0001739043-18-000001.txt : 20180501 0001739043-18-000001.hdr.sgml : 20180501 20180501122258 ACCESSION NUMBER: 0001739043-18-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180501 DATE AS OF CHANGE: 20180501 EFFECTIVENESS DATE: 20180501 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: 18794309 BUSINESS ADDRESS: STREET 1: 321 COLUMBUS AVE STREET 2: 4TH FL CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 6175301010 MAIL ADDRESS: STREET 1: 321 COLUMBUS AVE STREET 2: 4TH FL CITY: BOSTON STATE: MA ZIP: 02116 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001739043 XXXXXXXX 12-31-2017 12-31-2017 Winthrop Advisory Group LLC

321 COLUMBUS AVE 4TH FL BOSTON MA 02116

13F HOLDINGS REPORT 028-18734 N Richard C. St. Onge 6175301012 Richard C. St. Onge Boston MA 05-01-2018 0 79 140775 false INFORMATION TABLE 2 wwm13f_123117.xml ADOBE SYS INC COM 00724F101 203 1087 SH SOLE 0 0 1087 ALPHABET INC CAP STK CL C 02079K107 701 636 SH SOLE 0 0 636 ALPHABET INC CAP STK CL A 02079K305 676 609 SH SOLE 0 0 609 ALTRIA GROUP INC COM 02209S103 342 4866 SH SOLE 0 0 4866 AMAZON COM INC COM 023135106 886 707 SH SOLE 0 0 707 APPLE INC COM 037833100 11437 65624 SH SOLE 0 0 65624 AT&T INC COM 00206R102 230 6294 SH SOLE 0 0 6294 BANK AMER CORP COM 060505104 611 20014 SH SOLE 0 0 20014 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1611 7836 SH SOLE 0 0 7836 BOEING CO COM 097023105 444 1387 SH SOLE 0 0 1387 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 608 9061 SH SOLE 0 0 9061 CHEVRON CORP NEW COM 166764100 638 4961 SH SOLE 0 0 4961 CIGNA CORPORATION COM NEW 125509109 322 1555 SH SOLE 0 0 1555 CISCO SYS INC COM 17275R102 257 6444 SH SOLE 0 0 6444 CITIGROUP INC COM NEW 172967424 347 4596 SH SOLE 0 0 4596 COLGATE PALMOLIVE CO COM 194162103 270 3617 SH SOLE 0 0 3617 DISNEY WALT CO COM DISNEY 254687106 597 5457 SH SOLE 0 0 5457 EMERSON ELEC CO COM 291011104 266 3674 SH SOLE 0 0 3674 EXXON MOBIL CORP COM 30231G102 1378 16012 SH SOLE 0 0 16012 FACEBOOK INC CL A 30303M102 592 3156 SH SOLE 0 0 3156 FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 33738D101 234 9545 SH SOLE 0 0 9545 FORD MTR CO DEL COM PAR $0.01 345370860 624 47940 SH SOLE 0 0 47940 GENERAL ELECTRIC CO COM 369604103 422 22338 SH SOLE 0 0 22338 HOME DEPOT INC COM 437076102 1789 9330 SH SOLE 0 0 9330 INGERSOLL-RAND PLC SHS G47791101 226 2494 SH SOLE 0 0 2494 INTEL CORP COM 458140100 289 6822 SH SOLE 0 0 6822 INTERNATIONAL BUSINESS MACHS COM 459200101 428 2612 SH SOLE 0 0 2612 ISHARES INC EM MKT SM-CP ETF 464286475 273 5000 SH SOLE 0 0 5000 ISHARES TR MSCI EAFE ETF 464287465 14640 202579 SH SOLE 0 0 202579 ISHARES TR CORE S&P MCP ETF 464287507 12983 67270 SH SOLE 0 0 67270 ISHARES TR SELECT DIVID ETF 464287168 8676 87608 SH SOLE 0 0 87608 ISHARES TR RUS 1000 GRW ETF 464287614 8224 59056 SH SOLE 0 0 59056 ISHARES TR CORE S&P500 ETF 464287200 6933 25110 SH SOLE 0 0 25110 ISHARES TR RUS 1000 ETF 464287622 2268 14873 SH SOLE 0 0 14873 ISHARES TR CORE S&P SCP ETF 464287804 1842 23695 SH SOLE 0 0 23695 ISHARES TR S&P 500 GRWT ETF 464287309 1766 11195 SH SOLE 0 0 11195 ISHARES TR RUS 1000 VAL ETF 464287598 1135 8970 SH SOLE 0 0 8970 ISHARES TR RUSSELL 3000 ETF 464287689 900 5552 SH SOLE 0 0 5552 ISHARES TR RUSSELL 2000 ETF 464287655 854 5519 SH SOLE 0 0 5519 ISHARES TR RUS MID CAP ETF 464287499 474 2237 SH SOLE 0 0 2237 ISHARES TR SHRT NAT MUN ETF 464288158 409 3902 SH SOLE 0 0 3902 ISHARES TR MSCI EMG MKT ETF 464287234 382 7839 SH SOLE 0 0 7839 ISHARES TR RESIDNL REAL EST 464288562 336 5700 SH SOLE 0 0 5700 JOHNSON & JOHNSON COM 478160104 1003 6973 SH SOLE 0 0 6973 JPMORGAN CHASE & CO COM 46625H100 594 5394 SH SOLE 0 0 5394 LILLY ELI & CO COM 532457108 217 2522 SH SOLE 0 0 2522 LPL FINL HLDGS INC COM 50212V100 1165 19022 SH SOLE 0 0 19022 MARKEL CORP COM 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S&PDCRP 78467Y107 2022 5758 SH SOLE 0 0 5758 SPDR SERIES TRUST S&P DIVID ETF 78464A763 559 5906 SH SOLE 0 0 5906 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 23878 492947 SH SOLE 0 0 492947 STARBUCKS CORP COM 855244109 394 6591 SH SOLE 0 0 6591 SYSCO CORP COM 871829107 214 3500 SH SOLE 0 0 3500 TJX COS INC NEW COM 872540109 335 4403 SH SOLE 0 0 4403 UNITED TECHNOLOGIES CORP COM 913017109 232 1727 SH SOLE 0 0 1727 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1044 7768 SH SOLE 0 0 7768 VANGUARD INDEX FDS SML CP GRW ETF 922908595 824 5034 SH SOLE 0 0 5034 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 622 5472 SH SOLE 0 0 5472 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 515 3939 SH SOLE 0 0 3939 VANGUARD INDEX FDS TOTAL STK MKT 922908769 392 2788 SH SOLE 0 0 2788 VANGUARD INDEX FDS VALUE ETF 922908744 312 2878 SH SOLE 0 0 2878 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1233 11836 SH SOLE 0 0 11836 VISA INC COM CL A 92826C839 385 3238 SH SOLE 0 0 3238 WAL-MART STORES INC COM 931142103 617 6200 SH SOLE 0 0 6200