$95.2 Million is the total value of Bromfield Sneider Wealth Advisors's 106 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 292.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $28,465,000 | -11.6% | 98,974 | -1.3% | 29.88% | -9.0% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $26,834,000 | -7.5% | 59,415 | -2.7% | 28.17% | -4.8% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $13,423,000 | -11.7% | 54,098 | +0.3% | 14.09% | -9.2% |
| EFV | Buy | ISHARES TReafe value etf | $5,387,000 | +0.2% | 107,189 | +0.5% | 5.66% | +3.1% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $4,284,000 | -1.3% | 24,348 | +0.3% | 4.50% | +1.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,468,000 | -4.8% | 3,236 | +0.1% | 1.54% | -2.0% |
| IVW | ISHARES TRs&p 500 grwt etf | $1,298,000 | -8.7% | 16,994 | 0.0% | 1.36% | -6.1% | |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,064,000 | +2.8% | 13,621 | +6.9% | 1.12% | +5.8% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,019,000 | -4.2% | 12,812 | +2.0% | 1.07% | -1.5% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $696,000 | -4.0% | 3,277 | +2.2% | 0.73% | -1.2% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $657,000 | -2.5% | 7,882 | +0.0% | 0.69% | +0.3% |
| VONV | VANGUARD SCOTTSDALE FDSvng rus1000val | $518,000 | -1.3% | 7,119 | 0.0% | 0.54% | +1.5% | |
| IVE | ISHARES TRs&p 500 val etf | $502,000 | -0.6% | 3,222 | 0.0% | 0.53% | +2.3% | |
| SCZ | Buy | ISHARES TReafe sml cp etf | $475,000 | -9.2% | 7,163 | +0.0% | 0.50% | -6.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $441,000 | -6.4% | 9,550 | +0.2% | 0.46% | -3.7% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $377,000 | +3.6% | 4,837 | +7.4% | 0.40% | +6.7% |
| MSFT | New | MICROSOFT CORP | $340,000 | – | 1,102 | +100.0% | 0.36% | – |
| EFA | ISHARES TRmsci eafe etf | $327,000 | -6.6% | 4,444 | 0.0% | 0.34% | -3.9% | |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $315,000 | -6.2% | 3,844 | +0.1% | 0.33% | -3.5% |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $294,000 | -6.4% | 5,238 | 0.0% | 0.31% | -3.4% | |
| IAGG | Buy | ISHARES TRcore intl aggr | $287,000 | +10.8% | 5,500 | +15.8% | 0.30% | +14.0% |
| VTV | VANGUARD INDEX FDSvalue etf | $282,000 | +0.4% | 1,908 | 0.0% | 0.30% | +3.1% | |
| DFUS | DIMENSIONAL ETF TRUSTus equity etf | $258,000 | -5.1% | 5,260 | 0.0% | 0.27% | -2.5% | |
| VONE | Buy | VANGUARD SCOTTSDALE FDSvng rus1000idx | $241,000 | -5.1% | 1,163 | +0.3% | 0.25% | -2.3% |
| IJS | ISHARES TRsp smcp600vl etf | $233,000 | -1.7% | 2,271 | 0.0% | 0.24% | +1.2% | |
| IJK | ISHARES TRs&p mc 400gr etf | $231,000 | -9.1% | 2,984 | 0.0% | 0.24% | -6.2% | |
| VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $227,000 | – | 3,176 | +100.0% | 0.24% | – |
| IJT | ISHARES TRs&p sml 600 gwt | $226,000 | -10.0% | 1,807 | 0.0% | 0.24% | -7.4% | |
| IWC | Buy | ISHARES TRmicro-cap etf | $221,000 | -7.9% | 1,717 | +0.1% | 0.23% | -5.3% |
| V | New | VISA INC | $180,000 | – | 812 | +100.0% | 0.19% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $166,000 | – | 1,649 | +100.0% | 0.17% | – |
| JNJ | New | JOHNSON & JOHNSON | $164,000 | – | 927 | +100.0% | 0.17% | – |
| AAPL | New | APPLE INC | $161,000 | – | 920 | +100.0% | 0.17% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $161,000 | – | 1,482 | +100.0% | 0.17% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $158,000 | – | 1,440 | +100.0% | 0.17% | – |
| LOW | New | LOWES COS INC | $157,000 | – | 775 | +100.0% | 0.16% | – |
| PG | New | PROCTER AND GAMBLE CO | $154,000 | – | 1,010 | +100.0% | 0.16% | – |
| MCD | New | MCDONALDS CORP | $145,000 | – | 585 | +100.0% | 0.15% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $131,000 | – | 811 | +100.0% | 0.14% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $130,000 | – | 2,181 | +100.0% | 0.14% | – |
| CVX | New | CHEVRON CORP NEW | $129,000 | – | 790 | +100.0% | 0.14% | – |
| ENB | New | ENBRIDGE INC | $117,000 | – | 2,545 | +100.0% | 0.12% | – |
| IEFA | New | ISHARES TRcore msci eafe | $114,000 | – | 1,637 | +100.0% | 0.12% | – |
| CSX | New | CSX CORP | $108,000 | – | 2,872 | +100.0% | 0.11% | – |
| PFE | New | PFIZER INC | $101,000 | – | 1,947 | +100.0% | 0.11% | – |
| EMR | New | EMERSON ELEC CO | $98,000 | – | 1,000 | +100.0% | 0.10% | – |
| AGG | New | ISHARES TRcore us aggbd et | $94,000 | – | 882 | +100.0% | 0.10% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $94,000 | – | 1,491 | +100.0% | 0.10% | – |
| OIA | New | INVESCO MUNI INCOME OPP TRST | $93,000 | – | 13,050 | +100.0% | 0.10% | – |
| ABBV | New | ABBVIE INC | $92,000 | – | 565 | +100.0% | 0.10% | – |
| PEP | New | PEPSICO INC | $89,000 | – | 530 | +100.0% | 0.09% | – |
| WTRG | New | ESSENTIAL UTILS INC | $85,000 | – | 1,657 | +100.0% | 0.09% | – |
| MRK | New | MERCK & CO INC | $79,000 | – | 959 | +100.0% | 0.08% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $78,000 | – | 789 | +100.0% | 0.08% | – |
| AMZN | New | AMAZON COM INC | $78,000 | – | 24 | +100.0% | 0.08% | – |
| JPM | New | JPMORGAN CHASE & CO | $76,000 | – | 555 | +100.0% | 0.08% | – |
| APD | New | AIR PRODS & CHEMS INC | $75,000 | – | 300 | +100.0% | 0.08% | – |
| BLK | New | BLACKROCK INC | $70,000 | – | 92 | +100.0% | 0.07% | – |
| NXP | New | NUVEEN SELECT TAX-FREE INCOMsh ben int | $62,000 | – | 4,265 | +100.0% | 0.06% | – |
| XOM | New | EXXON MOBIL CORP | $62,000 | – | 748 | +100.0% | 0.06% | – |
| NIM | New | NUVEEN SELECT MAT MUN FDsh ben int | $59,000 | – | 6,120 | +100.0% | 0.06% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $56,000 | – | 246 | +100.0% | 0.06% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $55,000 | – | 1,148 | +100.0% | 0.06% | – |
| LLY | New | LILLY ELI & CO | $54,000 | – | 190 | +100.0% | 0.06% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $54,000 | – | 105 | +100.0% | 0.06% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $52,000 | – | 486 | +100.0% | 0.06% | – |
| HON | New | HONEYWELL INTL INC | $49,000 | – | 250 | +100.0% | 0.05% | – |
| MMM | New | 3M CO | $47,000 | – | 313 | +100.0% | 0.05% | – |
| CSCO | New | CISCO SYS INC | $45,000 | – | 800 | +100.0% | 0.05% | – |
| IEMG | New | ISHARES INCcore msci emkt | $45,000 | – | 807 | +100.0% | 0.05% | – |
| GPC | New | GENUINE PARTS CO | $42,000 | – | 336 | +100.0% | 0.04% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $42,000 | – | 157 | +100.0% | 0.04% | – |
| HUBB | New | Hubbell Inc Cl Btitle of class | $40,000 | – | 215 | +100.0% | 0.04% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $40,000 | – | 120 | +100.0% | 0.04% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $39,000 | – | 670 | +100.0% | 0.04% | – |
| SNA | New | SNAP ON INC | $38,000 | – | 185 | +100.0% | 0.04% | – |
| PM | New | PHILIP MORRIS INTL INC | $37,000 | – | 394 | +100.0% | 0.04% | – |
| HSY | New | HERSHEY CO | $36,000 | – | 165 | +100.0% | 0.04% | – |
| AMGN | New | AMGEN INC | $35,000 | – | 145 | +100.0% | 0.04% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $35,000 | – | 125 | +100.0% | 0.04% | – |
| IDEV | New | ISHARES TRcore msci intl | $34,000 | – | 530 | +100.0% | 0.04% | – |
| BK | New | BANK NEW YORK MELLON CORP | $33,000 | – | 666 | +100.0% | 0.04% | – |
| MDT | New | Medtronic Inctitle of class | $33,000 | – | 300 | +100.0% | 0.04% | – |
| BRKB | New | Berkshire Hathaway Inc Class Btitle of class | $29,000 | – | 82 | +100.0% | 0.03% | – |
| VLO | New | VALERO ENERGY CORP | $28,000 | – | 280 | +100.0% | 0.03% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $27,000 | – | 388 | +100.0% | 0.03% | – |
| MO | New | ALTRIA GROUP INC | $27,000 | – | 519 | +100.0% | 0.03% | – |
| BAC | New | BK OF AMERICA CORP | $26,000 | – | 626 | +100.0% | 0.03% | – |
| CME | New | CME GROUP INC | $26,000 | – | 110 | +100.0% | 0.03% | – |
| SBUX | New | STARBUCKS CORP | $25,000 | – | 270 | +100.0% | 0.03% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $23,000 | – | 123 | +100.0% | 0.02% | – |
| TXN | New | TEXAS INSTRS INC | $23,000 | – | 124 | +100.0% | 0.02% | – |
| MUB | New | ISHARES TRnational mun etf | $22,000 | – | 205 | +100.0% | 0.02% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $20,000 | – | 278 | +100.0% | 0.02% | – |
| KMB | New | KIMBERLY-CLARK CORP | $15,000 | – | 121 | +100.0% | 0.02% | – |
| New | Invesco Unit Truststitle of class | $13,000 | – | 45 | +100.0% | 0.01% | – | |
| New | SHELL PLCspon ads | $13,000 | – | 230 | +100.0% | 0.01% | – | |
| FTS | New | FORTIS INC | $12,000 | – | 235 | +100.0% | 0.01% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $9,000 | – | 72 | +100.0% | 0.01% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $8,000 | – | 157 | +100.0% | 0.01% | – |
| IXUS | New | ISHARES TRcore msci total | $7,000 | – | 105 | +100.0% | 0.01% | – |
| MET | New | METLIFE INC | $4,000 | – | 56 | +100.0% | 0.00% | – |
| OGN | New | ORGANON & CO | $3,000 | – | 95 | +100.0% | 0.00% | – |
| New | Invesco Capital Markettitle of class | $1,000 | – | 31 | +100.0% | 0.00% | – | |
| VTRS | New | VIATRIS INC | $1,000 | – | 130 | +100.0% | 0.00% | – |
| BHF | New | BRIGHTHOUSE FINL INC | $0 | – | 5 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-12
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.