Bromfield Sneider Wealth Advisors

Bromfield Sneider Wealth Advisors as of March 31, 2024

Portfolio Holdings for Bromfield Sneider Wealth Advisors

Bromfield Sneider Wealth Advisors holds 104 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 19.4 $31M 91k 344.20
Spdr S&p 500 Etf Tr Tr Unit (SPY) 17.8 $29M 55k 523.07
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 10.4 $17M 218k 77.31
Vanguard Index Fds Sml Cp Grw Etf (VBK) 9.2 $15M 57k 260.72
Ishares Tr Shrt Nat Mun Etf (SUB) 4.6 $7.4M 71k 104.73
Ishares Tr National Mun Etf (MUB) 4.6 $7.4M 69k 107.60
Vanguard Bd Index Fds Intermed Term (BIV) 4.1 $6.6M 88k 75.40
Ishares Tr Eafe Value Etf (EFV) 3.7 $6.0M 110k 54.40
Ishares Tr Core Us Aggbd Et (AGG) 3.4 $5.6M 57k 97.94
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.9 $4.6M 24k 191.88
Ishares Tr Core S&p500 Etf (IVV) 2.0 $3.2M 6.0k 525.70
Ishares Tr Core Intl Aggr (IAGG) 1.9 $3.1M 61k 49.95
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.2 $1.9M 24k 80.51
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.0 $1.6M 20k 78.64
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.9 $1.5M 24k 62.34
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $1.3M 15k 84.44
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.7 $1.2M 14k 86.67
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $1.1M 15k 72.63
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $921k 15k 63.33
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $910k 17k 54.43
Vanguard Index Fds Small Cp Etf (VB) 0.5 $854k 3.7k 228.60
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $851k 23k 36.54
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $673k 5.8k 115.31
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $659k 22k 30.22
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $652k 8.0k 81.78
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.4 $627k 21k 29.99
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $602k 3.2k 186.78
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $589k 7.7k 76.67
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $561k 2.4k 238.32
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.3 $540k 9.2k 58.65
Ishares Tr Micro-cap Etf (IWC) 0.3 $492k 4.1k 121.19
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $455k 7.5k 60.30
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $450k 2.5k 179.14
Microsoft Corporation (MSFT) 0.3 $423k 1.0k 420.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $419k 10k 41.77
Ishares Tr Core Msci Eafe (IEFA) 0.2 $394k 5.3k 74.22
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $383k 10k 36.75
Ishares Tr Msci Eafe Etf (EFA) 0.2 $355k 4.4k 79.87
Nuveen MA Municipal Bond Fund Title of Class (NBMAX) 0.2 $343k 37k 9.32
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $300k 891.00 337.02
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $300k 5.3k 56.98
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $286k 5.8k 49.19
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $272k 3.0k 91.25
Vanguard Index Fds Value Etf (VTV) 0.2 $269k 1.7k 162.90
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $236k 1.8k 130.71
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $233k 2.3k 102.78
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $191k 8.4k 22.77
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $173k 6.9k 25.06
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $170k 1.4k 118.32
Ishares Tr Short Treas Bd (SHV) 0.1 $160k 1.5k 110.54
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $129k 811.00 158.72
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $128k 5.2k 24.72
Ishares Tr Rus 1000 Etf (IWB) 0.1 $128k 443.00 287.79
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $125k 2.4k 51.60
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $115k 2.8k 40.90
Emerson Electric (EMR) 0.1 $95k 840.00 113.42
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $94k 1.1k 85.08
Procter & Gamble Company (PG) 0.1 $84k 515.00 162.25
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $78k 907.00 86.43
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $78k 1.5k 50.18
Johnson & Johnson (JNJ) 0.0 $75k 471.00 158.14
McDonald's Corporation (MCD) 0.0 $68k 240.00 281.95
Air Products & Chemicals (APD) 0.0 $64k 265.00 242.27
Eli Lilly & Co. (LLY) 0.0 $62k 80.00 777.96
Essential Utils (WTRG) 0.0 $61k 1.7k 37.06
Raytheon Technologies Corp (RTX) 0.0 $60k 614.00 97.53
Exxon Mobil Corporation (XOM) 0.0 $59k 508.00 116.24
JPMorgan Chase & Co. (JPM) 0.0 $58k 290.00 200.30
Ishares Tr Broad Usd High (USHY) 0.0 $56k 1.5k 36.59
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $55k 494.00 110.60
Goldman Sachs (GS) 0.0 $50k 120.00 417.69
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $49k 803.00 60.72
Hubbell Inc Cl B Title of Class 0.0 $46k 110.00 415.05
Automatic Data Processing (ADP) 0.0 $45k 181.00 249.74
Ishares Core Msci Emkt (IEMG) 0.0 $42k 807.00 51.62
Amgen (AMGN) 0.0 $41k 145.00 284.32
UnitedHealth (UNH) 0.0 $41k 83.00 494.70
Snap-on Incorporated (SNA) 0.0 $40k 135.00 296.22
Cisco Systems (CSCO) 0.0 $40k 800.00 49.91
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $39k 670.00 58.65
Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $39k 1.2k 31.21
Bank of New York Mellon Corporation (BK) 0.0 $38k 666.00 57.62
Genuine Parts Company (GPC) 0.0 $38k 246.00 154.93
Chevron Corporation (CVX) 0.0 $37k 235.00 157.74
Merck & Co (MRK) 0.0 $37k 280.00 131.95
Pepsi (PEP) 0.0 $36k 207.00 175.01
Philip Morris International (PM) 0.0 $36k 394.00 91.62
Ishares Tr Core Msci Intl (IDEV) 0.0 $34k 505.00 67.13
3M Company (MMM) 0.0 $33k 313.00 106.07
Public Service Enterprise (PEG) 0.0 $26k 388.00 66.78
Pfizer (PFE) 0.0 $25k 895.00 27.75
Bank of America Corporation (BAC) 0.0 $24k 626.00 37.92
Mondelez Intl Cl A (MDLZ) 0.0 $23k 331.00 70.00
Altria (MO) 0.0 $23k 519.00 43.62
PNC Financial Services (PNC) 0.0 $20k 123.00 161.60
Kimberly-Clark Corporation (KMB) 0.0 $16k 121.00 129.35
Bristol Myers Squibb (BMY) 0.0 $15k 278.00 54.23
Liberty Media Corp Del Com Lbty Srm S C (LSXMK) 0.0 $15k 500.00 29.71
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $14k 250.00 57.23
Ishares Tr Core Msci Total (IXUS) 0.0 $14k 203.00 67.93
International Business Machines (IBM) 0.0 $14k 72.00 190.96
Hershey Company (HSY) 0.0 $12k 60.00 194.50
Liberty Media Corp Del Com Lbty Liv S C (LLYVK) 0.0 $5.5k 125.00 43.82
Ky Rrl Wtr Fin C Title of Class 0.0 $5.0k 5.0k 1.01