0001580642-22-003634.txt : 20220722 0001580642-22-003634.hdr.sgml : 20220722 20220722100535 ACCESSION NUMBER: 0001580642-22-003634 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220722 DATE AS OF CHANGE: 20220722 EFFECTIVENESS DATE: 20220722 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: 221098877 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 06-30-2022 06-30-2022 false O'Brien Wealth Partners LLC

177 Huntington Ave. Suite 2010 Boston MA 02115

13F HOLDINGS REPORT 028-17558 N Richard A. Davies 617-547-6717 /s/ Richard Davies Boston MA 07-21-2022 0 64 239402 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 146 1341 SH SOLE 1341 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 136 490 SH SOLE 490 0 0 ALPHABET INC CAP STK CL A 02079K305 460 211 SH SOLE 211 0 0 ALPHABET INC CAP STK CL C 02079K107 225 103 SH SOLE 103 0 0 AMAZON COM INC COM 023135106 462 4348 SH SOLE 4348 0 0 AMETEK INC COM 031100100 519 4722 SH SOLE 4722 0 0 ANALOG DEVICES INC COM 032654105 348 2384 SH SOLE 2384 0 0 APPLE INC COM 037833100 3477 25433 SH SOLE 25433 0 0 BECTON DICKINSON & CO COM 075887109 319 1293 SH SOLE 1293 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 221 809 SH SOLE 809 0 0 CHEVRON CORP NEW COM 166764100 229 1583 SH SOLE 1583 0 0 COCA COLA CO COM 191216100 173 2747 SH SOLE 2747 0 0 DBX ETF TR XTRACK USD HIGH 233051432 580 17208 SH SOLE 17208 0 0 DBX ETF TR XTRACK MSCI EAFE 233051200 34395 988089 SH SOLE 988089 0 0 EVERSOURCE ENERGY COM 30040W108 169 1998 SH SOLE 1998 0 0 EXXON MOBIL CORP COM 30231G102 257 2997 SH SOLE 2997 0 0 HAEMONETICS CORP MASS COM 405024100 244 3742 SH SOLE 3742 0 0 HOME DEPOT INC COM 437076102 10 38 SH SOLE 38 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 236 1673 SH SOLE 1673 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 234 836 SH SOLE 836 0 0 ISHARES TR CORE S&P SCP ETF 464287804 306 3310 SH SOLE 3310 0 0 ISHARES TR CORE S&P500 ETF 464287200 392 1033 SH SOLE 1033 0 0 ISHARES TR RUS 1000 ETF 464287622 365 1759 SH SOLE 1759 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 11514 52649 SH SOLE 52649 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 12067 55508 SH SOLE 55508 0 0 ISHARES TR RUS MID CAP ETF 464287499 325 5019 SH SOLE 5019 0 0 ISHARES TR EAFE GRWTH ETF 464288885 533 6623 SH SOLE 6623 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 773 11014 SH SOLE 11014 0 0 ISHARES TR MSCI ACWI ETF 464288257 462 5507 SH SOLE 5507 0 0 ISHARES TR CORE S&P TTL STK 464287150 79544 949442 SH SOLE 949442 0 0 ISHARES TR MSCI EAFE ETF 464287465 314 5024 SH SOLE 5024 0 0 ISHARES TR CORE US AGGBD ET 464287226 9774 96122 SH SOLE 96122 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 821 9791 SH SOLE 9791 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 237 3774 SH SOLE 3774 0 0 JOHNSON & JOHNSON COM 478160104 467 2634 SH SOLE 2634 0 0 JPMORGAN CHASE & CO COM 46625H100 136 1208 SH SOLE 1208 0 0 LIFESTANCE HEALTH GROUP INC COM 53228F101 6503 1169558 SH SOLE 1169558 0 0 MASTERCARD INCORPORATED CL A 57636Q104 155 491 SH SOLE 491 0 0 MCDONALDS CORP COM 580135101 2637 10681 SH SOLE 10681 0 0 MERCK & CO INC COM 58933Y105 204 2236 SH SOLE 2236 0 0 META PLATFORMS INC CL A 30303M102 516 3201 SH SOLE 3201 0 0 MICROSOFT CORP COM 594918104 560 2181 SH SOLE 2181 0 0 NIKE INC CL B 654106103 175 1708 SH SOLE 1708 0 0 NORFOLK SOUTHN CORP COM 655844108 360 1584 SH SOLE 1584 0 0 PAYCHEX INC COM 704326107 191 1679 SH SOLE 1679 0 0 PEPSICO INC COM 713448108 99 593 SH SOLE 593 0 0 PFIZER INC COM 717081103 150 2866 SH SOLE 2866 0 0 PROCTER AND GAMBLE CO COM 742718109 306 2129 SH SOLE 2129 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 227 1783 SH SOLE 1783 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 310 821 SH SOLE 821 0 0 SPDR SER TR PORTFLI INTRMDIT 78464A672 13331 452351 SH SOLE 452351 0 0 SPDR SER TR PORTFOLIO LN TSR 78464A664 13972 422501 SH SOLE 422501 0 0 SPDR SER TR S&P DIVID ETF 78464A763 1112 9368 SH SOLE 9368 0 0 TESLA INC COM 88160R101 24 36 SH SOLE 36 0 0 UNITEDHEALTH GROUP INC COM 91324P102 121 236 SH SOLE 236 0 0 UPWORK INC COM 91688F104 813 39314 SH SOLE 39314 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 545 2444 SH SOLE 2444 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 35006 185591 SH SOLE 185591 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 283 5354 SH SOLE 5354 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 243 4870 SH SOLE 4870 0 0 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 271 6652 SH SOLE 6652 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 268 5468 SH SOLE 5468 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 88 1731 SH SOLE 1731 0 0 VISA INC COM CL A 92826C839 62 315 SH SOLE 315 0 0