O'Brien Wealth Partners as of March 31, 2017
Portfolio Holdings for O'Brien Wealth Partners
O'Brien Wealth Partners holds 31 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 26.3 | $47M | 391k | 121.32 | |
| Vanguard Total Bond Market ETF (BND) | 16.3 | $29M | 361k | 81.08 | |
| iShares Russell 3000 Index (IWV) | 10.8 | $20M | 139k | 139.90 | |
| Ishares Tr eafe min volat (EFAV) | 9.3 | $17M | 255k | 66.00 | |
| Vanguard Mid-Cap ETF (VO) | 8.3 | $15M | 107k | 139.24 | |
| iShares Russell 1000 Growth Index (IWF) | 6.9 | $12M | 109k | 113.80 | |
| Ishares Inc em mkt min vol (EEMV) | 3.7 | $6.7M | 124k | 53.50 | |
| Vanguard Small-Cap Value ETF (VBR) | 3.4 | $6.1M | 49k | 122.86 | |
| Vanguard Europe Pacific ETF (VEA) | 2.3 | $4.2M | 106k | 39.30 | |
| iShares Russell 2000 Value Index (IWN) | 2.0 | $3.6M | 31k | 118.17 | |
| SPDR S&P Dividend (SDY) | 1.3 | $2.4M | 27k | 88.13 | |
| Vanguard Total World Stock Idx (VT) | 1.3 | $2.4M | 36k | 65.23 | |
| iShares Russell Midcap Value Index (IWS) | 1.0 | $1.8M | 22k | 83.01 | |
| Pimco Exch Traded Fund (LDUR) | 0.9 | $1.7M | 17k | 100.83 | |
| McDonald's Corporation (MCD) | 0.8 | $1.4M | 11k | 129.61 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.8 | $1.3M | 25k | 54.05 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.7 | $1.2M | 12k | 101.95 | |
| iShares Lehman Aggregate Bond (AGG) | 0.5 | $974k | 9.0k | 108.52 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 0.5 | $946k | 6.4k | 148.46 | |
| Vanguard Emerging Markets ETF (VWO) | 0.4 | $788k | 20k | 39.71 | |
| Apple (AAPL) | 0.3 | $637k | 4.4k | 143.76 | |
| Johnson & Johnson (JNJ) | 0.3 | $547k | 4.4k | 124.63 | |
| Amgen (AMGN) | 0.3 | $475k | 2.9k | 163.91 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $448k | 1.9k | 235.79 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.2 | $459k | 7.9k | 58.00 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $400k | 4.9k | 81.92 | |
| Ametek (AME) | 0.2 | $338k | 6.3k | 54.03 | |
| International Business Machines (IBM) | 0.2 | $314k | 1.8k | 173.96 | |
| Aqua America | 0.1 | $262k | 8.1k | 32.20 | |
| Ishares Tr usa min vo (USMV) | 0.1 | $279k | 5.8k | 47.76 | |
| Procter & Gamble Company (PG) | 0.1 | $223k | 2.5k | 89.88 |
