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Bromfield Sneider Wealth Advisors

Latest statistics and disclosures from Bromfield Sneider Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, SPY, VCSH, VBK, SUB, and represent 61.42% of Bromfield Sneider Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: BIV, MUB, SUB, DCOR, DFAS, AGG, VCSH, IAGG, VONE, MSFT.
Started 5 new stock positions in LLYVK, LBRDK, LSXMK, BIP, VTWO.
Reduced shares in these 3 stocks: VUG, SPY, EFV.
Bromfield Sneider Wealth Advisors was a net buyer of stock by $5.6M.
Bromfield Sneider Wealth Advisors has $162M in assets under management (AUM), dropping by 9.55%.
Central Index Key (CIK): 0001891795

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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	-2%	91k	344.20	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	17.8	$29M		55k	523.07	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	10.4	$17M	+2%	218k	77.31	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	9.2	$15M		57k	260.72	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	4.6	$7.4M	+6%	71k	104.73	View chart
Ishares Tr National Mun Etf (MUB)	4.6	$7.4M	+8%	69k	107.60	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	4.1	$6.6M	+26%	88k	75.40	View chart
Ishares Tr Eafe Value Etf (EFV)	3.7	$6.0M		110k	54.40	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.4	$5.6M	+7%	57k	97.94	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.9	$4.6M		24k	191.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$3.2M		6.0k	525.70	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.9	$3.1M	+12%	61k	49.95	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.2	$1.9M		24k	80.51	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	1.0	$1.6M	+20%	20k	78.64	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.9	$1.5M	+35%	24k	62.34	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$1.3M		15k	84.44	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.7	$1.2M		14k	86.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$1.1M	+4%	15k	72.63	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$921k	+21%	15k	63.33	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$910k	+29%	17k	54.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$854k		3.7k	228.60	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$851k	+3%	23k	36.54	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$673k	+41%	5.8k	115.31	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$659k	+19%	22k	30.22	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$652k		8.0k	81.78	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.4	$627k		21k	29.99	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$602k		3.2k	186.78	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$589k		7.7k	76.67	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$561k	+120%	2.4k	238.32	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$540k	+645%	9.2k	58.65	View chart
Ishares Tr Micro-cap Etf (IWC)	0.3	$492k	+28%	4.1k	121.19	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$455k	+26%	7.5k	60.30	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$450k	+29%	2.5k	179.14	View chart
Microsoft Corporation (MSFT)	0.3	$423k	+183%	1.0k	420.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$419k		10k	41.77	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$394k		5.3k	74.22	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$383k	+9%	10k	36.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$355k		4.4k	79.87	View chart
Nuveen MA Municipal Bond Fund Title of Class (NBMAX)	0.2	$343k		37k	9.32	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$300k		891.00	337.02	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.2	$300k		5.3k	56.98	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$286k		5.8k	49.19	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$272k		3.0k	91.25	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$269k		1.7k	162.90	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$236k		1.8k	130.71	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$233k		2.3k	102.78	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$191k		8.4k	22.77	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$173k		6.9k	25.06	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$170k		1.4k	118.32	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$160k		1.5k	110.54	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$129k		811.00	158.72	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$128k		5.2k	24.72	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$128k		443.00	287.79	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$125k		2.4k	51.60	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$115k		2.8k	40.90	View chart
Emerson Electric (EMR)	0.1	$95k		840.00	113.42	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$94k	NEW	1.1k	85.08	View chart
Procter & Gamble Company (PG)	0.1	$84k		515.00	162.25	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$78k		907.00	86.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$78k		1.5k	50.18	View chart
Johnson & Johnson (JNJ)	0.0	$75k		471.00	158.14	View chart
McDonald's Corporation (MCD)	0.0	$68k		240.00	281.95	View chart
Air Products & Chemicals (APD)	0.0	$64k		265.00	242.27	View chart
Eli Lilly & Co. (LLY)	0.0	$62k		80.00	777.96	View chart
Essential Utils (WTRG)	0.0	$61k		1.7k	37.06	View chart
Raytheon Technologies Corp (RTX)	0.0	$60k		614.00	97.53	View chart
Exxon Mobil Corporation (XOM)	0.0	$59k		508.00	116.24	View chart
JPMorgan Chase & Co. (JPM)	0.0	$58k		290.00	200.30	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$56k		1.5k	36.59	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$55k		494.00	110.60	View chart
Goldman Sachs (GS)	0.0	$50k		120.00	417.69	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$49k	+398%	803.00	60.72	View chart
Hubbell Inc Cl B Title of Class	0.0	$46k		110.00	415.05	View chart
Automatic Data Processing (ADP)	0.0	$45k		181.00	249.74	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$42k		807.00	51.62	View chart
Amgen (AMGN)	0.0	$41k		145.00	284.32	View chart
UnitedHealth (UNH)	0.0	$41k		83.00	494.70	View chart
Snap-on Incorporated (SNA)	0.0	$40k		135.00	296.22	View chart
Cisco Systems (CSCO)	0.0	$40k		800.00	49.91	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$39k		670.00	58.65	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.0	$39k	NEW	1.2k	31.21	View chart
Bank of New York Mellon Corporation (BK)	0.0	$38k		666.00	57.62	View chart
Genuine Parts Company (GPC)	0.0	$38k		246.00	154.93	View chart
Chevron Corporation (CVX)	0.0	$37k		235.00	157.74	View chart
Merck & Co (MRK)	0.0	$37k		280.00	131.95	View chart
Pepsi (PEP)	0.0	$36k		207.00	175.01	View chart
Philip Morris International (PM)	0.0	$36k		394.00	91.62	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$34k		505.00	67.13	View chart
3M Company (MMM)	0.0	$33k		313.00	106.07	View chart
Public Service Enterprise (PEG)	0.0	$26k		388.00	66.78	View chart
Pfizer (PFE)	0.0	$25k		895.00	27.75	View chart
Bank of America Corporation (BAC)	0.0	$24k		626.00	37.92	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$23k		331.00	70.00	View chart
Altria (MO)	0.0	$23k		519.00	43.62	View chart
PNC Financial Services (PNC)	0.0	$20k		123.00	161.60	View chart
Kimberly-Clark Corporation (KMB)	0.0	$16k		121.00	129.35	View chart
Bristol Myers Squibb (BMY)	0.0	$15k		278.00	54.23	View chart
Liberty Media Corp Del Com Lbty Srm S C (LSXMK)	0.0	$15k	NEW	500.00	29.71	View chart
Liberty Broadband Corp Com Ser C (LBRDK)	0.0	$14k	NEW	250.00	57.23	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$14k	+7%	203.00	67.93	View chart
International Business Machines (IBM)	0.0	$14k		72.00	190.96	View chart
Hershey Company (HSY)	0.0	$12k		60.00	194.50	View chart
Liberty Media Corp Del Com Lbty Liv S C (LLYVK)	0.0	$5.5k	NEW	125.00	43.82	View chart
Ky Rrl Wtr Fin C Title of Class	0.0	$5.0k		5.0k	1.01	View chart

Past Filings by Bromfield Sneider Wealth Advisors

SEC 13F filings are viewable for Bromfield Sneider Wealth Advisors going back to 2021

Bromfield Sneider Wealth Advisors 2024 Q1 filed April 10, 2024
Bromfield Sneider Wealth Advisors 2023 Q4 filed Jan. 5, 2024
Bromfield Sneider Wealth Advisors 2023 Q3 filed Oct. 4, 2023
Bromfield Sneider Wealth Advisors 2023 Q2 filed July 17, 2023
Bromfield Sneider Wealth Advisors 2023 Q1 filed April 6, 2023
Bromfield Sneider Wealth Advisors 2022 Q4 filed Jan. 9, 2023
Bromfield Sneider Wealth Advisors 2022 Q3 filed Oct. 7, 2022
Bromfield Sneider Wealth Advisors 2022 Q2 filed July 6, 2022
Bromfield Sneider Wealth Advisors 2022 Q1 filed April 12, 2022
Bromfield Sneider Wealth Advisors 2021 Q4 filed Jan. 14, 2022

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