0001580642-24-000471.txt : 20240125 0001580642-24-000471.hdr.sgml : 20240125 20240125120259 ACCESSION NUMBER: 0001580642-24-000471 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240125 DATE AS OF CHANGE: 20240125 EFFECTIVENESS DATE: 20240125 FILER: COMPANY DATA: COMPANY CONFORMED NAME: O'Brien Wealth Partners LLC CENTRAL INDEX KEY: 0001689874 ORGANIZATION NAME: 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: 24560386 BUSINESS ADDRESS: STREET 1: 51 SAWYER RD. STREET 2: SUITE 600 CITY: WALTHAM STATE: MA ZIP: 02453 BUSINESS PHONE: 617-547-6717 MAIL ADDRESS: STREET 1: 51 SAWYER RD. STREET 2: SUITE 600 CITY: WALTHAM STATE: MA ZIP: 02453 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001689874 XXXXXXXX 12-31-2023 12-31-2023 false O'Brien Wealth Partners LLC

51 Sawyer Rd. Suite 600 Waltham MA 02453

13F HOLDINGS REPORT 028-17558 N Richard A. Davies 617-547-6717-225 /s/ Richard A. Davies Waltham MA 01-25-2024 0 62 383026217 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 83433 758 SH SOLE 758 0 0 ABBVIE INC COM 00287Y109 255391 1648 SH SOLE 1648 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 145277 414 SH SOLE 414 0 0 ADOBE INC COM 00724F101 96649 162 SH SOLE 162 0 0 ALPHABET INC CAP STK CL A 02079K305 352438 2523 SH SOLE 2523 0 0 ALPHABET INC CAP STK CL C 02079K107 217878 1546 SH SOLE 1546 0 0 AMAZON COM INC COM 023135106 304640 2005 SH SOLE 2005 0 0 AMETEK INC COM 031100100 477851 2898 SH SOLE 2898 0 0 AMGEN INC COM 031162100 5760 20 SH SOLE 20 0 0 ANALOG DEVICES INC COM 032654105 467807 2356 SH SOLE 2356 0 0 APPLE INC COM 037833100 4323688 22457 SH SOLE 22457 0 0 APPLIED MATLS INC COM 038222105 146997 907 SH SOLE 907 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 137918 592 SH SOLE 592 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 265712 745 SH SOLE 745 0 0 BROADCOM INC COM 11135F101 10046 9 SH SOLE 9 0 0 CHEVRON CORP NEW COM 166764100 189732 1272 SH SOLE 1272 0 0 COCA COLA CO COM 191216100 176890 3002 SH SOLE 3002 0 0 DBX ETF TR XTRACK MSCI EAFE 233051200 43961976 1188804 SH SOLE 1188804 0 0 ELI LILLY & CO COM 532457108 43719 75 SH SOLE 75 0 0 EXXON MOBIL CORP COM 30231G102 169066 1691 SH SOLE 1691 0 0 HOME DEPOT INC COM 437076102 8317 24 SH SOLE 24 0 0 INTEL CORP COM 458140100 89596 1783 SH SOLE 1783 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 274286 1677 SH SOLE 1677 0 0 ISHARES TR CORE S&P500 ETF 464287200 588918 1233 SH SOLE 1233 0 0 ISHARES TR RUS 1000 ETF 464287622 430893 1643 SH SOLE 1643 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 13948543 46009 SH SOLE 46009 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 14579448 53260 SH SOLE 53260 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 795126 10190 SH SOLE 10190 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 285088 3774 SH SOLE 3774 0 0 ISHARES TR CORE S&P TTL STK 464287150 102375048 972869 SH SOLE 972869 0 0 ISHARES TR RUS MID CAP ETF 464287499 291643 3752 SH SOLE 3752 0 0 JOHNSON & JOHNSON COM 478160104 369100 2355 SH SOLE 2355 0 0 JPMORGAN CHASE & CO COM 46625H100 198269 1166 SH SOLE 1166 0 0 LIFESTANCE HEALTH GROUP INC COM 53228F101 5607705 716182 SH SOLE 716182 0 0 MASTERCARD INCORPORATED CL A 57636Q104 60564 142 SH SOLE 142 0 0 MCDONALDS CORP COM 580135101 3284172 11076 SH SOLE 11076 0 0 MERCK & CO INC COM 58933Y105 234938 2155 SH SOLE 2155 0 0 META PLATFORMS INC CL A 30303M102 868264 2453 SH SOLE 2453 0 0 MICROSOFT CORP COM 594918104 757721 2015 SH SOLE 2015 0 0 MORGAN STANLEY ETF TRUST CALVERT INTERNAT 61774R106 6352716 118071 SH SOLE 118071 0 0 MORGAN STANLEY ETF TRUST CALVERT US LARCP 61774R205 14126150 236626 SH SOLE 236626 0 0 NEXTERA ENERGY INC COM 65339F101 248670 4094 SH SOLE 4094 0 0 NORFOLK SOUTHN CORP COM 655844108 295239 1249 SH SOLE 1249 0 0 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 8843125 246258 SH SOLE 246258 0 0 NVIDIA CORPORATION COM 67066G104 45065 91 SH SOLE 91 0 0 PACER FDS TR US CASH COWS 100 69374H881 38947834 749141 SH SOLE 749141 0 0 PAYCHEX INC COM 704326107 173305 1455 SH SOLE 1455 0 0 PEPSICO INC COM 713448108 182408 1074 SH SOLE 1074 0 0 PROCTER AND GAMBLE CO COM 742718109 302127 2062 SH SOLE 2062 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 343192 1783 SH SOLE 1783 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 584631 1230 SH SOLE 1230 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 9617032 331051 SH SOLE 331051 0 0 SPDR SER TR PORTFLI INTRMDIT 78464A672 32530193 1139012 SH SOLE 1139012 0 0 SPDR SER TR PORTFOLIO LN TSR 78464A664 18338515 631927 SH SOLE 631927 0 0 SPDR SER TR S&P DIVID ETF 78464A763 863134 6907 SH SOLE 6907 0 0 TESLA INC COM 88160R101 18884 76 SH SOLE 76 0 0 UNITEDHEALTH GROUP INC COM 91324P102 41065 78 SH SOLE 78 0 0 UPWORK INC COM 91688F104 584599 39314 SH SOLE 39314 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 40748703 171776 SH SOLE 171776 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 4188609 13473 SH SOLE 13473 0 0 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 8738491 142020 SH SOLE 142020 0 0 VISA INC COM CL A 92826C839 32023 123 SH SOLE 123 0 0