| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | LIBERTY MEDIA CORP DEL | $0 | – | -125 | -100.0% | -0.00% | – | |
| Exit | Ky Rrl Wtr Fin Ctitle of class | $0 | – | -5,000 | -100.0% | -0.00% | – | |
| HSY | Exit | HERSHEY CO | $0 | – | -60 | -100.0% | -0.01% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -72 | -100.0% | -0.01% | – |
| LBRDK | Exit | LIBERTY BROADBAND CORP | $0 | – | -250 | -100.0% | -0.01% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -203 | -100.0% | -0.01% | – |
| Exit | LIBERTY MEDIA CORP DEL | $0 | – | -500 | -100.0% | -0.01% | – | |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -278 | -100.0% | -0.01% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -121 | -100.0% | -0.01% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -123 | -100.0% | -0.01% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -519 | -100.0% | -0.01% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -331 | -100.0% | -0.01% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -626 | -100.0% | -0.02% | – |
| PFE | Exit | PFIZER INC | $0 | – | -895 | -100.0% | -0.02% | – |
| PEG | Exit | PUBLIC SVC ENTERPRISE GRP IN | $0 | – | -388 | -100.0% | -0.02% | – |
| MMM | Exit | 3M CO | $0 | – | -313 | -100.0% | -0.02% | – |
| IDEV | Exit | ISHARES TRcore msci intl | $0 | – | -505 | -100.0% | -0.02% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -207 | -100.0% | -0.02% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -394 | -100.0% | -0.02% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -280 | -100.0% | -0.02% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -235 | -100.0% | -0.02% | – |
| BIP | Exit | BROOKFIELD INFRAST PARTNERSlp int unit | $0 | – | -1,234 | -100.0% | -0.02% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -670 | -100.0% | -0.02% | – |
| GPC | Exit | GENUINE PARTS CO | $0 | – | -246 | -100.0% | -0.02% | – |
| BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -666 | -100.0% | -0.02% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -800 | -100.0% | -0.02% | – |
| SNA | Exit | SNAP ON INC | $0 | – | -135 | -100.0% | -0.02% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -83 | -100.0% | -0.02% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -145 | -100.0% | -0.02% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -807 | -100.0% | -0.03% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -181 | -100.0% | -0.03% | – |
| HUBB | Exit | Hubbell Inc Cl Btitle of class | $0 | – | -110 | -100.0% | -0.03% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -803 | -100.0% | -0.03% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -120 | -100.0% | -0.03% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -494 | -100.0% | -0.03% | – |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -1,530 | -100.0% | -0.04% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -290 | -100.0% | -0.04% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -508 | -100.0% | -0.04% | – |
| RTX | Exit | RTX CORPORATION | $0 | – | -614 | -100.0% | -0.04% | – |
| WTRG | Exit | ESSENTIAL UTILS INC | $0 | – | -1,657 | -100.0% | -0.04% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -80 | -100.0% | -0.04% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -265 | -100.0% | -0.04% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -240 | -100.0% | -0.04% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -471 | -100.0% | -0.05% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -1,545 | -100.0% | -0.05% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -907 | -100.0% | -0.05% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -515 | -100.0% | -0.05% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -1,102 | -100.0% | -0.06% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -840 | -100.0% | -0.06% | – |
| Exit | DIMENSIONAL ETF TRUSTus mktwide value | $0 | – | -2,820 | -100.0% | -0.07% | – | |
| IGIB | Exit | ISHARES TR | $0 | – | -2,425 | -100.0% | -0.08% | – |
| DFAE | Exit | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $0 | – | -5,167 | -100.0% | -0.08% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -443 | -100.0% | -0.08% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -811 | -100.0% | -0.08% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -1,450 | -100.0% | -0.10% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -1,440 | -100.0% | -0.10% | – |
| Exit | DIMENSIONAL ETF TRUSTintl small cap e | $0 | – | -6,906 | -100.0% | -0.11% | – | |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -8,366 | -100.0% | -0.12% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -2,271 | -100.0% | -0.14% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -1,807 | -100.0% | -0.15% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -1,653 | -100.0% | -0.17% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -2,984 | -100.0% | -0.17% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -5,805 | -100.0% | -0.18% | – |
| DFUS | Exit | DIMENSIONAL ETF TRUSTus equity etf | $0 | – | -5,260 | -100.0% | -0.18% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -891 | -100.0% | -0.19% | – |
| Exit | Nuveen MA Municipal Bond Fundtitle of class | $0 | – | -36,843 | -100.0% | -0.21% | – | |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -4,444 | -100.0% | -0.22% | – |
| Exit | DIMENSIONAL ETF TRUSTinternatnal val | $0 | – | -10,432 | -100.0% | -0.24% | – | |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -5,312 | -100.0% | -0.24% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -10,022 | -100.0% | -0.26% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -1,005 | -100.0% | -0.26% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -2,511 | -100.0% | -0.28% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -7,549 | -100.0% | -0.28% | – |
| IWC | Exit | ISHARES TRmicro-cap etf | $0 | – | -4,060 | -100.0% | -0.30% | – |
| Exit | DIMENSIONAL ETF TRUSTus core equity 1 | $0 | – | -9,208 | -100.0% | -0.33% | – | |
| VONE | Exit | VANGUARD SCOTTSDALE FDSvng rus1000idx | $0 | – | -2,354 | -100.0% | -0.35% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -7,686 | -100.0% | -0.36% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -3,222 | -100.0% | -0.37% | – |
| Exit | DIMENSIONAL ETF TRUSTus large cap val | $0 | – | -20,905 | -100.0% | -0.39% | – | |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -7,969 | -100.0% | -0.40% | – |
| DFAI | Exit | DIMENSIONAL ETF TRUSTintl core eqt mk | $0 | – | -21,817 | -100.0% | -0.41% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -5,834 | -100.0% | -0.42% | – |
| DFAU | Exit | DIMENSIONAL ETF TRUSTus core eqt mkt | $0 | – | -23,275 | -100.0% | -0.53% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -3,737 | -100.0% | -0.53% | – |
| DFAT | Exit | DIMENSIONAL ETF TRUSTus targeted vlu | $0 | – | -16,714 | -100.0% | -0.56% | – |
| SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -14,545 | -100.0% | -0.57% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -15,111 | -100.0% | -0.68% | – |
| VONG | Exit | VANGUARD SCOTTSDALE FDSvng rus1000grw | $0 | – | -13,779 | -100.0% | -0.74% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -15,274 | -100.0% | -0.80% | – |
| DFAS | Exit | DIMENSIONAL ETF TRUSTus small cap etf | $0 | – | -24,393 | -100.0% | -0.94% | – |
| VONV | Exit | VANGUARD SCOTTSDALE FDSvng rus1000val | $0 | – | -20,374 | -100.0% | -0.99% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -23,608 | -100.0% | -1.17% | – |
| IAGG | Exit | ISHARES TRcore intl aggr | $0 | – | -61,248 | -100.0% | -1.89% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -6,024 | -100.0% | -1.96% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -24,104 | -100.0% | -2.86% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -56,718 | -100.0% | -3.43% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -109,669 | -100.0% | -3.69% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -88,124 | -100.0% | -4.11% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -68,671 | -100.0% | -4.57% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -71,000 | -100.0% | -4.60% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -57,274 | -100.0% | -9.23% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -218,172 | -100.0% | -10.42% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -55,121 | -100.0% | -17.82% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -91,046 | -100.0% | -19.36% | – |
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.