13F HOLDINGS REPORT

McNamara Financial Services, Inc.

Quarter ended Q4 2024 · Filed January 24, 2025 · Accession 0001951757-25-000127

Total Value

$425.3M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (70)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287200	224,288	$132.0M	31.04%
2	SPDR INDEX SHS FDS	78463X889	2,078,553	$70.9M	16.68%
3	SPDR SER TR	78464A649	1,266,493	$31.6M	7.44%
4	SPDR INDEX SHS FDS	78463X509	817,092	$31.4M	7.37%
5	SPDR SER TR	78468R853	444,792	$20.0M	4.70%
6	SSGA ACTIVE ETF TR	78467V848	458,070	$18.0M	4.24%
7	ISHARES TR	464288414	168,332	$17.9M	4.22%
8	SPDR SER TR	78468R663	168,643	$15.4M	3.63%
9	SPDR SER TR	78464A854	158,737	$10.9M	2.57%
10	VANGUARD SPECIALIZED FUNDS	921908844	37,439	$7.3M	1.72%
11	VANGUARD INDEX FDS	922908751	27,570	$6.6M	1.56%
12	VANGUARD TAX-MANAGED FDS	921943858	127,290	$6.1M	1.43%
13	J P MORGAN EXCHANGE TRADED F	46641Q654	116,873	$5.9M	1.39%
14	VANGUARD MUN BD FDS	922907746	109,259	$5.5M	1.29%
15	ISHARES TR	464288158	46,059	$4.9M	1.14%
16	VANGUARD INTL EQUITY INDEX F	922042858	102,563	$4.5M	1.06%
17	ISHARES TR	464287804	30,147	$3.5M	0.82%
18	ISHARES TR	464287622	7,429	$2.4M	0.56%
19	INVESCO EXCHANGE TRADED FD T	IVZ	40,339	$1.6M	0.38%
20	VANGUARD WHITEHALL FDS	921946406	12,683	$1.6M	0.38%
21	VANGUARD INDEX FDS	922908611	7,226	$1.4M	0.34%
22	DIMENSIONAL ETF TRUST	25434V773	56,983	$1.4M	0.33%
23	SPDR SER TR	78464A391	68,758	$1.3M	0.32%
24	DIMENSIONAL ETF TRUST	25434V658	42,773	$1.1M	0.26%
25	APPLE INC	AAPL	4,329	$1.1M	0.25%
26	SPDR SER TR	78468R861	57,290	$1.1M	0.25%
27	ISHARES TR	46434V407	23,934	$1.0M	0.24%
28	ISHARES TR	46432F842	13,166	$925,306	0.22%
29	NUSHARES ETF TR	NU	28,637	$860,828	0.20%
30	VANGUARD WHITEHALL FDS	921946794	12,045	$817,615	0.19%
31	VANGUARD INDEX FDS	922908538	3,021	$766,579	0.18%
32	SSGA ACTIVE ETF TR	78467V608	18,292	$763,325	0.18%
33	VANGUARD INDEX FDS	922908736	1,837	$753,978	0.18%
34	VANGUARD INDEX FDS	922908595	2,555	$715,553	0.17%
35	INVESCO ACTVELY MNGD ETC FD	IVZ	54,142	$703,305	0.17%
36	VANGUARD INDEX FDS	922908512	4,117	$666,007	0.16%
37	SSGA ACTIVE TR	78470P853	21,025	$618,135	0.15%
38	ISHARES TR	464288323	10,023	$533,424	0.13%
39	ISHARES TR	464287614	1,255	$503,983	0.12%
40	ISHARES INC	46434G103	9,422	$492,017	0.12%
41	VANGUARD INDEX FDS	922908744	2,757	$466,760	0.11%
42	NUSHARES ETF TR	NU	15,953	$462,956	0.11%
43	INVESCO DB COMMDY INDX TRCK	IVZ	21,552	$460,782	0.11%
44	VANGUARD WHITEHALL FDS	921946885	7,222	$456,069	0.11%
45	EXXON MOBIL CORP	XOM	3,837	$412,746	0.10%
46	ISHARES TR	464287598	2,144	$396,919	0.09%
47	PALO ALTO NETWORKS INC	PANW	2,082	$378,841	0.09%
48	ISHARES TR	46436E718	3,742	$375,397	0.09%
49	PROCTER AND GAMBLE CO	742718109	2,208	$370,171	0.09%
50	ISHARES TR	464288802	3,035	$369,026	0.09%
51	SPDR SER TR	78468R515	15,308	$364,024	0.09%
52	NUSHARES ETF TR	NU	16,531	$341,084	0.08%
53	WISDOMTREE TR	WT	7,801	$334,819	0.08%
54	NUSHARES ETF TR	NU	7,909	$331,245	0.08%
55	WISDOMTREE TR	WT	8,139	$329,548	0.08%
56	WISDOMTREE TR	WT	9,057	$311,091	0.07%
57	MICROSOFT CORP	MSFT	734	$309,381	0.07%
58	VANGUARD INDEX FDS	922908553	3,440	$306,435	0.07%
59	PIMCO ETF TR	72201R866	5,694	$294,551	0.07%
60	JOHNSON & JOHNSON	JNJ	1,990	$287,794	0.07%
61	INVESCO EXCH TRADED FD TR II	IVZ	5,879	$281,545	0.07%
62	VANGUARD INDEX FDS	922908363	516	$278,026	0.07%
63	FIRST TR EXCH TRADED FD III	33739N108	5,017	$255,917	0.06%
64	ISHARES TR	464287630	1,558	$255,777	0.06%
65	CAPITAL GROUP NEW GEOGRAPHY	14021N105	9,140	$226,398	0.05%
66	NOVO-NORDISK A S	NONOF	2,599	$223,566	0.05%
67	ISHARES TR	464287655	1,010	$223,170	0.05%
68	SELECT SECTOR SPDR TR	81369Y803	915	$212,756	0.05%
69	MORGAN STANLEY	MS-PQ	1,600	$201,152	0.05%
70	DESTINATION XL GROUP INC	DXLG	13,867	$37,302	0.01%