Q2 2022 · 13F-HR
Bromfield Sneider Wealth Advisorsholdings as filed
Filed 2022-07-06 · accession 0001062993-22-016029
$82,228
Reported value
93
Positions
2022-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $22,203 | 27.0% | 58,854 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $21,833 | 26.6% | 97,953 | Common | NONE |
| 922908595 | VBK | VANGUARD INDEX FDS | $10,980 | 13.4% | 55,730 | Common | NONE |
| 464288877 | EFV | ISHARES TR | $4,683 | 5.70% | 107,893 | Common | NONE |
| 922908611 | VBR | VANGUARD INDEX FDS | $3,651 | 4.44% | 24,368 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $2,106 | 2.56% | 27,618 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $1,951 | 2.37% | 5,146 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $1,141 | 1.39% | 11,225 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $1,029 | 1.25% | 13,672 | Common | NONE |
| 464287309 | IVW | ISHARES TR | $1,016 | 1.24% | 16,829 | Common | NONE |
| 92206C714 | VONV | VANGUARD SCOTTSDALE FDS | $821 | 1.00% | 12,924 | Common | NONE |
| 464287457 | SHY | ISHARES TR | $653 | 0.79% | 7,886 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $597 | 0.73% | 7,685 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $578 | 0.70% | 3,282 | Common | NONE |
| 464288273 | SCZ | ISHARES TR | $551 | 0.67% | 10,098 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $488 | 0.59% | 6,349 | Common | NONE |
| 464287408 | IVE | ISHARES TR | $443 | 0.54% | 3,222 | Common | NONE |
| 92206C680 | VONG | VANGUARD SCOTTSDALE FDS | $428 | 0.52% | 7,611 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $400 | 0.49% | 1,831 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $400 | 0.49% | 9,595 | Common | NONE |
| 46435G672 | IAGG | ISHARES TR | $372 | 0.45% | 7,465 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $305 | 0.37% | 5,176 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $278 | 0.34% | 4,444 | Common | NONE |
| 464287598 | IWD | ISHARES TR | $278 | 0.34% | 1,920 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $252 | 0.31% | 1,908 | Common | NONE |
| 25434V500 | DFAS | DIMENSIONAL ETF TRUST | $251 | 0.31% | 5,238 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $238 | 0.29% | 2,845 | Common | NONE |
| 464288869 | IWC | ISHARES TR | $232 | 0.28% | 2,227 | Common | NONE |
| 25434V401 | DFUS | DIMENSIONAL ETF TRUST | $214 | 0.26% | 5,260 | Common | NONE |
| 464287879 | IJS | ISHARES TR | $202 | 0.25% | 2,271 | Common | NONE |
| 464287606 | IJK | ISHARES TR | $190 | 0.23% | 2,984 | Common | NONE |
| 464287887 | IJT | ISHARES TR | $190 | 0.23% | 1,807 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $184 | 0.22% | 3,564 | Common | NONE |
| 92206C730 | VONE | VANGUARD SCOTTSDALE FDS | $178 | 0.22% | 1,038 | Common | NONE |
| 46435U853 | USHY | ISHARES TR | $165 | 0.20% | 4,780 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $144 | 0.18% | 1,351 | Common | NONE |
| 464287705 | IJJ | ISHARES TR | $136 | 0.17% | 1,440 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $114 | 0.14% | 444 | Common | NONE |
| 464287630 | IWN | ISHARES TR | $110 | 0.13% | 811 | Common | NONE |
| 25434V609 | DFAT | DIMENSIONAL ETF TRUST | $95 | 0.12% | 2,355 | Common | NONE |
| 25434V724 | DFUV | DIMENSIONAL ETF TRUST | $89 | 0.11% | 2,820 | Common | NONE |
| 464288158 | SUB | ISHARES TR | $88 | 0.11% | 845 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $84 | 0.10% | 340 | Common | NONE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $83 | 0.10% | 907 | Common | NONE |
| 46429B267 | GOVT | ISHARES TR | $82 | 0.10% | 3,414 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $81 | 0.10% | 454 | Common | NONE |
| 291011104 | EMR | EMERSON ELEC CO | $80 | 0.10% | 1,000 | Common | NONE |
| 29670G102 | WTRG | ESSENTIAL UTILS INC | $76 | 0.09% | 1,657 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $74 | 0.09% | 515 | Common | NONE |
| 009158106 | APD | AIR PRODS & CHEMS INC | $72 | 0.09% | 300 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $64 | 0.08% | 748 | Common | NONE |
| 532457108 | LLY | LILLY ELI & CO | $62 | 0.08% | 190 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED INTL FD | $61 | 0.07% | 1,503 | Common | NONE |
| 75513E101 | RTX | RAYTHEON TECHNOLOGIES CORP | $59 | 0.07% | 614 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $56 | 0.07% | 390 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $54 | 0.07% | 105 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $53 | 0.06% | 317 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $52 | 0.06% | 246 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $47 | 0.06% | 895 | Common | NONE |
| 372460105 | GPC | GENUINE PARTS CO | $45 | 0.05% | 336 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $45 | 0.05% | 487 | Common | NONE |
| 88579Y101 | MMM | 3M CO | $41 | 0.05% | 313 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $40 | 0.05% | 807 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $39 | 0.05% | 394 | Common | NONE |
| 443510201 | — | Hubbell Inc Cl B | $38 | 0.05% | 215 | Common | NONE |
| 427866108 | HSY | HERSHEY CO | $36 | 0.04% | 165 | Common | NONE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $36 | 0.04% | 120 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $36 | 0.04% | 158 | Common | NONE |
| 833034101 | SNA | SNAP ON INC | $36 | 0.04% | 185 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $35 | 0.04% | 145 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $34 | 0.04% | 800 | Common | NONE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $33 | 0.04% | 670 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $33 | 0.04% | 290 | Common | NONE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $31 | 0.04% | 257 | Common | NONE |
| 064058100 | BK | BANK NEW YORK MELLON CORP | $28 | 0.03% | 666 | Common | NONE |
| 46435G326 | IDEV | ISHARES TR | $28 | 0.03% | 530 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $26 | 0.03% | 280 | Common | NONE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GRP IN | $25 | 0.03% | 388 | Common | NONE |
| 02209S103 | MO | ALTRIA GROUP INC | $22 | 0.03% | 519 | Common | NONE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $21 | 0.03% | 331 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $21 | 0.03% | 278 | Common | NONE |
| 060505104 | BAC | BK OF AMERICA CORP | $19 | 0.02% | 626 | Common | NONE |
| 693475105 | PNC | PNC FINL SVCS GROUP INC | $19 | 0.02% | 123 | Common | NONE |
| 49338L103 | KEYS | KEYSIGHT TECHNOLOGIES INC | $18 | 0.02% | 128 | Common | NONE |
| 494368103 | KMB | KIMBERLY-CLARK CORP | $16 | 0.02% | 121 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $10 | 0.01% | 72 | Common | NONE |
| 46432F834 | IXUS | ISHARES TR | $6 | 0.01% | 107 | Common | NONE |
| 40434L105 | HPQ | HP INC | $6 | 0.01% | 174 | Common | NONE |
| 49140MC49 | — | Ky Rrl Wtr Fin C | $5 | 0.01% | 5,000 | Common | NONE |
| 42824C109 | HPE | HEWLETT PACKARD ENTERPRISE C | $2 | 0.00% | 174 | Common | NONE |
| 68622V106 | OGN | ORGANON & CO | $1 | 0.00% | 28 | Common | NONE |
| 594837304 | — | Micro Focus Intl PLC ADS each r | $0 | — | 19 | Common | NONE |
| 23355L106 | DXC | DXC TECHNOLOGY CO | $0 | — | 14 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.