGE: 20190708 EFFECTIVENESS DATE: 20190708 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: 19945099 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 06-30-2019 06-30-2019 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 07-08-2019 0 38 136709 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 465 1550 SH SOLE 1550 0 0 ISHARES TR RUS 1000 ETF 464287622 590 3556 SH SOLE 3556 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 13514 83875 SH SOLE 83875 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1304 10724 SH SOLE 10724 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 16083 91675 SH SOLE 91675 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 607 2033 SH SOLE 2033 0 0 JOHNSON & JOHNSON COM 478160104 562 4000 SH SOLE 4000 0 0 PFIZER INC COM 717081103 236 5369 SH SOLE 5369 0 0 ISHARES TR MSCI EAFE ETF 464287465 1023 15455 SH SOLE 15455 0 0 MICROSOFT CORP COM 594918104 253 1846 SH SOLE 1846 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 258 1823 SH SOLE 1823 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 316 3497 SH SOLE 3497 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 240 3000 SH SOLE 3000 0 0 AMETEK INC NEW COM 031100100 570 6256 SH SOLE 6256 0 0 EXXON MOBIL CORP COM 30231G102 395 5193 SH SOLE 5193 0 0 MERCK & CO INC COM 58933Y105 269 3148 SH SOLE 3148 0 0 PROCTER AND GAMBLE CO COM 742718109 298 2633 SH SOLE 2633 0 0 MCDONALDS CORP COM 580135101 2243 10617 SH SOLE 10617 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 31260 204915 SH SOLE 204915 0 0 NORFOLK SOUTHERN CORP COM 655844108 1890 9405 SH SOLE 9405 0 0 APPLE INC COM 037833100 1611 7890 SH SOLE 7890 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 229 5358 SH SOLE 5358 0 0 PAYCHEX INC COM 704326107 209 2455 SH SOLE 2455 0 0 ISHARES TR CORE US AGGBD ET 464287226 317 2854 SH SOLE 2854 0 0 AQUA AMERICA INC COM 03836W103 339 8136 SH SOLE 8136 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 505 2973 SH SOLE 2973 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2636 19979 SH SOLE 19979 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1416 13854 SH SOLE 13854 0 0 ISHARES TR CORE S&P TTL STK 464287150 609 8995 SH SOLE 8995 0 0 CAMBRIDGE BANCORP COM 132152109 261 3204 SH SOLE 3204 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 3630 86519 SH SOLE 86519 0 0 ISHARES TR EAFE SML CP ETF 464288273 2669 45993 SH SOLE 45993 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 241 3170 SH SOLE 3170 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 410 4287 SH SOLE 4287 0 0 ISHARES TR MIN VOL USA ETF 46429B697 1176 18674 SH SOLE 18674 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 44417 606289 SH SOLE 606289 0 0 ISHARES INC MIN VOL EMRG MKT 464286533 254 4323 SH SOLE 4323 0 0 ISHARES TR RUSEL 2500 ETF 46435G268 3404 74428 SH SOLE 74428 0 0