$82.2 Million is the total value of Bromfield Sneider Wealth Advisors's 93 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWD | New | ISHARES TRrus 1000 val etf | $278,000 | – | 1,920 | +100.0% | 0.34% | – |
| USHY | New | ISHARES TRbroad usd high | $165,000 | – | 4,780 | +100.0% | 0.20% | – |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $95,000 | – | 2,355 | +100.0% | 0.12% | – |
| New | DIMENSIONAL ETF TRUSTus mktwide value | $89,000 | – | 2,820 | +100.0% | 0.11% | – | |
| SUB | New | ISHARES TRshrt nat mun etf | $88,000 | – | 845 | +100.0% | 0.11% | – |
| GOVT | New | ISHARES TRus treas bd etf | $82,000 | – | 3,414 | +100.0% | 0.10% | – |
| A | New | AGILENT TECHNOLOGIES INC | $31,000 | – | 257 | +100.0% | 0.04% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $18,000 | – | 128 | +100.0% | 0.02% | – |
| HPQ | New | HP INC | $6,000 | – | 174 | +100.0% | 0.01% | – |
| New | Ky Rrl Wtr Fin Cname | $5,000 | – | 5,000 | +100.0% | 0.01% | – | |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $2,000 | – | 174 | +100.0% | 0.00% | – |
| DXC | New | DXC TECHNOLOGY CO | $0 | – | 14 | +100.0% | 0.00% | – |
| MFGP | New | Micro Focus Intl PLC ADS each rname | $0 | – | 19 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-06
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.