Bromfield Sneider Wealth Advisors

WESTWOOD, MA · CIK 1891795 · 13F filing filed 2023-07-17

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.

$126.0m reported value +6.1% vs Q1 2023

97positions

84.1%in top 10

2 new 37 added 4 reduced 1 sold out vs Q1 2023

Holdings, Q2 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	97,812	$27.7m21.97%	21.97%	Reduced -1.3k	-1,259 -1.3%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	58,173	$25.8m20.47%	20.47%	Reduced -997	-997 -1.7%
3	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	56,635	$13.0m10.33%	10.33%	Reduced -641	-641 -1.1%
4	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	164,508	$12.4m9.88%	9.88%	Added +1.5k	+1,460 0.9%
5	ISHARES TR NATIONAL MUN ETF MUB	MUB	56,479	$6.0m4.78%	4.78%	Added +271	+271 0.5%
6	ISHARES TR EAFE VALUE ETF EFV	EFV	109,404	$5.4m4.25%	4.25%	Added +433	+433 0.4%
7	ISHARES TR SHRT NAT MUN ETF SUB	SUB	49,238	$5.1m4.07%	4.07%	Added +335	+335 0.7%
8	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	24,040	$4.0m3.16%	3.16%	Reduced -109	-109 -0.5%
9	ISHARES TR CORE US AGGBD ET AGG	AGG	39,202	$3.8m3.05%	3.05%	Added +5.1k	+5,064 14.8%
10	ISHARES TR CORE S&P500 ETF IVV	IVV	6,023	$2.7m2.13%	2.13%	Added +33	+33 0.6%
11	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	31,609	$2.4m1.89%	1.89%	Added +83	+83 0.3%
12	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	17,218	$1.2m0.98%	0.98%	Added +49	+49 0.3%
13	ISHARES TR S&P 500 GRWT ETF IVW	IVW	16,829	$1.2m0.94%	0.94%	Unchanged
14	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	14,036	$1.0m0.81%	0.81%	Added +50	+50 0.4%
15	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	13,939	$986.3k0.78%	0.78%	Added +143	+143 1.0%
16	VANGUARD INDEX FDS SMALL CP ETF VB	VB	3,714	$738.7k0.59%	0.59%	Added +7	+7 0.2%
17	ISHARES TR EAFE SML CP ETF SCZ	SCZ	11,948	$704.7k0.56%	0.56%	Added +70	+70 0.6%
18	ISHARES TR 1 3 YR TREAS BD SHY	SHY	7,942	$644.0k0.51%	0.51%	Added +18	+18 0.2%
19	ISHARES TR CORE INTL AGGR IAGG	IAGG	12,990	$640.3k0.51%	0.51%	Added +2.0k	+2,025 18.5%
20	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	11,138	$610.3k0.48%	0.48%	Added +2.6k	+2,583 30.2%
21	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	7,499	$566.7k0.45%	0.45%	Unchanged
22	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	7,067	$558.5k0.44%	0.44%	Added +17	+17 0.2%
23	ISHARES TR S&P 500 VAL ETF IVE	IVE	3,222	$519.3k0.41%	0.41%	Unchanged
24	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	9,360	$434.2k0.34%	0.34%	Added +1.5k	+1,505 19.2%
25	ISHARES TR CORE S&P TTL STK ITOT	ITOT	4,091	$400.3k0.32%	0.32%	Added +8	+8 0.2%
26	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	9,829	$399.8k0.32%	0.32%	Added +36	+36 0.4%
27	ISHARES TR CORE MSCI EAFE IEFA	IEFA	5,262	$355.2k0.28%	0.28%	Added +67	+67 1.3%
28	Nuveen MA Municipal Bond Fund TITLE OF CLASS NBMAX	NBMAX	35,984	$333.9k0.27%	0.27%	Added +3.8k	+3,789 11.8%
29	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	5,749	$322.4k0.26%	0.26%	Added +45	+45 0.8%
30	ISHARES TR MSCI EAFE ETF EFA	EFA	4,444	$322.2k0.26%	0.26%	Unchanged
31	ISHARES TR MICRO-CAP ETF IWC	IWC	2,905	$317.5k0.25%	0.25%	Added +3	+3 0.1%
32	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	11,537	$293.1k0.23%	0.23%	Added +575	+575 5.2%
33	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	5,260	$253.3k0.20%	0.20%	Unchanged
34	ISHARES TR RUS 1000 GRW ETF IWF	IWF	914	$251.5k0.20%	0.20%	Added +1	+1 0.1%
35	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,653	$234.9k0.19%	0.19%	Unchanged
36	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	7,086	$232.8k0.18%	0.18%	Added +127	+127 1.8%
37	ISHARES TR S&P MC 400GR ETF IJK	IJK	2,984	$223.8k0.18%	0.18%	Unchanged
38	ISHARES TR SP SMCP600VL ETF IJS	IJS	2,271	$216.0k0.17%	0.17%	Unchanged
39	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	1,058	$213.3k0.17%	0.17%	Added +3	+3 0.3%
40	ISHARES TR S&P SML 600 GWT IJT	IJT	1,807	$207.6k0.16%	0.16%	Unchanged
41	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	6,463	$176.6k0.14%	0.14%	Added +639	+639 11.0%
42	ISHARES TR SHORT TREAS BD SHV	SHV	1,450	$160.2k0.13%	0.13%	New
43	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	1,440	$154.3k0.12%	0.12%	Unchanged
44	MICROSOFT CORP COM MSFT	MSFT	444	$151.2k0.12%	0.12%	Unchanged
45	ISHARES TR RUS 2000 VAL ETF IWN	IWN	811	$114.1k0.09%	0.09%	Unchanged
46	ISHARES TR RUS 1000 ETF IWB	IWB	438	$106.7k0.08%	0.08%	Added +1	+1 0.2%
47	MCDONALDS CORP COM MCD	MCD	340	$101.5k0.08%	0.08%	Unchanged
48	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	2,820	$97.3k0.08%	0.08%	Unchanged
49	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	3,070	$95.1k0.08%	0.08%	Added +10	+10 0.3%
50	EMERSON ELEC CO COM EMR	EMR	1,000	$90.4k0.07%	0.07%	Unchanged
51	AIR PRODS & CHEMS INC COM APD	APD	300	$89.9k0.07%	0.07%	Unchanged
52	EXXON MOBIL CORP COM XOM	XOM	748	$80.2k0.06%	0.06%	Unchanged
53	ISHARES TR US TREAS BD ETF GOVT	GOVT	3,489	$79.9k0.06%	0.06%	Added +21	+21 0.6%
54	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	1,580	$79.9k0.06%	0.06%	New
55	PROCTER AND GAMBLE CO COM PG	PG	515	$78.1k0.06%	0.06%	Unchanged
56	JOHNSON & JOHNSON COM JNJ	JNJ	463	$76.7k0.06%	0.06%	Added +2	+2 0.4%
57	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	907	$75.7k0.06%	0.06%	Unchanged
58	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	1,545	$71.4k0.06%	0.06%	Added +14	+14 0.9%
59	Hubbell Inc Cl B COM COM		215	$71.3k0.06%	0.06%	Unchanged
60	ESSENTIAL UTILS INC COM WTRG	WTRG	1,657	$66.1k0.05%	0.05%	Unchanged
61	CHEVRON CORP NEW COM CVX	CVX	390	$61.4k0.05%	0.05%	Unchanged
62	RTX CORPORATION COM RTX	RTX	614	$60.1k0.05%	0.05%	Unchanged
63	PEPSICO INC COM PEP	PEP	317	$58.7k0.05%	0.05%	Unchanged
64	ELI LILLY & CO COM LLY	LLY	125	$58.6k0.05%	0.05%	Unchanged
65	GENUINE PARTS CO COM GPC	GPC	336	$56.9k0.05%	0.05%	Unchanged
66	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	246	$54.1k0.04%	0.04%	Unchanged
67	ISHARES TR BROAD USD HIGH USHY	USHY	1,530	$54.0k0.04%	0.04%	Unchanged
68	SNAP ON INC COM SNA	SNA	185	$53.3k0.04%	0.04%	Unchanged
69	UNITEDHEALTH GROUP INC COM UNH	UNH	105	$50.5k0.04%	0.04%	Unchanged
70	ISHARES TR CORE S&P SCP ETF IJR	IJR	492	$49.1k0.04%	0.04%	Added +1	+1 0.2%
71	JPMORGAN CHASE & CO COM JPM	JPM	290	$42.2k0.03%	0.03%	Unchanged
72	ISHARES TR CORE S&P MCP ETF IJH	IJH	161	$42.0k0.03%	0.03%	Added +1	+1 0.6%
73	CISCO SYS INC COM CSCO	CSCO	800	$41.4k0.03%	0.03%	Unchanged
74	HERSHEY CO COM HSY	HSY	165	$41.2k0.03%	0.03%	Unchanged
75	ISHARES INC CORE MSCI EMKT IEMG	IEMG	807	$39.8k0.03%	0.03%	Unchanged
76	GOLDMAN SACHS GROUP INC COM GS	GS	120	$38.7k0.03%	0.03%	Unchanged
77	PHILIP MORRIS INTL INC COM PM	PM	394	$38.5k0.03%	0.03%	Unchanged
78	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	670	$36.5k0.03%	0.03%	Unchanged
79	PFIZER INC COM PFE	PFE	895	$32.8k0.03%	0.03%	Unchanged
80	ISHARES TR CORE MSCI INTL IDEV	IDEV	530	$32.4k0.03%	0.03%	Unchanged
81	MERCK & CO INC COM MRK	MRK	280	$32.3k0.03%	0.03%	Unchanged
82	AMGEN INC COM AMGN	AMGN	145	$32.2k0.03%	0.03%	Unchanged
83	3M CO COM MMM	MMM	313	$31.3k0.02%	0.02%	Unchanged
84	BANK NEW YORK MELLON CORP COM BNY	BNY	666	$29.6k0.02%	0.02%	Unchanged
85	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	1,045	$24.5k0.02%	0.02%	Unchanged
86	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	388	$24.3k0.02%	0.02%	Unchanged
87	MONDELEZ INTL INC CL A MDLZ	MDLZ	331	$24.1k0.02%	0.02%	Unchanged
88	ALTRIA GROUP INC COM MO	MO	519	$23.5k0.02%	0.02%	Unchanged
89	BANK AMERICA CORP COM BAC	BAC	626	$18.0k0.01%	0.01%	Unchanged
90	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	278	$17.8k0.01%	0.01%	Unchanged
91	KIMBERLY-CLARK CORP COM KMB	KMB	121	$16.7k0.01%	0.01%	Unchanged
92	PNC FINL SVCS GROUP INC COM PNC	PNC	123	$15.5k0.01%	0.01%	Unchanged
93	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	155	$9.7k0.01%	0.01%	Added +2	+2 1.3%
94	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	72	$9.6k0.01%	0.01%	Unchanged
95	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	365	$8.3k0.01%	0.01%	Added +4	+4 1.1%
96	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
97	ORGANON & CO COMMON STOCK OGN	OGN	28	$5830.00%	0.00%	Unchanged

Sold out since Q1 2023

Security	Ticker	Shares held before	Value then
Genl Elec Cap Cp GE 5.15 06.15.23 NOTZ	GE 5.15 06.15.23 NOTZ	25,000	$25.4k25.0k shares