$98 Million is the total value of Bromfield Sneider Wealth Advisors's 27 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | New | VANGUARD INDEX FDSgrowth etf | $32,185,000 | – | 100,297 | +100.0% | 32.84% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $29,010,000 | – | 61,079 | +100.0% | 29.60% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $15,204,000 | – | 53,956 | +100.0% | 15.51% | – |
| EFV | New | ISHARES TReafe value etf | $5,376,000 | – | 106,685 | +100.0% | 5.48% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $4,340,000 | – | 24,269 | +100.0% | 4.43% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $1,542,000 | – | 3,232 | +100.0% | 1.57% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $1,422,000 | – | 16,994 | +100.0% | 1.45% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $1,064,000 | – | 12,558 | +100.0% | 1.09% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,035,000 | – | 12,740 | +100.0% | 1.06% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $725,000 | – | 3,208 | +100.0% | 0.74% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $674,000 | – | 7,880 | +100.0% | 0.69% | – |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $525,000 | – | 7,119 | +100.0% | 0.54% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $523,000 | – | 7,162 | +100.0% | 0.53% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $505,000 | – | 3,222 | +100.0% | 0.52% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $471,000 | – | 9,532 | +100.0% | 0.48% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $364,000 | – | 4,503 | +100.0% | 0.37% | – |
| EFA | New | ISHARES TRmsci eafe etf | $350,000 | – | 4,444 | +100.0% | 0.36% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $336,000 | – | 3,839 | +100.0% | 0.34% | – |
| DFAS | New | DIMENSIONAL ETF TRUSTus small cap etf | $314,000 | – | 5,238 | +100.0% | 0.32% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $281,000 | – | 1,908 | +100.0% | 0.29% | – |
| DFUS | New | DIMENSIONAL ETF TRUSTus equity etf | $272,000 | – | 5,260 | +100.0% | 0.28% | – |
| IAGG | New | ISHARES TRcore intl aggr | $259,000 | – | 4,750 | +100.0% | 0.26% | – |
| VONE | New | VANGUARD SCOTTSDALE FDSvng rus1000idx | $254,000 | – | 1,159 | +100.0% | 0.26% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $254,000 | – | 2,984 | +100.0% | 0.26% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $251,000 | – | 1,807 | +100.0% | 0.26% | – |
| IWC | New | ISHARES TRmicro-cap etf | $240,000 | – | 1,716 | +100.0% | 0.24% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $237,000 | – | 2,271 | +100.0% | 0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 9 | Q4 2023 | 32.8% |
| SPDR S&P 500 ETF TR | 9 | Q4 2023 | 29.6% |
| VANGUARD INDEX FDS | 9 | Q4 2023 | 15.5% |
| VANGUARD SCOTTSDALE FDS | 9 | Q4 2023 | 11.2% |
| ISHARES TR | 9 | Q4 2023 | 5.7% |
| VANGUARD INDEX FDS | 9 | Q4 2023 | 4.5% |
| ISHARES TR | 9 | Q4 2023 | 2.4% |
| VANGUARD BD INDEX FDS | 9 | Q4 2023 | 3.6% |
| ISHARES TR | 9 | Q4 2023 | 1.5% |
| VANGUARD BD INDEX FDS | 9 | Q4 2023 | 1.3% |
View Bromfield Sneider Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-05 |
| 13F-HR | 2023-10-04 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-09 |
| 13F-HR | 2022-10-07 |
| 13F-HR | 2022-07-06 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-14 |
View Bromfield Sneider Wealth Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.