O'Brien Wealth Partners as of Dec. 31, 2017
Portfolio Holdings for O'Brien Wealth Partners
O'Brien Wealth Partners holds 31 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Total Stock Market ETF (VTI) | 32.6 | $52M | 376k | 137.25 | |
Ishares Tr eafe min volat (EFAV) | 13.5 | $21M | 293k | 72.98 | |
iShares Russell 3000 Index (IWV) | 11.8 | $19M | 118k | 158.17 | |
Vanguard Mid-Cap ETF (VO) | 9.8 | $16M | 101k | 154.78 | |
iShares Russell 1000 Growth Index (IWF) | 8.2 | $13M | 97k | 134.68 | |
Vanguard Small-Cap Value ETF (VBR) | 5.1 | $8.1M | 61k | 132.78 | |
Ishares Inc em mkt min vol (EEMV) | 4.5 | $7.1M | 117k | 60.76 | |
Vanguard Europe Pacific ETF (VEA) | 2.9 | $4.6M | 102k | 44.86 | |
iShares Russell 2000 Value Index (IWN) | 2.0 | $3.2M | 25k | 125.76 | |
SPDR S&P Dividend (SDY) | 1.2 | $1.9M | 20k | 94.48 | |
McDonald's Corporation (MCD) | 1.1 | $1.8M | 11k | 172.07 | |
Vanguard Total World Stock Idx (VT) | 1.1 | $1.7M | 24k | 74.28 | |
iShares Russell Midcap Value Index (IWS) | 1.0 | $1.6M | 18k | 89.14 | |
iShares S&P 1500 Index Fund (ITOT) | 0.8 | $1.2M | 20k | 61.14 | |
Apple (AAPL) | 0.7 | $1.2M | 7.0k | 169.23 | |
Vanguard Emerging Markets ETF (VWO) | 0.4 | $675k | 15k | 45.89 | |
Spdr S&p 500 Etf (SPY) | 0.3 | $514k | 1.9k | 266.87 | |
Ametek (AME) | 0.3 | $453k | 6.3k | 72.41 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.3 | $467k | 7.1k | 66.08 | |
Exxon Mobil Corporation (XOM) | 0.3 | $425k | 5.1k | 83.68 | |
Johnson & Johnson (JNJ) | 0.3 | $421k | 3.0k | 139.82 | |
Vanguard Total Bond Market ETF (BND) | 0.2 | $397k | 4.9k | 81.55 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.2 | $340k | 2.1k | 160.30 | |
Aqua America | 0.2 | $319k | 8.1k | 39.21 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.2 | $321k | 2.9k | 111.69 | |
Ishares Tr usa min vo (USMV) | 0.2 | $313k | 5.9k | 52.83 | |
International Business Machines (IBM) | 0.2 | $259k | 1.7k | 153.62 | |
iShares S&P 500 Index (IVV) | 0.2 | $253k | 942.00 | 268.58 | |
Cambridge Ban (CATC) | 0.2 | $258k | 3.2k | 80.52 | |
Procter & Gamble Company (PG) | 0.1 | $226k | 2.5k | 92.02 | |
Amgen (AMGN) | 0.1 | $200k | 1.2k | 173.76 |