0001580642-21-000093.txt : 20210111 0001580642-21-000093.hdr.sgml : 20210111 20210111160430 ACCESSION NUMBER: 0001580642-21-000093 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210111 DATE AS OF CHANGE: 20210111 EFFECTIVENESS DATE: 20210111 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: 21520841 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 12-31-2020 12-31-2020 false O'Brien Wealth Partners LLC

177 Huntington Ave. Suite 2010 Boston MA 02115

13F HOLDINGS REPORT 028-17558 N Kari E. Mekler 617-547-6717 /s/ Kari Mekler Boston MA 01-11-2021 0 66 276751 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 262 686 SH SOLE 686 0 0 ISHARES TR RUS 1000 ETF 464287622 444 2052 SH SOLE 2052 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 14094 57718 SH SOLE 57718 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 14602 63751 SH SOLE 63751 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 925 2427 SH SOLE 2427 0 0 AMAZON COM INC COM 023135106 54 17 SH DFND 0 0 17 AMAZON COM INC COM 023135106 41 13 SH DFND 0 0 13 AMAZON COM INC COM 023135106 458 144 SH SOLE 144 0 0 EVERSOURCE ENERGY COM 30040W108 2 20 SH DFND 0 0 20 EVERSOURCE ENERGY COM 30040W108 4 49 SH DFND 0 0 49 EVERSOURCE ENERGY COM 30040W108 197 2185 SH SOLE 2185 0 0 JOHNSON & JOHNSON COM 478160104 17 105 SH DFND 0 0 105 JOHNSON & JOHNSON COM 478160104 50 314 SH DFND 0 0 314 JOHNSON & JOHNSON COM 478160104 520 3252 SH SOLE 3252 0 0 ISHARES TR MSCI EAFE ETF 464287465 317 4183 SH SOLE 4183 0 0 MICROSOFT CORP COM 594918104 67 305 SH DFND 0 0 305 MICROSOFT CORP COM 594918104 105 478 SH DFND 0 0 478 MICROSOFT CORP COM 594918104 991 4511 SH SOLE 4511 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 5 40 SH DFND 0 0 40 INTERNATIONAL BUSINESS MACHS COM 459200101 11 82 SH DFND 0 0 82 INTERNATIONAL BUSINESS MACHS COM 459200101 211 1643 SH SOLE 1643 0 0 COCA COLA CO COM 191216100 8 160 SH DFND 0 0 160 COCA COLA CO COM 191216100 3 66 SH DFND 0 0 66 COCA COLA CO COM 191216100 225 4403 SH SOLE 4403 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 233 1783 SH SOLE 1783 0 0 AMETEK INC COM 031100100 1 5 SH DFND 0 0 5 AMETEK INC COM 031100100 585 4736 SH SOLE 4736 0 0 MERCK & CO. INC COM 58933Y105 8 95 SH DFND 0 0 95 MERCK & CO. INC COM 58933Y105 7 83 SH DFND 0 0 83 MERCK & CO. INC COM 58933Y105 221 2667 SH SOLE 2667 0 0 PROCTER AND GAMBLE CO COM 742718109 14 100 SH DFND 0 0 100 PROCTER AND GAMBLE CO COM 742718109 12 88 SH DFND 0 0 88 PROCTER AND GAMBLE CO COM 742718109 326 2350 SH SOLE 2350 0 0 MCDONALDS CORP COM 580135101 6 30 SH DFND 0 0 30 MCDONALDS CORP COM 580135101 9 41 SH DFND 0 0 41 MCDONALDS CORP COM 580135101 2317 10733 SH SOLE 10733 0 0 JPMORGAN CHASE & CO COM 46625H100 16 120 SH DFND 0 0 120 JPMORGAN CHASE & CO COM 46625H100 87 636 SH DFND 0 0 636 JPMORGAN CHASE & CO COM 46625H100 177 1302 SH SOLE 1302 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 45143 226567 SH SOLE 226567 0 0 NORFOLK SOUTHN CORP COM 655844108 3 10 SH DFND 0 0 10 NORFOLK SOUTHN CORP COM 655844108 638 2513 SH SOLE 2513 0 0 APPLE INC COM 037833100 86 650 SH DFND 0 0 650 APPLE INC COM 037833100 122 925 SH DFND 0 0 925 APPLE INC COM 037833100 3755 28436 SH SOLE 28436 0 0 ISHARES TR CORE US AGGBD ET 464287226 726 6199 SH SOLE 6199 0 0 ESSENTIAL UTILS INC COM 29670G102 396 8136 SH SOLE 8136 0 0 ALPHABET INC CAP STK CL A 02079K305 43 24 SH DFND 0 0 24 ALPHABET INC CAP STK CL A 02079K305 13 7 SH DFND 0 0 7 ALPHABET INC CAP STK CL A 02079K305 333 185 SH SOLE 185 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 515 2002 SH SOLE 2002 0 0 SPDR SER TR S&P DIVID ETF 78464A763 1281 11778 SH SOLE 11778 0 0 MASTERCARD INCORPORATED CL A 57636Q104 14 40 SH DFND 0 0 40 MASTERCARD INCORPORATED CL A 57636Q104 23 64 SH DFND 0 0 64 MASTERCARD INCORPORATED CL A 57636Q104 176 496 SH SOLE 496 0 0 ISHARES TR CORE S&P TTL STK 464287150 83888 950249 SH SOLE 950249 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 297 4870 SH SOLE 4870 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 205 2344 SH SOLE 2344 0 0 ISHARES TR MSCI ACWI ETF 464288257 39639 424218 SH SOLE 424218 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 1228 17965 SH SOLE 17965 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 54080 724159 SH SOLE 724159 0 0 FACEBOOK INC CL A 30303M102 20 75 SH DFND 0 0 75 FACEBOOK INC CL A 30303M102 541 2022 SH SOLE 2022 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 326 7327 SH SOLE 7327 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 3935 51921 SH SOLE 51921 0 0 UPWORK INC COM 91688F104 1693 44539 SH SOLE 44539 0 0