0001606587-21-000253.txt : 20210209 0001606587-21-000253.hdr.sgml : 20210209 20210209144201 ACCESSION NUMBER: 0001606587-21-000253 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210209 DATE AS OF CHANGE: 20210209 EFFECTIVENESS DATE: 20210209 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: 21605734 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 12-31-2020 12-31-2020 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 02-09-2021 0 48 295276 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 788 6802 SH SOLE NONE 0 0 6802 EXXON MOBIL CORP COM 30231G102 244 7099 SH SOLE NONE 0 0 7099 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 278 13822 SH SOLE NONE 0 0 13822 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1330 11691 SH SOLE NONE 0 0 11691 ISHARES INC CORE MSCI EMKT 46434G103 883 16717 SH SOLE NONE 0 0 16717 ISHARES TR NATIONAL MUN ETF 464288414 576 4970 SH SOLE NONE 0 0 4970 ISHARES TR TIPS BD ETF 464287176 662 5230 SH SOLE NONE 0 0 5230 ISHARES TR RUS 2000 VAL ETF 464287630 288 2895 SH SOLE NONE 0 0 2895 ISHARES TR RUS 1000 VAL ETF 464287598 315 2666 SH SOLE NONE 0 0 2666 ISHARES TR RUS 1000 GRW ETF 464287614 395 1823 SH SOLE NONE 0 0 1823 ISHARES TR CORE MSCI EAFE 46432F842 340 5637 SH SOLE NONE 0 0 5637 ISHARES TR RUS 1000 ETF 464287622 291 1557 SH SOLE NONE 0 0 1557 ISHARES TR CORE S&P500 ETF 464287200 75440 224483 SH SOLE NONE 0 0 224483 ISHARES TR MSCI USA ESG SLC 464288802 298 2023 SH SOLE NONE 0 0 2023 ISHARES TR 0-5YR HI YL CP 46434V407 358 8142 SH SOLE NONE 0 0 8142 KOPIN CORP COM 500600101 43 31016 SH SOLE NONE 0 0 31016 NUSHARES ETF TR NUVEEN ENHNC YLD 67092P102 213 8306 SH SOLE NONE 0 0 8306 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 209 7372 SH SOLE NONE 0 0 7372 PEPSICO INC COM 713448108 1123 8104 SH SOLE NONE 0 0 8104 PROCTER AND GAMBLE CO COM 742718109 317 2280 SH SOLE NONE 0 0 2280 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 53739 1469897 SH SOLE NONE 0 0 1469897 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 38264 1307732 SH SOLE NONE 0 0 1307732 SPDR SER TR BLOMBRG BRC EMRG 78464A391 343 13034 SH SOLE NONE 0 0 13034 SPDR SER TR PORTFOLIO S&P500 78464A854 5254 133531 SH SOLE NONE 0 0 133531 SPDR SER TR SPDR BLOOMBERG 78468R663 12040 131556 SH SOLE NONE 0 0 131556 SPDR SER TR PORTFOLIO AGRGTE 78464A649 31378 1018443 SH SOLE NONE 0 0 1018443 SPDR SER TR PORTFOLIO S&P600 78468R853 12135 443200 SH SOLE NONE 0 0 443200 SPDR SER TR NUVEEN BLMBRG SR 78468R739 475 9532 SH SOLE NONE 0 0 9532 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 28441 576785 SH SOLE NONE 0 0 576785 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 203 2440 SH SOLE NONE 0 0 2440 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 219 2488 SH SOLE NONE 0 0 2488 VANGUARD INDEX FDS GROWTH ETF 922908736 493 2167 SH SOLE NONE 0 0 2167 VANGUARD INDEX FDS VALUE ETF 922908744 296 2834 SH SOLE NONE 0 0 2834 VANGUARD INDEX FDS SML CP GRW ETF 922908595 611 2841 SH SOLE NONE 0 0 2841 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 396 5010 SH SOLE NONE 0 0 5010 VANGUARD INDEX FDS SMALL CP ETF 922908751 1910 12417 SH SOLE NONE 0 0 12417 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 520 5131 SH SOLE NONE 0 0 5131 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 846 4694 SH SOLE NONE 0 0 4694 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1229 11111 SH SOLE NONE 0 0 11111 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5335 123373 SH SOLE NONE 0 0 123373 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2764 50770 SH SOLE NONE 0 0 50770 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5925 46050 SH SOLE NONE 0 0 46050 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3069 75041 SH SOLE NONE 0 0 75041 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 502 6208 SH SOLE NONE 0 0 6208 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 204 3926 SH SOLE NONE 0 0 3926 WISDOMTREE TR EMER MKT HIGH FD 97717W315 3797 107758 SH SOLE NONE 0 0 107758 WISDOMTREE TR YIELD ENHANCD US 97717X511 233 4324 SH SOLE NONE 0 0 4324 WISDOMTREE TR INTL EQUITY FD 97717W703 264 5798 SH SOLE NONE 0 0 5798