$126 Million is the total value of Bromfield Sneider Wealth Advisors's 98 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $27,676,745 | +12.0% | 97,812 | -1.3% | 21.96% | +5.6% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $25,787,105 | +6.5% | 58,173 | -1.7% | 20.46% | +0.4% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $13,011,415 | +5.0% | 56,635 | -1.1% | 10.33% | -1.0% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $3,976,160 | +3.7% | 24,040 | -0.5% | 3.16% | -2.2% |
| Exit | Genl Elec Cap Cptitle of class | $0 | – | -25,000 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 10 | Q1 2024 | 32.8% |
| SPDR S&P 500 ETF TR | 10 | Q1 2024 | 29.6% |
| VANGUARD INDEX FDS | 10 | Q1 2024 | 15.5% |
| VANGUARD SCOTTSDALE FDS | 10 | Q1 2024 | 11.2% |
| ISHARES TR | 10 | Q1 2024 | 5.7% |
| VANGUARD INDEX FDS | 10 | Q1 2024 | 4.5% |
| VANGUARD BD INDEX FDS | 10 | Q1 2024 | 4.1% |
| ISHARES TR | 10 | Q1 2024 | 2.4% |
| ISHARES TR | 10 | Q1 2024 | 1.5% |
| VANGUARD BD INDEX FDS | 10 | Q1 2024 | 1.3% |
View Bromfield Sneider Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-01 |
| 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 |
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.