Bromfield Sneider Wealth Advisors

WESTWOOD, MA · CIK 1891795 · 13F filing filed 2024-04-10

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.

$161.8m reported value +9.6% vs Q4 2023

104positions

80.1%in top 10

5 new 38 added 4 reduced 0 sold out vs Q4 2023

Holdings, Q1 2024

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	91,046	$31.3m19.36%	19.36%	Reduced -2.2k	-2,162 -2.3%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	55,121	$28.8m17.82%	17.82%	Reduced -941	-941 -1.7%
3	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	218,172	$16.9m10.42%	10.42%	Added +4.7k	+4,688 2.2%
4	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	57,274	$14.9m9.23%	9.23%	Added +582	+582 1.0%
5	ISHARES TR SHRT NAT MUN ETF SUB	SUB	71,000	$7.4m4.59%	4.59%	Added +4.5k	+4,478 6.7%
6	ISHARES TR NATIONAL MUN ETF MUB	MUB	68,671	$7.4m4.57%	4.57%	Added +5.7k	+5,654 9.0%
7	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	88,124	$6.6m4.11%	4.11%	Added +18.4k	+18,389 26.4%
8	ISHARES TR EAFE VALUE ETF EFV	EFV	109,669	$6.0m3.69%	3.69%	Reduced -40	-40 -0.0%
9	ISHARES TR CORE US AGGBD ET AGG	AGG	56,718	$5.6m3.43%	3.43%	Added +3.9k	+3,866 7.3%
10	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	24,104	$4.6m2.86%	2.86%	Added +19	+19 0.1%
11	ISHARES TR CORE S&P500 ETF IVV	IVV	6,024	$3.2m1.96%	1.96%	Added +90	+90 1.5%
12	ISHARES TR CORE INTL AGGR IAGG	IAGG	61,248	$3.1m1.89%	1.89%	Added +6.9k	+6,880 12.7%
13	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	23,608	$1.9m1.17%	1.17%	Added +261	+261 1.1%
14	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	20,374	$1.6m0.99%	0.99%	Added +3.5k	+3,462 20.5%
15	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	24,393	$1.5m0.94%	0.94%	Added +6.4k	+6,359 35.3%
16	ISHARES TR S&P 500 GRWT ETF IVW	IVW	15,274	$1.3m0.80%	0.80%	Unchanged
17	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	13,779	$1.2m0.74%	0.74%	Added +3	+3 0.0%
18	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	15,111	$1.1m0.68%	0.68%	Added +662	+662 4.6%
19	ISHARES TR EAFE SML CP ETF SCZ	SCZ	14,545	$921.2k0.57%	0.57%	Added +2.5k	+2,540 21.2%
20	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	16,714	$909.7k0.56%	0.56%	Added +3.8k	+3,764 29.1%
21	VANGUARD INDEX FDS SMALL CP ETF VB	VB	3,737	$854.3k0.53%	0.53%	Added +6	+6 0.2%
22	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	23,275	$850.5k0.53%	0.53%	Added +809	+809 3.6%
23	ISHARES TR CORE S&P TTL STK ITOT	ITOT	5,834	$672.7k0.42%	0.42%	Added +1.7k	+1,697 41.0%
24	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	21,817	$659.3k0.41%	0.41%	Added +3.5k	+3,539 19.4%
25	ISHARES TR 1 3 YR TREAS BD SHY	SHY	7,969	$651.7k0.40%	0.40%	Unchanged
26	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	20,905	$626.9k0.39%	0.39%	Added +28	+28 0.1%
27	ISHARES TR S&P 500 VAL ETF IVE	IVE	3,222	$601.8k0.37%	0.37%	Unchanged
28	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	7,686	$589.3k0.36%	0.36%	Unchanged
29	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	2,354	$561.0k0.35%	0.35%	Added +1.3k	+1,287 120.6%
30	DIMENSIONAL ETF TRUST US CORE EQUITY 1 US CORE EQUITY 1		9,208	$540.0k0.33%	0.33%	Added +8.0k	+7,973 645.6%
31	ISHARES TR MICRO-CAP ETF IWC	IWC	4,060	$492.0k0.30%	0.30%	Added +900	+900 28.5%
32	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	7,549	$455.2k0.28%	0.28%	Added +1.6k	+1,591 26.7%
33	ISHARES TR RUS 1000 VAL ETF IWD	IWD	2,511	$449.8k0.28%	0.28%	Added +572	+572 29.5%
34	MICROSOFT CORP COM MSFT	MSFT	1,005	$422.8k0.26%	0.26%	Added +651	+651 183.9%
35	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	10,022	$418.6k0.26%	0.26%	Added +6	+6 0.1%
36	ISHARES TR CORE MSCI EAFE IEFA	IEFA	5,312	$394.3k0.24%	0.24%	Unchanged
37	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	10,432	$383.4k0.24%	0.24%	Added +889	+889 9.3%
38	ISHARES TR MSCI EAFE ETF EFA	EFA	4,444	$354.9k0.22%	0.22%	Unchanged
39	Nuveen MA Municipal Bond Fund TITLE OF CLASS NBMAX	NBMAX	36,843	$343.4k0.21%	0.21%	Added +294	+294 0.8%
40	ISHARES TR RUS 1000 GRW ETF IWF	IWF	891	$300.3k0.19%	0.19%	Added +1	+1 0.1%
41	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	5,260	$299.7k0.19%	0.19%	Unchanged
42	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	5,805	$285.5k0.18%	0.18%	Added +21	+21 0.4%
43	ISHARES TR S&P MC 400GR ETF IJK	IJK	2,984	$272.3k0.17%	0.17%	Unchanged
44	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,653	$269.3k0.17%	0.17%	Unchanged
45	ISHARES TR S&P SML 600 GWT IJT	IJT	1,807	$236.2k0.15%	0.15%	Unchanged
46	ISHARES TR SP SMCP600VL ETF IJS	IJS	2,271	$233.4k0.14%	0.14%	Unchanged
47	ISHARES TR US TREAS BD ETF GOVT	GOVT	8,366	$190.5k0.12%	0.12%	Added +17	+17 0.2%
48	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	6,906	$173.1k0.11%	0.11%	Added +3	+3 0.0%
49	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	1,440	$170.4k0.11%	0.11%	Unchanged
50	ISHARES TR SHORT TREAS BD SHV	SHV	1,450	$160.3k0.10%	0.10%	Unchanged
51	ISHARES TR RUS 2000 VAL ETF IWN	IWN	811	$128.7k0.08%	0.08%	Unchanged
52	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	5,167	$127.7k0.08%	0.08%	Added +5	+5 0.1%
53	ISHARES TR RUS 1000 ETF IWB	IWB	443	$127.5k0.08%	0.08%	Added +2	+2 0.5%
54	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	2,425	$125.1k0.08%	0.08%	Unchanged
55	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	2,820	$115.3k0.07%	0.07%	Unchanged
56	EMERSON ELEC CO COM EMR	EMR	840	$95.3k0.06%	0.06%	Unchanged
57	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	1,102	$93.8k0.06%	0.06%	New
58	PROCTER AND GAMBLE CO COM PG	PG	515	$83.6k0.05%	0.05%	Unchanged
59	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	907	$78.4k0.05%	0.05%	Unchanged
60	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	1,545	$77.5k0.05%	0.05%	Unchanged
61	JOHNSON & JOHNSON COM JNJ	JNJ	471	$74.5k0.05%	0.05%	Added +3	+3 0.6%
62	MCDONALDS CORP COM MCD	MCD	240	$67.7k0.04%	0.04%	Unchanged
63	AIR PRODS & CHEMS INC COM APD	APD	265	$64.2k0.04%	0.04%	Unchanged
64	ELI LILLY & CO COM LLY	LLY	80	$62.2k0.04%	0.04%	Unchanged
65	ESSENTIAL UTILS INC COM WTRG	WTRG	1,657	$61.4k0.04%	0.04%	Unchanged
66	RTX CORPORATION COM RTX	RTX	614	$59.9k0.04%	0.04%	Unchanged
67	EXXON MOBIL CORP COM XOM	XOM	508	$59.0k0.04%	0.04%	Unchanged
68	JPMORGAN CHASE & CO COM JPM	JPM	290	$58.1k0.04%	0.04%	Unchanged
69	ISHARES TR BROAD USD HIGH USHY	USHY	1,530	$56.0k0.03%	0.03%	Unchanged
70	ISHARES TR CORE S&P SCP ETF IJR	IJR	494	$54.6k0.03%	0.03%	Unchanged
71	GOLDMAN SACHS GROUP INC COM GS	GS	120	$50.1k0.03%	0.03%	Unchanged
72	ISHARES TR CORE S&P MCP ETF IJH	IJH	803	$48.8k0.03%	0.03%	Reduced -2	-2 -0.2%
73	Hubbell Inc Cl B COM COM		110	$45.7k0.03%	0.03%	Unchanged
74	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	181	$45.2k0.03%	0.03%	Unchanged
75	ISHARES INC CORE MSCI EMKT IEMG	IEMG	807	$41.7k0.03%	0.03%	Unchanged
76	AMGEN INC COM AMGN	AMGN	145	$41.2k0.03%	0.03%	Unchanged
77	UNITEDHEALTH GROUP INC COM UNH	UNH	83	$41.1k0.03%	0.03%	Unchanged
78	SNAP ON INC COM SNA	SNA	135	$40.0k0.02%	0.02%	Unchanged
79	CISCO SYS INC COM CSCO	CSCO	800	$39.9k0.02%	0.02%	Unchanged
80	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	670	$39.3k0.02%	0.02%	Unchanged
81	BROOKFIELD INFRAST PARTNERS LP INT UNIT BIP	BIP	1,234	$38.5k0.02%	0.02%	New
82	BANK NEW YORK MELLON CORP COM BNY	BNY	666	$38.4k0.02%	0.02%	Unchanged
83	GENUINE PARTS CO COM GPC	GPC	246	$38.1k0.02%	0.02%	Unchanged
84	CHEVRON CORP NEW COM CVX	CVX	235	$37.1k0.02%	0.02%	Unchanged
85	MERCK & CO INC COM MRK	MRK	280	$36.9k0.02%	0.02%	Unchanged
86	PEPSICO INC COM PEP	PEP	207	$36.2k0.02%	0.02%	Unchanged
87	PHILIP MORRIS INTL INC COM PM	PM	394	$36.1k0.02%	0.02%	Unchanged
88	ISHARES TR CORE MSCI INTL IDEV	IDEV	505	$33.9k0.02%	0.02%	Unchanged
89	3M CO COM MMM	MMM	313	$33.2k0.02%	0.02%	Unchanged
90	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	388	$25.9k0.02%	0.02%	Unchanged
91	PFIZER INC COM PFE	PFE	895	$24.8k0.02%	0.02%	Unchanged
92	BANK AMERICA CORP COM BAC	BAC	626	$23.7k0.01%	0.01%	Unchanged
93	MONDELEZ INTL INC CL A MDLZ	MDLZ	331	$23.2k0.01%	0.01%	Unchanged
94	ALTRIA GROUP INC COM MO	MO	519	$22.6k0.01%	0.01%	Unchanged
95	PNC FINL SVCS GROUP INC COM PNC	PNC	123	$19.9k0.01%	0.01%	Unchanged
96	KIMBERLY-CLARK CORP COM KMB	KMB	121	$15.7k0.01%	0.01%	Unchanged
97	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	278	$15.1k0.01%	0.01%	Unchanged
98	LIBERTY MEDIA CORP DEL COM LBTY SRM S C LSXMK	LSXMK	500	$14.9k0.01%	0.01%	New
99	LIBERTY BROADBAND CORP COM SER C LBRDK	LBRDK	250	$14.3k0.01%	0.01%	New
100	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	203	$13.8k0.01%	0.01%	Added +15	+15 8.0%