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 32 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) 27.2 $52M 404k 129.52
Vanguard Total Bond Market ETF (BND) 18.3 $35M 429k 81.96
Ishares Tr eafe min volat (EFAV) 10.5 $20M 285k 71.06
iShares Russell 3000 Index (IWV) 9.7 $19M 124k 149.28
Vanguard Mid-Cap ETF (VO) 8.1 $16M 106k 147.00
iShares Russell 1000 Growth Index (IWF) 6.4 $12M 98k 125.06
Vanguard Small-Cap Value ETF (VBR) 4.3 $8.2M 64k 127.79
Ishares Inc em mkt min vol (EEMV) 3.5 $6.8M 117k 58.10
Vanguard Europe Pacific ETF (VEA) 2.3 $4.5M 103k 43.41
iShares Russell 2000 Value Index (IWN) 1.7 $3.2M 26k 124.11
Vanguard Total World Stock Idx (VT) 1.1 $2.2M 30k 70.71
SPDR S&P Dividend (SDY) 0.9 $1.8M 20k 91.33
McDonald's Corporation (MCD) 0.9 $1.7M 11k 156.72
iShares Russell Midcap Value Index (IWS) 0.8 $1.5M 18k 84.93
iShares S&P 1500 Index Fund (ITOT) 0.6 $1.2M 20k 57.62
Apple (AAPL) 0.6 $1.1M 6.9k 154.18
iShares Lehman Aggregate Bond (AGG) 0.4 $798k 7.3k 109.62
Vanguard Emerging Markets ETF (VWO) 0.3 $678k 16k 43.57
Spdr S&p 500 Etf (SPY) 0.2 $482k 1.9k 251.43
Vanguard Mid-Cap Value ETF (VOE) 0.2 $434k 4.1k 105.70
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.2 $451k 7.0k 64.18
Exxon Mobil Corporation (XOM) 0.2 $427k 5.2k 82.07
Ametek (AME) 0.2 $413k 6.3k 66.02
Johnson & Johnson (JNJ) 0.2 $378k 2.9k 129.85
iShares S&P MidCap 400 Value Index (IJJ) 0.2 $324k 2.1k 152.76
Ishares Tr usa min vo (USMV) 0.1 $296k 5.9k 50.40
International Business Machines (IBM) 0.1 $262k 1.8k 145.15
Aqua America 0.1 $270k 8.1k 33.19
Procter & Gamble Company (PG) 0.1 $223k 2.5k 90.84
iShares S&P 500 Index (IVV) 0.1 $238k 942.00 252.65
Amgen (AMGN) 0.1 $215k 1.2k 186.79
Pimco Total Return Etf totl (BOND) 0.1 $200k 1.9k 106.72