$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TRs&p 500 val etf | $443,000 | -11.8% | 3,222 | 0.0% | 0.54% | +2.3% | |
| EFA | ISHARES TRmsci eafe etf | $278,000 | -15.0% | 4,444 | 0.0% | 0.34% | -1.5% | |
| VTV | VANGUARD INDEX FDSvalue etf | $252,000 | -10.6% | 1,908 | 0.0% | 0.31% | +3.4% | |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $251,000 | -14.6% | 5,238 | 0.0% | 0.30% | -1.3% | |
| DFUS | DIMENSIONAL ETF TRUSTus equity etf | $214,000 | -17.1% | 5,260 | 0.0% | 0.26% | -4.1% | |
| IJS | ISHARES TRsp smcp600vl etf | $202,000 | -13.3% | 2,271 | 0.0% | 0.25% | +0.4% | |
| IJT | ISHARES TRs&p sml 600 gwt | $190,000 | -15.9% | 1,807 | 0.0% | 0.23% | -2.5% | |
| IJK | ISHARES TRs&p mc 400gr etf | $190,000 | -17.7% | 2,984 | 0.0% | 0.23% | -4.9% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $136,000 | -13.9% | 1,440 | 0.0% | 0.16% | -0.6% | |
| IWN | ISHARES TRrus 2000 val etf | $110,000 | -16.0% | 811 | 0.0% | 0.13% | -2.9% | |
| EMR | EMERSON ELEC CO | $80,000 | -18.4% | 1,000 | 0.0% | 0.10% | -5.8% | |
| WTRG | ESSENTIAL UTILS INC | $76,000 | -10.6% | 1,657 | 0.0% | 0.09% | +3.4% | |
| APD | AIR PRODS & CHEMS INC | $72,000 | -4.0% | 300 | 0.0% | 0.09% | +11.4% | |
| XOM | EXXON MOBIL CORP | $64,000 | +3.2% | 748 | 0.0% | 0.08% | +20.0% | |
| LLY | LILLY ELI & CO | $62,000 | +14.8% | 190 | 0.0% | 0.08% | +31.6% | |
| UNH | UNITEDHEALTH GROUP INC | $54,000 | 0.0% | 105 | 0.0% | 0.07% | +15.8% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $52,000 | -7.1% | 246 | 0.0% | 0.06% | +6.8% | |
| GPC | GENUINE PARTS CO | $45,000 | +7.1% | 336 | 0.0% | 0.06% | +25.0% | |
| MMM | 3M CO | $41,000 | -12.8% | 313 | 0.0% | 0.05% | +2.0% | |
| IEMG | ISHARES INCcore msci emkt | $40,000 | -11.1% | 807 | 0.0% | 0.05% | +4.3% | |
| PM | PHILIP MORRIS INTL INC | $39,000 | +5.4% | 394 | 0.0% | 0.05% | +20.5% | |
| HUBB | Hubbell Inc Cl Bname | $38,000 | -5.0% | 215 | 0.0% | 0.05% | +9.5% | |
| SNA | SNAP ON INC | $36,000 | -5.3% | 185 | 0.0% | 0.04% | +10.0% | |
| GS | GOLDMAN SACHS GROUP INC | $36,000 | -10.0% | 120 | 0.0% | 0.04% | +4.8% | |
| HSY | HERSHEY CO | $36,000 | 0.0% | 165 | 0.0% | 0.04% | +15.8% | |
| AMGN | AMGEN INC | $35,000 | 0.0% | 145 | 0.0% | 0.04% | +16.2% | |
| CSCO | CISCO SYS INC | $34,000 | -24.4% | 800 | 0.0% | 0.04% | -12.8% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $33,000 | -15.4% | 670 | 0.0% | 0.04% | -2.4% | |
| IDEV | ISHARES TRcore msci intl | $28,000 | -17.6% | 530 | 0.0% | 0.03% | -5.6% | |
| BK | BANK NEW YORK MELLON CORP | $28,000 | -15.2% | 666 | 0.0% | 0.03% | -2.9% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $25,000 | -7.4% | 388 | 0.0% | 0.03% | +7.1% | |
| MO | ALTRIA GROUP INC | $22,000 | -18.5% | 519 | 0.0% | 0.03% | -3.6% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $21,000 | +5.0% | 278 | 0.0% | 0.03% | +23.8% | |
| PNC | PNC FINL SVCS GROUP INC | $19,000 | -17.4% | 123 | 0.0% | 0.02% | -4.2% | |
| BAC | BK OF AMERICA CORP | $19,000 | -26.9% | 626 | 0.0% | 0.02% | -14.8% | |
| KMB | KIMBERLY-CLARK CORP | $16,000 | +6.7% | 121 | 0.0% | 0.02% | +18.8% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $10,000 | +11.1% | 72 | 0.0% | 0.01% | +33.3% |
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.