Bromfield Sneider Wealth Advisors

WESTWOOD, MA · CIK 1891795 · 13F filing filed 2023-01-09

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.

$107.9m reported value +27.6% vs Q3 2022

94positions

84.9%in top 10

6 new 31 added 3 reduced 1 sold out vs Q3 2022

Holdings, Q4 2022

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

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	59,047	$22.6m20.93%	20.93%	Added +87	+87 0.1%
2	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	99,797	$21.3m19.71%	19.71%	Added +1.5k	+1,528 1.6%
3	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	56,596	$11.3m10.52%	10.52%	Added +389	+389 0.7%
4	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	149,185	$11.2m10.40%	10.40%	Added +100.3k	+100,297 205.2%
5	ISHARES TR NATIONAL MUN ETF MUB	MUB	55,080	$5.8m5.39%	5.39%	Added +52.5k	+52,474 2013.6%
6	ISHARES TR SHRT NAT MUN ETF SUB	SUB	47,628	$5.0m4.60%	4.60%	Added +45.9k	+45,865 2601.5%
7	ISHARES TR EAFE VALUE ETF EFV	EFV	108,071	$5.0m4.59%	4.59%	Added +178	+178 0.2%
8	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	24,418	$3.9m3.59%	3.59%	Added +26	+26 0.1%
9	ISHARES TR CORE US AGGBD ET AGG	AGG	34,045	$3.3m3.06%	3.06%	Added +2.7k	+2,697 8.6%
10	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	31,015	$2.3m2.14%	2.14%	Added +5.1k	+5,110 19.7%
11	ISHARES TR CORE S&P500 ETF IVV	IVV	5,492	$2.1m1.96%	1.96%	Added +19	+19 0.3%
12	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	16,007	$1.1m0.99%	0.99%	Added +109	+109 0.7%
13	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	13,954	$1.0m0.93%	0.93%	Added +61	+61 0.4%
14	ISHARES TR S&P 500 GRWT ETF IVW	IVW	16,829	$984.5k0.91%	0.91%	Unchanged
15	ISHARES TR EAFE SML CP ETF SCZ	SCZ	11,678	$659.6k0.61%	0.61%	Added +315	+315 2.8%
16	VANGUARD INDEX FDS SMALL CP ETF VB	VB	3,519	$645.9k0.60%	0.60%	Added +10	+10 0.3%
17	ISHARES TR 1 3 YR TREAS BD SHY	SHY	7,914	$642.4k0.60%	0.60%	Added +19	+19 0.2%
18	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	9,810	$540.8k0.50%	0.50%	Added +34	+34 0.3%
19	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	6,449	$485.5k0.45%	0.45%	Reduced -95	-95 -1.4%
20	ISHARES TR S&P 500 VAL ETF IVE	IVE	3,222	$467.3k0.43%	0.43%	Unchanged
21	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	9,788	$381.5k0.35%	0.35%	Added +104	+104 1.1%
22	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	6,953	$355.6k0.33%	0.33%	Added +490	+490 7.6%
23	ISHARES TR CORE INTL AGGR IAGG	IAGG	7,465	$354.9k0.33%	0.33%	Unchanged
24	ISHARES TR CORE S&P TTL STK ITOT	ITOT	4,071	$345.2k0.32%	0.32%	Added +666	+666 19.6%
25	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	7,534	$331.1k0.31%	0.31%	Added +2.4k	+2,415 47.2%
26	ISHARES TR CORE MSCI EAFE IEFA	IEFA	5,195	$320.2k0.30%	0.30%	Added +19	+19 0.4%
27	ISHARES TR MICRO-CAP ETF IWC	IWC	2,813	$303.3k0.28%	0.28%	Added +11	+11 0.4%
28	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	5,695	$294.6k0.27%	0.27%	Added +48	+48 0.8%
29	Nuveen MA Municipal Bond Fund TITLE OF CLASS NBMAX	NBMAX	31,976	$292.9k0.27%	0.27%	New
30	ISHARES TR MSCI EAFE ETF EFA	EFA	4,444	$291.7k0.27%	0.27%	Unchanged
31	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,653	$232.1k0.22%	0.22%	Unchanged
32	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	5,260	$218.9k0.20%	0.20%	Unchanged
33	ISHARES TR SP SMCP600VL ETF IJS	IJS	2,271	$207.4k0.19%	0.19%	Unchanged
34	ISHARES TR S&P MC 400GR ETF IJK	IJK	2,984	$203.8k0.19%	0.19%	Unchanged
35	ISHARES TR RUS 1000 GRW ETF IWF	IWF	913	$195.5k0.18%	0.18%	Reduced -918	-918 -50.1%
36	ISHARES TR S&P SML 600 GWT IJT	IJT	1,807	$195.2k0.18%	0.18%	Unchanged
37	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	1,051	$183.1k0.17%	0.17%	Added +9	+9 0.9%
38	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	5,553	$168.8k0.16%	0.16%	New
39	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	1,440	$145.2k0.13%	0.13%	Unchanged
40	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	1,810	$140.3k0.13%	0.13%	New
41	ISHARES TR RUS 2000 VAL ETF IWN	IWN	811	$112.4k0.10%	0.10%	Unchanged
42	MICROSOFT CORP COM MSFT	MSFT	444	$106.5k0.10%	0.10%	Unchanged
43	EMERSON ELEC CO COM EMR	EMR	1,000	$96.1k0.09%	0.09%	Unchanged
44	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	2,820	$94.4k0.09%	0.09%	Unchanged
45	AIR PRODS & CHEMS INC COM APD	APD	300	$92.5k0.09%	0.09%	Unchanged
46	MCDONALDS CORP COM MCD	MCD	340	$89.6k0.08%	0.08%	Unchanged
47	EXXON MOBIL CORP COM XOM	XOM	748	$82.5k0.08%	0.08%	Unchanged
48	JOHNSON & JOHNSON COM JNJ	JNJ	458	$81.0k0.08%	0.08%	Added +2	+2 0.4%
49	ESSENTIAL UTILS INC COM WTRG	WTRG	1,657	$79.1k0.07%	0.07%	Unchanged
50	ISHARES TR US TREAS BD ETF GOVT	GOVT	3,455	$78.5k0.07%	0.07%	Added +26	+26 0.8%
51	PROCTER AND GAMBLE CO COM PG	PG	515	$78.1k0.07%	0.07%	Unchanged
52	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	907	$74.8k0.07%	0.07%	Unchanged
53	CHEVRON CORP NEW COM CVX	CVX	390	$70.0k0.06%	0.06%	Unchanged
54	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	1,525	$64.0k0.06%	0.06%	Added +18	+18 1.2%
55	RTX CORPORATION COM RTX	RTX	614	$62.0k0.06%	0.06%	Unchanged
56	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	246	$58.8k0.05%	0.05%	Unchanged
57	GENUINE PARTS CO COM GPC	GPC	336	$58.3k0.05%	0.05%	Unchanged
58	PEPSICO INC COM PEP	PEP	317	$57.3k0.05%	0.05%	Unchanged
59	UNITEDHEALTH GROUP INC COM UNH	UNH	105	$55.7k0.05%	0.05%	Unchanged
60	ISHARES TR BROAD USD HIGH USHY	USHY	1,530	$52.8k0.05%	0.05%	Reduced -3.2k	-3,250 -68.0%
61	Hubbell Inc Cl B COM COM		215	$50.5k0.05%	0.05%	Unchanged
62	ISHARES TR CORE S&P SCP ETF IJR	IJR	490	$46.4k0.04%	0.04%	Added +3	+3 0.6%
63	PFIZER INC COM PFE	PFE	895	$45.9k0.04%	0.04%	Unchanged
64	ELI LILLY & CO COM LLY	LLY	125	$45.7k0.04%	0.04%	Unchanged
65	SNAP ON INC COM SNA	SNA	185	$42.3k0.04%	0.04%	Unchanged
66	GOLDMAN SACHS GROUP INC COM GS	GS	120	$41.2k0.04%	0.04%	Unchanged
67	PHILIP MORRIS INTL INC COM PM	PM	394	$39.9k0.04%	0.04%	Unchanged
68	JPMORGAN CHASE & CO COM JPM	JPM	290	$38.9k0.04%	0.04%	Unchanged
69	ISHARES TR CORE S&P MCP ETF IJH	IJH	160	$38.6k0.04%	0.04%	Added +2	+2 1.3%
70	HERSHEY CO COM HSY	HSY	165	$38.2k0.04%	0.04%	Unchanged
71	CISCO SYS INC COM CSCO	CSCO	800	$38.1k0.04%	0.04%	Unchanged
72	AMGEN INC COM AMGN	AMGN	145	$38.1k0.04%	0.04%	Unchanged
73	ISHARES INC CORE MSCI EMKT IEMG	IEMG	807	$37.7k0.03%	0.03%	Unchanged
74	3M CO COM MMM	MMM	313	$37.5k0.03%	0.03%	Unchanged
75	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	670	$33.6k0.03%	0.03%	Unchanged
76	MERCK & CO INC COM MRK	MRK	280	$31.1k0.03%	0.03%	Unchanged
77	BANK NEW YORK MELLON CORP COM BNY	BNY	666	$30.3k0.03%	0.03%	Unchanged
78	ISHARES TR CORE MSCI INTL IDEV	IDEV	530	$29.7k0.03%	0.03%	Unchanged
79	Genl Elec Cap Cp TITLE OF CLASS GE 5.15 06.15.23 NOTZ	GE 5.15 06.15.23 NOTZ	25,000	$25.0k0.02%	0.02%	Unchanged
80	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	990	$24.8k0.02%	0.02%	New
81	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	388	$23.8k0.02%	0.02%	Unchanged
82	ALTRIA GROUP INC COM MO	MO	519	$23.7k0.02%	0.02%	Unchanged
83	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	1,045	$22.9k0.02%	0.02%	New
84	MONDELEZ INTL INC CL A MDLZ	MDLZ	331	$22.1k0.02%	0.02%	Unchanged
85	BANK AMERICA CORP COM BAC	BAC	626	$20.7k0.02%	0.02%	Unchanged
86	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	278	$20.0k0.02%	0.02%	Unchanged
87	PNC FINL SVCS GROUP INC COM PNC	PNC	123	$19.4k0.02%	0.02%	Unchanged
88	KIMBERLY-CLARK CORP COM KMB	KMB	121	$16.4k0.02%	0.02%	Unchanged
89	Wyeth Notes Cpn TITLE OF CLASS PFE 6.45 02.01.24	PFE 6.45 02.01.24	10,000	$10.7k0.01%	0.01%	Unchanged
90	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	72	$10.1k0.01%	0.01%	Unchanged
91	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	108	$6.3k0.01%	0.01%	Added +1	+1 0.9%
92	Ky Rrl Wtr Fin C TITLE OF CLASS KY KYSWTR 3.75 02.01.2035	KY KYSWTR 3.75 02.01.2035	5,000	$5.1k0.00%	0.00%	Unchanged
93	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	230	$4.9k0.00%	0.00%	New
94	ORGANON & CO COMMON STOCK OGN	OGN	28	$7820.00%	0.00%	Unchanged

Sold out since Q3 2022

Security	Ticker	Shares held before	Value then
ISHARES TR IWD	IWD	1,920	$261.0k1.9k shares