Close

Form 13F-HR McNamara Financial Servi For: Jun 30

August 4, 2021 10:53 AM EDT

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

Report for the Calendar Year or Quarter Ended: 06-30-2021
Check here if Amendment   Amendment Number:
This Amendment (Check only one.):   is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: McNamara Financial Services, Inc.
Address: 1020 Plain Street
Suite 200
Marshfield , MA02050
Form 13F File Number: 028-16829

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Alyssa McNamara
Title: CCO
Phone: 781-834-2010
Signature, Place, and Date of Signing:
Alyssa McNamara Marshfield , MA 07-23-2021
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
  13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
  13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 59
Form 13F Information Table Value Total: 362,375
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100 945 6,899 SH SOLE NONE 0 0 6,899
CLEAN HARBORS INC COM 184496107 224 2,400 SH SOLE NONE 0 0 2,400
EXXON MOBIL CORP COM 30231G102 397 6,299 SH SOLE NONE 0 0 6,299
FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 279 13,822 SH SOLE NONE 0 0 13,822
HINGHAM INSTN SVGS MASS COM 433323102 225 775 SH SOLE NONE 0 0 775
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 239 4,957 SH SOLE NONE 0 0 4,957
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1,666 10,392 SH SOLE NONE 0 0 10,392
ISHARES INC CORE MSCI EMKT 46434G103 1,042 15,552 SH SOLE NONE 0 0 15,552
ISHARES TR NATIONAL MUN ETF 464288414 1,330 11,349 SH SOLE NONE 0 0 11,349
ISHARES TR SHRT NAT MUN ETF 464288158 368 3,417 SH SOLE NONE 0 0 3,417
ISHARES TR TIPS BD ETF 464287176 869 6,792 SH SOLE NONE 0 0 6,792
ISHARES TR RUS 2000 VAL ETF 464287630 376 2,271 SH SOLE NONE 0 0 2,271
ISHARES TR RUS 1000 VAL ETF 464287598 399 2,515 SH SOLE NONE 0 0 2,515
ISHARES TR RUS 1000 GRW ETF 464287614 433 1,595 SH SOLE NONE 0 0 1,595
ISHARES TR CORE MSCI EAFE 46432F842 439 5,868 SH SOLE NONE 0 0 5,868
ISHARES TR RUS 1000 ETF 464287622 348 1,438 SH SOLE NONE 0 0 1,438
ISHARES TR RUSSELL 2000 ETF 464287655 210 916 SH SOLE NONE 0 0 916
ISHARES TR CORE S&P500 ETF 464287200 97,825 227,542 SH SOLE NONE 0 0 227,542
ISHARES TR MSCI USA ESG SLC 464288802 430 4,502 SH SOLE NONE 0 0 4,502
ISHARES TR 0-5YR HI YL CP 46434V407 463 10,052 SH SOLE NONE 0 0 10,052
NUSHARES ETF TR NUVEEN ESG INTL 67092P805 253 8,005 SH SOLE NONE 0 0 8,005
NUSHARES ETF TR NUVEEN ENHNC YLD 67092P102 385 15,434 SH SOLE NONE 0 0 15,434
NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 342 9,214 SH SOLE NONE 0 0 9,214
PEPSICO INC COM 713448108 1,226 8,277 SH SOLE NONE 0 0 8,277
PROCTER AND GAMBLE CO COM 742718109 304 2,250 SH SOLE NONE 0 0 2,250
SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 285 7,369 SH SOLE NONE 0 0 7,369
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 66,750 1,467,025 SH SOLE NONE 0 0 1,467,025
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 319 6,187 SH SOLE NONE 0 0 6,187
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 50,209 1,364,743 SH SOLE NONE 0 0 1,364,743
SPDR SER TR BLOMBRG BRC EMRG 78464A391 481 18,194 SH SOLE NONE 0 0 18,194
SPDR SER TR PORTFOLIO S&P500 78464A854 7,040 139,871 SH SOLE NONE 0 0 139,871
SPDR SER TR SPDR BLOOMBERG 78468R663 11,306 123,601 SH SOLE NONE 0 0 123,601
SPDR SER TR PORTFOLIO AGRGTE 78464A649 34,777 1,158,831 SH SOLE NONE 0 0 1,158,831
SPDR SER TR PORTFOLIO S&P600 78468R853 16,369 372,529 SH SOLE NONE 0 0 372,529
SPDR SER TR NUVEEN BLMBRG SR 78468R739 562 11,336 SH SOLE NONE 0 0 11,336
SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 26,099 539,122 SH SOLE NONE 0 0 539,122
SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 204 4,403 SH SOLE NONE 0 0 4,403
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 322 3,914 SH SOLE NONE 0 0 3,914
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 245 2,856 SH SOLE NONE 0 0 2,856
VANGUARD INDEX FDS GROWTH ETF 922908736 712 2,481 SH SOLE NONE 0 0 2,481
VANGUARD INDEX FDS VALUE ETF 922908744 577 4,194 SH SOLE NONE 0 0 4,194
VANGUARD INDEX FDS SML CP GRW ETF 922908595 703 2,425 SH SOLE NONE 0 0 2,425
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 526 5,167 SH SOLE NONE 0 0 5,167
VANGUARD INDEX FDS SMALL CP ETF 922908751 4,325 19,199 SH SOLE NONE 0 0 19,199
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 628 4,473 SH SOLE NONE 0 0 4,473
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 215 547 SH SOLE NONE 0 0 547
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 958 4,052 SH SOLE NONE 0 0 4,052
VANGUARD INDEX FDS SM CP VAL ETF 922908611 1,558 8,970 SH SOLE NONE 0 0 8,970
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6,330 116,558 SH SOLE NONE 0 0 116,558
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2,776 50,203 SH SOLE NONE 0 0 50,203
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6,799 43,927 SH SOLE NONE 0 0 43,927
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3,733 72,461 SH SOLE NONE 0 0 72,461
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 833 7,954 SH SOLE NONE 0 0 7,954
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 357 5,250 SH SOLE NONE 0 0 5,250
WISDOMTREE TR EMER MKT HIGH FD 97717W315 4,140 90,623 SH SOLE NONE 0 0 90,623
WISDOMTREE TR YIELD ENHANCED 97717Y808 229 4,487 SH SOLE NONE 0 0 4,487
WISDOMTREE TR YIELD ENHANCD US 97717X511 448 8,584 SH SOLE NONE 0 0 8,584
WISDOMTREE TR US SMALLCAP DIVD 97717W604 239 7,503 SH SOLE NONE 0 0 7,503
WISDOMTREE TR INTL EQUITY FD 97717W703 304 5,574 SH SOLE NONE 0 0 5,574


Serious News for Serious Traders! Try StreetInsider.com Premium Free!

You May Also Be Interested In





Related Categories

SEC Filings