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O'Brien Wealth Partners LLC

Q4 2015 Holdings

Filed 2016-11-14 | 28 holdings | $102.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$27.5K263,59626.9%
Spdr Series Trust(SDY)S&P DIVID ETF78464A763$15.8K215,23615.5%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$12.4K124,87112.1%
Vanguard Index FDS(VOE)MCAP VL IDXVIP922908512$11.1K129,04510.8%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$4.1K59,4824.0%
Ishares TR(IWN)RUS 2000 VAL ETF464287630$4.0K43,2733.9%
Ishares(EEMV)EM MK MINVOL ETF464286533$3.6K73,0453.5%
Ishares TR(EFAV)EAFE MIN VOL ETF46429B689$3.1K47,6803.0%
Ishares TR(IJJ)S&P MC 400VL ETF464287705$2.7K22,6252.6%
Ishares TR(ITOT)CORE S&P TTL STK464287150$2.3K24,7452.2%
Ishares TR(USMV)USA MIN VOL ETF46429B697$2.0K48,2502.0%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$2.0K24,7142.0%
Vanguard TAX Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$1.9K52,6751.9%
Pimco ETF TR(HYS)0-5 HIGH YIELD72201R783$1.8K19,7961.8%
Vanguard Index FDS(VO)MID CAP ETF922908629$1.6K13,1441.5%
Mcdonalds Corp(MCD)COM580135101$1.3K10,6971.2%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$1.2K36,7031.2%
Amgen Inc(AMGN)COM031162100$4953,0500.5%
Ishares TR(IJR)CORE S&P SCP ETF464287804$4694,2620.5%
Apple Inc(AAPL)COM037833100$4604,3660.4%
Exxon Mobil Corp(XOM)COM30231G102$4135,2960.4%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$3971,9490.4%
Johnson & Johnson(JNJ)COM478160104$3833,7310.4%
Vanguard Index FDS(VBR)SM CP VAL ETF922908611$3413,4530.3%
Ametek Inc New(AME)COM031100100$3356,2560.3%
International Business Machs(IBM)COM459200101$2501,8170.2%
Aqua America IncCOM03836W103$2428,1360.2%
Ishares TR(ISCV)MRNING SM CP ETF464288703$2011,7500.2%