0001580642-16-012024.txt : 20161114 0001580642-16-012024.hdr.sgml : 20161111 20161114095341 ACCESSION NUMBER: 0001580642-16-012024 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20161114 DATE AS OF CHANGE: 20161114 EFFECTIVENESS DATE: 20161114 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: 161991451 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 12-31-2015 12-31-2015 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 E. Mekler Boston MA 11-09-2016 0 28 102293 INFORMATION TABLE 2 infotable.xml ISHARES TR S&P MC 400VL ETF 464287705 2652 22625 SH SOLE 0 0 22625 ISHARES TR CORE S&P SCP ETF 464287804 469 4262 SH SOLE 0 0 4262 ISHARES TR RUS 1000 GRW ETF 464287614 12422 124871 SH SOLE 0 0 124871 ISHARES TR RUS 2000 VAL ETF 464287630 3979 43273 SH SOLE 0 0 43273 SPDR S&P 500 ETF TR TR UNIT 78462F103 397 1949 SH SOLE 0 0 1949 AMGEN INC COM 031162100 495 3050 SH SOLE 0 0 3050 JOHNSON & JOHNSON COM 478160104 383 3731 SH SOLE 0 0 3731 INTERNATIONAL BUSINESS MACHS COM 459200101 250 1817 SH SOLE 0 0 1817 ISHARES TR RUS MDCP VAL ETF 464287473 4084 59482 SH SOLE 0 0 59482 AMETEK INC NEW COM 031100100 335 6256 SH SOLE 0 0 6256 EXXON MOBIL CORP COM 30231G102 413 5296 SH SOLE 0 0 5296 MCDONALDS CORP COM 580135101 1264 10697 SH SOLE 0 0 10697 VANGUARD INDEX FDS TOTAL STK MKT 922908769 27493 263596 SH SOLE 0 0 263596 APPLE INC COM 037833100 460 4366 SH SOLE 0 0 4366 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1201 36703 SH SOLE 0 0 36703 AQUA AMERICA INC COM 03836W103 242 8136 SH SOLE 0 0 8136 ISHARES TR MRNING SM CP ETF 464288703 201 1750 SH SOLE 0 0 1750 VANGUARD INDEX FDS MID CAP ETF 922908629 1579 13144 SH SOLE 0 0 13144 VANGUARD INDEX FDS SM CP VAL ETF 922908611 341 3453 SH SOLE 0 0 3453 SPDR SERIES TRUST S&P DIVID ETF 78464A763 15835 215236 SH SOLE 0 0 215236 ISHARES TR CORE S&P TTL STK 464287150 2298 24745 SH SOLE 0 0 24745 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 11091 129045 SH SOLE 0 0 129045 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1996 24714 SH SOLE 0 0 24714 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1934 52675 SH SOLE 0 0 52675 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 1814 19796 SH SOLE 0 0 19796 ISHARES TR USA MIN VOL ETF 46429B697 2018 48250 SH SOLE 0 0 48250 ISHARES TR EAFE MIN VOL ETF 46429B689 3093 47680 SH SOLE 0 0 47680 ISHARES EM MK MINVOL ETF 464286533 3554 73045 SH SOLE 0 0 73045