O'Brien Wealth Partners

O'Brien Wealth Partners as of June 30, 2020

Portfolio Holdings for O'Brien Wealth Partners

O'Brien Wealth Partners holds 30 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 1500 Index Fund (ITOT) 27.7 $67M 941k 70.68
Vanguard Total Stock Market ETF (VTI) 21.7 $52M 328k 159.24
Ishares Tr eafe min volat (EFAV) 19.4 $47M 702k 66.41
iShares MSCI ACWI Index Fund (ACWI) 13.0 $31M 411k 75.82
iShares Russell 3000 Index (IWV) 5.6 $14M 74k 183.17
iShares Russell 1000 Growth Index (IWF) 5.4 $13M 65k 201.81
Apple (AAPL) 1.1 $2.7M 7.1k 382.72
McDonald's Corporation (MCD) 0.8 $2.0M 11k 184.33
Ishares Tr msci eafe esg (ESGD) 0.8 $1.8M 30k 61.47
SPDR S&P Dividend (SDY) 0.5 $1.2M 13k 88.27
Ishares Tr usa min vo (USMV) 0.5 $1.1M 19k 60.72
Microsoft Corporation (MSFT) 0.4 $1.1M 5.0k 214.40
Upwork (UPWK) 0.4 $963k 59k 16.40
Norfolk Southern (NSC) 0.3 $764k 4.5k 170.92
Spdr S&p 500 Etf (SPY) 0.3 $758k 2.4k 314.52
Johnson & Johnson (JNJ) 0.2 $557k 3.9k 142.53
iShares Russell 1000 Index (IWB) 0.2 $414k 2.4k 175.20
Ametek (AME) 0.2 $407k 4.7k 86.27
Amazon (AMZN) 0.2 $385k 121.00 3181.82
Procter & Gamble Company (PG) 0.1 $349k 2.9k 122.41
Essential Utils (WTRG) 0.1 $346k 8.1k 42.53
Ishares Inc msci em esg se (ESGE) 0.1 $329k 9.4k 35.00
Technology SPDR (XLK) 0.1 $324k 3.0k 108.00
iShares Lehman Aggregate Bond (AGG) 0.1 $306k 2.6k 118.70
iShares Russell 2000 Value Index (IWN) 0.1 $241k 2.6k 91.64
Alphabet Inc Class A cs (GOOGL) 0.1 $219k 144.00 1520.83
iShares S&P 500 Index (IVV) 0.1 $217k 686.00 316.33
Vanguard Total Bond Market ETF (BND) 0.1 $209k 2.4k 88.63
Intel Corporation (INTC) 0.1 $205k 3.5k 58.40
Merck & Co (MRK) 0.1 $205k 2.7k 76.52