0001739043-19-000001.txt : 20190115 0001739043-19-000001.hdr.sgml : 20190115 20190115113139 ACCESSION NUMBER: 0001739043-19-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190115 DATE AS OF CHANGE: 20190115 EFFECTIVENESS DATE: 20190115 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: 19526554 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 false false 0001739043 XXXXXXXX 12-31-2018 12-31-2018 Winthrop Advisory Group LLC
321 COLUMBUS AVE 4TH FL BOSTON MA 02116
13F HOLDINGS REPORT 028-18734 N
Richard C St. Onge Chief Compliance Officer 6175301012 RICHARD C ST ONGE Boston MA 01-15-2019 0 86 196703 false
INFORMATION TABLE 2 wwm13f_123118.xml ADOBE SYS INC COM 00724F101 613 2710 SH SOLE 0 0 2710 ALPHABET INC CAP STK CL C 02079K107 963 930 SH SOLE 0 0 930 ALPHABET INC CAP STK CL A 02079K305 720 689 SH SOLE 0 0 689 ALTRIA GROUP INC COM 02209S103 307 6218 SH SOLE 0 0 6218 AMAZON COM INC COM 023135106 1729 1151 SH SOLE 0 0 1151 APPLE INC COM 037833100 11631 73737 SH SOLE 0 0 73737 BANK AMER CORP COM 060505104 546 22143 SH SOLE 0 0 22143 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1514 7413 SH SOLE 0 0 7413 BOEING CO COM 097023105 539 1672 SH SOLE 0 0 1672 BROOKLINE BANCORP INC DEL COM 11373M107 197 14266 SH SOLE 0 0 14266 CELGENE CORP COM 151020104 203 3171 SH SOLE 0 0 3171 CHEVRON CORP NEW COM 166764100 527 4846 SH SOLE 0 0 4846 CIGNA CORPORATION COM 125509109 305 1608 SH SOLE 0 0 1608 CISCO SYS INC COM 17275R102 320 7385 SH SOLE 0 0 7385 CITIGROUP INC COM NEW 172967424 247 4748 SH SOLE 0 0 4748 DISNEY WALT CO COM DISNEY 254687106 1176 10722 SH SOLE 0 0 10722 EDWARDS LIFESCIENCES CORP COM 28176E108 309 2017 SH SOLE 0 0 2017 EMERSON ELEC CO COM 291011104 235 3927 SH SOLE 0 0 3927 EXXON MOBIL CORP COM 30231G102 804 11797 SH SOLE 0 0 11797 FACEBOOK INC CL A 30303M102 761 5803 SH SOLE 0 0 5803 FORD MTR CO DEL COM PAR $0.01 345370860 339 44290 SH SOLE 0 0 44290 HOME DEPOT INC COM 437076102 1773 10321 SH SOLE 0 0 10321 INGERSOLL-RAND PLC SHS G47791101 218 2393 SH SOLE 0 0 2393 INTEL CORP COM 458140100 419 8920 SH SOLE 0 0 8920 INVESCO EXCHANGE TRADED FD T CLEANTECH ETF 46137V407 276 7500 SH SOLE 0 0 7500 INVESCO EXCHANGE TRADED FD T GLOBAL DRGN CN 46137V571 213 6750 SH SOLE 0 0 6750 INVESCO QQQ TR UNIT SER 1 46090E103 3110 20161 SH SOLE 0 0 20161 ISHARES GOLD TRUST ISHARES 464285105 138 11198 SH SOLE 0 0 11198 ISHARES TR SELECT DIVID ETF 464287168 7541 84441 SH SOLE 0 0 84441 ISHARES TR MSCI EAFE ETF 464287465 3381 57523 SH SOLE 0 0 57523 ISHARES TR MSCI ACWI 464288257 1925 29997 SH SOLE 0 0 29997 ISHARES INC CORE MSCI EMKT 46434G103 270 6901 SH SOLE 0 0 6901 ISHARES TR MSCI USA ESG SLC 464288802 226 2188 SH SOLE 0 0 2188 ISHARES TR ULTR SH TRM BD 46434V878 21987 439074 SH SOLE 0 0 21987 ISHARES TR CORE S&P MCP ETF 464287507 14472 83422 SH SOLE 0 0 83422 ISHARES TR CORE S&P SCP ETF 464287804 3882 56000 SH SOLE 0 0 56000 ISHARES TR CORE S&P500 ETF 464287200 20990 83422 SH SOLE 0 0 83422 ISHARES TR S&P 500 GRWT ETF 464287309 1650 10954 SH SOLE 0 0 10954 ISHARES TR RUS 1000 ETF 464287622 16370 118032 SH SOLE 0 0 118032 ISHARES TR RUS 1000 VAL ETF 464287598 1957 17620 SH SOLE 0 0 17620 ISHARES TR RUS 1000 GRW ETF 464287614 7343 56091 SH SOLE 0 0 56091 ISHARES TR RUSSELL 2000 ETF 464287655 726 5423 SH SOLE 0 0 5423 ISHARES TR RUSEL 2500 ETF 46435G268 1073 28089 SH SOLE 0 0 28089 ISHARES TR RUS MID CAP ETF 464287499 2350 50565 SH SOLE 0 0 50565 ISHARES TR RUSSELL 3000 ETF 464287689 3719 25311 SH SOLE 0 0 25311 ISHARES TR SHRT NAT MUN ETF 464288158 1415 13424 SH SOLE 0 0 13424 ISHARES TR U.S. REAL ES ETF 464287739 250 3341 SH SOLE 0 0 3341 JOHNSON & JOHNSON COM 478160104 912 7063 SH SOLE 0 0 7063 JPMORGAN CHASE & CO COM 46625H100 707 7238 SH SOLE 0 0 7238 LEGGETT & PLATT INC COM 524660107 223 6220 SH SOLE 0 0 6220 LILLY ELI & CO COM 532457108 282 2440 SH SOLE 0 0 2440 LPL FINL HLDGS INC COM 50212V100 1428 23372 SH SOLE 0 0 23372 MARKEL CORP COM 570535104 344 331 SH SOLE 0 0 331 MASTERCARD INCORPORATED CL A 57636Q104 251 1331 SH SOLE 0 0 1331 MCDONALDS CORP COM 580135101 273 1539 SH SOLE 0 0 1539 MERCK & CO INC COM 58933Y105 268 3503 SH SOLE 0 0 3503 MICROSOFT CORP COM 594918104 1201 11820 SH SOLE 0 0 11820 ORGANOVO HLDGS INC COM 68620A104 14 15000 SH SOLE 0 0 15000 PEPSICO INC COM 713448108 670 6062 SH SOLE 0 0 6062 PFIZER INC COM 717081103 534 12228 SH SOLE 0 0 12228 PHILLIPS 66 COM 718546104 218 2535 SH SOLE 0 0 2535 PHILIP MORRIS INTL INC COM 718172109 102 1526 SH SOLE 0 0 1526 PROCTER AND GAMBLE CO COM 742718109 1115 12125 SH SOLE 0 0 12125 RED HAT INC COM 756577102 320 1822 SH SOLE 0 0 1822 SALESFORCE COM INC COM 79466L302 350 2552 SH SOLE 0 0 2552 SCHWAB CHARLES CORP NEW COM 808513105 239 5764 SH SOLE 0 0 5764 SHERWIN WILLIAMS CO COM 824348106 230 584 SH SOLE 0 0 584 SIRIUS XM HLDGS INC COM 82968B103 90 15801 SH SOLE 0 0 15801 SPDR GOLD TRUST GOLD SHS 78463V107 258 2130 SH SOLE 0 0 2130 SPDR S&P 500 ETF TR TR UNIT 78462F103 8894 35587 SH SOLE 0 0 35587 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2283 7543 SH SOLE 0 0 7543 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 27842 587751 SH SOLE 0 0 587751 STARBUCKS CORP COM 855244109 566 8784 SH SOLE 0 0 8784 SYSCO CORP COM 871829107 244 3900 SH SOLE 0 0 3900 TJX COS INC NEW COM 872540109 394 8812 SH SOLE 0 0 8812 UNITED TECHNOLOGIES CORP COM 913017109 233 2189 SH SOLE 0 0 2189 VANGUARD INDEX FDS SML CP GRW ETF 922908595 350 2324 SH SOLE 0 0 2324 VANGUARD INDEX FDS SM CP VAL ETF 922908611 420 3683 SH SOLE 0 0 3683 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 230 2419 SH SOLE 0 0 2419 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 197 1642 SH SOLE 0 0 1642 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 271 1180 SH SOLE 0 0 1180 VANGUARD INDEX FDS TOTAL STK MKT 922908769 297 2326 SH SOLE 0 0 2326 VANGUARD INDEX FDS VALUE ETF 922908744 306 3127 SH SOLE 0 0 3127 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1122 11456 SH SOLE 0 0 11456 VISA INC COM CL A 92826C839 773 5862 SH SOLE 0 0 5862 WAL-MART STORES INC COM 931142103 593 6361 SH SOLE 0 0 6361