Bromfield Sneider Wealth Advisors

Bromfield Sneider Wealth Advisors as of Sept. 30, 2022

Portfolio Holdings for Bromfield Sneider Wealth Advisors

Bromfield Sneider Wealth Advisors holds 89 positions in its portfolio as reported in the September 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) 24.9 $21M 59k 357.17
Vanguard Index Fds Growth Etf (VUG) 24.9 $21M 98k 213.95
Vanguard Index Fds Sml Cp Grw Etf (VBK) 13.0 $11M 56k 195.14
Ishares Tr Eafe Value Etf (EFV) 4.9 $4.2M 108k 38.53
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.3 $3.6M 49k 74.27
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.1 $3.5M 24k 143.41
Ishares Tr Core Us Aggbd Et (AGG) 3.6 $3.0M 31k 96.34
Ishares Tr Core S&p500 Etf (IVV) 2.3 $2.0M 5.5k 358.67
Vanguard Bd Index Fds Intermed Term (BIV) 2.3 $1.9M 26k 73.46
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $991k 14k 71.33
Ishares Tr S&p 500 Grwt Etf (IVW) 1.2 $974k 17k 57.88
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.1 $949k 16k 59.69
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $641k 7.9k 81.19
Vanguard Index Fds Small Cp Etf (VB) 0.7 $600k 3.5k 170.99
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $554k 11k 48.75
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.6 $530k 9.8k 54.21
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $490k 6.5k 74.88
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $414k 3.2k 128.49
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $385k 1.8k 210.27
Ishares Tr Core Intl Aggr (IAGG) 0.4 $361k 7.5k 48.36
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $353k 9.7k 36.45
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $301k 6.5k 46.57
Ishares Tr Micro-cap Etf (IWC) 0.3 $290k 2.8k 103.50
Ishares Tr Core Msci Eafe (IEFA) 0.3 $273k 5.2k 52.74
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $271k 3.4k 79.59
Ishares Tr National Mun Etf (MUB) 0.3 $267k 2.6k 102.46
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $261k 1.9k 135.94
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $258k 5.6k 45.69
Ishares Tr Msci Eafe Etf (EFA) 0.3 $249k 4.4k 56.03
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $204k 5.3k 38.78
Vanguard Index Fds Value Etf (VTV) 0.2 $204k 1.7k 123.41
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $199k 5.1k 38.87
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $188k 3.0k 63.00
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $187k 2.3k 82.34
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $184k 1.8k 101.83
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $181k 1.8k 102.67
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $170k 1.0k 163.15
Ishares Tr Broad Usd High (USHY) 0.2 $161k 4.8k 33.68
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $130k 1.4k 90.28
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $105k 811.00 129.47
Microsoft Corporation (MSFT) 0.1 $103k 444.00 231.98
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $84k 2.8k 29.79
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $78k 3.4k 22.75
McDonald's Corporation (MCD) 0.1 $78k 340.00 229.41
Johnson & Johnson (JNJ) 0.1 $75k 456.00 164.47
Emerson Electric (EMR) 0.1 $73k 1.0k 73.00
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $73k 907.00 80.49
Air Products & Chemicals (APD) 0.1 $70k 300.00 233.33
Essential Utils (WTRG) 0.1 $69k 1.7k 41.64
Procter & Gamble Company (PG) 0.1 $65k 515.00 126.21
Exxon Mobil Corporation (XOM) 0.1 $65k 748.00 86.90
Automatic Data Processing (ADP) 0.1 $56k 246.00 227.64
Chevron Corporation (CVX) 0.1 $56k 390.00 143.59
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $55k 1.5k 36.50
UnitedHealth (UNH) 0.1 $53k 105.00 504.76
Pepsi (PEP) 0.1 $52k 317.00 164.04
Genuine Parts Company (GPC) 0.1 $50k 336.00 148.81
Raytheon Technologies Corp (RTX) 0.1 $50k 614.00 81.43
Hubbell Inc Cl B Title of Class 0.1 $48k 215.00 223.26
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $43k 487.00 88.30
Eli Lilly & Co. (LLY) 0.0 $40k 125.00 320.00
Pfizer (PFE) 0.0 $39k 895.00 43.58
Snap-on Incorporated (SNA) 0.0 $37k 185.00 200.00
Hershey Company (HSY) 0.0 $36k 165.00 218.18
3M Company (MMM) 0.0 $35k 313.00 111.82
Goldman Sachs (GS) 0.0 $35k 120.00 291.67
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $35k 158.00 221.52
Ishares Core Msci Emkt (IEMG) 0.0 $35k 807.00 43.37
Amgen (AMGN) 0.0 $33k 145.00 227.59
Philip Morris International (PM) 0.0 $33k 394.00 83.76
Cisco Systems (CSCO) 0.0 $32k 800.00 40.00
JPMorgan Chase & Co. (JPM) 0.0 $30k 290.00 103.45
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $30k 670.00 44.78
Ishares Tr Core Msci Intl (IDEV) 0.0 $26k 530.00 49.06
Bank of New York Mellon Corporation (BK) 0.0 $26k 666.00 39.04
Genl Elec Cap Cp Title of Class 0.0 $25k 25k 1.00
Merck & Co (MRK) 0.0 $24k 280.00 85.71
Public Service Enterprise (PEG) 0.0 $22k 388.00 56.70
Altria (MO) 0.0 $21k 519.00 40.46
Bristol Myers Squibb (BMY) 0.0 $20k 278.00 71.94
Bank of America Corporation (BAC) 0.0 $19k 626.00 30.35
Mondelez Intl Cl A (MDLZ) 0.0 $18k 331.00 54.38
PNC Financial Services (PNC) 0.0 $18k 123.00 146.34
Kimberly-Clark Corporation (KMB) 0.0 $14k 121.00 115.70
Wyeth Notes Cpn Title of Class 0.0 $11k 10k 1.10
International Business Machines (IBM) 0.0 $9.0k 72.00 125.00
Ishares Tr Core Msci Total (IXUS) 0.0 $5.0k 107.00 46.73
Ky Rrl Wtr Fin C Title of Class 0.0 $5.0k 5.0k 1.00
Organon & Co Common Stock (OGN) 0.0 $1.0k 28.00 35.71