Bromfield Sneider Wealth Advisors

Bromfield Sneider Wealth Advisors as of June 30, 2022

Portfolio Holdings for Bromfield Sneider Wealth Advisors

Bromfield Sneider Wealth Advisors holds 93 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 27.0 $22M 59k 377.26
Vanguard Index Fds Growth Etf (VUG) 26.6 $22M 98k 222.89
Vanguard Index Fds Sml Cp Grw Etf (VBK) 13.4 $11M 56k 197.02
Ishares Tr Eafe Value Etf (EFV) 5.7 $4.7M 108k 43.40
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.4 $3.7M 24k 149.83
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.6 $2.1M 28k 76.25
Ishares Tr Core S&p500 Etf (IVV) 2.4 $2.0M 5.1k 379.13
Ishares Tr Core Us Aggbd Et (AGG) 1.4 $1.1M 11k 101.65
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.3 $1.0M 14k 75.26
Ishares Tr S&p 500 Grwt Etf (IVW) 1.2 $1.0M 17k 60.37
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.0 $821k 13k 63.53
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $653k 7.9k 82.81
Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $597k 7.7k 77.68
Vanguard Index Fds Small Cp Etf (VB) 0.7 $578k 3.3k 176.11
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $551k 10k 54.57
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $488k 6.3k 76.86
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $443k 3.2k 137.49
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.5 $428k 7.6k 56.23
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $400k 9.6k 41.69
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $400k 1.8k 218.46
Ishares Tr Core Intl Aggr (IAGG) 0.5 $372k 7.5k 49.83
Ishares Tr Core Msci Eafe (IEFA) 0.4 $305k 5.2k 58.93
Ishares Tr Msci Eafe Etf (EFA) 0.3 $278k 4.4k 62.56
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $278k 1.9k 144.79
Vanguard Index Fds Value Etf (VTV) 0.3 $252k 1.9k 132.08
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $251k 5.2k 47.92
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $238k 2.8k 83.66
Ishares Tr Micro-cap Etf (IWC) 0.3 $232k 2.2k 104.18
Dimensional Etf Trust Us Equity Etf (DFUS) 0.3 $214k 5.3k 40.68
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $202k 2.3k 88.95
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $190k 1.8k 105.15
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $190k 3.0k 63.67
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $184k 3.6k 51.63
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $178k 1.0k 171.48
Ishares Tr Broad Usd High (USHY) 0.2 $165k 4.8k 34.52
Ishares Tr National Mun Etf (MUB) 0.2 $144k 1.4k 106.59
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $136k 1.4k 94.44
Microsoft Corporation (MSFT) 0.1 $114k 444.00 256.76
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $110k 811.00 135.63
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $95k 2.4k 40.34
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $89k 2.8k 31.56
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $88k 845.00 104.14
McDonald's Corporation (MCD) 0.1 $84k 340.00 247.06
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $83k 907.00 91.51
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $82k 3.4k 24.02
Johnson & Johnson (JNJ) 0.1 $81k 454.00 178.41
Emerson Electric (EMR) 0.1 $80k 1.0k 80.00
Essential Utils (WTRG) 0.1 $76k 1.7k 45.87
Procter & Gamble Company (PG) 0.1 $74k 515.00 143.69
Air Products & Chemicals (APD) 0.1 $72k 300.00 240.00
Exxon Mobil Corporation (XOM) 0.1 $64k 748.00 85.56
Eli Lilly & Co. (LLY) 0.1 $62k 190.00 326.32
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.1 $61k 1.5k 40.59
Raytheon Technologies Corp (RTX) 0.1 $59k 614.00 96.09
Chevron Corporation (CVX) 0.1 $56k 390.00 143.59
UnitedHealth (UNH) 0.1 $54k 105.00 514.29
Pepsi (PEP) 0.1 $53k 317.00 167.19
Automatic Data Processing (ADP) 0.1 $52k 246.00 211.38
Pfizer (PFE) 0.1 $47k 895.00 52.51
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $45k 487.00 92.40
Genuine Parts Company (GPC) 0.1 $45k 336.00 133.93
3M Company (MMM) 0.0 $41k 313.00 130.99
Ishares Core Msci Emkt (IEMG) 0.0 $40k 807.00 49.57
Philip Morris International (PM) 0.0 $39k 394.00 98.98
Hubbell Inc Cl B Name 0.0 $38k 215.00 176.74
Snap-on Incorporated (SNA) 0.0 $36k 185.00 194.59
Goldman Sachs (GS) 0.0 $36k 120.00 300.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $36k 158.00 227.85
Hershey Company (HSY) 0.0 $36k 165.00 218.18
Amgen (AMGN) 0.0 $35k 145.00 241.38
Cisco Systems (CSCO) 0.0 $34k 800.00 42.50
JPMorgan Chase & Co. (JPM) 0.0 $33k 290.00 113.79
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $33k 670.00 49.25
Agilent Technologies Inc C ommon (A) 0.0 $31k 257.00 120.62
Ishares Tr Core Msci Intl (IDEV) 0.0 $28k 530.00 52.83
Bank of New York Mellon Corporation (BK) 0.0 $28k 666.00 42.04
Merck & Co (MRK) 0.0 $26k 280.00 92.86
Public Service Enterprise (PEG) 0.0 $25k 388.00 64.43
Altria (MO) 0.0 $22k 519.00 42.39
Bristol Myers Squibb (BMY) 0.0 $21k 278.00 75.54
Mondelez Intl Cl A (MDLZ) 0.0 $21k 331.00 63.44
PNC Financial Services (PNC) 0.0 $19k 123.00 154.47
Bank of America Corporation (BAC) 0.0 $19k 626.00 30.35
Keysight Technologies (KEYS) 0.0 $18k 128.00 140.62
Kimberly-Clark Corporation (KMB) 0.0 $16k 121.00 132.23
International Business Machines (IBM) 0.0 $10k 72.00 138.89
Hp (HPQ) 0.0 $6.0k 174.00 34.48
Ishares Tr Core Msci Total (IXUS) 0.0 $6.0k 107.00 56.07
Ky Rrl Wtr Fin C Name 0.0 $5.0k 5.0k 1.00
Hewlett Packard Enterprise (HPE) 0.0 $2.0k 174.00 11.49
Organon & Co Common Stock (OGN) 0.0 $1.0k 28.00 35.71
Dxc Technology (DXC) 0.0 $0 14.00 0.00
Micro Focus Intl PLC ADS each r Name 0.0 $0 19.00 0.00