0001606587-19-000883.txt : 20191018
0001606587-19-000883.hdr.sgml : 20191018
20191018131502
ACCESSION NUMBER: 0001606587-19-000883
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191018
DATE AS OF CHANGE: 20191018
EFFECTIVENESS DATE: 20191018
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: McNamara Financial Services, Inc.
CENTRAL INDEX KEY: 0001622431
IRS NUMBER: 203816826
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16829
FILM NUMBER: 191157338
BUSINESS ADDRESS:
STREET 1: 1020 PLAIN STREET
STREET 2: SUITE 200
CITY: MARSHFIELD
STATE: MA
ZIP: 02050
BUSINESS PHONE: 781-834-2010
MAIL ADDRESS:
STREET 1: 1020 PLAIN STREET
STREET 2: SUITE 200
CITY: MARSHFIELD
STATE: MA
ZIP: 02050
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001622431
XXXXXXXX
09-30-2019
09-30-2019
false
McNamara Financial Services, Inc.
1020 Plain Street
Suite 200
Marshfield
MA
02050
13F HOLDINGS REPORT
028-16829
N
Alyssa McNamara
CCO
781-834-2010
Alyssa McNamara
Marshfield
MA
10-18-2019
0
39
246489
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
BOEING CO
COM
097023105
782
2148
SH
SOLE
NONE
0
0
2148
EXXON MOBIL CORP
COM
30231G102
618
8059
SH
SOLE
NONE
0
0
8059
INDEPENDENT BANK CORP MASS
COM
453836108
873
11460
SH
SOLE
NONE
0
0
11460
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
1455
12470
SH
SOLE
NONE
0
0
12470
INVESCO EXCHNG TRADED FD TR
FTSE RAFI DEV
46138E743
625
15379
SH
SOLE
NONE
0
0
15379
ISHARES INC
CORE MSCI EMKT
46434G103
1340
26050
SH
SOLE
NONE
0
0
26050
ISHARES TR
NATIONAL MUN ETF
464288414
389
3438
SH
SOLE
NONE
0
0
3438
ISHARES TR
RUS 2000 VAL ETF
464287630
263
2186
SH
SOLE
NONE
0
0
2186
ISHARES TR
RUS 1000 VAL ETF
464287598
343
2693
SH
SOLE
NONE
0
0
2693
ISHARES TR
RUS 1000 GRW ETF
464287614
340
2158
SH
SOLE
NONE
0
0
2158
ISHARES TR
CORE MSCI EAFE
46432F842
512
8341
SH
SOLE
NONE
0
0
8341
ISHARES TR
RUS 1000 ETF
464287622
275
1689
SH
SOLE
NONE
0
0
1689
ISHARES TR
CORE S&P500 ETF
464287200
56170
190568
SH
SOLE
NONE
0
0
190568
ISHARES TR
CORE MSCI EURO
46434V738
10390
222957
SH
SOLE
NONE
0
0
222957
PROCTER AND GAMBLE CO
COM
742718109
461
4207
SH
SOLE
NONE
0
0
4207
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
35501
991929
SH
SOLE
NONE
0
0
991929
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
29670
1002708
SH
SOLE
NONE
0
0
1002708
SPDR SERIES TRUST
PORTFOLIO SM ETF
78468R853
11407
372283
SH
SOLE
NONE
0
0
372283
SPDR SERIES TRUST
SPDR BLOOMBERG
78468R663
10554
115211
SH
SOLE
NONE
0
0
115211
SPDR SERIES TRUST
PORTFOLIO LR ETF
78464A854
4026
116551
SH
SOLE
NONE
0
0
116551
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
7546
258689
SH
SOLE
NONE
0
0
258689
SPDR SERIES TRUST
NUVEEN BLMBRG SR
78468R739
569
11633
SH
SOLE
NONE
0
0
11633
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
42148
858943
SH
SOLE
NONE
0
0
858943
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
249
2999
SH
SOLE
NONE
0
0
2999
VANGUARD GROUP
DIV APP ETF
921908844
5516
47902
SH
SOLE
NONE
0
0
47902
VANGUARD INDEX FDS
GROWTH ETF
922908736
376
2304
SH
SOLE
NONE
0
0
2304
VANGUARD INDEX FDS
VALUE ETF
922908744
290
2618
SH
SOLE
NONE
0
0
2618
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
569
3058
SH
SOLE
NONE
0
0
3058
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
442
5060
SH
SOLE
NONE
0
0
5060
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1393
8889
SH
SOLE
NONE
0
0
8889
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
628
4813
SH
SOLE
NONE
0
0
4813
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
876
5865
SH
SOLE
NONE
0
0
5865
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
1128
20548
SH
SOLE
NONE
0
0
20548
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
6371
149794
SH
SOLE
NONE
0
0
149794
VANGUARD MUN BD FD INC
TAX EXEMPT BD
922907746
2507
47242
SH
SOLE
NONE
0
0
47242
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
4714
113027
SH
SOLE
NONE
0
0
113027
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
264
3026
SH
SOLE
NONE
0
0
3026
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
4707
105397
SH
SOLE
NONE
0
0
105397
WISDOMTREE TR
INTL EQUITY FD
97717W703
202
3961
SH
SOLE
NONE
0
0
3961