$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TRs&p 500 grwt etf | $1,075,232 | +9.2% | 16,829 | 0.0% | 0.90% | -0.8% | |
| IVE | ISHARES TRs&p 500 val etf | $488,898 | +4.6% | 3,222 | 0.0% | 0.41% | -5.1% | |
| IEFA | ISHARES TRcore msci eafe | $347,319 | +8.5% | 5,195 | 0.0% | 0.29% | -1.7% | |
| EFA | ISHARES TRmsci eafe etf | $317,858 | +9.0% | 4,444 | 0.0% | 0.27% | -0.7% | |
| DFUS | DIMENSIONAL ETF TRUSTus equity etf | $233,702 | +6.8% | 5,260 | 0.0% | 0.20% | -3.0% | |
| VTV | VANGUARD INDEX FDSvalue etf | $228,345 | -1.6% | 1,653 | 0.0% | 0.19% | -10.7% | |
| IWF | ISHARES TRrus 1000 grw etf | $223,138 | +14.1% | 913 | 0.0% | 0.19% | +3.9% | |
| IJK | ISHARES TRs&p mc 400gr etf | $213,383 | +4.7% | 2,984 | 0.0% | 0.18% | -4.8% | |
| IJS | ISHARES TRsp smcp600vl etf | $212,579 | +2.5% | 2,271 | 0.0% | 0.18% | -6.8% | |
| IJT | ISHARES TRs&p sml 600 gwt | $198,627 | +1.7% | 1,807 | 0.0% | 0.17% | -7.7% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $148,027 | +2.0% | 1,440 | 0.0% | 0.12% | -7.4% | |
| MSFT | MICROSOFT CORP | $128,005 | +20.2% | 444 | 0.0% | 0.11% | +9.1% | |
| IWN | ISHARES TRrus 2000 val etf | $111,058 | -1.2% | 811 | 0.0% | 0.09% | -10.6% | |
| MCD | MCDONALDS CORP | $95,067 | +6.1% | 340 | 0.0% | 0.08% | -3.6% | |
| DIMENSIONAL ETF TRUSTus mktwide value | $94,414 | 0.0% | 2,820 | 0.0% | 0.08% | -9.2% | ||
| APD | AIR PRODS & CHEMS INC | $86,163 | -6.8% | 300 | 0.0% | 0.07% | -15.1% | |
| EMR | EMERSON ELEC CO | $87,140 | -9.3% | 1,000 | 0.0% | 0.07% | -18.0% | |
| XOM | EXXON MOBIL CORP | $82,026 | -0.6% | 748 | 0.0% | 0.07% | -9.2% | |
| PG | PROCTER AND GAMBLE CO | $76,575 | -1.9% | 515 | 0.0% | 0.06% | -11.1% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $75,278 | +0.7% | 907 | 0.0% | 0.06% | -8.7% | |
| WTRG | ESSENTIAL UTILS INC | $72,343 | -8.5% | 1,657 | 0.0% | 0.06% | -16.4% | |
| CVX | CHEVRON CORP NEW | $63,632 | -9.1% | 390 | 0.0% | 0.05% | -16.9% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $60,129 | -3.0% | 614 | 0.0% | 0.05% | -10.5% | |
| PEP | PEPSICO INC | $57,789 | +0.9% | 317 | 0.0% | 0.05% | -7.5% | |
| GPC | GENUINE PARTS CO | $56,216 | -3.6% | 336 | 0.0% | 0.05% | -13.0% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $54,767 | -6.8% | 246 | 0.0% | 0.05% | -14.8% | |
| USHY | ISHARES TRbroad usd high | $54,392 | +3.0% | 1,530 | 0.0% | 0.05% | -6.1% | |
| HUBB | Hubbell Inc Cl Btitle of class | $52,312 | +3.7% | 215 | 0.0% | 0.04% | -6.4% | |
| UNH | UNITEDHEALTH GROUP INC | $49,622 | -10.9% | 105 | 0.0% | 0.04% | -19.2% | |
| SNA | SNAP ON INC | $45,675 | +8.1% | 185 | 0.0% | 0.04% | -2.6% | |
| LLY | LILLY ELI & CO | $42,928 | -6.1% | 125 | 0.0% | 0.04% | -14.3% | |
| CSCO | CISCO SYS INC | $41,820 | +9.7% | 800 | 0.0% | 0.04% | 0.0% | |
| HSY | HERSHEY CO | $41,978 | +9.9% | 165 | 0.0% | 0.04% | 0.0% | |
| IJH | ISHARES TRcore s&p mcp etf | $40,088 | +3.8% | 160 | 0.0% | 0.03% | -5.6% | |
| GS | GOLDMAN SACHS GROUP INC | $39,253 | -4.7% | 120 | 0.0% | 0.03% | -13.2% | |
| IEMG | ISHARES INCcore msci emkt | $39,387 | +4.5% | 807 | 0.0% | 0.03% | -5.7% | |
| PM | PHILIP MORRIS INTL INC | $38,316 | -3.9% | 394 | 0.0% | 0.03% | -13.5% | |
| JPM | JPMORGAN CHASE & CO | $37,790 | -2.8% | 290 | 0.0% | 0.03% | -11.1% | |
| PFE | PFIZER INC | $36,516 | -20.4% | 895 | 0.0% | 0.03% | -26.2% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $35,825 | +6.6% | 670 | 0.0% | 0.03% | -3.2% | |
| AMGN | AMGEN INC | $35,054 | -8.0% | 145 | 0.0% | 0.03% | -14.3% | |
| MMM | 3M CO | $32,899 | -12.4% | 313 | 0.0% | 0.03% | -20.0% | |
| IDEV | ISHARES TRcore msci intl | $32,049 | +8.0% | 530 | 0.0% | 0.03% | 0.0% | |
| BK | BANK NEW YORK MELLON CORP | $30,263 | -0.2% | 666 | 0.0% | 0.02% | -10.7% | |
| MRK | MERCK & CO INC | $29,789 | -4.1% | 280 | 0.0% | 0.02% | -13.8% | |
| Genl Elec Cap Cptitle of class | $25,366 | +1.4% | 25,000 | 0.0% | 0.02% | -8.7% | ||
| DFAE | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $24,056 | +4.9% | 1,045 | 0.0% | 0.02% | -4.8% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $24,231 | +1.9% | 388 | 0.0% | 0.02% | -9.1% | |
| MDLZ | MONDELEZ INTL INCcl a | $23,077 | +4.6% | 331 | 0.0% | 0.02% | -5.0% | |
| MO | ALTRIA GROUP INC | $23,158 | -2.4% | 519 | 0.0% | 0.02% | -13.6% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $19,268 | -3.7% | 278 | 0.0% | 0.02% | -15.8% | |
| BAC | BANK AMERICA CORP | $17,904 | -13.6% | 626 | 0.0% | 0.02% | -21.1% | |
| KMB | KIMBERLY-CLARK CORP | $16,241 | -1.1% | 121 | 0.0% | 0.01% | -6.7% | |
| PNC | PNC FINL SVCS GROUP INC | $15,633 | -19.5% | 123 | 0.0% | 0.01% | -27.8% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $9,438 | -7.0% | 72 | 0.0% | 0.01% | -11.1% | |
| Ky Rrl Wtr Fin Ctitle of class | $5,033 | -0.9% | 5,000 | 0.0% | 0.00% | -20.0% | ||
| OGN | ORGANON & CO | $659 | -15.7% | 28 | 0.0% | 0.00% | 0.0% |
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.