Bromfield Sneider Wealth Advisors

Bromfield Sneider Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for Bromfield Sneider Wealth Advisors

Bromfield Sneider Wealth Advisors holds 99 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 19.6 $29M 93k 310.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 18.0 $27M 56k 475.31
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 11.2 $17M 214k 77.37
Vanguard Index Fds Sml Cp Grw Etf (VBK) 9.3 $14M 57k 241.77
Ishares Tr Shrt Nat Mun Etf (SUB) 4.7 $7.0M 67k 105.43
Ishares Tr National Mun Etf (MUB) 4.6 $6.8M 63k 108.41
Ishares Tr Eafe Value Etf (EFV) 3.9 $5.7M 110k 52.10
Vanguard Bd Index Fds Intermed Term (BIV) 3.6 $5.3M 70k 76.38
Ishares Tr Core Us Aggbd Et (AGG) 3.6 $5.2M 53k 99.25
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.9 $4.3M 24k 179.97
Ishares Tr Core S&p500 Etf (IVV) 1.9 $2.8M 5.9k 477.65
Ishares Tr Core Intl Aggr (IAGG) 1.8 $2.7M 54k 49.80
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.3 $1.9M 23k 81.28
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.8 $1.2M 17k 72.54
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $1.1M 15k 75.10
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $1.1M 18k 59.62
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.7 $1.1M 14k 78.02
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $1.1M 14k 73.55
Vanguard Index Fds Small Cp Etf (VB) 0.5 $796k 3.7k 213.35
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $747k 23k 33.25
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $743k 12k 61.90
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $678k 13k 52.33
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $654k 8.0k 82.04
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $592k 7.7k 77.02
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.4 $565k 21k 27.05
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $560k 3.2k 173.86
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $524k 18k 28.64
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $435k 4.1k 105.24
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $412k 10k 41.10
Ishares Tr Core Msci Eafe (IEFA) 0.3 $374k 5.3k 70.35
Ishares Tr Micro-cap Etf (IWC) 0.2 $367k 3.2k 116.04
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $345k 6.0k 57.96
Nuveen MA Municipal Bond Fund Title of Class (NBMAX) 0.2 $343k 37k 9.39
Ishares Tr Msci Eafe Etf (EFA) 0.2 $335k 4.4k 75.36
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $328k 9.5k 34.36
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $320k 1.9k 165.22
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $286k 5.8k 49.37
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $273k 5.3k 51.83
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $270k 890.00 303.28
Vanguard Index Fds Value Etf (VTV) 0.2 $247k 1.7k 149.53
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $236k 3.0k 79.22
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $234k 2.3k 103.09
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $232k 1.1k 216.93
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $226k 1.8k 125.12
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $192k 8.3k 23.04
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $167k 6.9k 24.17
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $164k 1.4k 114.07
Ishares Tr Short Treas Bd (SHV) 0.1 $160k 1.5k 110.13
Microsoft Corporation (MSFT) 0.1 $133k 354.00 376.04
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $126k 2.4k 52.00
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $126k 811.00 155.24
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $125k 5.2k 24.11
Ishares Tr Rus 1000 Etf (IWB) 0.1 $116k 441.00 262.44
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $105k 2.8k 37.22
Emerson Electric (EMR) 0.1 $82k 840.00 97.33
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $80k 907.00 88.31
Procter & Gamble Company (PG) 0.1 $76k 515.00 146.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $74k 1.5k 47.91
Johnson & Johnson (JNJ) 0.0 $73k 468.00 156.86
Air Products & Chemicals (APD) 0.0 $73k 265.00 273.80
McDonald's Corporation (MCD) 0.0 $71k 240.00 296.51
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.0 $66k 1.2k 53.47
Essential Utils (WTRG) 0.0 $62k 1.7k 37.36
Ishares Tr Broad Usd High (USHY) 0.0 $56k 1.5k 36.35
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $54k 494.00 108.21
Raytheon Technologies Corp (RTX) 0.0 $52k 614.00 84.14
Exxon Mobil Corporation (XOM) 0.0 $51k 508.00 99.98
JPMorgan Chase & Co. (JPM) 0.0 $49k 290.00 170.10
Eli Lilly & Co. (LLY) 0.0 $47k 80.00 582.92
Goldman Sachs (GS) 0.0 $46k 120.00 385.77
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $45k 161.00 276.66
UnitedHealth (UNH) 0.0 $44k 83.00 526.47
Automatic Data Processing (ADP) 0.0 $42k 181.00 232.97
Amgen (AMGN) 0.0 $42k 145.00 288.02
Ishares Core Msci Emkt (IEMG) 0.0 $41k 807.00 50.60
Cisco Systems (CSCO) 0.0 $40k 800.00 50.52
Snap-on Incorporated (SNA) 0.0 $39k 135.00 288.84
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $38k 670.00 56.14
Philip Morris International (PM) 0.0 $37k 394.00 94.08
Hubbell Inc Cl B Title of Class 0.0 $36k 110.00 328.93
Pepsi (PEP) 0.0 $35k 207.00 169.84
Chevron Corporation (CVX) 0.0 $35k 235.00 149.16
Bank of New York Mellon Corporation (BK) 0.0 $35k 666.00 52.05
3M Company (MMM) 0.0 $34k 313.00 109.32
Genuine Parts Company (GPC) 0.0 $34k 246.00 138.50
Ishares Tr Core Msci Intl (IDEV) 0.0 $32k 505.00 63.66
Merck & Co (MRK) 0.0 $31k 280.00 109.02
Pfizer (PFE) 0.0 $26k 895.00 28.79
Mondelez Intl Cl A (MDLZ) 0.0 $24k 331.00 72.43
Public Service Enterprise (PEG) 0.0 $24k 388.00 61.15
Bank of America Corporation (BAC) 0.0 $21k 626.00 33.67
Altria (MO) 0.0 $21k 519.00 40.34
PNC Financial Services (PNC) 0.0 $19k 123.00 154.85
Kimberly-Clark Corporation (KMB) 0.0 $15k 121.00 121.51
Bristol Myers Squibb (BMY) 0.0 $14k 278.00 51.31
Ishares Tr Core Msci Total (IXUS) 0.0 $12k 188.00 65.00
International Business Machines (IBM) 0.0 $12k 72.00 163.56
Hershey Company (HSY) 0.0 $11k 60.00 186.43
Ky Rrl Wtr Fin C Title of Class 0.0 $5.1k 5.0k 1.02