Bromfield Sneider Wealth Advisors holdings history

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134 is the total number of securities Bromfield Sneider Wealth Advisors has owned. The longest Bromfield Sneider Wealth Advisors has owned a single stock is 9 quarters.

Bromfield Sneider Wealth Advisors historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VUG VANGUARD INDEX FDS9919.56%23.98%32.84%Q4 2021Q4 20239
SPY SPDR S&P 500 ETF TR9918.04%23.08%29.60%Q4 2021Q4 20239
VBK VANGUARD INDEX FDS999.20%11.74%15.51%Q4 2021Q4 20239
VCSH VANGUARD SCOTTSDALE FDS991.06%6.86%11.18%Q4 2021Q4 20239
EFV ISHARES TR993.87%4.77%5.70%Q4 2021Q4 20239
VBR VANGUARD INDEX FDS992.89%3.70%4.50%Q4 2021Q4 20239
IVV ISHARES TR991.54%1.98%2.37%Q4 2021Q4 20239
BIV VANGUARD BD INDEX FDS990.33%1.86%3.61%Q4 2021Q4 20239
IVW ISHARES TR990.78%1.06%1.45%Q4 2021Q4 20239
BND VANGUARD BD INDEX FDS990.72%0.96%1.25%Q4 2021Q4 20239
VONV VANGUARD SCOTTSDALE FDS990.54%0.90%1.12%Q4 2021Q4 20239
IAGG ISHARES TR990.26%0.69%1.83%Q4 2021Q4 20239
VB VANGUARD INDEX FDS990.53%0.64%0.74%Q4 2021Q4 20239
SHY ISHARES TR990.44%0.61%0.79%Q4 2021Q4 20239
SCZ ISHARES TR990.50%0.57%0.67%Q4 2021Q4 20239
BSV VANGUARD BD INDEX FDS990.37%0.46%0.59%Q4 2021Q4 20239
IVE ISHARES TR990.37%0.45%0.54%Q4 2021Q4 20239
DFAS DIMENSIONAL ETF TRUST990.30%0.44%0.73%Q4 2021Q4 20239
VWO VANGUARD INTL EQUITY I...990.28%0.38%0.49%Q4 2021Q4 20239
EFA ISHARES TR990.23%0.29%0.36%Q4 2021Q4 20239
IWC ISHARES TR990.22%0.26%0.34%Q4 2021Q4 20239
VTV VANGUARD INDEX FDS990.17%0.23%0.31%Q4 2021Q4 20239
DFUS DIMENSIONAL ETF TRUST990.18%0.22%0.28%Q4 2021Q4 20239
IJK ISHARES TR990.16%0.20%0.26%Q4 2021Q4 20239
IJS ISHARES TR990.15%0.20%0.25%Q4 2021Q4 20239
IJT ISHARES TR990.15%0.20%0.26%Q4 2021Q4 20239
VONE VANGUARD SCOTTSDALE FDS990.16%0.19%0.26%Q4 2021Q4 20239
MUB ISHARES TR880.02%3.16%5.39%Q1 2022Q4 20238
AGG ISHARES TR880.10%2.68%3.83%Q1 2022Q4 20238
VONG VANGUARD SCOTTSDALE FDS880.24%0.61%0.78%Q1 2022Q4 20238
ITOT ISHARES TR880.17%0.29%0.32%Q1 2022Q4 20238
IEFA ISHARES TR880.12%0.27%0.37%Q1 2022Q4 20238
VXUS VANGUARD STAR FDS880.14%0.24%0.30%Q1 2022Q4 20238
IWF ISHARES TR880.04%0.24%0.49%Q1 2022Q4 20238
MSFT MICROSOFT CORP880.08%0.14%0.36%Q1 2022Q4 20238
IJJ ISHARES TR880.11%0.14%0.17%Q1 2022Q4 20238
IWN ISHARES TR880.08%0.11%0.14%Q1 2022Q4 20238
MCD MCDONALDS CORP880.05%0.09%0.15%Q1 2022Q4 20238
JNJ JOHNSON & JOHNSON880.05%0.08%0.17%Q1 2022Q4 20238
VNQ VANGUARD INDEX FDS880.05%0.08%0.17%Q1 2022Q4 20238
EMR EMERSON ELEC CO880.06%0.08%0.10%Q1 2022Q4 20238
PG PROCTER AND GAMBLE CO880.05%0.08%0.16%Q1 2022Q4 20238
APD AIR PRODS & CHEMS INC880.05%0.07%0.09%Q1 2022Q4 20238
WTRG ESSENTIAL UTILS INC880.04%0.07%0.09%Q1 2022Q4 20238
XOM EXXON MOBIL CORP880.03%0.06%0.08%Q1 2022Q4 20238
CVX CHEVRON CORP NEW880.02%0.06%0.14%Q1 2022Q4 20238
VEA VANGUARD TAX-MANAGED I...880.05%0.06%0.07%Q1 2022Q4 20238
RTX RTX CORPORATION880.03%0.05%0.08%Q1 2022Q4 20238
PEP PEPSICO INC880.02%0.05%0.09%Q1 2022Q4 20238
ADP AUTOMATIC DATA PROCESS...880.03%0.05%0.07%Q1 2022Q4 20238
UNH UNITEDHEALTH GROUP INC880.03%0.05%0.07%Q1 2022Q4 20238
LLY LILLY ELI & CO880.03%0.05%0.08%Q1 2022Q4 20238
GPC GENUINE PARTS CO880.02%0.04%0.06%Q1 2022Q4 20238
IJR ISHARES TR880.04%0.04%0.06%Q1 2022Q4 20238
PFE PFIZER INC880.02%0.04%0.11%Q1 2022Q4 20238
HUBB Hubbell Inc Cl B880.02%0.04%0.06%Q1 2022Q4 20238
JPM JPMORGAN CHASE & CO880.03%0.04%0.08%Q1 2022Q4 20238
SNA SNAP ON INC880.03%0.04%0.04%Q1 2022Q4 20238
IEMG ISHARES INC880.03%0.04%0.05%Q1 2022Q4 20238
IJH ISHARES TR880.03%0.04%0.04%Q1 2022Q4 20238
GS GOLDMAN SACHS GROUP INC880.03%0.04%0.04%Q1 2022Q4 20238
CSCO CISCO SYS INC880.03%0.04%0.05%Q1 2022Q4 20238
PM PHILIP MORRIS INTL INC880.02%0.03%0.05%Q1 2022Q4 20238
MMM 3M CO880.02%0.03%0.05%Q1 2022Q4 20238
AMGN AMGEN INC880.03%0.03%0.04%Q1 2022Q4 20238
MRK MERCK & CO INC880.02%0.03%0.08%Q1 2022Q4 20238
VEU VANGUARD INTL EQUITY I...880.02%0.03%0.04%Q1 2022Q4 20238
HSY HERSHEY CO880.01%0.03%0.04%Q1 2022Q4 20238
MDLZ MONDELEZ INTL INC880.02%0.03%0.10%Q1 2022Q4 20238
IDEV ISHARES TR880.02%0.03%0.04%Q1 2022Q4 20238
BK BANK NEW YORK MELLON CORP880.02%0.03%0.04%Q1 2022Q4 20238
PEG PUBLIC SVC ENTERPRISE ...880.02%0.02%0.03%Q1 2022Q4 20238
MO ALTRIA GROUP INC880.01%0.02%0.03%Q1 2022Q4 20238
BAC BK OF AMERICA CORP880.01%0.02%0.03%Q1 2022Q4 20238
BMY BRISTOL-MYERS SQUIBB CO880.01%0.02%0.03%Q1 2022Q4 20238
PNC PNC FINL SVCS GROUP INC880.01%0.02%0.02%Q1 2022Q4 20238
KMB KIMBERLY-CLARK CORP880.01%0.01%0.02%Q1 2022Q4 20238
IBM INTERNATIONAL BUSINESS...880.01%0.01%0.01%Q1 2022Q4 20238
IXUS ISHARES TR880.01%0.01%0.01%Q1 2022Q4 20238
SUB ISHARES TR770.11%3.31%5.15%Q2 2022Q4 20237
DFAT DIMENSIONAL ETF TRUST770.12%0.31%0.46%Q2 2022Q4 20237
GOVT ISHARES TR770.06%0.09%0.14%Q2 2022Q4 20237
USHY ISHARES TR770.04%0.09%0.20%Q2 2022Q4 20237
DIMENSIONAL ETF TRUST770.07%0.08%0.11%Q2 2022Q4 20237
Ky Rrl Wtr Fin C770.00%0.00%0.01%Q2 2022Q4 20237
OGN ORGANON & CO660.00%0.00%0.00%Q1 2022Q2 20236
VCIT VANGUARD SCOTTSDALE FDS550.13%0.69%1.28%Q4 2022Q4 20235
Nuveen MA Municipal Bo...550.23%0.25%0.27%Q4 2022Q4 20235
DFAI DIMENSIONAL ETF TRUST550.02%0.20%0.35%Q4 2022Q4 20235
DIMENSIONAL ETF TRUST550.16%0.20%0.23%Q4 2022Q4 20235
DIMENSIONAL ETF TRUST550.01%0.05%0.11%Q4 2022Q4 20235
DFAE DIMENSIONAL ETF TRUST550.02%0.05%0.09%Q4 2022Q4 20235
DFAU DIMENSIONAL ETF TRUST440.07%0.29%0.51%Q1 2023Q4 20234
DIMENSIONAL ETF TRUST440.23%0.28%0.38%Q1 2023Q4 20234
IWB ISHARES TR440.08%0.08%0.08%Q1 2023Q4 20234
IWD ISHARES TR210.22%0.29%0.34%Q2 2022Q4 20233
SHV ISHARES TR330.11%0.12%0.13%Q2 2023Q4 20233
IGIB ISHARES TR330.06%0.08%0.09%Q2 2023Q4 20233
Genl Elec Cap Cp330.02%0.02%0.03%Q3 2022Q1 20233
DIMENSIONAL ETF TRUST220.04%0.04%0.04%Q3 2023Q4 20232
Wyeth Notes Cpn220.01%0.01%0.01%Q3 2022Q4 20222
BNDX VANGUARD CHARLOTTE FDS110.19%0.19%0.19%Q4 2023Q4 20231
V VISA INC110.19%0.19%0.19%Q1 2022Q1 20221
AAPL APPLE INC110.17%0.17%0.17%Q1 2022Q1 20221
LOW LOWES COS INC110.16%0.16%0.16%Q1 2022Q1 20221
ENB ENBRIDGE INC110.12%0.12%0.12%Q1 2022Q1 20221
CSX CSX CORP110.11%0.11%0.11%Q1 2022Q1 20221
OIA INVESCO MUNI INCOME OP...110.10%0.10%0.10%Q1 2022Q1 20221
ABBV ABBVIE INC110.10%0.10%0.10%Q1 2022Q1 20221
AMZN AMAZON COM INC110.08%0.08%0.08%Q1 2022Q1 20221
BLK BLACKROCK INC110.07%0.07%0.07%Q1 2022Q1 20221
NXP NUVEEN SELECT TAX-FREE...110.06%0.06%0.06%Q1 2022Q1 20221
NIM NUVEEN SELECT MAT MUN FD110.06%0.06%0.06%Q1 2022Q1 20221
HON HONEYWELL INTL INC110.05%0.05%0.05%Q1 2022Q1 20221
A AGILENT TECHNOLOGIES INC110.04%0.04%0.04%Q2 2022Q2 20221
MDT Medtronic Inc110.04%0.04%0.04%Q1 2022Q1 20221
BRKB Berkshire Hathaway Inc...110.03%0.03%0.03%Q1 2022Q1 20221
VLO VALERO ENERGY CORP110.03%0.03%0.03%Q1 2022Q1 20221
CME CME GROUP INC110.03%0.03%0.03%Q1 2022Q1 20221
SBUX STARBUCKS CORP110.03%0.03%0.03%Q1 2022Q1 20221
TXN TEXAS INSTRS INC110.02%0.02%0.02%Q1 2022Q1 20221
KEYS KEYSIGHT TECHNOLOGIES INC110.02%0.02%0.02%Q2 2022Q2 20221
Invesco Unit Trusts110.01%0.01%0.01%Q1 2022Q1 20221
SHELL PLC110.01%0.01%0.01%Q1 2022Q1 20221
FTS FORTIS INC110.01%0.01%0.01%Q1 2022Q1 20221
VZ VERIZON COMMUNICATIONS...110.01%0.01%0.01%Q1 2022Q1 20221
HPQ HP INC110.01%0.01%0.01%Q2 2022Q2 20221
MET METLIFE INC110.00%0.00%0.00%Q1 2022Q1 20221
HPE HEWLETT PACKARD ENTERP...110.00%0.00%0.00%Q2 2022Q2 20221
VTRS VIATRIS INC110.00%0.00%0.00%Q1 2022Q1 20221
Invesco Capital Market110.00%0.00%0.00%Q1 2022Q1 20221
DXC DXC TECHNOLOGY CO110.00%0.00%0.00%Q2 2022Q2 20221
MFGP Micro Focus Intl PLC A...110.00%0.00%0.00%Q2 2022Q2 20221
BHF BRIGHTHOUSE FINL INC110.00%0.00%0.00%Q1 2022Q1 20221
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The securities at the top of the list , including VANGUARD INDEX FDS, SPDR S&P 500 ETF TR, and VANGUARD INDEX FDS, are the highest-conviction holdings of Bromfield Sneider Wealth Advisors.

The conviction is calculated by counting the number of quarters a security has been reported by Bromfield Sneider Wealth Advisors. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Bromfield Sneider Wealth Advisors owns currently or has owned in the past.