13F HOLDINGS REPORT
McNamara Financial Services, Inc.
Quarter ended Q1 2025 · Filed April 11, 2025 · Accession 0001951757-25-000324
Total Value
$464.8M
Positions
89
Other Managers
0
Confidential Omitted
No
Holdings (89)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 232,705 | $130.8M | 28.13% |
| 2 | SPDR INDEX SHS FDS | 78463X889 | 2,200,799 | $80.1M | 17.24% |
| 3 | SPDR SER TR | 78464A649 | 1,373,995 | $35.1M | 7.55% |
| 4 | SPDR INDEX SHS FDS | 78463X509 | 862,674 | $34.0M | 7.31% |
| 5 | SPDR SER TR | 78468R663 | 269,687 | $24.7M | 5.32% |
| 6 | SSGA ACTIVE ETF TR | 78467V848 | 485,413 | $19.6M | 4.21% |
| 7 | ISHARES TR | 464288414 | 181,018 | $19.1M | 4.11% |
| 8 | SPDR SER TR | 78468R853 | 444,075 | $18.1M | 3.89% |
| 9 | SPDR SER TR | 78464A854 | 155,814 | $10.2M | 2.20% |
| 10 | VANGUARD SPECIALIZED FUNDS | 921908844 | 36,665 | $7.1M | 1.53% |
| 11 | VANGUARD TAX-MANAGED FDS | 921943858 | 132,040 | $6.7M | 1.44% |
| 12 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 125,750 | $6.4M | 1.38% |
| 13 | VANGUARD INDEX FDS | 922908751 | 27,547 | $6.1M | 1.31% |
| 14 | VANGUARD MUN BD FDS | 922907746 | 110,909 | $5.5M | 1.18% |
| 15 | ISHARES TR | 464288158 | 46,820 | $4.9M | 1.06% |
| 16 | VANGUARD INTL EQUITY INDEX F | 922042858 | 104,829 | $4.7M | 1.02% |
| 17 | ISHARES TR | 464287804 | 44,961 | $4.7M | 1.01% |
| 18 | ISHARES TR | 464287622 | 7,288 | $2.2M | 0.48% |
| 19 | VANGUARD WHITEHALL FDS | 921946406 | 14,253 | $1.8M | 0.40% |
| 20 | INVESCO EXCHANGE TRADED FD T | IVZ | 42,469 | $1.7M | 0.37% |
| 21 | NVIDIA CORPORATION | NVDA | 15,542 | $1.7M | 0.36% |
| 22 | DIMENSIONAL ETF TRUST | 25434V773 | 64,378 | $1.7M | 0.36% |
| 23 | T ROWE PRICE ETF INC | 87283Q883 | 29,507 | $1.5M | 0.32% |
| 24 | PEPSICO INC | PEP | 9,386 | $1.4M | 0.30% |
| 25 | INVESCO ACTVELY MNGD ETC FD | IVZ | 101,335 | $1.4M | 0.30% |
| 26 | ISHARES TR | 46436E718 | 13,541 | $1.4M | 0.29% |
| 27 | DIMENSIONAL ETF TRUST | 25434V658 | 51,161 | $1.3M | 0.29% |
| 28 | APPLE INC | AAPL | 6,002 | $1.3M | 0.29% |
| 29 | VANGUARD INDEX FDS | 922908611 | 7,116 | $1.3M | 0.29% |
| 30 | SPDR SER TR | 78468R861 | 63,908 | $1.2M | 0.26% |
| 31 | NUSHARES ETF TR | NU | 34,954 | $1.1M | 0.24% |
| 32 | CAPITAL GROUP NEW GEOGRAPHY | 14021N105 | 42,152 | $1.1M | 0.23% |
| 33 | VANGUARD WHITEHALL FDS | 921946885 | 16,185 | $1.0M | 0.22% |
| 34 | ISHARES TR | 46432F842 | 13,720 | $1.0M | 0.22% |
| 35 | SPDR SER TR | 78464A391 | 44,035 | $883,782 | 0.19% |
| 36 | VANGUARD WHITEHALL FDS | 921946794 | 11,216 | $826,507 | 0.18% |
| 37 | SPDR SER TR | 78468R515 | 31,169 | $753,087 | 0.16% |
| 38 | CAPITAL GROUP CORE BALANCED | 14021D107 | 22,794 | $706,158 | 0.15% |
| 39 | VANGUARD INDEX FDS | 922908538 | 2,839 | $694,533 | 0.15% |
| 40 | EXXON MOBIL CORP | XOM | 5,649 | $671,836 | 0.14% |
| 41 | VANGUARD INDEX FDS | 922908595 | 2,552 | $642,517 | 0.14% |
| 42 | ISHARES TR | 46434V407 | 15,036 | $639,331 | 0.14% |
| 43 | SSGA ACTIVE TR | 78470P853 | 21,037 | $610,618 | 0.13% |
| 44 | CAPITAL GROUP GBL GROWTH EQT | 14020X104 | 21,253 | $602,097 | 0.13% |
| 45 | VANGUARD INDEX FDS | 922908512 | 3,744 | $601,062 | 0.13% |
| 46 | VANGUARD INDEX FDS | 922908736 | 1,518 | $562,905 | 0.12% |
| 47 | NUSHARES ETF TR | NU | 19,200 | $561,600 | 0.12% |
| 48 | ISHARES TR | 464287614 | 1,518 | $548,135 | 0.12% |
| 49 | ISHARES TR | 464288323 | 10,214 | $537,767 | 0.12% |
| 50 | JPMORGAN CHASE & CO. | VYLD | 2,181 | $534,999 | 0.12% |
| 51 | AMAZON COM INC | AMZN | 2,764 | $525,879 | 0.11% |
| 52 | PROCTER AND GAMBLE CO | 742718109 | 3,045 | $518,929 | 0.11% |
| 53 | ISHARES INC | 46434G103 | 9,510 | $513,255 | 0.11% |
| 54 | TRANE TECHNOLOGIES PLC | TT | 1,520 | $512,118 | 0.11% |
| 55 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 13,120 | $467,597 | 0.10% |
| 56 | ISHARES TR | 464287598 | 2,368 | $445,563 | 0.10% |
| 57 | CAPITAL GROUP GROWTH ETF | 14020G101 | 12,383 | $424,118 | 0.09% |
| 58 | BROADCOM INC | AVGO | 2,348 | $393,126 | 0.08% |
| 59 | JOHNSON & JOHNSON | JNJ | 2,265 | $375,628 | 0.08% |
| 60 | NUSHARES ETF TR | NU | 9,691 | $371,553 | 0.08% |
| 61 | WISDOMTREE TR | WT | 8,402 | $353,556 | 0.08% |
| 62 | WISDOMTREE TR | WT | 11,032 | $352,583 | 0.08% |
| 63 | TEXAS INSTRS INC | 882508104 | 1,946 | $349,696 | 0.08% |
| 64 | VANGUARD INDEX FDS | 922908744 | 1,985 | $342,889 | 0.07% |
| 65 | NUSHARES ETF TR | NU | 16,083 | $337,261 | 0.07% |
| 66 | ISHARES TR | 464288802 | 2,908 | $334,042 | 0.07% |
| 67 | DIMENSIONAL ETF TRUST | 25434V500 | 5,547 | $331,433 | 0.07% |
| 68 | PIMCO ETF TR | 72201R866 | 5,935 | $305,949 | 0.07% |
| 69 | WISDOMTREE TR | WT | 7,010 | $304,444 | 0.07% |
| 70 | GLOBE LIFE INC | GL-PD | 2,251 | $296,502 | 0.06% |
| 71 | VANGUARD INDEX FDS | 922908553 | 3,189 | $288,732 | 0.06% |
| 72 | WISDOMTREE TR | WT | 4,911 | $285,599 | 0.06% |
| 73 | MICROSOFT CORP | MSFT | 734 | $275,536 | 0.06% |
| 74 | FIRST TR EXCH TRADED FD III | 33739N108 | 5,371 | $270,818 | 0.06% |
| 75 | PALO ALTO NETWORKS INC | PANW | 1,568 | $267,564 | 0.06% |
| 76 | ANALOG DEVICES INC | ADI | 1,272 | $256,524 | 0.06% |
| 77 | ISHARES TR | 464288257 | 2,178 | $253,497 | 0.05% |
| 78 | VANGUARD INDEX FDS | 922908363 | 491 | $252,330 | 0.05% |
| 79 | GOLDMAN SACHS GROUP INC | GSCE | 460 | $251,293 | 0.05% |
| 80 | ISHARES TR | 464287630 | 1,657 | $250,174 | 0.05% |
| 81 | COLGATE PALMOLIVE CO | CL | 2,576 | $241,371 | 0.05% |
| 82 | BANK AMERICA CORP | 060505104 | 5,722 | $238,779 | 0.05% |
| 83 | AT&T INC | T-PC | 7,963 | $225,194 | 0.05% |
| 84 | CISCO SYS INC | CSCO | 3,500 | $215,985 | 0.05% |
| 85 | VANGUARD BD INDEX FDS | 921937827 | 2,680 | $209,790 | 0.05% |
| 86 | INVESCO EXCH TRADED FD TR II | IVZ | 4,032 | $209,624 | 0.05% |
| 87 | ISHARES TR | 464289859 | 2,660 | $203,490 | 0.04% |
| 88 | PIMCO ETF TR | 72201R833 | 1,998 | $201,039 | 0.04% |
| 89 | DESTINATION XL GROUP INC | DXLG | 13,867 | $20,246 | 0.00% |