O'Brien Wealth Partners

O'Brien Wealth Partners as of March 31, 2016

Portfolio Holdings for O'Brien Wealth Partners

O'Brien Wealth Partners holds 30 positions in its portfolio as reported in the March 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 20.2 $26M 248k 104.82
iShares Russell 3000 Index (IWV) 14.7 $19M 157k 120.86
SPDR S&P Dividend (SDY) 9.8 $13M 159k 79.93
iShares Russell 1000 Growth Index (IWF) 9.5 $12M 122k 99.78
Ishares Tr eafe min volat (EFAV) 7.5 $9.6M 145k 66.44
Vanguard Mid-Cap Value ETF (VOE) 7.1 $9.1M 105k 87.12
Vanguard Mid-Cap ETF (VO) 6.8 $8.7M 72k 121.23
Ishares Inc em mkt min vol (EEMV) 4.3 $5.6M 109k 51.37
iShares Russell 2000 Value Index (IWN) 3.0 $3.9M 42k 93.17
Pimco Exch Traded Fund (LDUR) 2.0 $2.6M 26k 99.85
Vanguard Total Bond Market ETF (BND) 2.0 $2.6M 31k 82.81
iShares Russell Midcap Value Index (IWS) 1.9 $2.4M 34k 70.93
Ishares Tr usa min vo (USMV) 1.5 $1.9M 44k 43.94
iShares S&P MidCap 400 Value Index (IJJ) 1.2 $1.6M 13k 124.00
Vanguard Europe Pacific ETF (VEA) 1.1 $1.4M 39k 35.89
McDonald's Corporation (MCD) 1.1 $1.3M 11k 125.72
iShares S&P 1500 Index Fund (ITOT) 1.0 $1.3M 14k 93.35
Vanguard Total World Stock Idx (VT) 0.9 $1.2M 21k 57.71
Vanguard Emerging Markets ETF (VWO) 0.8 $1.0M 30k 34.58
Pimco Etf Tr 0-5 high yield (HYS) 0.7 $861k 9.3k 92.92
Apple (AAPL) 0.4 $477k 4.4k 109.08
Amgen (AMGN) 0.4 $457k 3.1k 149.84
Exxon Mobil Corporation (XOM) 0.3 $443k 5.3k 83.65
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.3 $421k 7.9k 53.19
Johnson & Johnson (JNJ) 0.3 $404k 3.7k 108.25
Spdr S&p 500 Etf (SPY) 0.3 $403k 2.0k 205.61
Ametek (AME) 0.2 $313k 6.3k 50.03
International Business Machines (IBM) 0.2 $275k 1.8k 151.35
Aqua America 0.2 $259k 8.1k 31.83
Vanguard Small-Cap Value ETF (VBR) 0.2 $223k 2.2k 101.87