0001951757-24-000610.txt : 20240802 0001951757-24-000610.hdr.sgml : 20240802 20240801185638 ACCESSION NUMBER: 0001951757-24-000610 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240802 DATE AS OF CHANGE: 20240801 EFFECTIVENESS DATE: 20240802 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: 241168372 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 06-30-2024 06-30-2024 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 08-01-2024 0 77 472859461 false INFORMATION TABLE 2 F_13F_MFS_Q22024.xml AMAZON COM INC COM 023135106 414328 2144 SH SOLE 0 0 2144 APPLE INC COM 037833100 1750584 8312 SH SOLE 0 0 8312 BROADCOM INC COM 11135F101 516981 322 SH SOLE 0 0 322 CAPITAL GROUP CORE BALANCED SHS 14021D107 353252 11882 SH SOLE 0 0 11882 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 234696 7112 SH SOLE 0 0 7112 CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 14020X104 261221 8873 SH SOLE 0 0 8873 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 236972 7205 SH SOLE 0 0 7205 DESTINATION XL GROUP INC COM 25065K104 50476 13867 SH SOLE 0 0 13867 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 1149840 46012 SH SOLE 0 0 46012 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 1508144 61232 SH SOLE 0 0 61232 ELEVANCE HEALTH INC COM 036752103 204823 378 SH SOLE 0 0 378 EXXON MOBIL CORP COM 30231G102 459214 3989 SH SOLE 0 0 3989 FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 33739N108 309270 6057 SH SOLE 0 0 6057 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 675608 48086 SH SOLE 0 0 48086 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 523093 22518 SH SOLE 0 0 22518 INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 297532 6112 SH SOLE 0 0 6112 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1649340 43461 SH SOLE 0 0 43461 ISHARES INC CORE MSCI EMKT 46434G103 547665 10231 SH SOLE 0 0 10231 ISHARES TR RUS 1000 VAL ETF 464287598 422915 2424 SH SOLE 0 0 2424 ISHARES TR CORE S&P SCP ETF 464287804 4100757 38447 SH SOLE 0 0 38447 ISHARES TR NEW YORK MUN ETF 464288323 698288 13079 SH SOLE 0 0 13079 ISHARES TR NATIONAL MUN ETF 464288414 22492301 211096 SH SOLE 0 0 211096 ISHARES TR SHRT NAT MUN ETF 464288158 4492723 42972 SH SOLE 0 0 42972 ISHARES TR RUS 2000 VAL ETF 464287630 286933 1884 SH SOLE 0 0 1884 ISHARES TR RUS 1000 ETF 464287622 2316051 7784 SH SOLE 0 0 7784 ISHARES TR MSCI ACWI ETF 464288257 236040 2100 SH SOLE 0 0 2100 ISHARES TR RUS 1000 GRW ETF 464287614 593787 1629 SH SOLE 0 0 1629 ISHARES TR RUSSELL 2000 ETF 464287655 240019 1183 SH SOLE 0 0 1183 ISHARES TR CORE MSCI EAFE 46432F842 770057 10601 SH SOLE 0 0 10601 ISHARES TR 0-5YR HI YL CP 46434V407 969503 22974 SH SOLE 0 0 22974 ISHARES TR MSCI USA ESG SLC 464288802 346774 3086 SH SOLE 0 0 3086 ISHARES TR CORE S&P500 ETF 464287200 135382175 247395 SH SOLE 0 0 247395 JOHNSON & JOHNSON COM 478160104 334706 2290 SH SOLE 0 0 2290 MICROSOFT CORP COM 594918104 249845 559 SH SOLE 0 0 559 NOVO-NORDISK A S ADR 670100205 370981 2599 SH SOLE 0 0 2599 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 818906 26306 SH SOLE 0 0 26306 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 301344 7660 SH SOLE 0 0 7660 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 451180 15737 SH SOLE 0 0 15737 NUSHARES ETF TR NUVEEN ENHNC YLD 67092P102 416971 20163 SH SOLE 0 0 20163 PALO ALTO NETWORKS INC COM 697435105 352909 1041 SH SOLE 0 0 1041 PEPSICO INC COM 713448108 1524287 9242 SH SOLE 0 0 9242 PIMCO ETF TR INTER MUN BD ACT 72201R866 358902 6894 SH SOLE 0 0 6894 PROCTER AND GAMBLE CO COM 742718109 400426 2428 SH SOLE 0 0 2428 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 207000 915 SH SOLE 0 0 915 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 76699727 2186423 SH SOLE 0 0 2186423 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 33591492 891731 SH SOLE 0 0 891731 SPDR SER TR PORTFOLIO S&P600 78468R853 19275657 464138 SH SOLE 0 0 464138 SPDR SER TR BLOOMBERG EMERGI 78464A391 1285709 64641 SH SOLE 0 0 64641 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 1054672 57071 SH SOLE 0 0 57071 SPDR SER TR PORTFOLIO S&P500 78464A854 10383458 162242 SH SOLE 0 0 162242 SPDR SER TR BLOOMBERG EMG MK 78468R515 393725 16526 SH SOLE 0 0 16526 SPDR SER TR PORTFOLIO AGRGTE 78464A649 56974887 2270821 SH SOLE 0 0 2270821 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 16472221 179475 SH SOLE 0 0 179475 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 723725 17314 SH SOLE 0 0 17314 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 24605092 619464 SH SOLE 0 0 619464 SSGA ACTIVE TR SPDR NUVEEN MUN 78470P853 582299 19596 SH SOLE 0 0 19596 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 205173 2675 SH SOLE 0 0 2675 VANGUARD INDEX FDS GROWTH ETF 922908736 969808 2593 SH SOLE 0 0 2593 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 324989 3880 SH SOLE 0 0 3880 VANGUARD INDEX FDS SML CP GRW ETF 922908595 693110 2771 SH SOLE 0 0 2771 VANGUARD INDEX FDS VALUE ETF 922908744 679978 4239 SH SOLE 0 0 4239 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 672573 4471 SH SOLE 0 0 4471 VANGUARD INDEX FDS SMALL CP ETF 922908751 6260746 28714 SH SOLE 0 0 28714 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 272071 544 SH SOLE 0 0 544 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1482062 8120 SH SOLE 0 0 8120 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 779356 3395 SH SOLE 0 0 3395 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4731467 108123 SH SOLE 0 0 108123 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 5396246 107688 SH SOLE 0 0 107688 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7157768 39210 SH SOLE 0 0 39210 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 6365808 128810 SH SOLE 0 0 128810 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 409544 6510 SH SOLE 0 0 6510 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1826796 15403 SH SOLE 0 0 15403 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 875950 12782 SH SOLE 0 0 12782 WISDOMTREE TR INTL EQUITY FD 97717W703 278579 5186 SH SOLE 0 0 5186 WISDOMTREE TR US SMALLCAP DIVD 97717W604 387008 12424 SH SOLE 0 0 12424 WISDOMTREE TR YIELD ENHANCD US 97717X511 400430 9321 SH SOLE 0 0 9321 WISDOMTREE TR EMER MKT HIGH FD 97717W315 368516 8509 SH SOLE 0 0 8509