O'Brien Wealth Partners

O'Brien Wealth Partners as of Dec. 31, 2018

Portfolio Holdings for O'Brien Wealth Partners

O'Brien Wealth Partners holds 43 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr eafe min volat (EFAV) 25.9 $38M 553k 68.55
Vanguard Total Stock Market ETF (VTI) 23.0 $34M 252k 133.82
iShares Russell 3000 Index (IWV) 10.0 $15M 95k 153.97
Vanguard Europe Pacific ETF (VEA) 9.7 $14M 367k 38.82
iShares Russell 1000 Growth Index (IWF) 8.0 $12M 85k 137.05
ISHARES TR MSCI Small Cap msci small cap (SCZ) 6.5 $9.6M 176k 54.43
Ishares Tr rusel 2500 etf (SMMD) 2.4 $3.6M 87k 41.08
Vanguard Small-Cap Value ETF (VBR) 2.2 $3.2M 26k 122.68
McDonald's Corporation (MCD) 1.3 $1.9M 11k 179.37
Vanguard Pacific ETF (VPL) 1.1 $1.6M 26k 63.68
iShares Russell 2000 Value Index (IWN) 1.0 $1.4M 12k 115.94
SPDR S&P Dividend (SDY) 0.9 $1.3M 14k 92.50
Apple (AAPL) 0.7 $1.1M 6.8k 155.01
iShares MSCI EAFE Index Fund (EFA) 0.7 $1.0M 16k 61.25
Ishares Tr usa min vo (USMV) 0.6 $912k 17k 53.45
iShares S&P 1500 Index Fund (ITOT) 0.5 $661k 11k 59.55
Johnson & Johnson (JNJ) 0.3 $505k 3.9k 128.11
Spdr S&p 500 Etf (SPY) 0.3 $512k 2.0k 261.09
iShares S&P 500 Index (IVV) 0.3 $506k 1.9k 262.86
iShares Russell 1000 Index (IWB) 0.3 $516k 3.6k 145.11
Vanguard Mid-Cap ETF (VO) 0.3 $481k 3.3k 146.16
Ametek (AME) 0.3 $440k 6.3k 70.33
Pfizer (PFE) 0.3 $389k 9.2k 42.10
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.3 $390k 6.8k 57.32
Exxon Mobil Corporation (XOM) 0.2 $355k 5.0k 71.70
Ishares Inc em mkt min vol (EEMV) 0.2 $330k 5.7k 57.59
iShares Lehman Aggregate Bond (AGG) 0.2 $304k 2.9k 106.52
Boeing Company (BA) 0.2 $289k 820.00 352.44
Aqua America 0.2 $276k 8.1k 33.92
iShares Russell Midcap Value Index (IWS) 0.2 $283k 3.5k 80.90
Procter & Gamble Company (PG) 0.2 $256k 2.8k 91.46
Vanguard Emerging Markets ETF (VWO) 0.2 $252k 6.3k 40.08
Merck & Co (MRK) 0.2 $235k 3.1k 74.65
Cambridge Ban (CATC) 0.2 $241k 3.2k 75.22
Microsoft Corporation (MSFT) 0.1 $212k 2.0k 105.26
Vanguard Mid-Cap Value ETF (VOE) 0.1 $220k 2.2k 100.41
Vanguard Total World Stock Idx (VT) 0.1 $217k 3.2k 68.63
International Business Machines (IBM) 0.1 $209k 1.7k 121.51
Alphabet Inc Class A cs (GOOGL) 0.1 $145k 133.00 1090.23
JPMorgan Chase & Co. (JPM) 0.1 $115k 1.1k 102.77
Berkshire Hathaway (BRK.B) 0.1 $119k 600.00 198.33
Amazon (AMZN) 0.1 $72k 43.00 1674.42
Helios & Matheson Analytics In Com Par (HMNY) 0.0 $0 15k 0.00