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