0001739043-18-000002.txt : 20180511 0001739043-18-000002.hdr.sgml : 20180511 20180511152027 ACCESSION NUMBER: 0001739043-18-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180511 DATE AS OF CHANGE: 20180511 EFFECTIVENESS DATE: 20180511 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: 18826576 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 03-31-2018 03-31-2018 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 05-11-2018 0 79 142171 false INFORMATION TABLE 2 wwm13f_033118.xml ADOBE SYS INC COM 00724F101 316 1455 SH SOLE 0 0 1455 ALPHABET INC CAP STK CL C 02079K107 719 704 SH SOLE 0 0 704 ALPHABET INC CAP STK CL A 02079K305 626 611 SH SOLE 0 0 611 ALTRIA GROUP INC COM 02209S103 263 4754 SH SOLE 0 0 4754 AMAZON COM INC COM 023135106 1051 717 SH SOLE 0 0 717 APPLE INC COM 037833100 10814 66450 SH SOLE 0 0 66450 AT&T INC COM 00206R102 225 6443 SH SOLE 0 0 6443 BANK AMER CORP COM 060505104 595 19719 SH SOLE 0 0 19719 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1515 7711 SH SOLE 0 0 7711 BOEING CO COM 097023105 483 1475 SH SOLE 0 0 1475 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 472 9061 SH SOLE 0 0 9061 CHEVRON CORP NEW COM 166764100 581 4743 SH SOLE 0 0 4743 CIGNA CORPORATION COM NEW 125509109 261 1526 SH SOLE 0 0 1526 CISCO SYS INC COM 17275R102 284 6499 SH SOLE 0 0 6499 CITIGROUP INC COM NEW 172967424 306 4440 SH SOLE 0 0 4440 COLGATE PALMOLIVE CO COM 194162103 233 3506 SH SOLE 0 0 3506 DISNEY WALT CO COM DISNEY 254687106 580 5836 SH SOLE 0 0 5836 EMERSON ELEC CO COM 291011104 250 3685 SH SOLE 0 0 3685 EXXON MOBIL CORP COM 30231G102 1129 14412 SH SOLE 0 0 14412 FACEBOOK INC CL A 30303M102 617 3862 SH SOLE 0 0 3862 FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 33738D101 91 4066 SH SOLE 0 0 4066 FORD MTR CO DEL COM PAR $0.01 345370860 487 44259 SH SOLE 0 0 44259 GENERAL ELECTRIC CO COM 369604103 279 18904 SH SOLE 0 0 18904 HOME DEPOT INC COM 437076102 1646 9339 SH SOLE 0 0 9339 INGERSOLL-RAND PLC SHS G47791101 193 2393 SH SOLE 0 0 2393 INTEL CORP COM 458140100 340 6598 SH SOLE 0 0 6598 INTERNATIONAL BUSINESS MACHS COM 459200101 332 2284 SH SOLE 0 0 2284 ISHARES INC EM MKT SM-CP ETF 464286475 262 5000 SH SOLE 0 0 5000 ISHARES TR MSCI EAFE ETF 464287465 13988 197893 SH SOLE 0 0 197893 ISHARES TR CORE S&P MCP ETF 464287507 13967 74171 SH SOLE 0 0 74171 ISHARES TR SELECT DIVID ETF 464287168 8245 85983 SH SOLE 0 0 85983 ISHARES TR RUS 1000 GRW ETF 464287614 7993 59242 SH SOLE 0 0 59242 ISHARES TR CORE S&P500 ETF 464287200 10991 41513 SH SOLE 0 0 41513 ISHARES TR RUS 1000 ETF 464287622 2204 15039 SH SOLE 0 0 15039 ISHARES TR CORE S&P SCP ETF 464287804 1927 24515 SH SOLE 0 0 24515 ISHARES TR S&P 500 GRWT ETF 464287309 1731 11268 SH SOLE 0 0 11268 ISHARES TR RUS 1000 VAL ETF 464287598 1120 9288 SH SOLE 0 0 9288 ISHARES TR RUSSELL 3000 ETF 464287689 803 5139 SH SOLE 0 0 5139 ISHARES TR RUSSELL 2000 ETF 464287655 852 5521 SH SOLE 0 0 5521 ISHARES TR RUS MID CAP ETF 464287499 438 2127 SH SOLE 0 0 2127 ISHARES TR SHRT NAT MUN ETF 464288158 508 4860 SH SOLE 0 0 4860 ISHARES TR MSCI EMG MKT ETF 464287234 395 8464 SH SOLE 0 0 8464 ISHARES TR RESIDNL REAL EST 464288562 225 4000 SH SOLE 0 0 4000 JOHNSON & JOHNSON COM 478160104 804 6383 SH SOLE 0 0 6383 JPMORGAN CHASE & CO COM 46625H100 565 5130 SH SOLE 0 0 5130 LILLY ELI & CO COM 532457108 202 2524 SH SOLE 0 0 2524 LPL FINL HLDGS INC COM 50212V100 1488 24322 SH SOLE 0 0 24322 MARKEL CORP COM 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S&PDCRP 78467Y107 1965 5729 SH SOLE 0 0 5729 SPDR SERIES TRUST S&P DIVID ETF 78464A763 404 4454 SH SOLE 0 0 4454 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 24654 519934 SH SOLE 0 0 519934 STARBUCKS CORP COM 855244109 391 6761 SH SOLE 0 0 6761 SYSCO CORP COM 871829107 216 3500 SH SOLE 0 0 3500 TJX COS INC NEW COM 872540109 384 4613 SH SOLE 0 0 4613 UNITED TECHNOLOGIES CORP COM 913017109 202 1657 SH SOLE 0 0 1657 VANGUARD INDEX FDS SM CP VAL ETF 922908611 927 7081 SH SOLE 0 0 7081 VANGUARD INDEX FDS SML CP GRW ETF 922908595 727 4406 SH SOLE 0 0 4406 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 559 5083 SH SOLE 0 0 5083 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 463 3617 SH SOLE 0 0 3617 VANGUARD INDEX FDS TOTAL STK MKT 922908769 345 2543 SH SOLE 0 0 2543 VANGUARD INDEX FDS VALUE ETF 922908744 326 3136 SH SOLE 0 0 3136 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1184 11836 SH SOLE 0 0 11836 VISA INC COM CL A 92826C839 447 3685 SH SOLE 0 0 3685 WAL-MART STORES INC COM 931142103 534 6200 SH SOLE 0 0 6200