0001739043-20-000002.txt : 20200417
0001739043-20-000002.hdr.sgml : 20200417
20200417131315
ACCESSION NUMBER: 0001739043-20-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200417
DATE AS OF CHANGE: 20200417
EFFECTIVENESS DATE: 20200417
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Winthrop Advisory Group LLC
CENTRAL INDEX KEY: 0001739043
IRS NUMBER: 820994658
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18734
FILM NUMBER: 20798672
BUSINESS ADDRESS:
STREET 1: 109 STATE STREET
STREET 2: 2ND FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02109
BUSINESS PHONE: 6175301010
MAIL ADDRESS:
STREET 1: 109 STATE STREET
STREET 2: 2ND FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02109
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001739043
XXXXXXXX
03-31-2020
03-31-2020
Winthrop Advisory Group LLC
109 STATE STREET
2ND FLOOR
BOSTON
MA
02109
13F HOLDINGS REPORT
028-18734
N
Richard C. St. Onge
CCO
6175301012
Richard C. St. Onge
Sterling
MA
04-17-2020
0
88
250120
false
INFORMATION TABLE
2
ww_13f03312020.xml
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
326
1999
SH
SOLE
0
0
1999
ADOBE INC
COM
00724F101
337
1058
SH
SOLE
0
0
1058
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
310
1596
SH
SOLE
0
0
1596
ALPHABET INC
CAP STK CL A
02079K305
888
764
SH
SOLE
0
0
764
ALPHABET INC
CAP STK CL C
02079K107
745
641
SH
SOLE
0
0
641
ALTRIA GROUP INC
COM
02209S103
206
5330
SH
SOLE
0
0
5330
AMAZON COM INC
COM
023135106
1979
1015
SH
SOLE
0
0
1015
AMERICAN TOWER CORP NEW
COM
03027X100
238
1092
SH
SOLE
0
0
1092
APPLE INC
COM
037833100
10643
41854
SH
SOLE
0
0
41854
AQUABOUNTY TECHNOLOGIES INC
COM NEW
03842K200
30
18700
SH
SOLE
0
0
18700
AT&T INC
COM
00206R102
328
11241
SH
SOLE
0
0
11241
BK OF AMERICA CORP
COM
060505104
551
25962
SH
SOLE
0
0
25962
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1267
6932
SH
SOLE
0
0
6932
BOEING CO
COM
097023105
332
2227
SH
SOLE
0
0
2227
BRISTOL-MYERS SQUIBB CO
COM
110122108
253
4540
SH
SOLE
0
0
4540
BROOKLINE BANCORP INC DEL
COM
11373M107
172
15266
SH
SOLE
0
0
15266
CABLE ONE INC
COM
12685J105
299
182
SH
SOLE
0
0
182
CHEVRON CORP NEW
COM
166764100
360
4974
SH
SOLE
0
0
4974
CIGNA CORP NEW
COM
125523100
330
1863
SH
SOLE
0
0
1863
CISCO SYS INC
COM
17275R102
305
7757
SH
SOLE
0
0
7757
CITIGROUP INC
COM NEW
172967424
226
6563
SH
SOLE
0
0
6563
COMCAST CORP NEW
CL A
20030N101
313
6968
SH
SOLE
0
0
6968
DISNEY WALT CO
COM DISNEY
254687106
1298
13437
SH
SOLE
0
0
13437
EDWARDS LIFESCIENCES CORP
COM
28176E108
216
1145
SH
SOLE
0
0
1145
EXXON MOBIL CORP
COM
30231G102
331
8716
SH
SOLE
0
0
8716
FACEBOOK INC
CL A
30303M102
569
3409
SH
SOLE
0
0
3409
FORD MTR CO DEL
COM
345370860
210
43557
SH
SOLE
0
0
43557
GENERAL ELECTRIC CO
COM
369604103
89
11163
SH
SOLE
0
0
11163
HOME DEPOT INC
COM
437076102
2016
10796
SH
SOLE
0
0
10796
INTEL CORP
COM
458140100
577
10664
SH
SOLE
0
0
10664
INTUIT
COM
461202103
215
935
SH
SOLE
0
0
935
INVESCO EXCHANGE TRADED FD T
GLOBAL DRGN CN
46137V571
254
6750
SH
SOLE
0
0
6750
INVESCO QQQ TR
UNIT SER 1
46090E103
4463
23440
SH
SOLE
0
0
23440
ISHARES TR
CORE S&P MCP ETF
464287507
2739
19038
SH
SOLE
0
0
19038
ISHARES TR
CORE S&P SCP ETF
464287804
243
4325
SH
SOLE
0
0
4325
ISHARES TR
CORE S&P TTL STK
464287150
10151
177428
SH
SOLE
0
0
177428
ISHARES TR
CORE S&P500 ETF
464287200
24153
93472
SH
SOLE
0
0
93472
ISHARES TR
CORE US AGGBD ET
464287226
244
2115
SH
SOLE
0
0
2115
ISHARES TR
MSCI ACWI ETF
464288257
205
3280
SH
SOLE
0
0
3280
ISHARES TR
MSCI EAFE ETF
464287465
1069
20001
SH
SOLE
0
0
20001
ISHARES TR
MSCI USA ESG SLC
464288802
598
5450
SH
SOLE
0
0
5450
ISHARES TR
NATIONAL MUN ETF
464288414
214
1901
SH
SOLE
0
0
1901
ISHARES TR
PFD AND INCM SEC
464288687
252
7948
SH
SOLE
0
0
7948
ISHARES TR
RUS 1000 ETF
464287622
38655
273126
SH
SOLE
0
0
273126
ISHARES TR
RUS 1000 GRW ETF
464287614
7542
50063
SH
SOLE
0
0
50063
ISHARES TR
RUS 1000 VAL ETF
464287598
1982
19988
SH
SOLE
0
0
19988
ISHARES TR
RUS MID CAP ETF
464287499
278
6447
SH
SOLE
0
0
6447
ISHARES TR
RUSSELL 2000 ETF
464287655
425
3714
SH
SOLE
0
0
3714
ISHARES TR
RUSSELL 3000 ETF
464287689
3380
22784
SH
SOLE
0
0
22784
ISHARES TR
S&P 500 GRWT ETF
464287309
1786
10819
SH
SOLE
0
0
10819
ISHARES TR
SELECT DIVID ETF
464287168
1509
20521
SH
SOLE
0
0
20521
ISHARES TR
SHRT NAT MUN ETF
464288158
2555
24066
SH
SOLE
0
0
24066
ISHARES TR
ULTR SH TRM BD
46434V878
34079
683469
SH
SOLE
0
0
683469
JOHNSON & JOHNSON
COM
478160104
1027
7828
SH
SOLE
0
0
7828
JPMORGAN CHASE & CO
COM
46625H100
758
8417
SH
SOLE
0
0
8417
LILLY ELI & CO
COM
532457108
327
2359
SH
SOLE
0
0
2359
LPL FINL HLDGS INC
COM
50212V100
1206
22162
SH
SOLE
0
0
22162
MARKEL CORP
COM
570535104
307
331
SH
SOLE
0
0
331
MASTERCARD INC
CL A
57636Q104
569
2356
SH
SOLE
0
0
2356
MCDONALDS CORP
COM
580135101
451
2727
SH
SOLE
0
0
2727
MERCK & CO. INC
COM
58933Y105
417
5424
SH
SOLE
0
0
5424
MICROSOFT CORP
COM
594918104
2441
15480
SH
SOLE
0
0
15480
ORGANOVO HLDGS INC
COM
68620A104
6
15000
SH
SOLE
0
0
15000
PEPSICO INC
COM
713448108
716
5961
SH
SOLE
0
0
5961
PFIZER INC
COM
717081103
401
12295
SH
SOLE
0
0
12295
PHILIP MORRIS INTL INC
COM
718172109
205
2816
SH
SOLE
0
0
2816
PROCTER & GAMBLE CO
COM
742718109
1136
10323
SH
SOLE
0
0
10323
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
6474
143925
SH
SOLE
0
0
143925
SPDR GOLD TRUST
GOLD SHS
78463V107
334
2256
SH
SOLE
0
0
2256
SPDR S&P 500 ETF TR
TR UNIT
78462F103
9542
37021
SH
SOLE
0
0
37021
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1447
5506
SH
SOLE
0
0
5506
SPDR SER TR
PORTFOLI S&P1500
78464A805
8461
269030
SH
SOLE
0
0
269030
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
24859
519759
SH
SOLE
0
0
519759
STARBUCKS CORP
COM
855244109
489
7435
SH
SOLE
0
0
7435
UNITED TECHNOLOGIES CORP
COM
913017109
303
3213
SH
SOLE
0
0
3213
UNITEDHEALTH GROUP INC
COM
91324P102
216
866
SH
SOLE
0
0
866
VANGUARD BD INDEX FD INC
INTERMED TERM
921937819
945
10608
SH
SOLE
0
0
10608
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
296
5273
SH
SOLE
0
0
5273
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1193
11536
SH
SOLE
0
0
11536
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
201
1590
SH
SOLE
0
0
1590
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
301
4304
SH
SOLE
0
0
4304
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
286
1208
SH
SOLE
0
0
1208
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
275
1833
SH
SOLE
0
0
1833
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
19604
152075
SH
SOLE
0
0
152075
VANGUARD INDEX FDS
VALUE ETF
922908744
291
3272
SH
SOLE
0
0
3272
VERIZON COMMUNICATIONS INC
COM
92343V104
424
7888
SH
SOLE
0
0
7888
VISA INC
COM CL A
92826C839
710
4409
SH
SOLE
0
0
4409
WALMART INC
COM
931142103
767
6752
SH
SOLE
0
0
6752