0001622431-22-000002.txt : 20221028 0001622431-22-000002.hdr.sgml : 20221028 20221028163421 ACCESSION NUMBER: 0001622431-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221028 DATE AS OF CHANGE: 20221028 EFFECTIVENESS DATE: 20221028 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: 221342458 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 false false 0001622431 XXXXXXXX 09-30-2022 09-30-2022 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 10-28-2022 0 58 347821 false INFORMATION TABLE 2 McNamara_13F_Q32022.xml APPLE INC COM 037833100 1073 7761 SH SOLE 0 0 7761 DESTINATION XL GROUP INC COM 25065K104 63 11661 SH SOLE 0 0 11661 EXXON MOBIL CORP COM 30231G102 357 4087 SH SOLE 0 0 4087 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 359 7375 SH SOLE 0 0 7375 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 332 16729 SH SOLE 0 0 16729 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 827 51091 SH SOLE 0 0 51091 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1267 9127 SH SOLE 0 0 9127 ISHARES TR CORE S&P500 ETF 464287200 87265 243316 SH SOLE 0 0 243316 ISHARES TR CORE US AGGBD ET 464287226 259 2693 SH SOLE 0 0 2693 ISHARES TR RUS 1000 VAL ETF 464287598 305 2244 SH SOLE 0 0 2244 ISHARES TR RUS 1000 GRW ETF 464287614 309 1469 SH SOLE 0 0 1469 ISHARES TR RUS 1000 ETF 464287622 1499 7596 SH SOLE 0 0 7596 ISHARES TR RUS 2000 VAL ETF 464287630 246 1909 SH SOLE 0 0 1909 ISHARES TR CORE S&P SCP ETF 464287804 1314 15066 SH SOLE 0 0 15066 ISHARES TR SHRT NAT MUN ETF 464288158 4001 38973 SH SOLE 0 0 38973 ISHARES TR NEW YORK MUN ETF 464288323 844 16683 SH SOLE 0 0 16683 ISHARES TR NATIONAL MUN ETF 464288414 17949 174978 SH SOLE 0 0 174978 ISHARES TR MSCI USA ESG SLC 464288802 349 4603 SH SOLE 0 0 4603 ISHARES TR CORE MSCI EAFE 46432F842 384 7284 SH SOLE 0 0 7284 ISHARES INC CORE MSCI EMKT 46434G103 705 16402 SH SOLE 0 0 16402 ISHARES TR 0-5YR HI YL CP 46434V407 423 10598 SH SOLE 0 0 10598 NUSHARES ETF TR NUVEEN ENHNC YLD 67092P102 321 15765 SH SOLE 0 0 15765 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 223 9985 SH SOLE 0 0 9985 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 327 13945 SH SOLE 0 0 13945 PEPSICO INC COM 713448108 1452 8895 SH SOLE 0 0 8895 PIMCO ETF TR INTER MUN BD ACT 72201R866 386 7697 SH SOLE 0 0 7697 PROCTER AND GAMBLE CO COM 742718109 311 2461 SH SOLE 0 0 2461 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 50637 1631353 SH SOLE 0 0 1631353 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 311 8031 SH SOLE 0 0 8031 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 477 18312 SH SOLE 0 0 18312 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 39511 1531417 SH SOLE 0 0 1531417 SPDR SER TR BLOOMBERG EMERGI 78464A391 637 33586 SH SOLE 0 0 33586 SPDR SER TR PORTFOLIO AGRGTE 78464A649 47558 1906114 SH SOLE 0 0 1906114 SPDR SER TR PORTFOLIO S&P500 78464A854 5735 136592 SH SOLE 0 0 136592 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 785 19218 SH SOLE 0 0 19218 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 21708 540268 SH SOLE 0 0 540268 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 9733 106259 SH SOLE 0 0 106259 SPDR SER TR PORTFOLIO S&P600 78468R853 13051 383163 SH SOLE 0 0 383163 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 1102 60517 SH SOLE 0 0 60517 SELECT SECTOR SPDR TR ENERGY 81369Y506 252 3500 SH SOLE 0 0 3500 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5306 39256 SH SOLE 0 0 39256 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 205 2735 SH SOLE 0 0 2735 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 3855 106022 SH SOLE 0 0 106022 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1728 18213 SH SOLE 0 0 18213 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 860 16532 SH SOLE 0 0 16532 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5794 158784 SH SOLE 0 0 158784 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3726 77396 SH SOLE 0 0 77396 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 494 4054 SH SOLE 0 0 4054 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 593 3476 SH SOLE 0 0 3476 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 258 3217 SH SOLE 0 0 3217 VANGUARD INDEX FDS SML CP GRW ETF 922908595 518 2653 SH SOLE 0 0 2653 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1212 8451 SH SOLE 0 0 8451 VANGUARD INDEX FDS GROWTH ETF 922908736 589 2752 SH SOLE 0 0 2752 VANGUARD INDEX FDS VALUE ETF 922908744 493 3990 SH SOLE 0 0 3990 VANGUARD INDEX FDS SMALL CP ETF 922908751 4202 24585 SH SOLE 0 0 24585 WISDOMTREE TR EMER MKT HIGH FD 97717W315 2632 80901 SH SOLE 0 0 80901 WISDOMTREE TR US SMALLCAP DIVD 97717W604 387 15037 SH SOLE 0 0 15037 WISDOMTREE TR YIELD ENHANCD US 97717X511 322 7632 SH SOLE 0 0 7632