0001606587-22-000846.txt : 20220502 0001606587-22-000846.hdr.sgml : 20220502 20220502134507 ACCESSION NUMBER: 0001606587-22-000846 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220502 DATE AS OF CHANGE: 20220502 EFFECTIVENESS DATE: 20220502 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: 22880909 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 03-31-2022 03-31-2022 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 04-28-2022 0 58 368438 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 1290 7391 SH SOLE NONE 0 0 7391 CLEAN HARBORS INC COM 184496107 270 2415 SH SOLE NONE 0 0 2415 EXXON MOBIL CORP COM 30231G102 520 6299 SH SOLE NONE 0 0 6299 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 276 13822 SH SOLE NONE 0 0 13822 HINGHAM INSTN SVGS MASS COM 433323102 266 775 SH SOLE NONE 0 0 775 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 46090F100 797 45191 SH SOLE NONE 0 0 45191 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1584 9273 SH SOLE NONE 0 0 9273 ISHARES INC CORE MSCI EMKT 46434G103 863 15536 SH SOLE NONE 0 0 15536 ISHARES TR NATIONAL MUN ETF 464288414 2481 22630 SH SOLE NONE 0 0 22630 ISHARES TR SHRT NAT MUN ETF 464288158 380 3630 SH SOLE NONE 0 0 3630 ISHARES TR RUS 2000 VAL ETF 464287630 371 2297 SH SOLE NONE 0 0 2297 ISHARES TR RUS 1000 VAL ETF 464287598 370 2232 SH SOLE NONE 0 0 2232 ISHARES TR CORE MSCI EAFE 46432F842 441 6350 SH SOLE NONE 0 0 6350 ISHARES TR RUS 1000 GRW ETF 464287614 406 1462 SH SOLE NONE 0 0 1462 ISHARES TR RUS 1000 ETF 464287622 320 1278 SH SOLE NONE 0 0 1278 ISHARES TR CORE S&P500 ETF 464287200 107857 237733 SH SOLE NONE 0 0 237733 ISHARES TR MSCI USA ESG SLC 464288802 451 4656 SH SOLE NONE 0 0 4656 ISHARES TR 0-5YR HI YL CP 46434V407 384 8736 SH SOLE NONE 0 0 8736 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 284 9868 SH SOLE NONE 0 0 9868 NUSHARES ETF TR NUVEEN ENHNC YLD 67092P102 358 15598 SH SOLE NONE 0 0 15598 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 343 11254 SH SOLE NONE 0 0 11254 PEPSICO INC COM 713448108 1411 8430 SH SOLE NONE 0 0 8430 PROCTER AND GAMBLE CO COM 742718109 319 2086 SH SOLE NONE 0 0 2086 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 436 12395 SH SOLE NONE 0 0 12395 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 62653 1621460 SH SOLE NONE 0 0 1621460 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 49627 1447681 SH SOLE NONE 0 0 1447681 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 311 5750 SH SOLE NONE 0 0 5750 SPDR SER TR NUVEEN BLMBRG SH 78468R739 536 11334 SH SOLE NONE 0 0 11334 SPDR SER TR PORTFOLIO S&P500 78464A854 7340 138160 SH SOLE NONE 0 0 138160 SPDR SER TR PORTFOLIO AGRGTE 78464A649 34188 1230242 SH SOLE NONE 0 0 1230242 SPDR SER TR BLOOMBERG EMERGI 78464A391 607 26721 SH SOLE NONE 0 0 26721 SPDR SER TR PORTFOLIO S&P600 78468R853 15785 375211 SH SOLE NONE 0 0 375211 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 1067 51603 SH SOLE NONE 0 0 51603 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 10666 116660 SH SOLE NONE 0 0 116660 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 24281 542345 SH SOLE NONE 0 0 542345 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 694 15430 SH SOLE NONE 0 0 15430 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 262 3369 SH SOLE NONE 0 0 3369 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 213 2676 SH SOLE NONE 0 0 2676 VANGUARD INDEX FDS GROWTH ETF 922908736 744 2586 SH SOLE NONE 0 0 2586 VANGUARD INDEX FDS VALUE ETF 922908744 631 4273 SH SOLE NONE 0 0 4273 VANGUARD INDEX FDS SML CP GRW ETF 922908595 609 2455 SH SOLE NONE 0 0 2455 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 372 3435 SH SOLE NONE 0 0 3435 VANGUARD INDEX FDS SMALL CP ETF 922908751 5635 26513 SH SOLE NONE 0 0 26513 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 625 4179 SH SOLE NONE 0 0 4179 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 227 547 SH SOLE NONE 0 0 547 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 857 3848 SH SOLE NONE 0 0 3848 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1471 8364 SH SOLE NONE 0 0 8364 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5931 128562 SH SOLE NONE 0 0 128562 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2671 51805 SH SOLE NONE 0 0 51805 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6753 41646 SH SOLE NONE 0 0 41646 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3812 79373 SH SOLE NONE 0 0 79373 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1525 13588 SH SOLE NONE 0 0 13588 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 739 10936 SH SOLE NONE 0 0 10936 WISDOMTREE TR EMER MKT HIGH FD 97717W315 3887 88817 SH SOLE NONE 0 0 88817 WISDOMTREE TR YIELD ENHANCD US 97717X511 418 8730 SH SOLE NONE 0 0 8730 WISDOMTREE TR US SMALLCAP DIVD 97717W604 368 11544 SH SOLE NONE 0 0 11544 WISDOMTREE TR INTL EQUITY FD 97717W703 255 4835 SH SOLE NONE 0 0 4835 YUM BRANDS INC COM 988498101 200 1685 SH SOLE NONE 0 0 1685