Bromfield Sneider Wealth Advisors

WESTWOOD, MA · CIK 1891795 · 13F filing filed 2023-10-04

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.

$132.8m reported value +5.4% vs Q2 2023

97positions

81.9%in top 10

1 new 31 added 19 reduced 1 sold out vs Q2 2023

Holdings, Q3 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	95,346	$26.0m19.56%	19.56%	Reduced -2.5k	-2,466 -2.5%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	56,604	$24.2m18.22%	18.22%	Reduced -1.6k	-1,569 -2.7%
3	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	190,470	$14.3m10.78%	10.78%	Added +26.0k	+25,962 15.8%
4	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	57,033	$12.2m9.20%	9.20%	Added +398	+398 0.7%
5	ISHARES TR SHRT NAT MUN ETF SUB	SUB	66,437	$6.8m5.15%	5.15%	Added +17.2k	+17,199 34.9%
6	ISHARES TR NATIONAL MUN ETF MUB	MUB	62,811	$6.4m4.85%	4.85%	Added +6.3k	+6,332 11.2%
7	ISHARES TR EAFE VALUE ETF EFV	EFV	109,404	$5.4m4.03%	4.03%	Unchanged
8	ISHARES TR CORE US AGGBD ET AGG	AGG	54,107	$5.1m3.83%	3.83%	Added +14.9k	+14,905 38.0%
9	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	62,394	$4.5m3.40%	3.40%	Added +30.8k	+30,785 97.4%
10	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	24,060	$3.8m2.89%	2.89%	Added +20	+20 0.1%
11	ISHARES TR CORE S&P500 ETF IVV	IVV	5,913	$2.5m1.91%	1.91%	Reduced -110	-110 -1.8%
12	ISHARES TR CORE INTL AGGR IAGG	IAGG	45,270	$2.2m1.66%	1.66%	Added +32.3k	+32,280 248.5%
13	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	19,402	$1.5m1.11%	1.11%	Added +12.3k	+12,335 174.5%
14	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	18,770	$1.4m1.07%	1.07%	Added +1.6k	+1,552 9.0%
15	ISHARES TR S&P 500 GRWT ETF IVW	IVW	16,124	$1.1m0.83%	0.83%	Reduced -705	-705 -4.2%
16	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	14,367	$1.0m0.76%	0.76%	Added +331	+331 2.4%
17	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	13,957	$955.2k0.72%	0.72%	Added +18	+18 0.1%
18	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	17,887	$938.9k0.71%	0.71%	Added +6.7k	+6,749 60.6%
19	VANGUARD INDEX FDS SMALL CP ETF VB	VB	3,722	$703.7k0.53%	0.53%	Added +8	+8 0.2%
20	ISHARES TR EAFE SML CP ETF SCZ	SCZ	11,948	$674.7k0.51%	0.51%	Unchanged
21	ISHARES TR 1 3 YR TREAS BD SHY	SHY	7,963	$644.7k0.49%	0.49%	Added +21	+21 0.3%
22	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	21,479	$643.3k0.48%	0.48%	Added +18.4k	+18,409 599.6%
23	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	12,910	$589.9k0.44%	0.44%	Added +3.5k	+3,550 37.9%
24	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	7,759	$583.2k0.44%	0.44%	Added +260	+260 3.5%
25	ISHARES TR S&P 500 VAL ETF IVE	IVE	3,222	$495.6k0.37%	0.37%	Unchanged
26	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	17,138	$447.5k0.34%	0.34%	Added +10.7k	+10,675 165.2%
27	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	9,880	$387.4k0.29%	0.29%	Added +51	+51 0.5%
28	ISHARES TR CORE S&P TTL STK ITOT	ITOT	4,091	$385.4k0.29%	0.29%	Unchanged
29	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	14,139	$350.8k0.26%	0.26%	Added +2.6k	+2,602 22.6%
30	ISHARES TR CORE MSCI EAFE IEFA	IEFA	5,262	$338.6k0.26%	0.26%	Unchanged
31	Nuveen MA Municipal Bond Fund TITLE OF CLASS NBMAX	NBMAX	36,258	$322.3k0.24%	0.24%	Added +274	+274 0.8%
32	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	5,896	$315.6k0.24%	0.24%	Added +147	+147 2.6%
33	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	9,473	$309.0k0.23%	0.23%	Added +2.4k	+2,387 33.7%
34	ISHARES TR MSCI EAFE ETF EFA	EFA	4,444	$306.3k0.23%	0.23%	Unchanged
35	ISHARES TR MICRO-CAP ETF IWC	IWC	2,975	$297.8k0.22%	0.22%	Added +70	+70 2.4%
36	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	5,260	$244.9k0.18%	0.18%	Unchanged
37	ISHARES TR RUS 1000 GRW ETF IWF	IWF	889	$236.4k0.18%	0.18%	Reduced -25	-25 -2.7%
38	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,653	$228.0k0.17%	0.17%	Unchanged
39	ISHARES TR S&P MC 400GR ETF IJK	IJK	2,984	$215.6k0.16%	0.16%	Unchanged
40	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	1,062	$206.8k0.16%	0.16%	Added +4	+4 0.4%
41	ISHARES TR SP SMCP600VL ETF IJS	IJS	2,271	$202.7k0.15%	0.15%	Unchanged
42	ISHARES TR S&P SML 600 GWT IJT	IJT	1,807	$198.2k0.15%	0.15%	Unchanged
43	ISHARES TR US TREAS BD ETF GOVT	GOVT	8,314	$183.3k0.14%	0.14%	Added +4.8k	+4,825 138.3%
44	ISHARES TR SHORT TREAS BD SHV	SHV	1,450	$160.2k0.12%	0.12%	Unchanged
45	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	6,864	$150.6k0.11%	0.11%	Added +6.5k	+6,499 1780.5%
46	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	1,440	$145.4k0.11%	0.11%	Unchanged
47	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	2,425	$118.0k0.09%	0.09%	Added +845	+845 53.5%
48	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	5,146	$116.1k0.09%	0.09%	Added +4.1k	+4,101 392.4%
49	MICROSOFT CORP COM MSFT	MSFT	354	$111.8k0.08%	0.08%	Reduced -90	-90 -20.3%
50	ISHARES TR RUS 2000 VAL ETF IWN	IWN	811	$109.9k0.08%	0.08%	Unchanged
51	ISHARES TR RUS 1000 ETF IWB	IWB	438	$102.8k0.08%	0.08%	Unchanged
52	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	2,820	$95.9k0.07%	0.07%	Unchanged
53	EMERSON ELEC CO COM EMR	EMR	840	$81.1k0.06%	0.06%	Reduced -160	-160 -16.0%
54	PROCTER AND GAMBLE CO COM PG	PG	515	$75.1k0.06%	0.06%	Unchanged
55	AIR PRODS & CHEMS INC COM APD	APD	265	$75.1k0.06%	0.06%	Reduced -35	-35 -11.7%
56	JOHNSON & JOHNSON COM JNJ	JNJ	466	$72.6k0.05%	0.05%	Added +3	+3 0.7%
57	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	907	$68.6k0.05%	0.05%	Unchanged
58	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	1,545	$67.6k0.05%	0.05%	Unchanged
59	MCDONALDS CORP COM MCD	MCD	240	$63.2k0.05%	0.05%	Reduced -100	-100 -29.4%
60	EXXON MOBIL CORP COM XOM	XOM	508	$59.7k0.04%	0.04%	Reduced -240	-240 -32.1%
61	DIMENSIONAL ETF TRUST US CORE EQUITY 1 US CORE EQUITY 1		1,230	$59.2k0.04%	0.04%	New
62	ESSENTIAL UTILS INC COM WTRG	WTRG	1,657	$56.9k0.04%	0.04%	Unchanged
63	ISHARES TR BROAD USD HIGH USHY	USHY	1,530	$53.1k0.04%	0.04%	Unchanged
64	ISHARES TR CORE S&P SCP ETF IJR	IJR	492	$46.4k0.03%	0.03%	Unchanged
65	RTX CORPORATION COM RTX	RTX	614	$44.2k0.03%	0.03%	Unchanged
66	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	181	$43.5k0.03%	0.03%	Reduced -65	-65 -26.4%
67	CISCO SYS INC COM CSCO	CSCO	800	$43.0k0.03%	0.03%	Unchanged
68	ELI LILLY & CO COM LLY	LLY	80	$43.0k0.03%	0.03%	Reduced -45	-45 -36.0%
69	JPMORGAN CHASE & CO COM JPM	JPM	290	$42.1k0.03%	0.03%	Unchanged
70	UNITEDHEALTH GROUP INC COM UNH	UNH	83	$41.8k0.03%	0.03%	Reduced -22	-22 -20.9%
71	ISHARES TR CORE S&P MCP ETF IJH	IJH	161	$40.1k0.03%	0.03%	Unchanged
72	CHEVRON CORP NEW COM CVX	CVX	235	$39.6k0.03%	0.03%	Reduced -155	-155 -39.7%
73	AMGEN INC COM AMGN	AMGN	145	$39.0k0.03%	0.03%	Unchanged
74	GOLDMAN SACHS GROUP INC COM GS	GS	120	$38.8k0.03%	0.03%	Unchanged
75	ISHARES INC CORE MSCI EMKT IEMG	IEMG	807	$38.4k0.03%	0.03%	Unchanged
76	PHILIP MORRIS INTL INC COM PM	PM	394	$36.5k0.03%	0.03%	Unchanged
77	GENUINE PARTS CO COM GPC	GPC	246	$35.5k0.03%	0.03%	Reduced -90	-90 -26.8%
78	PEPSICO INC COM PEP	PEP	207	$35.1k0.03%	0.03%	Reduced -110	-110 -34.7%
79	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	670	$34.8k0.03%	0.03%	Unchanged
80	Hubbell Inc Cl B COM COM		110	$34.5k0.03%	0.03%	Reduced -105	-105 -48.8%
81	SNAP ON INC COM SNA	SNA	135	$34.4k0.03%	0.03%	Reduced -50	-50 -27.0%
82	ISHARES TR CORE MSCI INTL IDEV	IDEV	530	$30.9k0.02%	0.02%	Unchanged
83	PFIZER INC COM PFE	PFE	895	$29.7k0.02%	0.02%	Unchanged
84	3M CO COM MMM	MMM	313	$29.3k0.02%	0.02%	Unchanged
85	MERCK & CO INC COM MRK	MRK	280	$28.8k0.02%	0.02%	Unchanged
86	BANK NEW YORK MELLON CORP COM BNY	BNY	666	$28.4k0.02%	0.02%	Unchanged
87	MONDELEZ INTL INC CL A MDLZ	MDLZ	331	$23.0k0.02%	0.02%	Unchanged
88	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	388	$22.1k0.02%	0.02%	Unchanged
89	ALTRIA GROUP INC COM MO	MO	519	$21.8k0.02%	0.02%	Unchanged
90	BANK AMERICA CORP COM BAC	BAC	626	$17.1k0.01%	0.01%	Unchanged
91	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	278	$16.1k0.01%	0.01%	Unchanged
92	PNC FINL SVCS GROUP INC COM PNC	PNC	123	$15.1k0.01%	0.01%	Unchanged
93	KIMBERLY-CLARK CORP COM KMB	KMB	121	$14.6k0.01%	0.01%	Unchanged
94	HERSHEY CO COM HSY	HSY	60	$12.0k0.01%	0.01%	Reduced -105	-105 -63.6%
95	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	72	$10.1k0.01%	0.01%	Unchanged
96	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	155	$9.3k0.01%	0.01%	Unchanged
97	Ky Rrl Wtr Fin C TITLE OF CLASS KY KYSWTR 3.75 02.01.2035	KY KYSWTR 3.75 02.01.2035	5,000	$4.9k0.00%	0.00%	Unchanged

Sold out since Q2 2023

Security	Ticker	Shares held before	Value then
ORGANON & CO OGN	OGN	28	$58328 shares