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
Chief Compliance Officer
(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