Bromfield Sneider Wealth Advisors

WESTWOOD, MA · CIK 1891795 · 13F filing filed 2024-01-05

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.

$147.7m reported value +11.3% vs Q3 2023

99positions

81.4%in top 10

2 new 35 added 9 reduced 0 sold out vs Q3 2023

Holdings, Q4 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	93,208	$29.0m19.61%	19.61%	Reduced -2.1k	-2,138 -2.2%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	56,062	$26.6m18.04%	18.04%	Reduced -542	-542 -1.0%
3	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	213,484	$16.5m11.18%	11.18%	Added +23.0k	+23,014 12.1%
4	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	56,692	$13.7m9.28%	9.28%	Reduced -341	-341 -0.6%
5	ISHARES TR SHRT NAT MUN ETF SUB	SUB	66,522	$7.0m4.75%	4.75%	Added +85	+85 0.1%
6	ISHARES TR NATIONAL MUN ETF MUB	MUB	63,017	$6.8m4.62%	4.62%	Added +206	+206 0.3%
7	ISHARES TR EAFE VALUE ETF EFV	EFV	109,709	$5.7m3.87%	3.87%	Added +305	+305 0.3%
8	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	69,735	$5.3m3.61%	3.61%	Added +7.3k	+7,341 11.8%
9	ISHARES TR CORE US AGGBD ET AGG	AGG	52,852	$5.2m3.55%	3.55%	Reduced -1.3k	-1,255 -2.3%
10	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	24,085	$4.3m2.93%	2.93%	Added +25	+25 0.1%
11	ISHARES TR CORE S&P500 ETF IVV	IVV	5,934	$2.8m1.92%	1.92%	Added +21	+21 0.4%
12	ISHARES TR CORE INTL AGGR IAGG	IAGG	54,368	$2.7m1.83%	1.83%	Added +9.1k	+9,098 20.1%
13	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	23,347	$1.9m1.28%	1.28%	Added +3.9k	+3,945 20.3%
14	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	16,912	$1.2m0.83%	0.83%	Reduced -1.9k	-1,858 -9.9%
15	ISHARES TR S&P 500 GRWT ETF IVW	IVW	15,274	$1.1m0.78%	0.78%	Reduced -850	-850 -5.3%
16	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	18,034	$1.1m0.73%	0.73%	Added +147	+147 0.8%
17	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	13,776	$1.1m0.73%	0.73%	Reduced -181	-181 -1.3%
18	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	14,449	$1.1m0.72%	0.72%	Added +82	+82 0.6%
19	VANGUARD INDEX FDS SMALL CP ETF VB	VB	3,731	$796.0k0.54%	0.54%	Added +9	+9 0.2%
20	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	22,466	$747.0k0.51%	0.51%	Added +987	+987 4.6%
21	ISHARES TR EAFE SML CP ETF SCZ	SCZ	12,005	$743.1k0.50%	0.50%	Added +57	+57 0.5%
22	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	12,950	$677.7k0.46%	0.46%	Added +40	+40 0.3%
23	ISHARES TR 1 3 YR TREAS BD SHY	SHY	7,969	$653.8k0.44%	0.44%	Added +6	+6 0.1%
24	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	7,686	$592.0k0.40%	0.40%	Reduced -73	-73 -0.9%
25	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	20,877	$564.7k0.38%	0.38%	Added +6.7k	+6,738 47.7%
26	ISHARES TR S&P 500 VAL ETF IVE	IVE	3,222	$560.2k0.38%	0.38%	Unchanged
27	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	18,278	$523.5k0.35%	0.35%	Added +1.1k	+1,140 6.7%
28	ISHARES TR CORE S&P TTL STK ITOT	ITOT	4,137	$435.4k0.29%	0.29%	Added +46	+46 1.1%
29	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	10,016	$411.7k0.28%	0.28%	Added +136	+136 1.4%
30	ISHARES TR CORE MSCI EAFE IEFA	IEFA	5,312	$373.7k0.25%	0.25%	Added +50	+50 0.9%
31	ISHARES TR MICRO-CAP ETF IWC	IWC	3,160	$366.7k0.25%	0.25%	Added +185	+185 6.2%
32	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	5,958	$345.3k0.23%	0.23%	Added +62	+62 1.1%
33	Nuveen MA Municipal Bond Fund TITLE OF CLASS NBMAX	NBMAX	36,549	$343.2k0.23%	0.23%	Added +291	+291 0.8%
34	ISHARES TR MSCI EAFE ETF EFA	EFA	4,444	$334.9k0.23%	0.23%	Unchanged
35	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	9,543	$327.9k0.22%	0.22%	Added +70	+70 0.7%
36	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,939	$320.4k0.22%	0.22%	New
37	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	5,784	$285.5k0.19%	0.19%	New
38	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	5,260	$272.6k0.18%	0.18%	Unchanged
39	ISHARES TR RUS 1000 GRW ETF IWF	IWF	890	$269.9k0.18%	0.18%	Added +1	+1 0.1%
40	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,653	$247.2k0.17%	0.17%	Unchanged
41	ISHARES TR S&P MC 400GR ETF IJK	IJK	2,984	$236.4k0.16%	0.16%	Unchanged
42	ISHARES TR SP SMCP600VL ETF IJS	IJS	2,271	$234.1k0.16%	0.16%	Unchanged
43	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	1,067	$231.5k0.16%	0.16%	Added +5	+5 0.5%
44	ISHARES TR S&P SML 600 GWT IJT	IJT	1,807	$226.1k0.15%	0.15%	Unchanged
45	ISHARES TR US TREAS BD ETF GOVT	GOVT	8,349	$192.4k0.13%	0.13%	Added +35	+35 0.4%
46	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	6,903	$166.8k0.11%	0.11%	Added +39	+39 0.6%
47	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	1,440	$164.3k0.11%	0.11%	Unchanged
48	ISHARES TR SHORT TREAS BD SHV	SHV	1,450	$159.7k0.11%	0.11%	Unchanged
49	MICROSOFT CORP COM MSFT	MSFT	354	$133.1k0.09%	0.09%	Unchanged
50	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	2,425	$126.1k0.09%	0.09%	Unchanged
51	ISHARES TR RUS 2000 VAL ETF IWN	IWN	811	$125.9k0.09%	0.09%	Unchanged
52	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	5,162	$124.5k0.08%	0.08%	Added +16	+16 0.3%
53	ISHARES TR RUS 1000 ETF IWB	IWB	441	$115.7k0.08%	0.08%	Added +3	+3 0.7%
54	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	2,820	$105.0k0.07%	0.07%	Unchanged
55	EMERSON ELEC CO COM EMR	EMR	840	$81.8k0.06%	0.06%	Unchanged
56	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	907	$80.1k0.05%	0.05%	Unchanged
57	PROCTER AND GAMBLE CO COM PG	PG	515	$75.5k0.05%	0.05%	Unchanged
58	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	1,545	$74.0k0.05%	0.05%	Unchanged
59	JOHNSON & JOHNSON COM JNJ	JNJ	468	$73.4k0.05%	0.05%	Added +2	+2 0.4%
60	AIR PRODS & CHEMS INC COM APD	APD	265	$72.6k0.05%	0.05%	Unchanged
61	MCDONALDS CORP COM MCD	MCD	240	$71.2k0.05%	0.05%	Unchanged
62	DIMENSIONAL ETF TRUST US CORE EQUITY 1 US CORE EQUITY 1		1,235	$66.0k0.04%	0.04%	Added +5	+5 0.4%
63	ESSENTIAL UTILS INC COM WTRG	WTRG	1,657	$61.9k0.04%	0.04%	Unchanged
64	ISHARES TR BROAD USD HIGH USHY	USHY	1,530	$55.6k0.04%	0.04%	Unchanged
65	ISHARES TR CORE S&P SCP ETF IJR	IJR	494	$53.5k0.04%	0.04%	Added +2	+2 0.4%
66	RTX CORPORATION COM RTX	RTX	614	$51.7k0.03%	0.03%	Unchanged
67	EXXON MOBIL CORP COM XOM	XOM	508	$50.8k0.03%	0.03%	Unchanged
68	JPMORGAN CHASE & CO COM JPM	JPM	290	$49.3k0.03%	0.03%	Unchanged
69	ELI LILLY & CO COM LLY	LLY	80	$46.6k0.03%	0.03%	Unchanged
70	GOLDMAN SACHS GROUP INC COM GS	GS	120	$46.3k0.03%	0.03%	Unchanged
71	ISHARES TR CORE S&P MCP ETF IJH	IJH	161	$44.5k0.03%	0.03%	Unchanged
72	UNITEDHEALTH GROUP INC COM UNH	UNH	83	$43.7k0.03%	0.03%	Unchanged
73	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	181	$42.2k0.03%	0.03%	Unchanged
74	AMGEN INC COM AMGN	AMGN	145	$41.8k0.03%	0.03%	Unchanged
75	ISHARES INC CORE MSCI EMKT IEMG	IEMG	807	$40.8k0.03%	0.03%	Unchanged
76	CISCO SYS INC COM CSCO	CSCO	800	$40.4k0.03%	0.03%	Unchanged
77	SNAP ON INC COM SNA	SNA	135	$39.0k0.03%	0.03%	Unchanged
78	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	670	$37.6k0.03%	0.03%	Unchanged
79	PHILIP MORRIS INTL INC COM PM	PM	394	$37.1k0.03%	0.03%	Unchanged
80	Hubbell Inc Cl B COM COM		110	$36.2k0.02%	0.02%	Unchanged
81	PEPSICO INC COM PEP	PEP	207	$35.2k0.02%	0.02%	Unchanged
82	CHEVRON CORP NEW COM CVX	CVX	235	$35.1k0.02%	0.02%	Unchanged
83	BANK NEW YORK MELLON CORP COM BNY	BNY	666	$34.7k0.02%	0.02%	Unchanged
84	3M CO COM MMM	MMM	313	$34.2k0.02%	0.02%	Unchanged
85	GENUINE PARTS CO COM GPC	GPC	246	$34.1k0.02%	0.02%	Unchanged
86	ISHARES TR CORE MSCI INTL IDEV	IDEV	505	$32.1k0.02%	0.02%	Reduced -25	-25 -4.7%
87	MERCK & CO INC COM MRK	MRK	280	$30.5k0.02%	0.02%	Unchanged
88	PFIZER INC COM PFE	PFE	895	$25.8k0.02%	0.02%	Unchanged
89	MONDELEZ INTL INC CL A MDLZ	MDLZ	331	$24.0k0.02%	0.02%	Unchanged
90	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	388	$23.7k0.02%	0.02%	Unchanged
91	BANK AMERICA CORP COM BAC	BAC	626	$21.1k0.01%	0.01%	Unchanged
92	ALTRIA GROUP INC COM MO	MO	519	$20.9k0.01%	0.01%	Unchanged
93	PNC FINL SVCS GROUP INC COM PNC	PNC	123	$19.0k0.01%	0.01%	Unchanged
94	KIMBERLY-CLARK CORP COM KMB	KMB	121	$14.7k0.01%	0.01%	Unchanged
95	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	278	$14.3k0.01%	0.01%	Unchanged
96	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	188	$12.2k0.01%	0.01%	Added +33	+33 21.3%
97	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	72	$11.8k0.01%	0.01%	Unchanged
98	HERSHEY CO COM HSY	HSY	60	$11.2k0.01%	0.01%	Unchanged
99	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