Bromfield Sneider Wealth Advisors

Bromfield Sneider Wealth Advisors as of March 31, 2022

Portfolio Holdings for Bromfield Sneider Wealth Advisors

Bromfield Sneider Wealth Advisors holds 106 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 29.9 $29M 99k 287.60
Spdr S&p 500 Etf Tr Tr Unit (SPY) 28.2 $27M 59k 451.64
Vanguard Index Fds Sml Cp Grw Etf (VBK) 14.1 $13M 54k 248.12
Ishares Tr Eafe Value Etf (EFV) 5.7 $5.4M 107k 50.26
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.5 $4.3M 24k 175.95
Ishares Tr Core S&p500 Etf (IVV) 1.5 $1.5M 3.2k 453.65
Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $1.3M 17k 76.38
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $1.1M 14k 78.11
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $1.0M 13k 79.53
Vanguard Index Fds Small Cp Etf (VB) 0.7 $696k 3.3k 212.39
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $657k 7.9k 83.35
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $518k 7.1k 72.76
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $502k 3.2k 155.80
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $475k 7.2k 66.31
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $441k 9.6k 46.18
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $377k 4.8k 77.94
Microsoft Corporation (MSFT) 0.4 $340k 1.1k 308.53
Ishares Tr Msci Eafe Etf (EFA) 0.3 $327k 4.4k 73.58
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $315k 3.8k 81.95
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $294k 5.2k 56.13
Ishares Tr Core Intl Aggr (IAGG) 0.3 $287k 5.5k 52.18
Vanguard Index Fds Value Etf (VTV) 0.3 $282k 1.9k 147.80
Dimensional Etf Trust Us Equity Etf (DFUS) 0.3 $258k 5.3k 49.05
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $241k 1.2k 207.22
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $233k 2.3k 102.60
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $231k 3.0k 77.41
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $227k 3.2k 71.47
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $226k 1.8k 125.07
Ishares Tr Micro-cap Etf (IWC) 0.2 $221k 1.7k 128.71
Visa Com Cl A (V) 0.2 $180k 812.00 221.67
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $166k 1.6k 100.67
Johnson & Johnson (JNJ) 0.2 $164k 927.00 176.91
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $161k 1.5k 108.64
Apple (AAPL) 0.2 $161k 920.00 175.00
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $158k 1.4k 109.72
Lowe's Companies (LOW) 0.2 $157k 775.00 202.58
Procter & Gamble Company (PG) 0.2 $154k 1.0k 152.48
McDonald's Corporation (MCD) 0.2 $145k 585.00 247.86
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $131k 811.00 161.53
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $130k 2.2k 59.61
Chevron Corporation (CVX) 0.1 $129k 790.00 163.29
Enbridge (ENB) 0.1 $117k 2.5k 45.97
Ishares Tr Core Msci Eafe (IEFA) 0.1 $114k 1.6k 69.64
CSX Corporation (CSX) 0.1 $108k 2.9k 37.60
Pfizer (PFE) 0.1 $101k 1.9k 51.87
Emerson Electric (EMR) 0.1 $98k 1.0k 98.00
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $94k 882.00 106.58
Mondelez Intl Cl A (MDLZ) 0.1 $94k 1.5k 63.04
Invesco Municipal Income Opp Trust (OIA) 0.1 $93k 13k 7.13
Abbvie (ABBV) 0.1 $92k 565.00 162.83
Pepsi (PEP) 0.1 $89k 530.00 167.92
Essential Utils (WTRG) 0.1 $85k 1.7k 51.30
Merck & Co (MRK) 0.1 $79k 959.00 82.38
Amazon (AMZN) 0.1 $78k 24.00 3250.00
Raytheon Technologies Corp (RTX) 0.1 $78k 789.00 98.86
JPMorgan Chase & Co. (JPM) 0.1 $76k 555.00 136.94
Air Products & Chemicals (APD) 0.1 $75k 300.00 250.00
BlackRock (BLK) 0.1 $70k 92.00 760.87
Exxon Mobil Corporation (XOM) 0.1 $62k 748.00 82.89
Nuveen Select Tax-free Incom Sh Ben Int (NXP) 0.1 $62k 4.3k 14.54
Nuveen Select Mat Mun Sh Ben Int (NIM) 0.1 $59k 6.1k 9.64
Automatic Data Processing (ADP) 0.1 $56k 246.00 227.64
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $55k 1.1k 47.91
UnitedHealth (UNH) 0.1 $54k 105.00 514.29
Eli Lilly & Co. (LLY) 0.1 $54k 190.00 284.21
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $52k 486.00 107.00
Honeywell International (HON) 0.1 $49k 250.00 196.00
3M Company (MMM) 0.0 $47k 313.00 150.16
Ishares Core Msci Emkt (IEMG) 0.0 $45k 807.00 55.76
Cisco Systems (CSCO) 0.0 $45k 800.00 56.25
Genuine Parts Company (GPC) 0.0 $42k 336.00 125.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $42k 157.00 267.52
Hubbell Inc Cl B Title of Class 0.0 $40k 215.00 186.05
Goldman Sachs (GS) 0.0 $40k 120.00 333.33
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $39k 670.00 58.21
Snap-on Incorporated (SNA) 0.0 $38k 185.00 205.41
Philip Morris International (PM) 0.0 $37k 394.00 93.91
Hershey Company (HSY) 0.0 $36k 165.00 218.18
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $35k 125.00 280.00
Amgen (AMGN) 0.0 $35k 145.00 241.38
Ishares Tr Core Msci Intl (IDEV) 0.0 $34k 530.00 64.15
Medtronic Title of Class 0.0 $33k 300.00 110.00
Bank of New York Mellon Corporation (BK) 0.0 $33k 666.00 49.55
Berkshire Hathaway Inc Class B Title of Class 0.0 $29k 82.00 353.66
Valero Energy Corporation (VLO) 0.0 $28k 280.00 100.00
Altria (MO) 0.0 $27k 519.00 52.02
Public Service Enterprise (PEG) 0.0 $27k 388.00 69.59
Cme (CME) 0.0 $26k 110.00 236.36
Bank of America Corporation (BAC) 0.0 $26k 626.00 41.53
Starbucks Corporation (SBUX) 0.0 $25k 270.00 92.59
PNC Financial Services (PNC) 0.0 $23k 123.00 186.99
Texas Instruments Incorporated (TXN) 0.0 $23k 124.00 185.48
Ishares Tr National Mun Etf (MUB) 0.0 $22k 205.00 107.32
Bristol Myers Squibb (BMY) 0.0 $20k 278.00 71.94
Kimberly-Clark Corporation (KMB) 0.0 $15k 121.00 123.97
Invesco Unit Trusts Title of Class 0.0 $13k 45.00 288.89
Shell Spon Ads (SHEL) 0.0 $13k 230.00 56.52
Fortis (FTS) 0.0 $12k 235.00 51.06
International Business Machines (IBM) 0.0 $9.0k 72.00 125.00
Verizon Communications (VZ) 0.0 $8.0k 157.00 50.96
Ishares Tr Core Msci Total (IXUS) 0.0 $7.0k 105.00 66.67
MetLife (MET) 0.0 $4.0k 56.00 71.43
Organon & Co Common Stock (OGN) 0.0 $3.0k 95.00 31.58
Invesco Capital Market Title of Class 0.0 $1.0k 31.00 32.26
Viatris (VTRS) 0.0 $999.999000 130.00 7.69
Brighthouse Finl (BHF) 0.0 $0 5.00 0.00