Bromfield Sneider Wealth Advisors

Bromfield Sneider Wealth Advisors as of June 30, 2023

Portfolio Holdings for Bromfield Sneider Wealth Advisors

Bromfield Sneider Wealth Advisors holds 97 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 21.7 $28M 98k 282.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 20.2 $26M 58k 443.28
Vanguard Index Fds Sml Cp Grw Etf (VBK) 10.2 $13M 57k 229.74
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 9.8 $12M 165k 75.66
Ishares Tr National Mun Etf (MUB) 4.7 $6.0M 57k 106.73
Ishares Tr Eafe Value Etf (EFV) 4.2 $5.4M 109k 48.94
Ishares Tr Shrt Nat Mun Etf (SUB) 4.0 $5.1M 49k 104.04
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.1 $4.0M 24k 165.40
Ishares Tr Core Us Aggbd Et (AGG) 3.0 $3.8M 39k 97.95
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 2.1 $2.7M 17k 157.83
Ishares Tr Core S&p500 Etf (IVV) 2.1 $2.7M 6.0k 445.69
Vanguard Bd Index Fds Intermed Term (BIV) 1.9 $2.4M 32k 75.23
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $1.2M 17k 70.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $1.0M 14k 72.69
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.8 $986k 14k 70.76
Vanguard Index Fds Small Cp Etf (VB) 0.6 $739k 3.7k 198.91
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $705k 12k 58.98
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $644k 7.9k 81.08
Ishares Tr Core Intl Aggr (IAGG) 0.5 $640k 13k 49.29
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $610k 11k 54.80
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $567k 7.5k 75.57
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $559k 7.1k 79.03
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $519k 3.2k 161.17
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $434k 9.4k 46.39
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $400k 4.1k 97.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $400k 9.8k 40.68
Ishares Tr Core Msci Eafe (IEFA) 0.3 $355k 5.3k 67.51
Nuveen MA Municipal Bond Fund Title of Class (NBMAX) 0.3 $334k 36k 9.28
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $322k 5.7k 56.08
Ishares Tr Msci Eafe Etf (EFA) 0.3 $322k 4.4k 72.51
Ishares Tr Micro-cap Etf (IWC) 0.2 $318k 2.9k 109.30
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.2 $293k 12k 25.40
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $253k 5.3k 48.16
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $252k 914.00 275.11
Vanguard Index Fds Value Etf (VTV) 0.2 $235k 1.7k 142.13
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $233k 7.1k 32.85
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $224k 3.0k 75.00
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $216k 2.3k 95.11
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $213k 1.1k 201.63
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $208k 1.8k 114.91
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $177k 6.5k 27.32
Ishares Tr Short Treas Bd (SHV) 0.1 $160k 1.5k 110.45
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $154k 1.4k 107.16
Microsoft Corporation (MSFT) 0.1 $151k 444.00 340.54
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $114k 811.00 140.72
Ishares Tr Rus 1000 Etf (IWB) 0.1 $107k 438.00 243.61
McDonald's Corporation (MCD) 0.1 $102k 340.00 298.41
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $97k 2.8k 34.50
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $95k 3.1k 30.99
Emerson Electric (EMR) 0.1 $90k 1.0k 90.39
Air Products & Chemicals (APD) 0.1 $90k 300.00 299.53
Exxon Mobil Corporation (XOM) 0.1 $80k 748.00 107.25
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $80k 3.5k 22.90
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $80k 1.6k 50.57
Procter & Gamble Company (PG) 0.1 $78k 515.00 151.74
Johnson & Johnson (JNJ) 0.1 $77k 463.00 165.66
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $76k 907.00 83.52
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $71k 1.5k 46.19
Hubbell Inc Cl B Title of Class 0.1 $71k 215.00 331.56
Essential Utils (WTRG) 0.1 $66k 1.7k 39.92
Chevron Corporation (CVX) 0.0 $61k 390.00 157.35
Raytheon Technologies Corp (RTX) 0.0 $60k 614.00 97.96
Pepsi (PEP) 0.0 $59k 317.00 185.22
Eli Lilly & Co. (LLY) 0.0 $59k 125.00 468.98
Genuine Parts Company (GPC) 0.0 $57k 336.00 169.23
Automatic Data Processing (ADP) 0.0 $54k 246.00 219.79
Ishares Tr Broad Usd High (USHY) 0.0 $54k 1.5k 35.30
Snap-on Incorporated (SNA) 0.0 $53k 185.00 288.19
UnitedHealth (UNH) 0.0 $51k 105.00 480.64
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $49k 492.00 99.72
JPMorgan Chase & Co. (JPM) 0.0 $42k 290.00 145.44
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $42k 161.00 261.02
Cisco Systems (CSCO) 0.0 $41k 800.00 51.74
Hershey Company (HSY) 0.0 $41k 165.00 249.70
Ishares Core Msci Emkt (IEMG) 0.0 $40k 807.00 49.31
Goldman Sachs (GS) 0.0 $39k 120.00 322.54
Philip Morris International (PM) 0.0 $39k 394.00 97.62
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $37k 670.00 54.41
Pfizer (PFE) 0.0 $33k 895.00 36.68
Ishares Tr Core Msci Intl (IDEV) 0.0 $32k 530.00 61.12
Merck & Co (MRK) 0.0 $32k 280.00 115.39
Amgen (AMGN) 0.0 $32k 145.00 222.02
3M Company (MMM) 0.0 $31k 313.00 100.09
Bank of New York Mellon Corporation (BK) 0.0 $30k 666.00 44.52
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $25k 1.0k 23.46
Public Service Enterprise (PEG) 0.0 $24k 388.00 62.61
Mondelez Intl Cl A (MDLZ) 0.0 $24k 331.00 72.94
Altria (MO) 0.0 $24k 519.00 45.30
Bank of America Corporation (BAC) 0.0 $18k 626.00 28.69
Bristol Myers Squibb (BMY) 0.0 $18k 278.00 63.95
Kimberly-Clark Corporation (KMB) 0.0 $17k 121.00 138.06
PNC Financial Services (PNC) 0.0 $16k 123.00 125.95
Ishares Tr Core Msci Total (IXUS) 0.0 $9.7k 155.00 62.81
International Business Machines (IBM) 0.0 $9.6k 72.00 133.81
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.0 $8.3k 365.00 22.80
Ky Rrl Wtr Fin C Title of Class 0.0 $5.1k 5.0k 1.02
Organon & Co Common Stock (OGN) 0.0 $582.999200 28.00 20.82