O'Brien Wealth Partners as of Dec. 31, 2020
Portfolio Holdings for O'Brien Wealth Partners
O'Brien Wealth Partners holds 37 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 30.3 | $84M | 950k | 88.28 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 19.5 | $54M | 724k | 74.68 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 16.3 | $45M | 227k | 199.25 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 14.3 | $40M | 424k | 93.44 | |
| Ishares Tr Russell 3000 Etf (IWV) | 5.3 | $15M | 64k | 229.05 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 5.1 | $14M | 58k | 244.19 | |
| Apple (AAPL) | 1.4 | $4.0M | 30k | 132.31 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 1.4 | $3.9M | 52k | 75.79 | |
| McDonald's Corporation (MCD) | 0.8 | $2.2M | 11k | 200.00 | |
| Upwork (UPWK) | 0.6 | $1.7M | 45k | 38.01 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $1.3M | 12k | 108.76 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $1.2M | 18k | 68.36 | |
| Microsoft Corporation (MSFT) | 0.4 | $1.2M | 5.3k | 219.67 | |
| Ametek (AME) | 0.3 | $948k | 4.7k | 200.00 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $925k | 2.4k | 381.13 | |
| Norfolk Southern (NSC) | 0.3 | $757k | 2.5k | 300.00 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $726k | 6.2k | 117.12 | |
| Johnson & Johnson (JNJ) | 0.2 | $594k | 3.7k | 161.90 | |
| Facebook Cl A (META) | 0.2 | $559k | 2.1k | 266.67 | |
| Amazon (AMZN) | 0.2 | $553k | 174.00 | 3176.47 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $515k | 2.0k | 257.24 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $444k | 2.1k | 216.37 | |
| Essential Utils (WTRG) | 0.1 | $396k | 8.1k | 48.67 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $387k | 216.00 | 1791.67 | |
| Procter & Gamble Company (PG) | 0.1 | $355k | 2.5k | 140.00 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $326k | 7.3k | 44.49 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $317k | 4.2k | 75.78 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $297k | 4.9k | 60.99 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $274k | 2.1k | 133.33 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $262k | 686.00 | 381.92 | |
| Merck & Co (MRK) | 0.1 | $240k | 2.8k | 84.21 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $233k | 1.8k | 130.68 | |
| Coca-Cola Company (KO) | 0.1 | $232k | 4.6k | 50.00 | |
| Eversource Energy (ES) | 0.1 | $225k | 2.3k | 100.00 | |
| International Business Machines (IBM) | 0.1 | $221k | 1.8k | 125.00 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $210k | 600.00 | 350.00 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $205k | 2.3k | 87.46 |
