O'Brien Wealth Partners

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