13F Filings for O'Brien Wealth Partners LLC (CIK: 1689874)
View the most recent portfolio holdings disclosed by O'Brien Wealth Partners LLC in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
ITOT - ISHARES TR(Class: CORE SP TTL STK) | 456.35K | $61.63M | 9.67% | Decreased | 6.50K (1.0%, $5.15M) |
SPLG - SPDR SER TR(Class: PORTFOLIO SP500) | 825.96K | $60.04M | 9.42% | Decreased | 51.85K (5.0%, $2.31M) |
USMC - PRINCIPAL EXCHANGE TRADED FD(Class: US MEGA CP ETF) | 920.52K | $57.59M | 9.04% | Decreased | 4.59K (0.0%, $5.06M) |
DBEF - DBX ETF TR(Class: XTRACK MSCI EAFE) | 1.21M | $53M | 8.32% | Decreased | 4.89K (0.0%, $333.52K) |
HDEF - DBX ETF TR(Class: XTRACK MSCI EAFE) | 1.79M | $51.69M | 8.11% | New | 1.79M ($51.69M) |
N/A - PACER FDS TR(Class: US CASH COWS 100) | 827.66K | $45.60M | 7.16% | Increased | 5.62K (0.0%, $589.41K) |
SPTI - SPDR SER TR(Class: PORTFLI INTRMDIT) | 1.40M | $40.25M | 6.32% | Decreased | 3.36K (0.0%, $169.81K) |
VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 132.44K | $40.25M | 6.32% | Decreased | 2.35K (1.0%, $3.21M) |
XCEM - COLUMBIA ETF TR II(Class: EM CORE EX ETF) | 747.98K | $25.57M | 4.01% | Increased | 247.75K (49.0%, $10.79M) |
SPTL - SPDR SER TR(Class: PORTFOLIO LN TSR) | 917.95K | $24.40M | 3.83% | Decreased | 9.79K (1.0%, $891.04K) |
CVLC - MORGAN STANLEY ETF TRUST(Class: CALVERT US LARCP) | 281.55K | $21.55M | 3.38% | Increased | 4.14K (1.0%, $2.42M) |
VUG - VANGUARD INDEX FDS(Class: GROWTH ETF) | 44.92K | $19.69M | 3.09% | Increased | 540 (1.0%, $3.24M) |
IWV - ISHARES TR(Class: RUSSELL 3000 ETF) | 50.85K | $17.85M | 2.80% | Decreased | 293 (0.0%, $1.60M) |
IWF - ISHARES TR(Class: RUS 1000 GRW ETF) | 40.57K | $17.23M | 2.70% | Decreased | 986 (2.0%, $2.22M) |
AAPL - APPLE INC(Class: COM) | 60.75K | $12.46M | 1.96% | Decreased | 278 (0.0%, $1.09M) |
SPTS - SPDR SER TR(Class: PORTFOLIO SH TSR) | 392.51K | $11.50M | 1.80% | Decreased | 1.60K (0.0%, $27.20K) |
N/A - NUSHARES ETF TR(Class: NUVEEN ESG LRGVL) | 272.49K | $11.42M | 1.79% | Increased | 1.71K (0.0%, $457.53K) |
N/A - NUSHARES ETF TR(Class: NUVEEN ESG LRGCP) | 107.49K | $10.10M | 1.58% | Increased | 381 (0.0%, $1.71M) |
VGLT - VANGUARD SCOTTSDALE FDS(Class: LONG TERM TREAS) | 162.41K | $9.11M | 1.43% | Increased | 3.83K (2.0%, $21.35K) |
CVIE - MORGAN STANLEY ETF TRUST(Class: CALVERT INTERNAT) | 127.70K | $8.31M | 1.30% | Increased | 70 (0.0%, $923.89K) |
ESGE - ISHARES INC(Class: ESG AWR MSCI EM) | 155.68K | $6.10M | 0.96% | Increased | 148.55K (2084.0%, $5.85M) |
N/A - VANGUARD WORLD FD(Class: ESG INTL STK ETF) | 91.97K | $6.02M | 0.95% | New | 91.97K ($6.02M) |
VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS) | 7K | $3.98M | 0.62% | Increased | 6.36K (991.0%, $3.65M) |
MCD - MCDONALDS CORP(Class: COM) | 10.71K | $3.13M | 0.49% | Increased | 25 (0.0%, $208.60K) |
VXUS - VANGUARD STAR FDS(Class: VG TL INTL STK F) | 39.60K | $2.74M | 0.43% | Unchanged |