0001580642-19-004596.txt : 20191004 0001580642-19-004596.hdr.sgml : 20191004 20191004153823 ACCESSION NUMBER: 0001580642-19-004596 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191004 DATE AS OF CHANGE: 20191004 EFFECTIVENESS DATE: 20191004 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: 191138559 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 09-30-2019 09-30-2019 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 10-03-2019 0 36 127327 INFORMATION TABLE 2 infotable.xml AMERICAN STS WTR CO COM 029899101 270 3000 SH SOLE 3000 0 0 AMETEK INC NEW COM 031100100 433 4718 SH SOLE 4718 0 0 APPLE INC COM 037833100 1781 7950 SH SOLE 7950 0 0 AQUA AMERICA INC COM 03836W103 365 8136 SH SOLE 8136 0 0 CAMBRIDGE BANCORP COM 132152109 240 3204 SH SOLE 3204 0 0 COCA COLA CO COM 191216100 290 5332 SH SOLE 5332 0 0 EXXON MOBIL CORP COM 30231G102 316 4482 SH SOLE 4482 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 569 3912 SH SOLE 3912 0 0 ISHARES TR CORE S&P500 ETF 464287200 205 686 SH SOLE 686 0 0 ISHARES TR RUS 1000 ETF 464287622 585 3556 SH SOLE 3556 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 11159 69907 SH SOLE 69907 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1245 10425 SH SOLE 10425 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 14879 85622 SH SOLE 85622 0 0 ISHARES TR MSCI EAFE ETF 464287465 504 7732 SH SOLE 7732 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 314 3497 SH SOLE 3497 0 0 ISHARES TR CORE S&P TTL STK 464287150 519 7745 SH SOLE 7745 0 0 ISHARES TR EAFE SML CP ETF 464288273 2088 36486 SH SOLE 36486 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 343 3644 SH SOLE 3644 0 0 ISHARES TR MSCI MIN VOL ETF 46429B697 1197 18674 SH SOLE 18674 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 45452 620255 SH SOLE 620255 0 0 ISHARES TR RUSEL 2500 ETF 46435G268 3276 73565 SH SOLE 73565 0 0 JOHNSON & JOHNSON COM 478160104 607 4695 SH SOLE 4695 0 0 MCDONALDS CORP COM 580135101 2280 10618 SH SOLE 10618 0 0 MERCK & CO INC COM 58933Y105 265 3148 SH SOLE 3148 0 0 MICROSOFT CORP COM 594918104 615 4421 SH SOLE 4421 0 0 NORFOLK SOUTHERN CORP COM 655844108 1267 7050 SH SOLE 7050 0 0 PAYCHEX INC COM 704326107 203 2455 SH SOLE 2455 0 0 PROCTER & GAMBLE CO COM 742718109 328 2634 SH SOLE 2634 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 242 3000 SH SOLE 3000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 606 2043 SH SOLE 2043 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1386 13510 SH SOLE 13510 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 201 2384 SH SOLE 2384 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 28537 188985 SH SOLE 188985 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 494 2945 SH SOLE 2945 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2177 16896 SH SOLE 16896 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2089 50847 SH SOLE 50847 0 0