Bromfield Sneider Wealth Advisors

WESTWOOD, MA · CIK 1891795 · 13F filing filed 2023-04-06

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.

Others nearbyWestwood, MA

$118.8m reported value +10.1% vs Q4 2022

96positions

84.1%in top 10

3 new 34 added 2 reduced 1 sold out vs Q4 2022

Holdings, Q1 2023

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	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	99,071	$24.7m20.80%	20.80%	Reduced -726	-726 -0.7%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	59,170	$24.2m20.39%	20.39%	Added +123	+123 0.2%
3	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	163,048	$12.4m10.46%	10.46%	Added +13.9k	+13,863 9.3%
4	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	57,276	$12.4m10.43%	10.43%	Added +680	+680 1.2%
5	ISHARES TR NATIONAL MUN ETF MUB	MUB	56,208	$6.1m5.10%	5.10%	Added +1.1k	+1,128 2.0%
6	ISHARES TR EAFE VALUE ETF EFV	EFV	108,971	$5.3m4.45%	4.45%	Added +900	+900 0.8%
7	ISHARES TR SHRT NAT MUN ETF SUB	SUB	48,903	$5.1m4.31%	4.31%	Added +1.3k	+1,275 2.7%
8	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	24,149	$3.8m3.23%	3.23%	Reduced -269	-269 -1.1%
9	ISHARES TR CORE US AGGBD ET AGG	AGG	34,138	$3.4m2.86%	2.86%	Added +93	+93 0.3%
10	ISHARES TR CORE S&P500 ETF IVV	IVV	5,990	$2.5m2.07%	2.07%	Added +498	+498 9.1%
11	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	31,526	$2.4m2.04%	2.04%	Added +511	+511 1.6%
12	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	17,169	$1.2m1.00%	1.00%	Added +1.2k	+1,162 7.3%
13	ISHARES TR S&P 500 GRWT ETF IVW	IVW	16,829	$1.1m0.90%	0.90%	Unchanged
14	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	13,986	$1.0m0.87%	0.87%	Added +32	+32 0.2%
15	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	13,796	$867.6k0.73%	0.73%	Added +4.0k	+3,986 40.6%
16	ISHARES TR EAFE SML CP ETF SCZ	SCZ	11,878	$706.9k0.59%	0.59%	Added +200	+200 1.7%
17	VANGUARD INDEX FDS SMALL CP ETF VB	VB	3,707	$702.7k0.59%	0.59%	Added +188	+188 5.3%
18	ISHARES TR 1 3 YR TREAS BD SHY	SHY	7,924	$651.0k0.55%	0.55%	Added +10	+10 0.1%
19	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	7,499	$573.6k0.48%	0.48%	Added +1.1k	+1,050 16.3%
20	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	7,050	$565.6k0.48%	0.48%	Added +5.2k	+5,240 289.5%
21	ISHARES TR CORE INTL AGGR IAGG	IAGG	10,965	$536.7k0.45%	0.45%	Added +3.5k	+3,500 46.9%
22	ISHARES TR S&P 500 VAL ETF IVE	IVE	3,222	$488.9k0.41%	0.41%	Unchanged
23	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	8,555	$450.9k0.38%	0.38%	Added +1.6k	+1,602 23.0%
24	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	9,793	$395.6k0.33%	0.33%	Added +5	+5 0.1%
25	ISHARES TR CORE S&P TTL STK ITOT	ITOT	4,083	$369.7k0.31%	0.31%	Added +12	+12 0.3%
26	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	7,855	$349.5k0.29%	0.29%	Added +321	+321 4.3%
27	ISHARES TR CORE MSCI EAFE IEFA	IEFA	5,195	$347.3k0.29%	0.29%	Unchanged
28	ISHARES TR MSCI EAFE ETF EFA	EFA	4,444	$317.9k0.27%	0.27%	Unchanged
29	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	5,704	$314.9k0.27%	0.27%	Added +9	+9 0.2%
30	ISHARES TR MICRO-CAP ETF IWC	IWC	2,902	$303.2k0.26%	0.26%	Added +89	+89 3.2%
31	Nuveen MA Municipal Bond Fund TITLE OF CLASS NBMAX	NBMAX	32,195	$300.4k0.25%	0.25%	Added +219	+219 0.7%
32	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	10,962	$269.3k0.23%	0.23%	New
33	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	5,260	$233.7k0.20%	0.20%	Unchanged
34	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,653	$228.3k0.19%	0.19%	Unchanged
35	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	6,959	$224.3k0.19%	0.19%	Added +1.4k	+1,406 25.3%
36	ISHARES TR RUS 1000 GRW ETF IWF	IWF	913	$223.1k0.19%	0.19%	Unchanged
37	ISHARES TR S&P MC 400GR ETF IJK	IJK	2,984	$213.4k0.18%	0.18%	Unchanged
38	ISHARES TR SP SMCP600VL ETF IJS	IJS	2,271	$212.6k0.18%	0.18%	Unchanged
39	ISHARES TR S&P SML 600 GWT IJT	IJT	1,807	$198.6k0.17%	0.17%	Unchanged
40	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	1,055	$196.5k0.17%	0.17%	Added +4	+4 0.4%
41	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	5,824	$157.0k0.13%	0.13%	Added +4.8k	+4,834 488.3%
42	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	1,440	$148.0k0.12%	0.12%	Unchanged
43	MICROSOFT CORP COM MSFT	MSFT	444	$128.0k0.11%	0.11%	Unchanged
44	ISHARES TR RUS 2000 VAL ETF IWN	IWN	811	$111.1k0.09%	0.09%	Unchanged
45	ISHARES TR RUS 1000 ETF IWB	IWB	437	$98.3k0.08%	0.08%	New
46	MCDONALDS CORP COM MCD	MCD	340	$95.1k0.08%	0.08%	Unchanged
47	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	2,820	$94.4k0.08%	0.08%	Unchanged
48	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	3,060	$88.0k0.07%	0.07%	New
49	EMERSON ELEC CO COM EMR	EMR	1,000	$87.1k0.07%	0.07%	Unchanged
50	AIR PRODS & CHEMS INC COM APD	APD	300	$86.2k0.07%	0.07%	Unchanged
51	EXXON MOBIL CORP COM XOM	XOM	748	$82.0k0.07%	0.07%	Unchanged
52	ISHARES TR US TREAS BD ETF GOVT	GOVT	3,468	$81.1k0.07%	0.07%	Added +13	+13 0.4%
53	PROCTER AND GAMBLE CO COM PG	PG	515	$76.6k0.06%	0.06%	Unchanged
54	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	907	$75.3k0.06%	0.06%	Unchanged
55	ESSENTIAL UTILS INC COM WTRG	WTRG	1,657	$72.3k0.06%	0.06%	Unchanged
56	JOHNSON & JOHNSON COM JNJ	JNJ	461	$71.4k0.06%	0.06%	Added +3	+3 0.7%
57	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	1,531	$69.1k0.06%	0.06%	Added +6	+6 0.4%
58	CHEVRON CORP NEW COM CVX	CVX	390	$63.6k0.05%	0.05%	Unchanged
59	RTX CORPORATION COM RTX	RTX	614	$60.1k0.05%	0.05%	Unchanged
60	PEPSICO INC COM PEP	PEP	317	$57.8k0.05%	0.05%	Unchanged
61	GENUINE PARTS CO COM GPC	GPC	336	$56.2k0.05%	0.05%	Unchanged
62	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	246	$54.8k0.05%	0.05%	Unchanged
63	ISHARES TR BROAD USD HIGH USHY	USHY	1,530	$54.4k0.05%	0.05%	Unchanged
64	Hubbell Inc Cl B COM COM		215	$52.3k0.04%	0.04%	Unchanged
65	UNITEDHEALTH GROUP INC COM UNH	UNH	105	$49.6k0.04%	0.04%	Unchanged
66	ISHARES TR CORE S&P SCP ETF IJR	IJR	491	$47.5k0.04%	0.04%	Added +1	+1 0.2%
67	SNAP ON INC COM SNA	SNA	185	$45.7k0.04%	0.04%	Unchanged
68	ELI LILLY & CO COM LLY	LLY	125	$42.9k0.04%	0.04%	Unchanged
69	HERSHEY CO COM HSY	HSY	165	$42.0k0.04%	0.04%	Unchanged
70	CISCO SYS INC COM CSCO	CSCO	800	$41.8k0.04%	0.04%	Unchanged
71	ISHARES TR CORE S&P MCP ETF IJH	IJH	160	$40.1k0.03%	0.03%	Unchanged
72	ISHARES INC CORE MSCI EMKT IEMG	IEMG	807	$39.4k0.03%	0.03%	Unchanged
73	GOLDMAN SACHS GROUP INC COM GS	GS	120	$39.3k0.03%	0.03%	Unchanged
74	PHILIP MORRIS INTL INC COM PM	PM	394	$38.3k0.03%	0.03%	Unchanged
75	JPMORGAN CHASE & CO COM JPM	JPM	290	$37.8k0.03%	0.03%	Unchanged
76	PFIZER INC COM PFE	PFE	895	$36.5k0.03%	0.03%	Unchanged
77	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	670	$35.8k0.03%	0.03%	Unchanged
78	AMGEN INC COM AMGN	AMGN	145	$35.1k0.03%	0.03%	Unchanged
79	3M CO COM MMM	MMM	313	$32.9k0.03%	0.03%	Unchanged
80	ISHARES TR CORE MSCI INTL IDEV	IDEV	530	$32.0k0.03%	0.03%	Unchanged
81	BANK NEW YORK MELLON CORP COM BNY	BNY	666	$30.3k0.03%	0.03%	Unchanged
82	MERCK & CO INC COM MRK	MRK	280	$29.8k0.03%	0.03%	Unchanged
83	Genl Elec Cap Cp TITLE OF CLASS GE 5.15 06.15.23 NOTZ	GE 5.15 06.15.23 NOTZ	25,000	$25.4k0.02%	0.02%	Unchanged
84	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	388	$24.2k0.02%	0.02%	Unchanged
85	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	1,045	$24.1k0.02%	0.02%	Unchanged
86	ALTRIA GROUP INC COM MO	MO	519	$23.2k0.02%	0.02%	Unchanged
87	MONDELEZ INTL INC CL A MDLZ	MDLZ	331	$23.1k0.02%	0.02%	Unchanged
88	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	278	$19.3k0.02%	0.02%	Unchanged
89	BANK AMERICA CORP COM BAC	BAC	626	$17.9k0.02%	0.02%	Unchanged
90	KIMBERLY-CLARK CORP COM KMB	KMB	121	$16.2k0.01%	0.01%	Unchanged
91	PNC FINL SVCS GROUP INC COM PNC	PNC	123	$15.6k0.01%	0.01%	Unchanged
92	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	153	$9.5k0.01%	0.01%	Added +45	+45 41.7%
93	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	72	$9.4k0.01%	0.01%	Unchanged
94	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	361	$8.3k0.01%	0.01%	Added +131	+131 57.0%
95	Ky Rrl Wtr Fin C TITLE OF CLASS KY KYSWTR 3.75 02.01.2035	KY KYSWTR 3.75 02.01.2035	5,000	$5.0k0.00%	0.00%	Unchanged
96	ORGANON & CO COMMON STOCK OGN	OGN	28	$6590.00%	0.00%	Unchanged

Sold out since Q4 2022

Security	Ticker	Shares held before	Value then
Wyeth Notes Cpn PFE 6.45 02.01.24	PFE 6.45 02.01.24	10,000	$10.7k10.0k shares