0001606587-18-000027.txt : 20180116
0001606587-18-000027.hdr.sgml : 20180116
20180116112445
ACCESSION NUMBER: 0001606587-18-000027
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180116
DATE AS OF CHANGE: 20180116
EFFECTIVENESS DATE: 20180116
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: McNamara Financial Services, Inc.
CENTRAL INDEX KEY: 0001622431
IRS NUMBER: 203816826
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16829
FILM NUMBER: 18527870
BUSINESS ADDRESS:
STREET 1: 1020 PLAIN STREET
STREET 2: SUITE 200
CITY: MARSHFIELD
STATE: MA
ZIP: 02050
BUSINESS PHONE: 781-834-2010
MAIL ADDRESS:
STREET 1: 1020 PLAIN STREET
STREET 2: SUITE 200
CITY: MARSHFIELD
STATE: MA
ZIP: 02050
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
1622431
XXXXXXXX
12-31-2017
12-31-2017
false
McNamara Financial Services, Inc.
1020 Plain Street
Suite 200
Marshfield
MA
02050
13F HOLDINGS REPORT
028-16829
N
Alyssa McNamara
CCO
781-834-2010
Alyssa McNamara
Marshfield
MA
01-16-2018
0
39
216874
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
UNION BANKSHARES INC
COM
905400107
227
4291
SH
SOLE
NONE
0
0
4291
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
1294
21878
SH
SOLE
NONE
0
0
21878
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
5448
120135
SH
SOLE
NONE
0
0
120135
POWERSHARES ETF TR II
DEV MKTS EX-US
73936T789
737
16240
SH
SOLE
NONE
0
0
16240
VANGUARD INDEX FDS
GROWTH ETF
922908736
428
3045
SH
SOLE
NONE
0
0
3045
ISHARES TR
RUS 2000 VAL ETF
464287630
291
2313
SH
SOLE
NONE
0
0
2313
PROCTER AND GAMBLE CO
COM
742718109
352
3836
SH
SOLE
NONE
0
0
3836
BOEING CO
COM
097023105
656
2225
SH
SOLE
NONE
0
0
2225
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
37520
771384
SH
SOLE
NONE
0
0
771384
EXXON MOBIL CORP
COM
30231G102
748
8943
SH
SOLE
NONE
0
0
8943
ISHARES INC
CORE MSCI EMKT
46434G103
1536
27000
SH
SOLE
NONE
0
0
27000
VANGUARD INDEX FDS
VALUE ETF
922908744
368
3460
SH
SOLE
NONE
0
0
3460
VANGUARD INDEX FDS
REIT ETF
922908553
426
5133
SH
SOLE
NONE
0
0
5133
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
607
3772
SH
SOLE
NONE
0
0
3772
ISHARES TR
RUS 1000 VAL ETF
464287598
381
3063
SH
SOLE
NONE
0
0
3063
SPDR SERIES TRUST
PORTFOLIO LR ETF
78464A854
1023
32669
SH
SOLE
NONE
0
0
32669
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
5757
56428
SH
SOLE
NONE
0
0
56428
SSGA ACTIVE ETF TR
ULT SHT TRM BD
78467V707
308
7665
SH
SOLE
NONE
0
0
7665
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1354
9162
SH
SOLE
NONE
0
0
9162
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
245
2193
SH
SOLE
NONE
0
0
2193
ISHARES TR
RUS 1000 GRW ETF
464287614
339
2516
SH
SOLE
NONE
0
0
2516
WISDOMTREE TR
INTL EQUITY FD
97717W703
213
3826
SH
SOLE
NONE
0
0
3826
ISHARES TR
CORE MSCI EAFE
46432F842
471
7120
SH
SOLE
NONE
0
0
7120
ISHARES TR
RUS 1000 ETF
464287622
255
1713
SH
SOLE
NONE
0
0
1713
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
4660
103888
SH
SOLE
NONE
0
0
103888
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
7411
257858
SH
SOLE
NONE
0
0
257858
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
32282
846186
SH
SOLE
NONE
0
0
846186
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
27952
881782
SH
SOLE
NONE
0
0
881782
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
6507
141743
SH
SOLE
NONE
0
0
141743
SPDR SER TR
PORTFOLIO SM ETF
78468R853
10720
355565
SH
SOLE
NONE
0
0
355565
POWERSHARES ETF TRUST
FTSE RAFI 1000
73935X583
1637
14415
SH
SOLE
NONE
0
0
14415
ISHARES TR
CORE S&P500 ETF
464287200
52050
193602
SH
SOLE
NONE
0
0
193602
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
287
3346
SH
SOLE
NONE
0
0
3346
VANECK VECTORS ETF TR
AMT FREE INT ETF
92189F544
572
23762
SH
SOLE
NONE
0
0
23762
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
333
4084
SH
SOLE
NONE
0
0
4084
ISHARES TR
MSCI USA ESG SLC
464288802
238
2146
SH
SOLE
NONE
0
0
2146
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
786
5923
SH
SOLE
NONE
0
0
5923
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
961
7526
SH
SOLE
NONE
0
0
7526
ISHARES TR
CORE MSCI EURO
46434V738
9494
189244
SH
SOLE
NONE
0
0
189244