O'Brien Wealth Partners

O'Brien Wealth Partners as of March 31, 2020

Portfolio Holdings for O'Brien Wealth Partners

O'Brien Wealth Partners holds 29 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 1500 Index Fund (ITOT) 28.6 $51M 915k 55.71
Ishares Tr eafe min volat (EFAV) 22.8 $41M 671k 60.64
Vanguard Total Stock Market ETF (VTI) 19.5 $35M 277k 125.52
iShares MSCI ACWI Index Fund (ACWI) 6.2 $11M 181k 60.90
iShares Russell 3000 Index (IWV) 6.1 $11M 76k 144.17
iShares Russell 1000 Growth Index (IWF) 5.5 $9.8M 67k 146.86
Wisdomtree Tr em lcl debt (ELD) 2.0 $3.6M 125k 28.98
Ishares Tr rusel 2500 etf (SMMD) 1.1 $2.0M 62k 32.02
McDonald's Corporation (MCD) 1.0 $1.7M 11k 161.49
Apple (AAPL) 0.9 $1.6M 6.7k 244.89
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.7 $1.2M 28k 43.46
SPDR S&P Dividend (SDY) 0.6 $1.0M 13k 77.79
Ishares Tr msci eafe esg (ESGD) 0.6 $1.0M 20k 51.65
Ishares Tr usa min vo (USMV) 0.6 $996k 19k 53.11
Vanguard Small-Cap Value ETF (VBR) 0.5 $848k 10k 83.94
Norfolk Southern (NSC) 0.4 $692k 4.8k 143.78
iShares Russell 2000 Value Index (IWN) 0.4 $669k 8.7k 77.06
Microsoft Corporation (MSFT) 0.4 $664k 4.3k 155.32
Spdr S&p 500 Etf (SPY) 0.3 $605k 2.4k 251.98
Johnson & Johnson (JNJ) 0.3 $489k 3.7k 133.17
Ametek (AME) 0.2 $335k 4.7k 71.00
iShares Russell 1000 Index (IWB) 0.2 $326k 2.4k 137.96
Vanguard Europe Pacific ETF (VEA) 0.2 $323k 10k 32.46
Essential Utils (WTRG) 0.2 $326k 8.1k 40.07
Procter & Gamble Company (PG) 0.2 $311k 2.7k 114.38
Vanguard Mid-Cap ETF (VO) 0.2 $292k 2.3k 126.85
Technology SPDR (XLK) 0.1 $246k 3.1k 78.42
Ishares Inc msci em esg se (ESGE) 0.1 $254k 9.4k 27.02
Vanguard Total Bond Market ETF (BND) 0.1 $209k 2.4k 86.11