0001580642-21-001712.txt : 20210413 0001580642-21-001712.hdr.sgml : 20210413 20210413154044 ACCESSION NUMBER: 0001580642-21-001712 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210413 DATE AS OF CHANGE: 20210413 EFFECTIVENESS DATE: 20210413 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: 21823032 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 03-31-2021 03-31-2021 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 04-12-2021 0 95 301829 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 281 686 SH SOLE 686 0 0 ISHARES TR RUS 1000 ETF 464287622 465 2016 SH SOLE 2016 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 13959 54829 SH SOLE 54829 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 15015 61428 SH SOLE 61428 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 995 2435 SH SOLE 2435 0 0 AMAZON COM INC COM 023135106 257 78 SH DFND 0 0 78 AMAZON COM INC COM 023135106 66 20 SH DFND 0 0 20 AMAZON COM INC COM 023135106 16 5 SH DFND 0 0 5 AMAZON COM INC COM 023135106 267 81 SH SOLE 81 0 0 EVERSOURCE ENERGY COM 30040W108 31 350 SH DFND 0 0 350 EVERSOURCE ENERGY COM 30040W108 3 40 SH DFND 0 0 40 EVERSOURCE ENERGY COM 30040W108 4 49 SH DFND 0 0 49 EVERSOURCE ENERGY COM 30040W108 171 1963 SH SOLE 1963 0 0 INTEL CORP COM 458140100 52 775 SH DFND 0 0 775 INTEL CORP COM 458140100 12 185 SH DFND 0 0 185 INTEL CORP COM 458140100 23 345 SH DFND 0 0 345 INTEL CORP COM 458140100 143 2136 SH SOLE 2136 0 0 JOHNSON & JOHNSON COM 478160104 29 181 SH DFND 0 0 181 JOHNSON & JOHNSON COM 478160104 18 110 SH DFND 0 0 110 JOHNSON & JOHNSON COM 478160104 51 314 SH DFND 0 0 314 JOHNSON & JOHNSON COM 478160104 500 3068 SH SOLE 3068 0 0 ISHARES TR MSCI EAFE ETF 464287465 328 4216 SH SOLE 4216 0 0 CHEVRON CORP NEW COM 166764100 5 50 SH DFND 0 0 50 CHEVRON CORP NEW COM 166764100 9 85 SH DFND 0 0 85 CHEVRON CORP NEW COM 166764100 4 39 SH DFND 0 0 39 CHEVRON CORP NEW COM 166764100 206 1996 SH SOLE 1996 0 0 MICROSOFT CORP COM 594918104 343 1354 SH DFND 0 0 1354 MICROSOFT CORP COM 594918104 87 345 SH DFND 0 0 345 MICROSOFT CORP COM 594918104 121 478 SH DFND 0 0 478 MICROSOFT CORP COM 594918104 644 2544 SH SOLE 2544 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 33 247 SH DFND 0 0 247 INTERNATIONAL BUSINESS MACHS COM 459200101 5 35 SH DFND 0 0 35 INTERNATIONAL BUSINESS MACHS COM 459200101 13 95 SH DFND 0 0 95 INTERNATIONAL BUSINESS MACHS COM 459200101 205 1514 SH SOLE 1514 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 250 1783 SH SOLE 1783 0 0 AMETEK INC COM 031100100 10 73 SH DFND 0 0 73 AMETEK INC COM 031100100 1 10 SH DFND 0 0 10 AMETEK INC COM 031100100 615 4718 SH SOLE 4718 0 0 APPLIED MATLS INC COM 038222105 36 258 SH DFND 0 0 258 APPLIED MATLS INC COM 038222105 6 45 SH DFND 0 0 45 APPLIED MATLS INC COM 038222105 0 1 SH DFND 0 0 1 APPLIED MATLS INC COM 038222105 208 1490 SH SOLE 1490 0 0 MERCK & CO. INC COM 58933Y105 41 548 SH DFND 0 0 548 MERCK & CO. INC COM 58933Y105 10 135 SH DFND 0 0 135 MERCK & CO. INC COM 58933Y105 1 15 SH DFND 0 0 15 MERCK & CO. INC COM 58933Y105 159 2100 SH SOLE 2100 0 0 PROCTER AND GAMBLE CO COM 742718109 14 101 SH DFND 0 0 101 PROCTER AND GAMBLE CO COM 742718109 3 25 SH DFND 0 0 25 PROCTER AND GAMBLE CO COM 742718109 2 13 SH DFND 0 0 13 PROCTER AND GAMBLE CO COM 742718109 309 2250 SH SOLE 2250 0 0 MCDONALDS CORP COM 580135101 28 121 SH DFND 0 0 121 MCDONALDS CORP COM 580135101 3 15 SH DFND 0 0 15 MCDONALDS CORP COM 580135101 10 45 SH DFND 0 0 45 MCDONALDS CORP COM 580135101 2446 10624 SH SOLE 10624 0 0 JPMORGAN CHASE & CO COM 46625H100 75 482 SH DFND 0 0 482 JPMORGAN CHASE & CO COM 46625H100 22 145 SH DFND 0 0 145 JPMORGAN CHASE & CO COM 46625H100 96 619 SH DFND 0 0 619 JPMORGAN CHASE & CO COM 46625H100 141 907 SH SOLE 907 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 0 1 SH DFND 0 0 1 VANGUARD INDEX FDS TOTAL STK MKT 922908769 46460 218277 SH SOLE 218277 0 0 NORFOLK SOUTHN CORP COM 655844108 4 15 SH DFND 0 0 15 NORFOLK SOUTHN CORP COM 655844108 605 2261 SH SOLE 2261 0 0 APPLE INC COM 037833100 370 2837 SH DFND 0 0 2837 APPLE INC COM 037833100 93 710 SH DFND 0 0 710 APPLE INC COM 037833100 127 974 SH DFND 0 0 974 APPLE INC COM 037833100 3403 26106 SH SOLE 26106 0 0 ISHARES TR CORE US AGGBD ET 464287226 710 6211 SH SOLE 6211 0 0 ESSENTIAL UTILS INC COM 29670G102 369 8136 SH SOLE 8136 0 0 ALPHABET INC CAP STK CL A 02079K305 173 77 SH DFND 0 0 77 ALPHABET INC CAP STK CL A 02079K305 63 28 SH DFND 0 0 28 ALPHABET INC CAP STK CL A 02079K305 16 7 SH DFND 0 0 7 ALPHABET INC CAP STK CL A 02079K305 263 117 SH SOLE 117 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 210 925 SH SOLE 925 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 590 2183 SH SOLE 2183 0 0 SPDR SER TR S&P DIVID ETF 78464A763 1413 11860 SH SOLE 11860 0 0 MASTERCARD INCORPORATED CL A 57636Q104 66 176 SH DFND 0 0 176 MASTERCARD INCORPORATED CL A 57636Q104 19 50 SH DFND 0 0 50 MASTERCARD INCORPORATED CL A 57636Q104 25 65 SH DFND 0 0 65 MASTERCARD INCORPORATED CL A 57636Q104 132 350 SH SOLE 350 0 0 ISHARES TR CORE S&P TTL STK 464287150 88467 937647 SH SOLE 937647 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 302 4870 SH SOLE 4870 0 0 SPDR SER TR PORTFLI INTRMDIT 78464A672 11188 347119 SH SOLE 347119 0 0 SPDR SER TR PORTFOLIO LN TSR 78464A664 2911 73462 SH SOLE 73462 0 0 ISHARES TR MSCI ACWI ETF 464288257 41359 422933 SH SOLE 422933 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 1268 17985 SH SOLE 17985 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 54038 728769 SH SOLE 728769 0 0 FACEBOOK INC CL A 30303M102 35 112 SH DFND 0 0 112 FACEBOOK INC CL A 30303M102 27 86 SH DFND 0 0 86 FACEBOOK INC CL A 30303M102 632 2020 SH SOLE 2020 0 0 ALPHABET INC CAP STK CL C 02079K107 91 40 SH DFND 0 0 40 ALPHABET INC CAP STK CL C 02079K107 16 7 SH DFND 0 0 7 ALPHABET INC CAP STK CL C 02079K107 143 63 SH SOLE 63 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 322 7327 SH SOLE 7327 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 4902 63037 SH SOLE 63037 0 0 UPWORK INC COM 91688F104 2170 44539 SH SOLE 44539 0 0