0001951757-24-000133.txt : 20240129 0001951757-24-000133.hdr.sgml : 20240129 20240129091529 ACCESSION NUMBER: 0001951757-24-000133 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240129 DATE AS OF CHANGE: 20240129 EFFECTIVENESS DATE: 20240129 FILER: COMPANY DATA: COMPANY CONFORMED NAME: McNamara Financial Services, Inc. CENTRAL INDEX KEY: 0001622431 ORGANIZATION NAME: 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: 24570659 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 X0202 13F-HR LIVE false false false 0001622431 XXXXXXXX 12-31-2023 12-31-2023 McNamara Financial Services, Inc.

1020 PLAIN STREET SUITE 200 MARSHFIELD MA 02050

13F HOLDINGS REPORT 028-16829 N Alyssa Reed (781) 834-2010 Alyssa Reed Marshfield MA 01-29-2024 0 66 447059498 false INFORMATION TABLE 2 F_13F_McNamara_Q42023.xml NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 570774 21179 SH SOLE 0 0 21179 SPDR SER TR BLOOMBERG EMERGI 78464A391 993947 46796 SH SOLE 0 0 46796 SPDR SER TR PORTFOLIO S&P600 78468R853 16391011 388597 SH SOLE 0 0 388597 ISHARES TR RUS 1000 GRW ETF 464287614 515995 1702 SH SOLE 0 0 1702 EXXON MOBIL CORP COM 30231G102 368426 3685 SH SOLE 0 0 3685 MICROSOFT CORP COM 594918104 241794 643 SH SOLE 0 0 643 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 201142 1045 SH SOLE 0 0 1045 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1787978 16017 SH SOLE 0 0 16017 DESTINATION XL GROUP INC COM 25065K104 61015 13867 SH SOLE 0 0 13867 NUSHARES ETF TR NUVEEN ENHNC YLD 67092P102 393978 18647 SH SOLE 0 0 18647 ISHARES TR CORE S&P500 ETF 464287200 114966883 240703 SH SOLE 0 0 240703 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5485802 133474 SH SOLE 0 0 133474 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 68536611 2015190 SH SOLE 0 0 2015190 ISHARES TR MSCI USA ESG SLC 464288802 364148 3623 SH SOLE 0 0 3623 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4981204 97575 SH SOLE 0 0 97575 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 624044 14883 SH SOLE 0 0 14883 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 229282 5864 SH SOLE 0 0 5864 WISDOMTREE TR YIELD ENHANCD US 97717X511 383854 8720 SH SOLE 0 0 8720 WISDOMTREE TR US SMALLCAP DIVD 97717W604 439024 13647 SH SOLE 0 0 13647 ISHARES TR NEW YORK MUN ETF 464288323 695002 12849 SH SOLE 0 0 12849 VANGUARD INDEX FDS SMALL CP ETF 922908751 5414461 25381 SH SOLE 0 0 25381 ISHARES TR CORE S&P SCP ETF 464287804 3081661 28468 SH SOLE 0 0 28468 NOVO-NORDISK A S ADR 670100205 315936 3054 SH SOLE 0 0 3054 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 276161 12530 SH SOLE 0 0 12530 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1567266 44525 SH SOLE 0 0 44525 WISDOMTREE TR INTL EQUITY FD 97717W703 263325 5015 SH SOLE 0 0 5015 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 22287694 553732 SH SOLE 0 0 553732 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6405149 37589 SH SOLE 0 0 37589 PALO ALTO NETWORKS INC COM 697435105 306970 1041 SH SOLE 0 0 1041 VANGUARD INDEX FDS GROWTH ETF 922908736 910257 2928 SH SOLE 0 0 2928 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 898479 13513 SH SOLE 0 0 13513 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 336652 3810 SH SOLE 0 0 3810 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 1171672 63027 SH SOLE 0 0 63027 VANGUARD INDEX FDS VALUE ETF 922908744 641953 4294 SH SOLE 0 0 4294 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 397920 7702 SH SOLE 0 0 7702 VANGUARD INDEX FDS SML CP GRW ETF 922908595 682275 2822 SH SOLE 0 0 2822 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 763225 3476 SH SOLE 0 0 3476 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 640385 21767 SH SOLE 0 0 21767 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 1148824 47531 SH SOLE 0 0 47531 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 23655992 258847 SH SOLE 0 0 258847 ISHARES TR SHRT NAT MUN ETF 464288158 4419362 41918 SH SOLE 0 0 41918 WISDOMTREE TR EMER MKT HIGH FD 97717W315 2398474 58960 SH SOLE 0 0 58960 JOHNSON & JOHNSON COM 478160104 358935 2290 SH SOLE 0 0 2290 ISHARES INC CORE MSCI EMKT 46434G103 681768 13479 SH SOLE 0 0 13479 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 880930 33908 SH SOLE 0 0 33908 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1548102 8602 SH SOLE 0 0 8602 PEPSICO INC COM 713448108 1540665 9071 SH SOLE 0 0 9071 ISHARES TR 0-5YR HI YL CP 46434V407 738512 17492 SH SOLE 0 0 17492 INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 299766 6325 SH SOLE 0 0 6325 PROCTER AND GAMBLE CO COM 742718109 355799 2428 SH SOLE 0 0 2428 ISHARES TR RUSSELL 2000 ETF 464287655 201111 1002 SH SOLE 0 0 1002 SPDR SER TR PORTFOLIO S&P500 78464A854 8299088 148463 SH SOLE 0 0 148463 ISHARES TR RUS 2000 VAL ETF 464287630 296525 1909 SH SOLE 0 0 1909 ISHARES TR RUS 1000 VAL ETF 464287598 405524 2454 SH SOLE 0 0 2454 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 49380116 1394525 SH SOLE 0 0 1394525 ISHARES TR NATIONAL MUN ETF 464288414 20463540 188761 SH SOLE 0 0 188761 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5705844 119120 SH SOLE 0 0 119120 ISHARES TR RUS 1000 ETF 464287622 2000257 7627 SH SOLE 0 0 7627 PIMCO ETF TR INTER MUN BD ACT 72201R866 432854 8198 SH SOLE 0 0 8198 SPDR SER TR PORTFOLIO AGRGTE 78464A649 53444867 2084433 SH SOLE 0 0 2084433 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 641089 4421 SH SOLE 0 0 4421 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 496369 37321 SH SOLE 0 0 37321 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 240688 3125 SH SOLE 0 0 3125 APPLE INC COM 037833100 1455224 7558 SH SOLE 0 0 7558 ISHARES TR CORE MSCI EAFE 46432F842 738299 10495 SH SOLE 0 0 10495 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 237619 544 SH SOLE 0 0 544