O'Brien Wealth Partners as of Dec. 31, 2021
Portfolio Holdings for O'Brien Wealth Partners
O'Brien Wealth Partners holds 55 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 33.1 | $96M | 947k | 100.89 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 20.1 | $58M | 791k | 73.22 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 15.2 | $44M | 192k | 227.57 | |
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 5.5 | $16M | 402k | 39.43 | |
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 5.5 | $16M | 508k | 31.19 | |
| Ishares Tr Russell 3000 Etf (IWV) | 5.2 | $15M | 57k | 261.85 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 4.8 | $14M | 50k | 277.09 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 2.6 | $7.4M | 96k | 77.22 | |
| Apple (AAPL) | 1.6 | $4.5M | 26k | 174.85 | |
| McDonald's Corporation (MCD) | 1.0 | $2.8M | 11k | 260.07 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $1.2M | 9.7k | 126.25 | |
| Upwork (UPWK) | 0.4 | $1.1M | 39k | 27.78 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $906k | 8.9k | 101.50 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $836k | 11k | 75.90 | |
| Ametek (AME) | 0.2 | $641k | 4.7k | 135.49 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $597k | 2.1k | 287.99 | |
| Meta Platforms Cl A (META) | 0.2 | $582k | 2.6k | 220.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $577k | 207.00 | 2787.44 | |
| Amazon (AMZN) | 0.2 | $575k | 178.00 | 3230.34 | |
| Microsoft Corporation (MSFT) | 0.2 | $574k | 1.9k | 304.51 | |
| Norfolk Southern (NSC) | 0.2 | $559k | 2.1k | 270.18 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $538k | 7.0k | 76.59 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $463k | 6.0k | 77.59 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $440k | 1.8k | 250.14 | |
| Johnson & Johnson (JNJ) | 0.2 | $436k | 2.5k | 171.52 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $435k | 961.00 | 452.65 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $426k | 4.0k | 106.85 | |
| Procter & Gamble Company (PG) | 0.1 | $334k | 2.1k | 159.89 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $309k | 4.7k | 66.24 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $294k | 4.9k | 60.37 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $286k | 1.8k | 160.40 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $264k | 95.00 | 2778.95 | |
| Nike CL B (NKE) | 0.1 | $245k | 1.7k | 143.44 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $232k | 515.00 | 450.49 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $230k | 2.9k | 80.17 | |
| International Business Machines (IBM) | 0.1 | $215k | 1.6k | 136.94 | |
| Applied Materials (AMAT) | 0.1 | $211k | 1.5k | 138.45 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $208k | 646.00 | 321.98 | |
| Cambridge Ban (CATC) | 0.1 | $206k | 2.3k | 90.00 | |
| Paychex (PAYX) | 0.1 | $199k | 1.6k | 121.05 | |
| Chevron Corporation (CVX) | 0.1 | $184k | 1.3k | 136.70 | |
| Coca-Cola Company (KO) | 0.1 | $179k | 2.9k | 61.83 | |
| Abbott Laboratories (ABT) | 0.1 | $176k | 1.4k | 128.94 | |
| Eversource Energy (ES) | 0.1 | $174k | 2.0k | 87.92 | |
| Merck & Co (MRK) | 0.1 | $167k | 2.2k | 76.89 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $156k | 451.00 | 345.90 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $141k | 904.00 | 155.97 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $140k | 374.00 | 374.33 | |
| Pfizer (PFE) | 0.0 | $132k | 2.5k | 51.87 | |
| Intel Corporation (INTC) | 0.0 | $98k | 2.0k | 48.56 | |
| Pepsi (PEP) | 0.0 | $95k | 555.00 | 171.17 | |
| UnitedHealth (UNH) | 0.0 | $42k | 86.00 | 488.37 | |
| Tesla Motors (TSLA) | 0.0 | $28k | 30.00 | 933.33 | |
| NVIDIA Corporation (NVDA) | 0.0 | $14k | 55.00 | 254.55 | |
| Home Depot (HD) | 0.0 | $10k | 27.00 | 370.37 |
