$119 Million is the total value of Bromfield Sneider Wealth Advisors's 97 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 33.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $24,712,182 | +16.2% | 99,071 | -0.7% | 20.80% | +5.5% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $3,833,953 | -1.1% | 24,149 | -1.1% | 3.23% | -10.2% |
Exit | Wyeth Notes Cpntitle of class | $0 | – | -10,000 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-06
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.