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Holdings

McNamara Financial Services, Inc.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
iSHARES TRUST IVVCommon242,953-2,527104,331,111,000-4,892,557,00026.04  Hist 09/30/2023
SPDR SERIES TRUST BNDSCommon2,057,437-8,09050,078,012,000-1,787,378,00012.50  Hist 09/30/2023
SPDR INDEX SHS FDS SPEMCommon1,380,959-2,01446,358,791,000-1,464,423,00011.57  Hist 09/30/2023
SSGA Active Trust TOTLCommon547,291-4,48521,152,811,000-984,430,0005.28  Hist 09/30/2023
2KSOUNDS CORP TWOKCommon389,110-1,66514,358,156,000-956,297,0003.58  Hist 09/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VWOCommon136,477-2,7355,351,273,000-349,469,0001.34  Hist 09/30/2023
VANGUARD TAX-MANAGED FUNDS VEAFD118,520-9445,181,680,000-300,508,0001.29  Hist 09/30/2023
VANGUARD SPECIALIZED FUNDS VIGCommon37,710-4195,859,365,000-296,928,0001.46  Hist 09/30/2023
WisdomTree Emerging Markets Equity Income Fund DEMcommon59,475-4,6622,229,106,000-211,931,0000.56  Hist 09/30/2023
SPDR SERIES TRUST BILCommon131,679-2,25112,090,807,000-170,520,0003.02  Hist 09/30/2023
iSHARES TRUST IWBCommon7,372-2231,731,757,000-120,056,0000.43  Hist 09/30/2023
Vanguard Small-Cap Value ETF VBRcommon8,647-391,379,110,000-82,223,0000.34  Hist 09/30/2023
iSHARES TRUST SUBCommon42,215-2374,342,183,000-69,377,0001.08  Hist 09/30/2023
iShares, Inc. IEMGCommon13,151-473625,856,000-50,984,0000.16  Hist 09/30/2023
VANGUARD INDEX FUNDS VOTCommon3,492-3680,137,000-49,374,0000.17  Hist 09/30/2023
MICROSOFT CORP MSFTCommon763-100240,917,000-46,005,0000.060.00 Hist 09/30/2023
VANGUARD INDEX FUNDS VNQETF3,834-12290,080,000-37,945,0000.07  Hist 09/30/2023
iSHARES TRUST IEFACommon10,244-102659,180,000-34,497,0000.16  Hist 09/30/2023
iSHARES TRUST IWDETF2,454-104372,566,000-33,798,0000.09  Hist 09/30/2023
JOHNSON & JOHNSON JNJCommon2,290-164356,668,000-32,610,0000.09  Hist 09/30/2023
Vanguard Growth ETF VUGETF3,116-7848,518,000-30,950,0000.21  Hist 09/30/2023
Nushares ETF Trust NUEMCommon20,544-35538,664,000-28,493,0000.13  Hist 09/30/2023
WisdomTree Trust DWMCommon5,012-166242,319,000-15,472,0000.06  Hist 09/30/2023
FIRST TR EXCH TRADED FD III FMBCommon7,602-40371,586,000-15,099,0000.09  Hist 09/30/2023
SPDR SERIES TRUST TIPXCommon64,193-1101,160,609,000-12,921,0000.29  Hist 09/30/2023
PIMCO ETF Trust MUNICommon8,301-3415,631,000-12,523,0000.10  Hist 09/30/2023
Vanguard BD Index Fund Inc Sho BSVCOM3,149-158236,710,000-12,373,0000.06  Hist 09/30/2023
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