O'Brien Wealth Partners

O'Brien Wealth Partners as of Dec. 31, 2015

Portfolio Holdings for O'Brien Wealth Partners

O'Brien Wealth Partners holds 28 positions in its portfolio as reported in the December 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 26.9 $28M 264k 104.30
SPDR S&P Dividend (SDY) 15.5 $16M 215k 73.57
iShares Russell 1000 Growth Index (IWF) 12.1 $12M 125k 99.48
Vanguard Mid-Cap Value ETF (VOE) 10.8 $11M 129k 85.95
iShares Russell Midcap Value Index (IWS) 4.0 $4.1M 60k 68.66
iShares Russell 2000 Value Index (IWN) 3.9 $4.0M 43k 91.95
Ishares Inc em mkt min vol (EEMV) 3.5 $3.6M 73k 48.65
Ishares Tr eafe min volat (EFAV) 3.0 $3.1M 48k 64.87
iShares S&P MidCap 400 Value Index (IJJ) 2.6 $2.7M 23k 117.22
iShares S&P 1500 Index Fund (ITOT) 2.2 $2.3M 25k 92.87
Ishares Tr usa min vo (USMV) 2.0 $2.0M 48k 41.82
Vanguard Total Bond Market ETF (BND) 1.9 $2.0M 25k 80.76
Vanguard Europe Pacific ETF (VEA) 1.9 $1.9M 53k 36.72
Pimco Etf Tr 0-5 high yield (HYS) 1.8 $1.8M 20k 91.63
Vanguard Mid-Cap ETF (VO) 1.5 $1.6M 13k 120.13
McDonald's Corporation (MCD) 1.2 $1.3M 11k 118.16
Vanguard Emerging Markets ETF (VWO) 1.2 $1.2M 37k 32.72
Amgen (AMGN) 0.5 $495k 3.1k 162.30
iShares S&P SmallCap 600 Index (IJR) 0.5 $469k 4.3k 110.04
Apple (AAPL) 0.5 $460k 4.4k 105.36
Exxon Mobil Corporation (XOM) 0.4 $413k 5.3k 77.98
Spdr S&p 500 Etf (SPY) 0.4 $397k 1.9k 203.69
Johnson & Johnson (JNJ) 0.4 $383k 3.7k 102.65
Ametek (AME) 0.3 $335k 6.3k 53.55
Vanguard Small-Cap Value ETF (VBR) 0.3 $341k 3.5k 98.75
International Business Machines (IBM) 0.2 $250k 1.8k 137.59
Aqua America 0.2 $242k 8.1k 29.74
iShares Morningstar Small Value (ISCV) 0.2 $201k 1.8k 114.86