Filer Name: MCNAMARA FINANCIAL SERVICES, INC.
CIK: 1622431
Period: 2024-12-31
Filed At: 2025-01-24
Number of Holdings: 70
Portfolio Value: $0.43B

Mcnamara Financial Services, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 224,288 $132M 31.04% -9.1% -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 2,078,553 $71M 16.68% -5.7% -
SPAB US SPDR PORTFOLIO AGGREGATE BON 1,266,493 $32M 7.44% -44.9% -
SPEM US SPDR PORTFOLIO EMERGING MARK 817,092 $31M 7.37% -8.6% -
SPSM US SPDR PORTFOLIO S&P 600 SMALL 444,792 $20M 4.70% -4.3% -
TOTL US SPDR DOUBLELINE TR TACT ETF 458,070 $18M 4.24% -26.6% -
MUB US ISHARES NATIONAL MUNI BOND E 168,332 $18M 4.22% -22.9% -
BIL US SPDR BLOOMBERG 1-3 MONTH T-B 168,643 $15M 3.63% -0.9% -
SPLG US SPDR PORTFOLIO S&P 500 ETF 158,737 $11M 2.57% -1.7% -
VIG US VANGUARD DIVIDEND APPREC ETF 37,439 $7M 1.72% -3.3% -
VB US VANGUARD SMALL-CAP ETF 27,570 $7M 1.56% -5.3% -
VEA US VANGUARD FTSE DEVELOPED ETF 127,290 $6M 1.43% -1.4% -
JMST US JPM ULTRA-SHORT MUNI INCOME 116,873 $6M 1.39% 100.0% -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 109,259 $5M 1.29% -2.0% -
SUB US ISHARES SHORT-TERM NATIONAL 46,059 $5M 1.14% -2.0% -
VWO US VANGUARD FTSE EMERGING MARKE 102,563 $5M 1.06% -5.0% -
IJR US ISHARES CORE S&P SMALL-CAP E 30,147 $3M 0.82% -26.3% -
IWB US ISHARES RUSSELL 1000 ETF 7,429 $2M 0.56% -6.1% -
PRF US INVESCO FTSE RAFI US 1000 ET 40,339 $2M 0.38% -6.9% -
VYM US VANGUARD HIGH DVD YIELD ETF 12,683 $2M 0.38% -17.7% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us