0001580642-23-000804.txt : 20230210 0001580642-23-000804.hdr.sgml : 20230210 20230210171014 ACCESSION NUMBER: 0001580642-23-000804 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230210 DATE AS OF CHANGE: 20230210 EFFECTIVENESS DATE: 20230210 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: 23613311 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 X0202 13F-HR LIVE false false false 0001689874 XXXXXXXX 12-31-2022 12-31-2022 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 02-10-2023 0 57 251829938 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 279262 1728 SH SOLE 1728 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 116876 438 SH SOLE 438 0 0 ALPHABET INC CAP STK CL A 02079K305 250926 2844 SH SOLE 2844 0 0 ALPHABET INC CAP STK CL C 02079K107 131143 1478 SH SOLE 1478 0 0 AMAZON COM INC COM 023135106 141960 1690 SH SOLE 1690 0 0 AMETEK INC COM 031100100 505647 3619 SH SOLE 3619 0 0 ANALOG DEVICES INC COM 032654105 395804 2413 SH SOLE 2413 0 0 APPLE INC COM 037833100 3163045 24344 SH SOLE 24344 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 173651 727 SH SOLE 727 0 0 BECTON DICKINSON & CO COM 075887109 329573 1296 SH SOLE 1296 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 234455 759 SH SOLE 759 0 0 CHEVRON CORP NEW COM 166764100 243388 1356 SH SOLE 1356 0 0 COCA COLA CO COM 191216100 290761 4571 SH SOLE 4571 0 0 DBX ETF TR XTRACK MSCI EAFE 233051200 37472628 1162663 SH SOLE 1162663 0 0 EATON CORP PLC SHS G29183103 153654 979 SH SOLE 979 0 0 EVERSOURCE ENERGY COM 30040W108 167177 1994 SH SOLE 1994 0 0 EXXON MOBIL CORP COM 30231G102 221262 2006 SH SOLE 2006 0 0 HAEMONETICS CORP MASS COM 405024100 228478 2905 SH SOLE 2905 0 0 HOME DEPOT INC COM 437076102 105181 333 SH SOLE 333 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 233761 1659 SH SOLE 1659 0 0 ISHARES TR CORE S&P500 ETF 464287200 392278 1021 SH SOLE 1021 0 0 ISHARES TR RUS 1000 ETF 464287622 370305 1759 SH SOLE 1759 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 11735712 54778 SH SOLE 54778 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 12409418 56233 SH SOLE 56233 0 0 ISHARES TR RUS MID CAP ETF 464287499 338532 5019 SH SOLE 5019 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 794109 11014 SH SOLE 11014 0 0 ISHARES TR CORE S&P TTL STK 464287150 84191203 992821 SH SOLE 992821 0 0 ISHARES TR MSCI ACWI ETF 464288257 215680 2541 SH SOLE 2541 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 248103 3774 SH SOLE 3774 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 349255 4121 SH SOLE 4121 0 0 ISHARES TR CORE US AGGBD ET 464287226 10061161 103734 SH SOLE 103734 0 0 ISHARES TR EAFE GRWTH ETF 464288885 335794 4009 SH SOLE 4009 0 0 JOHNSON & JOHNSON COM 478160104 483224 2735 SH SOLE 2735 0 0 JPMORGAN CHASE & CO COM 46625H100 121476 906 SH SOLE 906 0 0 LIFESTANCE HEALTH GROUP INC COM 53228F101 4300557 870558 SH SOLE 870558 0 0 LOWES COS INC COM 548661107 144847 727 SH SOLE 727 0 0 MASTERCARD INCORPORATED CL A 57636Q104 141178 406 SH SOLE 406 0 0 MCDONALDS CORP COM 580135101 2964866 11251 SH SOLE 11251 0 0 MERCK & CO INC COM 58933Y105 251635 2268 SH SOLE 2268 0 0 META PLATFORMS INC CL A 30303M102 446461 3710 SH SOLE 3710 0 0 MICROSOFT CORP COM 594918104 604346 2520 SH SOLE 2520 0 0 NEXTERA ENERGY INC COM 65339F101 310156 3710 SH SOLE 3710 0 0 NORFOLK SOUTHN CORP COM 655844108 530296 2152 SH SOLE 2152 0 0 PAYCHEX INC COM 704326107 178078 1541 SH SOLE 1541 0 0 PEPSICO INC COM 713448108 250033 1384 SH SOLE 1384 0 0 PFIZER INC COM 717081103 125179 2443 SH SOLE 2443 0 0 PROCTER AND GAMBLE CO COM 742718109 396336 2615 SH SOLE 2615 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 221877 1783 SH SOLE 1783 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 474596 1241 SH SOLE 1241 0 0 SPDR SER TR S&P DIVID ETF 78464A763 1069673 8550 SH SOLE 8550 0 0 SPDR SER TR PORTFLI INTRMDIT 78464A672 21851526 773779 SH SOLE 773779 0 0 SPDR SER TR PORTFOLIO LN TSR 78464A664 13639350 469836 SH SOLE 469836 0 0 UNITEDHEALTH GROUP INC COM 91324P102 55669 105 SH SOLE 105 0 0 UPWORK INC COM 91688F104 410438 39314 SH SOLE 39314 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 445083 2089 SH SOLE 2089 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 35622481 186320 SH SOLE 186320 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 510395 10376 SH SOLE 10376 0 0