$239 Million is the total value of McNamara Financial Services, Inc.'s 38 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEMG | ISHARES INCcore msci emkt | $1,396,000 | +9.7% | 26,998 | 0.0% | 0.58% | -1.4% | |
| SHM | SPDR SER TRnuveen blmbrg sr | $588,000 | +0.9% | 12,127 | 0.0% | 0.25% | -9.2% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $557,000 | +19.3% | 3,100 | 0.0% | 0.23% | +7.4% | |
| IWD | ISHARES TRrus 1000 val etf | $333,000 | +11.4% | 2,693 | 0.0% | 0.14% | 0.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $327,000 | +15.5% | 2,158 | 0.0% | 0.14% | +4.6% | |
| IWN | ISHARES TRrus 2000 val etf | $261,000 | +11.5% | 2,177 | 0.0% | 0.11% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Exxon Mobil Corporation Com | 36 | Q3 2023 | 4.5% |
| SSGA ACTIVE ETF TR | 34 | Q3 2023 | 19.5% |
| PROCTER & GAMBLE CO | 32 | Q3 2023 | 0.2% |
| ISHARES TR | 31 | Q3 2023 | 29.5% |
| VANGUARD INTL EQUITY INDEX F | 31 | Q3 2023 | 17.7% |
| VANGUARD TAX-MANAGED INTL FD | 31 | Q3 2023 | 15.1% |
| VANGUARD SPECIALIZED PORTFOL | 31 | Q3 2023 | 3.0% |
| VANGUARD INDEX FDS | 31 | Q3 2023 | 5.7% |
| WISDOMTREE TR | 31 | Q3 2023 | 3.1% |
| ISHARES INC | 31 | Q3 2023 | 0.7% |
View McNamara Financial Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-24 |
View McNamara Financial Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.