$108 Million is the total value of Bromfield Sneider Wealth Advisors's 94 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $485,481 | -0.9% | 6,449 | -1.5% | 0.45% | -22.3% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $195,495 | -49.2% | 913 | -50.1% | 0.18% | -60.2% |
| USHY | Sell | ISHARES TRbroad usd high | $52,831 | -67.2% | 1,530 | -68.0% | 0.05% | -74.2% |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -1,920 | -100.0% | -0.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-09
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.