0001606587-21-001380.txt : 20211022 0001606587-21-001380.hdr.sgml : 20211022 20211022134718 ACCESSION NUMBER: 0001606587-21-001380 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211022 DATE AS OF CHANGE: 20211022 EFFECTIVENESS DATE: 20211022 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: 211340017 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 09-30-2021 09-30-2021 false McNamara Financial Services, Inc.

1020 Plain Street Suite 200 Marshfield MA 02050

13F HOLDINGS REPORT 028-16829 N Alyssa McNamara 781-834-2010 Alyssa McNamara Marshfield MA 10-21-2021 0 61 364826 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 977 6904 SH SOLE NONE 0 0 6904 CLEAN HARBORS INC COM 184496107 249 2400 SH SOLE NONE 0 0 2400 EXXON MOBIL CORP COM 30231G102 371 6299 SH SOLE NONE 0 0 6299 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 279 13822 SH SOLE NONE 0 0 13822 HINGHAM INSTN SVGS MASS COM 433323102 261 775 SH SOLE NONE 0 0 775 INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 225 4791 SH SOLE NONE 0 0 4791 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1611 10176 SH SOLE NONE 0 0 10176 ISHARES INC CORE MSCI EMKT 46434G103 967 15653 SH SOLE NONE 0 0 15653 ISHARES TR NATIONAL MUN ETF 464288414 1770 15234 SH SOLE NONE 0 0 15234 ISHARES TR SHRT NAT MUN ETF 464288158 495 4603 SH SOLE NONE 0 0 4603 ISHARES TR TIPS BD ETF 464287176 920 7208 SH SOLE NONE 0 0 7208 ISHARES TR RUS 2000 VAL ETF 464287630 364 2271 SH SOLE NONE 0 0 2271 ISHARES TR RUS 1000 VAL ETF 464287598 367 2344 SH SOLE NONE 0 0 2344 ISHARES TR RUS 1000 GRW ETF 464287614 401 1462 SH SOLE NONE 0 0 1462 ISHARES TR CORE MSCI EAFE 46432F842 436 5868 SH SOLE NONE 0 0 5868 ISHARES TR RUS 1000 ETF 464287622 346 1433 SH SOLE NONE 0 0 1433 ISHARES TR RUSSELL 2000 ETF 464287655 200 916 SH SOLE NONE 0 0 916 ISHARES TR CORE S&P500 ETF 464287200 100717 233780 SH SOLE NONE 0 0 233780 ISHARES TR MSCI USA ESG SLC 464288802 441 4594 SH SOLE NONE 0 0 4594 ISHARES TR 0-5YR HI YL CP 46434V407 511 11183 SH SOLE NONE 0 0 11183 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 272 8672 SH SOLE NONE 0 0 8672 NUSHARES ETF TR NUVEEN ENHNC YLD 67092P102 380 15319 SH SOLE NONE 0 0 15319 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 325 9585 SH SOLE NONE 0 0 9585 PEPSICO INC COM 713448108 1253 8331 SH SOLE NONE 0 0 8331 PROCTER AND GAMBLE CO COM 742718109 295 2107 SH SOLE NONE 0 0 2107 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 339 8810 SH SOLE NONE 0 0 8810 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 64589 1518660 SH SOLE NONE 0 0 1518660 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 366 7173 SH SOLE NONE 0 0 7173 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 50601 1397420 SH SOLE NONE 0 0 1397420 SPDR SER TR BLOMBRG BRC EMRG 78464A391 524 20721 SH SOLE NONE 0 0 20721 SPDR SER TR PORTFOLIO S&P500 78464A854 7077 140246 SH SOLE NONE 0 0 140246 SPDR SER TR SPDR BLOOMBERG 78468R663 10884 119004 SH SOLE NONE 0 0 119004 SPDR SER TR PORTFOLIO AGRGTE 78464A649 35387 1185494 SH SOLE NONE 0 0 1185494 SPDR SER TR PORTFOLIO S&P600 78468R853 16143 378947 SH SOLE NONE 0 0 378947 SPDR SER TR NUVEEN BLMBRG SR 78468R739 564 11410 SH SOLE NONE 0 0 11410 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 26360 545528 SH SOLE NONE 0 0 545528 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 251 5445 SH SOLE NONE 0 0 5445 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 347 4230 SH SOLE NONE 0 0 4230 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 243 2843 SH SOLE NONE 0 0 2843 VANGUARD INDEX FDS GROWTH ETF 922908736 736 2536 SH SOLE NONE 0 0 2536 VANGUARD INDEX FDS VALUE ETF 922908744 597 4408 SH SOLE NONE 0 0 4408 VANGUARD INDEX FDS MID CAP ETF 922908629 232 982 SH SOLE NONE 0 0 982 VANGUARD INDEX FDS SML CP GRW ETF 922908595 679 2423 SH SOLE NONE 0 0 2423 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 518 5092 SH SOLE NONE 0 0 5092 VANGUARD INDEX FDS SMALL CP ETF 922908751 4827 22073 SH SOLE NONE 0 0 22073 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 616 4409 SH SOLE NONE 0 0 4409 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 216 547 SH SOLE NONE 0 0 547 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 931 3940 SH SOLE NONE 0 0 3940 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1507 8905 SH SOLE NONE 0 0 8905 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5936 118705 SH SOLE NONE 0 0 118705 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2769 50553 SH SOLE NONE 0 0 50553 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6636 43204 SH SOLE NONE 0 0 43204 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3698 73233 SH SOLE NONE 0 0 73233 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1019 9860 SH SOLE NONE 0 0 9860 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 456 6910 SH SOLE NONE 0 0 6910 WISDOMTREE TR EMER MKT HIGH FD 97717W315 3899 89361 SH SOLE NONE 0 0 89361 WISDOMTREE TR YIELD ENHANCED 97717Y808 229 4487 SH SOLE NONE 0 0 4487 WISDOMTREE TR YIELD ENHANCD US 97717X511 446 8595 SH SOLE NONE 0 0 8595 WISDOMTREE TR US SMALLCAP DIVD 97717W604 275 8907 SH SOLE NONE 0 0 8907 WISDOMTREE TR INTL EQUITY FD 97717W703 292 5529 SH SOLE NONE 0 0 5529 YUM BRANDS INC COM 988498101 204 1671 SH SOLE NONE 0 0 1671