Bromfield Sneider Wealth Advisors

Bromfield Sneider Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for Bromfield Sneider Wealth Advisors

Bromfield Sneider Wealth Advisors holds 94 positions in its portfolio as reported in the December 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) 20.9 $23M 59k 382.43
Vanguard Index Fds Growth Etf (VUG) 19.7 $21M 100k 213.11
Vanguard Index Fds Sml Cp Grw Etf (VBK) 10.5 $11M 57k 200.54
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 10.4 $11M 149k 75.19
Ishares Tr National Mun Etf (MUB) 5.4 $5.8M 55k 105.52
Ishares Tr Shrt Nat Mun Etf (SUB) 4.6 $5.0M 48k 104.27
Ishares Tr Eafe Value Etf (EFV) 4.6 $5.0M 108k 45.88
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.6 $3.9M 24k 158.80
Ishares Tr Core Us Aggbd Et (AGG) 3.1 $3.3M 34k 96.99
Vanguard Bd Index Fds Intermed Term (BIV) 2.1 $2.3M 31k 74.32
Ishares Tr Core S&p500 Etf (IVV) 2.0 $2.1M 5.5k 384.19
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.0 $1.1M 16k 66.58
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $1.0M 14k 71.84
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $985k 17k 58.50
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $660k 12k 56.48
Vanguard Index Fds Small Cp Etf (VB) 0.6 $646k 3.5k 183.56
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $642k 7.9k 81.17
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.5 $541k 9.8k 55.12
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $486k 6.4k 75.28
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $467k 3.2k 145.05
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $382k 9.8k 38.98
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $356k 7.0k 51.15
Ishares Tr Core Intl Aggr (IAGG) 0.3 $355k 7.5k 47.55
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $345k 4.1k 84.81
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $331k 7.5k 43.95
Ishares Tr Core Msci Eafe (IEFA) 0.3 $320k 5.2k 61.65
Ishares Tr Micro-cap Etf (IWC) 0.3 $303k 2.8k 107.82
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $295k 5.7k 51.72
Nuveen MA Municipal Bond Fund Title of Class (NBMAX) 0.3 $293k 32k 9.16
Ishares Tr Msci Eafe Etf (EFA) 0.3 $292k 4.4k 65.64
Vanguard Index Fds Value Etf (VTV) 0.2 $232k 1.7k 140.40
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $219k 5.3k 41.61
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $207k 2.3k 91.33
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $204k 3.0k 68.30
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $196k 913.00 214.12
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $195k 1.8k 108.05
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $183k 1.1k 174.22
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $169k 5.6k 30.40
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $145k 1.4k 100.83
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $140k 1.8k 77.51
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $112k 811.00 138.59
Microsoft Corporation (MSFT) 0.1 $107k 444.00 239.82
Emerson Electric (EMR) 0.1 $96k 1.0k 96.06
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $94k 2.8k 33.48
Air Products & Chemicals (APD) 0.1 $93k 300.00 308.26
McDonald's Corporation (MCD) 0.1 $90k 340.00 263.53
Exxon Mobil Corporation (XOM) 0.1 $83k 748.00 110.30
Johnson & Johnson (JNJ) 0.1 $81k 458.00 176.84
Essential Utils (WTRG) 0.1 $79k 1.7k 47.74
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $79k 3.5k 22.72
Procter & Gamble Company (PG) 0.1 $78k 515.00 151.56
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $75k 907.00 82.44
Chevron Corporation (CVX) 0.1 $70k 390.00 179.49
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $64k 1.5k 41.97
Raytheon Technologies Corp (RTX) 0.1 $62k 614.00 100.92
Automatic Data Processing (ADP) 0.1 $59k 246.00 238.86
Genuine Parts Company (GPC) 0.1 $58k 336.00 173.51
Pepsi (PEP) 0.1 $57k 317.00 180.66
UnitedHealth (UNH) 0.1 $56k 105.00 530.18
Ishares Tr Broad Usd High (USHY) 0.0 $53k 1.5k 34.53
Hubbell Inc Cl B Title of Class 0.0 $51k 215.00 234.68
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $46k 490.00 94.69
Pfizer (PFE) 0.0 $46k 895.00 51.24
Eli Lilly & Co. (LLY) 0.0 $46k 125.00 365.84
Snap-on Incorporated (SNA) 0.0 $42k 185.00 228.49
Goldman Sachs (GS) 0.0 $41k 120.00 343.38
Philip Morris International (PM) 0.0 $40k 394.00 101.21
JPMorgan Chase & Co. (JPM) 0.0 $39k 290.00 134.10
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $39k 160.00 241.34
Hershey Company (HSY) 0.0 $38k 165.00 231.57
Cisco Systems (CSCO) 0.0 $38k 800.00 47.64
Amgen (AMGN) 0.0 $38k 145.00 262.64
Ishares Core Msci Emkt (IEMG) 0.0 $38k 807.00 46.72
3M Company (MMM) 0.0 $38k 313.00 119.92
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $34k 670.00 50.14
Merck & Co (MRK) 0.0 $31k 280.00 110.95
Bank of New York Mellon Corporation (BK) 0.0 $30k 666.00 45.52
Ishares Tr Core Msci Intl (IDEV) 0.0 $30k 530.00 55.98
Genl Elec Cap Cp Title of Class 0.0 $25k 25k 1.00
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $25k 990.00 25.04
Public Service Enterprise (PEG) 0.0 $24k 388.00 61.27
Altria (MO) 0.0 $24k 519.00 45.71
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $23k 1.0k 21.95
Mondelez Intl Cl A (MDLZ) 0.0 $22k 331.00 66.65
Bank of America Corporation (BAC) 0.0 $21k 626.00 33.12
Bristol Myers Squibb (BMY) 0.0 $20k 278.00 71.95
PNC Financial Services (PNC) 0.0 $19k 123.00 157.94
Kimberly-Clark Corporation (KMB) 0.0 $16k 121.00 135.75
Wyeth Notes Cpn Title of Class 0.0 $11k 10k 1.07
International Business Machines (IBM) 0.0 $10k 72.00 140.89
Ishares Tr Core Msci Total (IXUS) 0.0 $6.3k 108.00 57.93
Ky Rrl Wtr Fin C Title of Class 0.0 $5.1k 5.0k 1.02
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.0 $4.9k 230.00 21.51
Organon & Co Common Stock (OGN) 0.0 $782.000800 28.00 27.93