0001951757-24-000283.txt : 20240415 0001951757-24-000283.hdr.sgml : 20240415 20240415123037 ACCESSION NUMBER: 0001951757-24-000283 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240415 DATE AS OF CHANGE: 20240415 EFFECTIVENESS DATE: 20240415 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: 24843868 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 03-31-2024 03-31-2024 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 04-15-2024 0 68 467479437 false INFORMATION TABLE 2 F_13F_MFS_Q12024.xml AMAZON COM INC COM 023135106 386735 2144 SH SOLE 0 0 2144 APPLE INC COM 037833100 1440261 8399 SH SOLE 0 0 8399 BROADCOM INC COM 11135F101 548720 414 SH SOLE 0 0 414 DESTINATION XL GROUP INC COM 25065K104 49921 13867 SH SOLE 0 0 13867 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 1000495 39189 SH SOLE 0 0 39189 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 1344444 53649 SH SOLE 0 0 53649 EXXON MOBIL CORP COM 30231G102 428344 3685 SH SOLE 0 0 3685 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 386741 7530 SH SOLE 0 0 7530 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 513578 37028 SH SOLE 0 0 37028 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 517996 22551 SH SOLE 0 0 22551 INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 314731 6339 SH SOLE 0 0 6339 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1683924 43772 SH SOLE 0 0 43772 ISHARES INC CORE MSCI EMKT 46434G103 661099 12812 SH SOLE 0 0 12812 ISHARES TR RUS 1000 VAL ETF 464287598 434163 2424 SH SOLE 0 0 2424 ISHARES TR CORE S&P SCP ETF 464287804 3375170 30539 SH SOLE 0 0 30539 ISHARES TR RUS 2000 VAL ETF 464287630 297134 1871 SH SOLE 0 0 1871 ISHARES TR NEW YORK MUN ETF 464288323 698777 12986 SH SOLE 0 0 12986 ISHARES TR NATIONAL MUN ETF 464288414 21802131 202622 SH SOLE 0 0 202622 ISHARES TR SHRT NAT MUN ETF 464288158 4441652 42411 SH SOLE 0 0 42411 ISHARES TR RUS 1000 ETF 464287622 2146112 7451 SH SOLE 0 0 7451 ISHARES TR RUS 1000 GRW ETF 464287614 551414 1636 SH SOLE 0 0 1636 ISHARES TR RUSSELL 2000 ETF 464287655 206725 983 SH SOLE 0 0 983 ISHARES TR CORE MSCI EAFE 46432F842 780472 10516 SH SOLE 0 0 10516 ISHARES TR CORE S&P500 ETF 464287200 121052191 230255 SH SOLE 0 0 230255 ISHARES TR MSCI USA ESG SLC 464288802 393012 3600 SH SOLE 0 0 3600 ISHARES TR 0-5YR HI YL CP 46434V407 894571 21024 SH SOLE 0 0 21024 JOHNSON & JOHNSON COM 478160104 362255 2290 SH SOLE 0 0 2290 MICROSOFT CORP COM 594918104 235182 559 SH SOLE 0 0 559 NOVO-NORDISK A S ADR 670100205 392134 3054 SH SOLE 0 0 3054 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 704202 22665 SH SOLE 0 0 22665 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 244466 5878 SH SOLE 0 0 5878 NUSHARES ETF TR NUVEEN ENHNC YLD 67092P102 435682 20861 SH SOLE 0 0 20861 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 558388 20305 SH SOLE 0 0 20305 PALO ALTO NETWORKS INC COM 697435105 295779 1041 SH SOLE 0 0 1041 PEPSICO INC COM 713448108 1598331 9133 SH SOLE 0 0 9133 PIMCO ETF TR INTER MUN BD ACT 72201R866 423905 8079 SH SOLE 0 0 8079 PROCTER AND GAMBLE CO COM 742718109 393943 2428 SH SOLE 0 0 2428 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 73475619 2050101 SH SOLE 0 0 2050101 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 51275750 1416849 SH SOLE 0 0 1416849 SPDR SER TR PORTFOLIO S&P600 78468R853 16676306 387461 SH SOLE 0 0 387461 SPDR SER TR BLOOMBERG EMERGI 78464A391 1142465 55730 SH SOLE 0 0 55730 SPDR SER TR BLOOMBERG EMG MK 78468R515 386744 16001 SH SOLE 0 0 16001 SPDR SER TR PORTFOLIO AGRGTE 78464A649 55660250 2201750 SH SOLE 0 0 2201750 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 922214 49475 SH SOLE 0 0 49475 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 20862335 227259 SH SOLE 0 0 227259 SPDR SER TR PORTFOLIO S&P500 78464A854 9074924 147488 SH SOLE 0 0 147488 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 695236 16510 SH SOLE 0 0 16510 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 23098937 576752 SH SOLE 0 0 576752 VANGUARD INDEX FDS GROWTH ETF 922908736 939666 2730 SH SOLE 0 0 2730 VANGUARD INDEX FDS SMALL CP ETF 922908751 5837274 25536 SH SOLE 0 0 25536 VANGUARD INDEX FDS VALUE ETF 922908744 688246 4226 SH SOLE 0 0 4226 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 329316 3808 SH SOLE 0 0 3808 VANGUARD INDEX FDS SML CP GRW ETF 922908595 733666 2814 SH SOLE 0 0 2814 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1566508 8164 SH SOLE 0 0 8164 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 805223 3415 SH SOLE 0 0 3415 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 261501 544 SH SOLE 0 0 544 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 693955 4451 SH SOLE 0 0 4451 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5723685 137029 SH SOLE 0 0 137029 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 5259415 103941 SH SOLE 0 0 103941 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6686065 36614 SH SOLE 0 0 36614 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 6162267 122828 SH SOLE 0 0 122828 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 891029 12951 SH SOLE 0 0 12951 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 342938 5371 SH SOLE 0 0 5371 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1860947 15381 SH SOLE 0 0 15381 WISDOMTREE TR US SMALLCAP DIVD 97717W604 388729 11895 SH SOLE 0 0 11895 WISDOMTREE TR EMER MKT HIGH FD 97717W315 2359129 56385 SH SOLE 0 0 56385 WISDOMTREE TR YIELD ENHANCD US 97717X511 409783 9442 SH SOLE 0 0 9442 WISDOMTREE TR INTL EQUITY FD 97717W703 274535 5010 SH SOLE 0 0 5010