$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
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.