Bromfield Sneider Wealth Advisors

Bromfield Sneider Wealth Advisors as of March 31, 2023

Portfolio Holdings for Bromfield Sneider Wealth Advisors

Bromfield Sneider Wealth Advisors holds 96 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 20.6 $25M 99k 249.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 20.1 $24M 59k 409.39
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 10.3 $12M 163k 76.23
Vanguard Index Fds Sml Cp Grw Etf (VBK) 10.3 $12M 57k 216.41
Ishares Tr National Mun Etf (MUB) 5.0 $6.1M 56k 107.74
Ishares Tr Eafe Value Etf (EFV) 4.4 $5.3M 109k 48.53
Ishares Tr Shrt Nat Mun Etf (SUB) 4.3 $5.1M 49k 104.68
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.2 $3.8M 24k 158.76
Ishares Tr Core Us Aggbd Et (AGG) 2.8 $3.4M 34k 99.64
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 2.2 $2.6M 17k 152.26
Ishares Tr Core S&p500 Etf (IVV) 2.0 $2.5M 6.0k 411.09
Vanguard Bd Index Fds Intermed Term (BIV) 2.0 $2.4M 32k 76.74
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $1.1M 17k 63.89
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $1.0M 14k 73.83
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.7 $868k 14k 62.89
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $707k 12k 59.51
Vanguard Index Fds Small Cp Etf (VB) 0.6 $703k 3.7k 189.56
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $651k 7.9k 82.16
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $574k 7.5k 76.49
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $566k 7.1k 80.22
Ishares Tr Core Intl Aggr (IAGG) 0.4 $537k 11k 48.95
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $489k 3.2k 151.74
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $451k 8.6k 52.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $396k 9.8k 40.40
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $370k 4.1k 90.54
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $350k 7.9k 44.50
Ishares Tr Core Msci Eafe (IEFA) 0.3 $347k 5.2k 66.86
Ishares Tr Msci Eafe Etf (EFA) 0.3 $318k 4.4k 71.53
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $315k 5.7k 55.21
Ishares Tr Micro-cap Etf (IWC) 0.3 $303k 2.9k 104.50
Nuveen MA Municipal Bond Fund Title of Class (NBMAX) 0.2 $300k 32k 9.33
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.2 $269k 11k 24.57
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $234k 5.3k 44.43
Vanguard Index Fds Value Etf (VTV) 0.2 $228k 1.7k 138.14
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $224k 7.0k 32.23
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $223k 913.00 244.40
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $213k 3.0k 71.51
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $213k 2.3k 93.61
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $199k 1.8k 109.92
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $197k 1.1k 186.28
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $157k 5.8k 26.95
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $148k 1.4k 102.80
Microsoft Corporation (MSFT) 0.1 $128k 444.00 288.30
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $111k 811.00 136.94
Ishares Tr Rus 1000 Etf (IWB) 0.1 $98k 437.00 225.03
McDonald's Corporation (MCD) 0.1 $95k 340.00 279.61
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $94k 2.8k 33.48
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $88k 3.1k 28.77
Emerson Electric (EMR) 0.1 $87k 1.0k 87.14
Air Products & Chemicals (APD) 0.1 $86k 300.00 287.21
Exxon Mobil Corporation (XOM) 0.1 $82k 748.00 109.66
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $81k 3.5k 23.38
Procter & Gamble Company (PG) 0.1 $77k 515.00 148.69
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $75k 907.00 83.00
Essential Utils (WTRG) 0.1 $72k 1.7k 43.66
Johnson & Johnson (JNJ) 0.1 $71k 461.00 154.97
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $69k 1.5k 45.16
Chevron Corporation (CVX) 0.1 $64k 390.00 163.16
Raytheon Technologies Corp (RTX) 0.1 $60k 614.00 97.93
Pepsi (PEP) 0.0 $58k 317.00 182.30
Genuine Parts Company (GPC) 0.0 $56k 336.00 167.31
Automatic Data Processing (ADP) 0.0 $55k 246.00 222.63
Ishares Tr Broad Usd High (USHY) 0.0 $54k 1.5k 35.55
Hubbell Inc Cl B Title of Class 0.0 $52k 215.00 243.31
UnitedHealth (UNH) 0.0 $50k 105.00 472.59
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $48k 491.00 96.76
Snap-on Incorporated (SNA) 0.0 $46k 185.00 246.89
Eli Lilly & Co. (LLY) 0.0 $43k 125.00 343.42
Hershey Company (HSY) 0.0 $42k 165.00 254.41
Cisco Systems (CSCO) 0.0 $42k 800.00 52.27
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $40k 160.00 250.55
Ishares Core Msci Emkt (IEMG) 0.0 $39k 807.00 48.81
Goldman Sachs (GS) 0.0 $39k 120.00 327.11
Philip Morris International (PM) 0.0 $38k 394.00 97.25
JPMorgan Chase & Co. (JPM) 0.0 $38k 290.00 130.31
Pfizer (PFE) 0.0 $37k 895.00 40.80
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $36k 670.00 53.47
Amgen (AMGN) 0.0 $35k 145.00 241.75
3M Company (MMM) 0.0 $33k 313.00 105.11
Ishares Tr Core Msci Intl (IDEV) 0.0 $32k 530.00 60.47
Bank of New York Mellon Corporation (BK) 0.0 $30k 666.00 45.44
Merck & Co (MRK) 0.0 $30k 280.00 106.39
Genl Elec Cap Cp Title of Class 0.0 $25k 25k 1.01
Public Service Enterprise (PEG) 0.0 $24k 388.00 62.45
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $24k 1.0k 23.02
Altria (MO) 0.0 $23k 519.00 44.62
Mondelez Intl Cl A (MDLZ) 0.0 $23k 331.00 69.72
Bristol Myers Squibb (BMY) 0.0 $19k 278.00 69.31
Bank of America Corporation (BAC) 0.0 $18k 626.00 28.60
Kimberly-Clark Corporation (KMB) 0.0 $16k 121.00 134.22
PNC Financial Services (PNC) 0.0 $16k 123.00 127.10
Ishares Tr Core Msci Total (IXUS) 0.0 $9.5k 153.00 61.99
International Business Machines (IBM) 0.0 $9.4k 72.00 131.08
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.0 $8.3k 361.00 22.96
Ky Rrl Wtr Fin C Title of Class 0.0 $5.0k 5.0k 1.01
Organon & Co Common Stock (OGN) 0.0 $658.999600 28.00 23.54