0001580642-17-003097.txt : 20170525 0001580642-17-003097.hdr.sgml : 20170525 20170525094722 ACCESSION NUMBER: 0001580642-17-003097 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170525 DATE AS OF CHANGE: 20170525 EFFECTIVENESS DATE: 20170525 FILER: COMPANY DATA: COMPANY CONFORMED NAME: O'Brien Wealth Partners LLC CENTRAL INDEX KEY: 0001689874 IRS NUMBER: 943459510 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17558 FILM NUMBER: 17868489 BUSINESS ADDRESS: STREET 1: 177 HUNTINGTON AVE. STREET 2: SUITE 2010 CITY: BOSTON STATE: MA ZIP: 02115 BUSINESS PHONE: 617-547-6717 MAIL ADDRESS: STREET 1: 177 HUNTINGTON AVE. STREET 2: SUITE 2010 CITY: BOSTON STATE: MA ZIP: 02115 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001689874 XXXXXXXX 03-31-2017 03-31-2017 false O'Brien Wealth Partners LLC

177 HUNTINGTON AVE. SUITE 2010 BOSTON MA 02115

13F HOLDINGS REPORT 028-17558 N Kari Mekler 617-547-6717 /s/ Kari Mekler Boston MA 04-06-2017 0 31 180075 INFORMATION TABLE 2 infotable.xml ISHARES TR S&P MC 400VL ETF 464287705 946 6372 SH SOLE 0 0 6372 ISHARES TR RUS 1000 GRW ETF 464287614 12359 108606 SH SOLE 0 0 108606 ISHARES TR RUS 2000 VAL ETF 464287630 3620 30633 SH SOLE 0 0 30633 ISHARES TR RUSSELL 3000 ETF 464287689 19471 139180 SH SOLE 0 0 139180 SPDR S&P 500 ETF TR TR UNIT 78462F103 448 1900 SH SOLE 0 0 1900 AMGEN INC COM 031162100 475 2898 SH SOLE 0 0 2898 JOHNSON & JOHNSON COM 478160104 547 4389 SH SOLE 0 0 4389 INTERNATIONAL BUSINESS MACHS COM 459200101 314 1805 SH SOLE 0 0 1805 ISHARES TR RUS MDCP VAL ETF 464287473 1820 21925 SH SOLE 0 0 21925 AMETEK INC NEW COM 031100100 338 6256 SH SOLE 0 0 6256 EXXON MOBIL CORP COM 30231G102 400 4883 SH SOLE 0 0 4883 PROCTER AND GAMBLE CO COM 742718109 223 2481 SH SOLE 0 0 2481 MCDONALDS CORP COM 580135101 1375 10609 SH SOLE 0 0 10609 VANGUARD INDEX FDS TOTAL STK MKT 922908769 47386 390588 SH SOLE 0 0 390588 APPLE INC COM 037833100 637 4431 SH SOLE 0 0 4431 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 788 19845 SH SOLE 0 0 19845 ISHARES TR CORE US AGGBD ET 464287226 974 8975 SH SOLE 0 0 8975 AQUA AMERICA INC COM 03836W103 262 8136 SH SOLE 0 0 8136 VANGUARD INDEX FDS MID CAP ETF 922908629 14936 107265 SH SOLE 0 0 107265 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6072 49424 SH SOLE 0 0 49424 SPDR SERIES TRUST S&P DIVID ETF 78464A763 2386 27073 SH SOLE 0 0 27073 ISHARES TR CORE S&P TTL STK 464287150 1343 24849 SH SOLE 0 0 24849 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1233 12094 SH SOLE 0 0 12094 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 29275 361063 SH SOLE 0 0 361063 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4167 106034 SH SOLE 0 0 106034 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2358 36150 SH SOLE 0 0 36150 ISHARES TR MIN VOL USA ETF 46429B697 279 5842 SH SOLE 0 0 5842 ISHARES TR MIN VOL EAFE ETF 46429B689 16821 254863 SH SOLE 0 0 254863 ISHARES MIN VOL EMRG MKT 464286533 6658 124440 SH SOLE 0 0 124440 ISHARES TR CORE MSCI EAFE 46432F842 459 7914 SH SOLE 0 0 7914 PIMCO ETF TR LOW DURTN AC ETF 72201R718 1705 16910 SH SOLE 0 0 16910