Vault-13

Bromfield Sneider Wealth Advisors

WESTWOOD, MA · CIK 1891795 · 13F filing filed 2022-10-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$84.6m reported value
89positions
85.4%in top 10
—no comparable previous quarter

Holdings, Q3 2022

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 SPDR S&P 500 ETF TR TR UNIT SPY SPY 58,960 $21.1m24.90% 24.90% —
2 VANGUARD INDEX FDS GROWTH ETF VUG VUG 98,269 $21.0m24.86% 24.86% —
3 VANGUARD INDEX FDS SML CP GRW ETF VBK VBK 56,207 $11.0m12.97% 12.97% —
4 ISHARES TR EAFE VALUE ETF EFV EFV 107,893 $4.2m4.92% 4.92% —
5 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH VCSH 48,888 $3.6m4.29% 4.29% —
6 VANGUARD INDEX FDS SM CP VAL ETF VBR VBR 24,392 $3.5m4.14% 4.14% —
7 ISHARES TR CORE US AGGBD ET AGG AGG 31,348 $3.0m3.57% 3.57% —
8 ISHARES TR CORE S&P500 ETF IVV IVV 5,473 $2.0m2.32% 2.32% —
9 VANGUARD BD INDEX FDS INTERMED TERM BIV BIV 25,905 $1.9m2.25% 2.25% —
10 VANGUARD BD INDEX FDS TOTAL BND MRKT BND BND 13,893 $991.0k1.17% 1.17% —
11 ISHARES TR S&P 500 GRWT ETF IVW IVW 16,829 $974.0k1.15% 1.15% —
12 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV VONV 15,898 $949.0k1.12% 1.12% —
13 ISHARES TR 1 3 YR TREAS BD SHY SHY 7,895 $641.0k0.76% 0.76% —
14 VANGUARD INDEX FDS SMALL CP ETF VB VB 3,509 $600.0k0.71% 0.71% —
15 ISHARES TR EAFE SML CP ETF SCZ SCZ 11,363 $554.0k0.66% 0.66% —
16 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG VONG 9,776 $530.0k0.63% 0.63% —
17 VANGUARD BD INDEX FDS SHORT TRM BOND BSV BSV 6,544 $490.0k0.58% 0.58% —
18 ISHARES TR S&P 500 VAL ETF IVE IVE 3,222 $414.0k0.49% 0.49% —
19 ISHARES TR RUS 1000 GRW ETF IWF IWF 1,831 $385.0k0.46% 0.46% —
20 ISHARES TR CORE INTL AGGR IAGG IAGG 7,465 $361.0k0.43% 0.43% —
21 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO VWO 9,684 $353.0k0.42% 0.42% —
22 DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS DFAS 6,463 $301.0k0.36% 0.36% —
23 ISHARES TR MICRO-CAP ETF IWC IWC 2,802 $290.0k0.34% 0.34% —
24 ISHARES TR CORE MSCI EAFE IEFA IEFA 5,176 $273.0k0.32% 0.32% —
25 ISHARES TR CORE S&P TTL STK ITOT ITOT 3,405 $271.0k0.32% 0.32% —
26 ISHARES TR NATIONAL MUN ETF MUB MUB 2,606 $267.0k0.32% 0.32% —
27 ISHARES TR RUS 1000 VAL ETF IWD IWD 1,920 $261.0k0.31% 0.31% —
28 VANGUARD STAR FDS VG TL INTL STK F VXUS VXUS 5,647 $258.0k0.31% 0.31% —
29 ISHARES TR MSCI EAFE ETF EFA EFA 4,444 $249.0k0.29% 0.29% —
30 DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS DFUS 5,260 $204.0k0.24% 0.24% —
31 VANGUARD INDEX FDS VALUE ETF VTV VTV 1,653 $204.0k0.24% 0.24% —
32 DIMENSIONAL ETF TRUST US TARGETED VLU DFAT DFAT 5,119 $199.0k0.24% 0.24% —
33 ISHARES TR S&P MC 400GR ETF IJK IJK 2,984 $188.0k0.22% 0.22% —
34 ISHARES TR SP SMCP600VL ETF IJS IJS 2,271 $187.0k0.22% 0.22% —
35 ISHARES TR S&P SML 600 GWT IJT IJT 1,807 $184.0k0.22% 0.22% —
36 ISHARES TR SHRT NAT MUN ETF SUB SUB 1,763 $181.0k0.21% 0.21% —
37 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE VONE 1,042 $170.0k0.20% 0.20% —
38 ISHARES TR BROAD USD HIGH USHY USHY 4,780 $161.0k0.19% 0.19% —
39 ISHARES TR S&P MC 400VL ETF IJJ IJJ 1,440 $130.0k0.15% 0.15% —
40 ISHARES TR RUS 2000 VAL ETF IWN IWN 811 $105.0k0.12% 0.12% —
41 MICROSOFT CORP COM MSFT MSFT 444 $103.0k0.12% 0.12% —
42 DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV DFUV 2,820 $84.0k0.10% 0.10% —
43 ISHARES TR US TREAS BD ETF GOVT GOVT 3,429 $78.0k0.09% 0.09% —
44 MCDONALDS CORP COM MCD MCD 340 $78.0k0.09% 0.09% —
45 JOHNSON & JOHNSON COM JNJ JNJ 456 $75.0k0.09% 0.09% —
46 EMERSON ELEC CO COM EMR EMR 1,000 $73.0k0.09% 0.09% —
47 VANGUARD INDEX FDS REAL ESTATE ETF VNQ VNQ 907 $73.0k0.09% 0.09% —
48 AIR PRODS & CHEMS INC COM APD APD 300 $70.0k0.08% 0.08% —
49 ESSENTIAL UTILS INC COM WTRG WTRG 1,657 $69.0k0.08% 0.08% —
50 EXXON MOBIL CORP COM XOM XOM 748 $65.0k0.08% 0.08% —
51 PROCTER AND GAMBLE CO COM PG PG 515 $65.0k0.08% 0.08% —
52 AUTOMATIC DATA PROCESSING IN COM ADP ADP 246 $56.0k0.07% 0.07% —
53 CHEVRON CORP NEW COM CVX CVX 390 $56.0k0.07% 0.07% —
54 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA VEA 1,507 $55.0k0.07% 0.07% —
55 UNITEDHEALTH GROUP INC COM UNH UNH 105 $53.0k0.06% 0.06% —
56 PEPSICO INC COM PEP PEP 317 $52.0k0.06% 0.06% —
57 GENUINE PARTS CO COM GPC GPC 336 $50.0k0.06% 0.06% —
58 RTX CORPORATION COM RTX RTX 614 $50.0k0.06% 0.06% —
59 Hubbell Inc Cl B COM COM 215 $48.0k0.06% 0.06% —
60 ISHARES TR CORE S&P SCP ETF IJR IJR 487 $43.0k0.05% 0.05% —
61 ELI LILLY & CO COM LLY LLY 125 $40.0k0.05% 0.05% —
62 PFIZER INC COM PFE PFE 895 $39.0k0.05% 0.05% —
63 SNAP ON INC COM SNA SNA 185 $37.0k0.04% 0.04% —
64 HERSHEY CO COM HSY HSY 165 $36.0k0.04% 0.04% —
65 GOLDMAN SACHS GROUP INC COM GS GS 120 $35.0k0.04% 0.04% —
66 ISHARES TR CORE S&P MCP ETF IJH IJH 158 $35.0k0.04% 0.04% —
67 ISHARES INC CORE MSCI EMKT IEMG IEMG 807 $35.0k0.04% 0.04% —
68 3M CO COM MMM MMM 313 $35.0k0.04% 0.04% —
69 AMGEN INC COM AMGN AMGN 145 $33.0k0.04% 0.04% —
70 PHILIP MORRIS INTL INC COM PM PM 394 $33.0k0.04% 0.04% —
71 CISCO SYS INC COM CSCO CSCO 800 $32.0k0.04% 0.04% —
72 JPMORGAN CHASE & CO COM JPM JPM 290 $30.0k0.04% 0.04% —
73 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU VEU 670 $30.0k0.04% 0.04% —
74 BANK NEW YORK MELLON CORP COM BNY BNY 666 $26.0k0.03% 0.03% —
75 ISHARES TR CORE MSCI INTL IDEV IDEV 530 $26.0k0.03% 0.03% —
76 Genl Elec Cap Cp TITLE OF CLASS GE 5.15 06.15.23 NOTZ GE 5.15 06.15.23 NOTZ 25,000 $25.0k0.03% 0.03% —
77 MERCK & CO INC COM MRK MRK 280 $24.0k0.03% 0.03% —
78 PUBLIC SVC ENTERPRISE GRP IN COM PEG PEG 388 $22.0k0.03% 0.03% —
79 ALTRIA GROUP INC COM MO MO 519 $21.0k0.02% 0.02% —
80 BRISTOL-MYERS SQUIBB CO COM BMY BMY 278 $20.0k0.02% 0.02% —
81 BANK AMERICA CORP COM BAC BAC 626 $19.0k0.02% 0.02% —
82 MONDELEZ INTL INC CL A MDLZ MDLZ 331 $18.0k0.02% 0.02% —
83 PNC FINL SVCS GROUP INC COM PNC PNC 123 $18.0k0.02% 0.02% —
84 KIMBERLY-CLARK CORP COM KMB KMB 121 $14.0k0.02% 0.02% —
85 Wyeth Notes Cpn TITLE OF CLASS PFE 6.45 02.01.24 PFE 6.45 02.01.24 10,000 $11.0k0.01% 0.01% —
86 INTERNATIONAL BUSINESS MACHS COM IBM IBM 72 $9.0k0.01% 0.01% —
87 ISHARES TR CORE MSCI TOTAL IXUS IXUS 107 $5.0k0.01% 0.01% —
88 Ky Rrl Wtr Fin C TITLE OF CLASS KY KYSWTR 3.75 02.01.2035 KY KYSWTR 3.75 02.01.2035 5,000 $5.0k0.01% 0.01% —
89 ORGANON & CO COMMON STOCK OGN OGN 28 $1.0k0.00% 0.00% —