Bromfield Sneider Wealth Advisors

Bromfield Sneider Wealth Advisors as of Dec. 31, 2021

Portfolio Holdings for Bromfield Sneider Wealth Advisors

Bromfield Sneider Wealth Advisors holds 27 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 32.8 $32M 100k 320.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 29.6 $29M 61k 474.96
Vanguard Index Fds Sml Cp Grw Etf (VBK) 15.5 $15M 54k 281.79
Ishares Tr Eafe Value Etf (EFV) 5.5 $5.4M 107k 50.39
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.4 $4.3M 24k 178.83
Ishares Tr Core S&p500 Etf (IVV) 1.6 $1.5M 3.2k 477.10
Ishares Tr S&p 500 Grwt Etf (IVW) 1.5 $1.4M 17k 83.68
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $1.1M 13k 84.73
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $1.0M 13k 81.24
Vanguard Index Fds Small Cp Etf (VB) 0.7 $725k 3.2k 226.00
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $674k 7.9k 85.53
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $525k 7.1k 73.75
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $523k 7.2k 73.02
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $505k 3.2k 156.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $471k 9.5k 49.41
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $364k 4.5k 80.83
Ishares Tr Msci Eafe Etf (EFA) 0.4 $350k 4.4k 78.76
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $336k 3.8k 87.52
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $314k 5.2k 59.95
Vanguard Index Fds Value Etf (VTV) 0.3 $281k 1.9k 147.27
Dimensional Etf Trust Us Equity Etf (DFUS) 0.3 $272k 5.3k 51.71
Ishares Tr Core Intl Aggr (IAGG) 0.3 $259k 4.8k 54.53
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $254k 1.2k 219.15
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $254k 3.0k 85.12
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $251k 1.8k 138.90
Ishares Tr Micro-cap Etf (IWC) 0.2 $240k 1.7k 139.86
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $237k 2.3k 104.36