0001580642-22-005762.txt : 20221114 0001580642-22-005762.hdr.sgml : 20221114 20221114100642 ACCESSION NUMBER: 0001580642-22-005762 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221381601 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 09-30-2022 09-30-2022 false O'Brien Wealth Partners LLC

177 Huntington Ave. Suite 2010 Boston MA 02115

13F HOLDINGS REPORT 028-17558 N Richard A. Davies 617-547-6717 /s/ Richard Davies Boston MA 11-11-2022 0 57 237678 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 370 3870 SH SOLE 3870 0 0 ALPHABET INC CAP STK CL C 02079K107 214 2223 SH SOLE 2223 0 0 AMAZON COM INC COM 023135106 504 4458 SH SOLE 4458 0 0 AMETEK INC COM 031100100 536 4730 SH SOLE 4730 0 0 ANALOG DEVICES INC COM 032654105 334 2396 SH SOLE 2396 0 0 APPLE INC COM 037833100 3567 25809 SH SOLE 25809 0 0 BECTON DICKINSON & CO COM 075887109 287 1287 SH SOLE 1287 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 219 820 SH SOLE 820 0 0 CHEVRON CORP NEW COM 166764100 231 1605 SH SOLE 1605 0 0 DBX ETF TR XTRACK MSCI EAFE 233051200 33797 1009464 SH SOLE 1009464 0 0 EVERSOURCE ENERGY COM 30040W108 156 2004 SH SOLE 2004 0 0 EXXON MOBIL CORP COM 30231G102 253 2901 SH SOLE 2901 0 0 HAEMONETICS CORP MASS COM 405024100 277 3742 SH SOLE 3742 0 0 HOME DEPOT INC COM 437076102 15 53 SH SOLE 53 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 197 1661 SH SOLE 1661 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 223 836 SH SOLE 836 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 708 25604 SH SOLE 25604 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 2408 42902 SH SOLE 42902 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 1089 13711 SH SOLE 13711 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 728 11014 SH SOLE 11014 0 0 ISHARES TR CORE US AGGBD ET 464287226 10001 103811 SH SOLE 103811 0 0 ISHARES TR RUS MID CAP ETF 464287499 312 5019 SH SOLE 5019 0 0 ISHARES TR EAFE GRWTH ETF 464288885 4400 60634 SH SOLE 60634 0 0 ISHARES TR MSCI EAFE ETF 464287465 277 4948 SH SOLE 4948 0 0 ISHARES TR CORE S&P TTL STK 464287150 76984 967861 SH SOLE 967861 0 0 ISHARES TR MSCI ACWI ETF 464288257 429 5507 SH SOLE 5507 0 0 ISHARES TR CORE S&P500 ETF 464287200 366 1021 SH SOLE 1021 0 0 ISHARES TR RUS 1000 ETF 464287622 347 1759 SH SOLE 1759 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 11436 54351 SH SOLE 54351 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 11902 57485 SH SOLE 57485 0 0 JOHNSON & JOHNSON COM 478160104 496 3035 SH SOLE 3035 0 0 JPMORGAN CHASE & CO COM 46625H100 123 1179 SH SOLE 1179 0 0 LIFESTANCE HEALTH GROUP INC COM 53228F101 5763 870558 SH SOLE 870558 0 0 MASTERCARD INCORPORATED CL A 57636Q104 131 462 SH SOLE 462 0 0 MCDONALDS CORP COM 580135101 2465 10685 SH SOLE 10685 0 0 MERCK & CO INC COM 58933Y105 192 2232 SH SOLE 2232 0 0 META PLATFORMS INC CL A 30303M102 445 3278 SH SOLE 3278 0 0 MICROSOFT CORP COM 594918104 432 1853 SH SOLE 1853 0 0 NORFOLK SOUTHN CORP COM 655844108 324 1547 SH SOLE 1547 0 0 PEPSICO INC COM 713448108 100 612 SH SOLE 612 0 0 PFIZER INC COM 717081103 127 2895 SH SOLE 2895 0 0 PROCTER AND GAMBLE CO COM 742718109 221 1748 SH SOLE 1748 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 407 18189 SH SOLE 18189 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 212 1783 SH SOLE 1783 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 458 14771 SH SOLE 14771 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 285 797 SH SOLE 797 0 0 SPDR SER TR S&P DIVID ETF 78464A763 1005 9014 SH SOLE 9014 0 0 SPDR SER TR PORTFLI INTRMDIT 78464A672 12425 441713 SH SOLE 441713 0 0 SPDR SER TR PORTFOLIO LN TSR 78464A664 13294 448530 SH SOLE 448530 0 0 TESLA INC COM 88160R101 38 145 SH SOLE 145 0 0 UNITEDHEALTH GROUP INC COM 91324P102 123 243 SH SOLE 243 0 0 UPWORK INC COM 91688F104 535 39314 SH SOLE 39314 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 476 2225 SH SOLE 2225 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 33864 188690 SH SOLE 188690 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 315 4158 SH SOLE 4158 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 242 6652 SH SOLE 6652 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 613 14116 SH SOLE 14116 0 0