0001739043-20-000003.txt : 20200717
0001739043-20-000003.hdr.sgml : 20200717
20200717160246
ACCESSION NUMBER: 0001739043-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200717
DATE AS OF CHANGE: 20200717
EFFECTIVENESS DATE: 20200717
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: 201033794
BUSINESS ADDRESS:
STREET 1: 109 STATE STREET
STREET 2: 2ND FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02109
BUSINESS PHONE: 6175301010
MAIL ADDRESS:
STREET 1: 109 STATE STREET
STREET 2: 2ND FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02109
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001739043
XXXXXXXX
06-30-2020
06-30-2020
Winthrop Advisory Group LLC
109 STATE STREET
2ND FLOOR
BOSTON
MA
02109
13F HOLDINGS REPORT
028-18734
N
Richard C. St. Onge
Chief Compliance Officer
6175301012
Richard C. St. Onge
Boston
MA
07-17-2020
0
93
283181
false
INFORMATION TABLE
2
ww13f06302020.xml
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
425
1980
SH
SOLE
0
0
1980
ADOBE INC
COM
00724F101
481
1093
SH
SOLE
0
0
1093
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
345
1596
SH
SOLE
0
0
1596
ALPHABET INC
CAP STK CL A
02079K305
1089
755
SH
SOLE
0
0
755
ALPHABET INC
CAP STK CL C
02079K107
876
609
SH
SOLE
0
0
609
AMAZON COM INC
COM
023135106
3135
1089
SH
SOLE
0
0
1089
AMERICAN TOWER CORP NEW
COM
03027X100
334
1257
SH
SOLE
0
0
1257
APPLE INC
COM
037833100
14836
40745
SH
SOLE
0
0
40745
AQUABOUNTY TECHNOLOGIES INC
COM NEW
03842K200
58
18700
SH
SOLE
0
0
18700
AT&T INC
COM
00206R102
352
11777
SH
SOLE
0
0
11777
BANK AMER CORP
COM
060505104
611
26258
SH
SOLE
0
0
26258
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1176
6607
SH
SOLE
0
0
6607
BOEING CO
COM
097023105
460
2552
SH
SOLE
0
0
2552
BRISTOL MYERS SQUIBB CO
COM
110122108
268
4504
SH
SOLE
0
0
4504
BROOKLINE BANCORP INC DEL
COM
11373M107
147
15447
SH
SOLE
0
0
15447
CABLE ONE INC
COM
12685J105
315
177
SH
SOLE
0
0
177
CHEVRON CORP NEW
COM
166764100
373
4252
SH
SOLE
0
0
4252
CIGNA CORP NEW
COM
125523100
363
1906
SH
SOLE
0
0
1906
CISCO SYS INC
COM
17275R102
386
8388
SH
SOLE
0
0
8388
COMCAST CORP NEW
CL A
20030N101
239
6025
SH
SOLE
0
0
6025
DISNEY WALT CO
COM DISNEY
254687106
1521
13457
SH
SOLE
0
0
13457
EDWARDS LIFESCIENCES CORP
COM
28176E108
237
3435
SH
SOLE
0
0
3435
EMERSON ELEC CO
COM
291011104
241
3940
SH
SOLE
0
0
3940
EXXON MOBIL CORP
COM
30231G102
337
7719
SH
SOLE
0
0
7719
FACEBOOK INC
CL A
30303M102
851
3584
SH
SOLE
0
0
3584
FORD MTR CO DEL
COM
345370860
254
42557
SH
SOLE
0
0
42557
GENERAL ELECTRIC CO
COM
369604103
76
11272
SH
SOLE
0
0
11272
HOME DEPOT INC
COM
437076102
2648
10671
SH
SOLE
0
0
10671
INTEL CORP
COM
458140100
621
10566
SH
SOLE
0
0
10566
INTUIT
COM
461202103
288
951
SH
SOLE
0
0
951
INVESCO EXCHANGE TRADED FD T
GLOBAL DRGN CN
46137V571
331
6750
SH
SOLE
0
0
6750
INVESCO QQQ TR
UNIT SER 1
46090E103
7098
28335
SH
SOLE
0
0
28335
ISHARES TR
CORE S&P MCP ETF
464287507
3337
18905
SH
SOLE
0
0
18905
ISHARES TR
CORE S&P TTL STK
464287150
12844
183979
SH
SOLE
0
0
183979
ISHARES TR
CORE S&P500 ETF
464287200
33344
106938
SH
SOLE
0
0
106938
ISHARES TR
CORE US AGGBD ET
464287226
251
2127
SH
SOLE
0
0
2127
ISHARES TR
MSCI ACWI ETF
464288257
244
3281
SH
SOLE
0
0
3281
ISHARES TR
MSCI EAFE ETF
464287465
1076
17606
SH
SOLE
0
0
17606
ISHARES TR
MSCI USA ESG SLC
464288802
789
5878
SH
SOLE
0
0
5878
ISHARES TR
NATIONAL MUN ETF
464288414
220
1909
SH
SOLE
0
0
1909
ISHARES TR
PFD AND INCM SEC
464288687
275
7948
SH
SOLE
0
0
7948
ISHARES TR
RUS 1000 ETF
464287622
47732
276244
SH
SOLE
0
0
276244
ISHARES TR
RUS 1000 GRW ETF
464287614
9732
49998
SH
SOLE
0
0
49998
ISHARES TR
RUS 1000 VAL ETF
464287598
1385
12310
SH
SOLE
0
0
12310
ISHARES TR
RUS MID CAP ETF
464287499
345
6431
SH
SOLE
0
0
6431
ISHARES TR
RUSSELL 2000 ETF
464287655
454
3204
SH
SOLE
0
0
3204
ISHARES TR
RUSSELL 3000 ETF
464287689
4031
22275
SH
SOLE
0
0
22275
ISHARES TR
S&P 500 GRWT ETF
464287309
2301
10972
SH
SOLE
0
0
10972
ISHARES TR
SELECT DIVID ETF
464287168
1749
21851
SH
SOLE
0
0
21851
ISHARES TR
SHRT NAT MUN ETF
464288158
2611
24241
SH
SOLE
0
0
24241
ISHARES TR
ULTR SH TRM BD
46434V878
31869
630814
SH
SOLE
0
0
630814
JOHNSON & JOHNSON
COM
478160104
1100
7835
SH
SOLE
0
0
7835
JPMORGAN CHASE & CO
COM
46625H100
748
8019
SH
SOLE
0
0
8019
KLA CORP
COM NEW
482480100
251
1298
SH
SOLE
0
0
1298
LEGGETT & PLATT INC
COM
524660107
214
6220
SH
SOLE
0
0
6220
LILLY ELI & CO
COM
532457108
386
2362
SH
SOLE
0
0
2362
LPL FINL HLDGS INC
COM
50212V100
1701
22162
SH
SOLE
0
0
22162
MARKEL CORP
COM
570535104
312
341
SH
SOLE
0
0
341
MASTERCARD INC
CL A
57636Q104
744
2470
SH
SOLE
0
0
2470
MCDONALDS CORP
COM
580135101
559
3029
SH
SOLE
0
0
3029
MERCK & CO INC
COM
58933Y105
479
6131
SH
SOLE
0
0
6131
MICROSOFT CORP
COM
594918104
3211
15687
SH
SOLE
0
0
15687
ORGANOVO HLDGS INC
COM
68620A104
8
15000
SH
SOLE
0
0
15000
PAYPAL HLDGS INC
COM
70450Y103
235
1323
SH
SOLE
0
0
1323
PEPSICO INC
COM
713448108
789
5964
SH
SOLE
0
0
5964
PFIZER INC
COM
717081103
416
12317
SH
SOLE
0
0
12317
PROCTER & GAMBLE CO
COM
742718109
1223
10194
SH
SOLE
0
0
10194
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
206
3349
SH
SOLE
0
0
3349
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
7564
147565
SH
SOLE
0
0
147565
SHOPIFY INC
CL A
82509L107
305
300
SH
SOLE
0
0
300
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
230
894
SH
SOLE
0
0
894
SPDR GOLD TRUST
GOLD SHS
78463V107
376
2256
SH
SOLE
0
0
2256
SPDR S&P 500 ETF TR
TR UNIT
78462F103
11563
37238
SH
SOLE
0
0
37238
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1776
5510
SH
SOLE
0
0
5510
SPDR SER TR
PORTFOLI S&P1500
78464A805
10228
269380
SH
SOLE
0
0
269380
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
9700
196404
SH
SOLE
0
0
196404
STARBUCKS CORP
COM
855244109
602
8133
SH
SOLE
0
0
8133
SYSCO CORP
COM
871829107
233
4333
SH
SOLE
0
0
4333
TESLA INC
COM
88160R101
213
190
SH
SOLE
0
0
190
TRANE TECHNOLOGIES PLC
SHS
G8994E103
210
2363
SH
SOLE
0
0
2363
UNITEDHEALTH GROUP INC
COM
91324P102
258
867
SH
SOLE
0
0
867
VANGUARD BD INDEX FD INC
INTERMED TERM
921937819
993
10673
SH
SOLE
0
0
10673
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
304
5280
SH
SOLE
0
0
5280
VANGUARD GROUP
DIV APP ETF
921908844
1375
11730
SH
SOLE
0
0
11730
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
256
1540
SH
SOLE
0
0
1540
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
349
4338
SH
SOLE
0
0
4338
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
341
1196
SH
SOLE
0
0
1196
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
338
1683
SH
SOLE
0
0
1683
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
25514
162056
SH
SOLE
0
0
162056
VANGUARD INDEX FDS
VALUE ETF
922908744
321
3229
SH
SOLE
0
0
3229
VERIZON COMMUNICATIONS INC
COM
92343V104
418
7642
SH
SOLE
0
0
7642
VISA INC
COM CL A
92826C839
924
4770
SH
SOLE
0
0
4770
WALMART INC
COM
931142103
847
7075
SH
SOLE
0
0
7075