IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

O'Brien Wealth Partners LLC

Q1 2016 Holdings

Filed 2016-11-14 | 30 holdings | $128.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$26.0K247,97620.2%
Ishares TR(IWV)RUSSELL 3000 ETF464287689$18.9K156,73514.7%
Spdr Series Trust(SDY)S&P DIVID ETF78464A763$12.7K158,6569.9%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$12.2K122,4449.5%
Ishares TR(EFAV)EAFE MIN VOL ETF46429B689$9.6K144,6697.5%
Vanguard Index FDS(VOE)MCAP VL IDXVIP922908512$9.1K104,7587.1%
Vanguard Index FDS(VO)MID CAP ETF922908629$8.7K71,9306.8%
Ishares(EEMV)EM MK MINVOL ETF464286533$5.6K108,4674.3%
Ishares TR(IWN)RUS 2000 VAL ETF464287630$3.9K41,6433.0%
Pimco ETF TR(LDUR)LOW DURTN AC ETF72201R718$2.6K25,9502.0%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$2.6K31,1192.0%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$2.4K34,3591.9%
Ishares TR(USMV)USA MIN VOL ETF46429B697$1.9K43,5361.5%
Ishares TR(IJJ)S&P MC 400VL ETF464287705$1.6K12,5401.2%
Vanguard TAX Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$1.4K39,3201.1%
Mcdonalds Corp(MCD)COM580135101$1.3K10,6981.0%
Ishares TR(ITOT)CORE S&P TTL STK464287150$1.3K14,3331.0%
Vanguard Intl Equity Index F(VT)TT WRLD ST ETF922042742$1.2K21,0700.9%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$1.0K29,5270.8%
Pimco ETF TR(HYS)0-5 HIGH YIELD72201R783$8619,2660.7%
Apple Inc(AAPL)COM037833100$4774,3730.4%
Amgen Inc(AMGN)COM031162100$4573,0500.4%
Exxon Mobil Corp(XOM)COM30231G102$4435,2960.3%
Ishares TR(IEFA)CORE MSCI EAFE46432F842$4217,9150.3%
Johnson & Johnson(JNJ)COM478160104$4043,7320.3%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$4031,9600.3%
Ametek Inc New(AME)COM031100100$3136,2560.2%
International Business Machs(IBM)COM459200101$2751,8170.2%
Aqua America IncCOM03836W103$2598,1360.2%
Vanguard Index FDS(VBR)SM CP VAL ETF922908611$2232,1890.2%