Avoid Fraud, Get The Facts, And Find The Best
Legal Name: O'BRIEN WEALTH PARTNERS LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 8, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
606,289 |
$44,417k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
204,915 |
$31,260k |
|
ISHARES RUS (464287689)
|
91,675 |
$16,083k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
83,875 |
$13,514k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
86,519 |
$3,630k |
|
ISHARES TR (46435G268)
|
74,428 |
$3,404k |
|
ISHARES (464288273)
|
45,993 |
$2,669k |
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
19,979 |
$2,636k |
|
MCDONALDS CORP (580135101)
|
10,617 |
$2,243k |
|
NORFOLK SOUTHERN (655844108)
|
9,405 |
$1,890k |
|
Apple Inc (037833100)
|
7,890 |
$1,611k |
|
SPDR S&P DIVIDEND (78464A763)
|
13,854 |
$1,416k |
|
ISHARES (464287630)
|
10,724 |
$1,304k |
|
ISHARES TR (46429B697)
|
18,674 |
$1,176k |
|
ISHARES (464287465)
|
15,455 |
$1,023k |
|
ISHARES TR CORE S&P TTL STK (464287150)
|
8,995 |
$609k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
2,033 |
$607k |
|
ISHARES TR RUS 1000 ETF (464287622)
|
3,556 |
$590k |
|
AMETEK INC (031100100)
|
6,256 |
$570k |
|
JOHNSON & JOHNSON (478160104)
|
4,000 |
$562k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
2,973 |
$505k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
1,550 |
$465k |
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
4,287 |
$410k |
|
Exxon Mobil Corp (30231G102)
|
5,193 |
$395k |
|
AQUA AMERICA INC (03836W103)
|
8,136 |
$339k |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
2,854 |
$317k |
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
3,497 |
$316k |
|
PROCTER & GAMBLE CO (742718109)
|
2,633 |
$298k |
|
MERCK & CO INC (58933Y105)
|
3,148 |
$269k |
|
CAMBRIDGE BANCORP (132152109)
|
3,204 |
$261k |
|
INTL BUSINESS MCHN (459200101)
|
1,823 |
$258k |
|
ISHARES INC (464286533)
|
4,323 |
$254k |
|
MICROSOFT CORP (594918104)
|
1,846 |
$253k |
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
3,170 |
$241k |
|
SELECT SECTOR SPDR (81369Y803)
|
3,000 |
$240k |
|
PFIZER INC (717081103)
|
5,369 |
$236k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
5,358 |
$229k |
|
PAYCHEX INC (704326107)
|
2,455 |
$209k |
|
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