0001580642-20-001491.txt : 20200403 0001580642-20-001491.hdr.sgml : 20200403 20200403131353 ACCESSION NUMBER: 0001580642-20-001491 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200403 DATE AS OF CHANGE: 20200403 EFFECTIVENESS DATE: 20200403 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: 20772594 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 03-31-2020 03-31-2020 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 04-03-2020 0 29 178023 INFORMATION TABLE 2 infotable.xml AMETEK INC COM 031100100 335 4718 SH SOLE 4718 0 0 APPLE INC COM 037833100 1630 6656 SH SOLE 6656 0 0 ESSENTIAL UTILS INC COM 29670G102 326 8136 SH SOLE 8136 0 0 ISHARES TR CORE S&P TTL STK 464287150 50995 915364 SH SOLE 915364 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 9830 66933 SH SOLE 66933 0 0 ISHARES TR RUS 1000 ETF 464287622 326 2363 SH SOLE 2363 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 669 8681 SH SOLE 8681 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 10939 75878 SH SOLE 75878 0 0 ISHARES TR MSCI ACWI ETF 464288257 11050 181448 SH SOLE 181448 0 0 ISHARES TR EAFE SML CP ETF 464288273 1218 28023 SH SOLE 28023 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 40657 670472 SH SOLE 670472 0 0 ISHARES TR MSCI MIN VOL ETF 46429B697 996 18752 SH SOLE 18752 0 0 ISHARES INC ESG MSCI EM ETF 46434G863 254 9400 SH SOLE 9400 0 0 ISHARES TR RUSEL 2500 ETF 46435G268 1998 62389 SH SOLE 62389 0 0 ISHARES TR ESG MSCI EAFE 46435G516 1017 19690 SH SOLE 19690 0 0 JOHNSON & JOHNSON COM 478160104 489 3672 SH SOLE 3672 0 0 MCDONALDS CORP COM 580135101 1720 10651 SH SOLE 10651 0 0 MICROSOFT CORP COM 594918104 664 4275 SH SOLE 4275 0 0 NORFOLK SOUTHERN CORP COM 655844108 692 4813 SH SOLE 4813 0 0 PROCTER & GAMBLE CO COM 742718109 311 2719 SH SOLE 2719 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 605 2401 SH SOLE 2401 0 0 SPDR SER TR S&P DIVID ETF 78464A763 1032 13267 SH SOLE 13267 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 246 3137 SH SOLE 3137 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 209 2427 SH SOLE 2427 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 323 9950 SH SOLE 9950 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 848 10102 SH SOLE 10102 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 292 2302 SH SOLE 2302 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 34720 276607 SH SOLE 276607 0 0 WISDOMTREE TR EM LCL DEBT FD 97717X867 3632 125327 SH SOLE 125327 0 0