Bromfield Sneider Wealth Advisors

Bromfield Sneider Wealth Advisors as of Sept. 30, 2023

Portfolio Holdings for Bromfield Sneider Wealth Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 19.3 $26M 95k 272.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 18.0 $24M 57k 427.48
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 10.7 $14M 191k 75.15
Vanguard Index Fds Sml Cp Grw Etf (VBK) 9.1 $12M 57k 214.18
Ishares Tr Shrt Nat Mun Etf (SUB) 5.1 $6.8M 66k 102.86
Ishares Tr National Mun Etf (MUB) 4.8 $6.4M 63k 102.54
Ishares Tr Eafe Value Etf (EFV) 4.0 $5.4M 109k 48.93
Ishares Tr Core Us Aggbd Et (AGG) 3.8 $5.1M 54k 94.04
Vanguard Bd Index Fds Intermed Term (BIV) 3.4 $4.5M 62k 72.31
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.9 $3.8M 24k 159.49
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 2.1 $2.8M 19k 151.82
Ishares Tr Core S&p500 Etf (IVV) 1.9 $2.5M 5.9k 429.41
Ishares Tr Core Intl Aggr (IAGG) 1.6 $2.2M 45k 48.78
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $1.5M 19k 75.98
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $1.1M 16k 68.42
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $1.0M 14k 69.78
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.7 $955k 14k 68.44
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $939k 18k 52.49
Vanguard Index Fds Small Cp Etf (VB) 0.5 $704k 3.7k 189.06
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $675k 12k 56.47
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $645k 8.0k 80.97
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $643k 22k 29.95
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $590k 13k 45.69
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $583k 7.8k 75.17
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $496k 3.2k 153.82
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $448k 17k 26.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $387k 9.9k 39.21
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $385k 4.1k 94.19
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.3 $351k 14k 24.81
Ishares Tr Core Msci Eafe (IEFA) 0.3 $339k 5.3k 64.36
Nuveen MA Municipal Bond Fund Title of Class (NBMAX) 0.2 $322k 36k 8.89
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $316k 5.9k 53.52
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $309k 9.5k 32.62
Ishares Tr Msci Eafe Etf (EFA) 0.2 $306k 4.4k 68.93
Ishares Tr Micro-cap Etf (IWC) 0.2 $298k 3.0k 100.10
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $245k 5.3k 46.55
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $236k 889.00 265.92
Vanguard Index Fds Value Etf (VTV) 0.2 $228k 1.7k 137.96
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $216k 3.0k 72.24
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $207k 1.1k 194.75
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $203k 2.3k 89.24
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $198k 1.8k 109.66
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $183k 8.3k 22.04
Ishares Tr Short Treas Bd (SHV) 0.1 $160k 1.5k 110.47
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $151k 6.9k 21.94
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $145k 1.4k 100.96
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $118k 2.4k 48.65
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $116k 5.1k 22.57
Microsoft Corporation (MSFT) 0.1 $112k 354.00 315.75
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $110k 811.00 135.47
Ishares Tr Rus 1000 Etf (IWB) 0.1 $103k 438.00 234.79
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $96k 2.8k 34.02
Emerson Electric (EMR) 0.1 $81k 840.00 96.57
Procter & Gamble Company (PG) 0.1 $75k 515.00 145.86
Air Products & Chemicals (APD) 0.1 $75k 265.00 283.40
Johnson & Johnson (JNJ) 0.1 $73k 466.00 155.70
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $69k 907.00 75.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $68k 1.5k 43.73
McDonald's Corporation (MCD) 0.0 $63k 240.00 263.44
Exxon Mobil Corporation (XOM) 0.0 $60k 508.00 117.58
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.0 $59k 1.2k 48.17
Essential Utils (WTRG) 0.0 $57k 1.7k 34.34
Ishares Tr Broad Usd High (USHY) 0.0 $53k 1.5k 34.71
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $46k 492.00 94.40
Raytheon Technologies Corp (RTX) 0.0 $44k 614.00 71.97
Automatic Data Processing (ADP) 0.0 $44k 181.00 240.58
Cisco Systems (CSCO) 0.0 $43k 800.00 53.76
Eli Lilly & Co. (LLY) 0.0 $43k 80.00 537.12
JPMorgan Chase & Co. (JPM) 0.0 $42k 290.00 145.02
UnitedHealth (UNH) 0.0 $42k 83.00 504.19
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $40k 161.00 248.91
Chevron Corporation (CVX) 0.0 $40k 235.00 168.62
Amgen (AMGN) 0.0 $39k 145.00 268.76
Goldman Sachs (GS) 0.0 $39k 120.00 323.57
Ishares Core Msci Emkt (IEMG) 0.0 $38k 807.00 47.61
Philip Morris International (PM) 0.0 $37k 394.00 92.58
Genuine Parts Company (GPC) 0.0 $36k 246.00 144.38
Pepsi (PEP) 0.0 $35k 207.00 169.44
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $35k 670.00 51.87
Hubbell Inc Cl B Title of Class 0.0 $35k 110.00 313.41
Snap-on Incorporated (SNA) 0.0 $34k 135.00 255.06
Ishares Tr Core Msci Intl (IDEV) 0.0 $31k 530.00 58.28
Pfizer (PFE) 0.0 $30k 895.00 33.17
3M Company (MMM) 0.0 $29k 313.00 93.62
Merck & Co (MRK) 0.0 $29k 280.00 102.95
Bank of New York Mellon Corporation (BK) 0.0 $28k 666.00 42.65
Mondelez Intl Cl A (MDLZ) 0.0 $23k 331.00 69.40
Public Service Enterprise (PEG) 0.0 $22k 388.00 56.91
Altria (MO) 0.0 $22k 519.00 42.05
Bank of America Corporation (BAC) 0.0 $17k 626.00 27.38
Bristol Myers Squibb (BMY) 0.0 $16k 278.00 58.04
PNC Financial Services (PNC) 0.0 $15k 123.00 122.77
Kimberly-Clark Corporation (KMB) 0.0 $15k 121.00 120.85
Hershey Company (HSY) 0.0 $12k 60.00 200.08
International Business Machines (IBM) 0.0 $10k 72.00 140.31
Ishares Tr Core Msci Total (IXUS) 0.0 $9.3k 155.00 60.17
Ky Rrl Wtr Fin C Title of Class 0.0 $4.9k 5.0k 0.98