Institutional
Bromfield Sneider Wealth Advisors
CIK 0001891795
$161.8M
Reported AUM
104
Positions
Q1 2024
Period
2024-04-10
Filed
Editorial summary
Summary for Bromfield Sneider Wealth Advisors · Q1 2024 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2024
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $85.18 | 1.08% | 14.10% | 69.36% | $31.3M | 19.36% | — | HELD |
| 2 | SPY | SPDR S&P 500 ETF TR | $746.85 | 0.70% | 20.62% | 75.74% | $28.8M | 17.82% | — | HELD |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | $78.62 | -0.06% | 3.13% | 12.21% | $16.9M | 10.42% | — | HELD |
| 4 | VBK | VANGUARD INDEX FDS | $340.36 | -0.30% | 23.52% | 20.43% | $14.9M | 9.23% | — | HELD |
| 5 | SUB | ISHARES TR | $106.14 | 0.00% | 1.84% | 7.27% | $7.4M | 4.59% | — | HELD |
| 6 | MUB | ISHARES TR | $105.64 | -0.11% | 4.60% | 3.08% | $7.4M | 4.57% | — | HELD |
| 7 | BIV | VANGUARD BD INDEX FDS | $75.54 | -0.19% | 1.60% | -0.87% | $6.6M | 4.11% | — | HELD |
| 8 | EFV | ISHARES TR | $80.88 | -0.53% | 34.95% | 95.87% | $6.0M | 3.69% | — | HELD |
| 9 | AGG | ISHARES TR | $97.39 | -0.24% | 1.78% | -1.82% | $5.6M | 3.43% | — | HELD |
| 10 | VBR | VANGUARD INDEX FDS | $244.71 | -0.16% | 27.75% | 56.02% | $4.6M | 2.86% | — | HELD |
| 11 | IVV | ISHARES TR | $750.46 | 0.71% | 20.75% | 76.27% | $3.2M | 1.96% | — | HELD |
| 12 | IAGG | ISHARES TR | $49.75 | -0.16% | 1.77% | 4.36% | $3.1M | 1.89% | — | HELD |
| 13 | VCIT | VANGUARD SCOTTSDALE FDS | $81.26 | -0.15% | 2.35% | 3.75% | $1.9M | 1.17% | — | HELD |
| 14 | VONV | VANGUARD SCOTTSDALE FDS | $110.42 | 0.38% | 32.33% | 70.06% | $1.6M | 0.99% | — | HELD |
| 15 | DFAS | DIMENSIONAL ETF TRUST | $81.03 | -0.17% | 29.25% | 48.05% | $1.5M | 0.94% | — | HELD |
| 16 | IVW | ISHARES TR | $135.21 | 1.41% | 21.55% | 77.84% | $1.3M | 0.80% | — | HELD |
| 17 | VONG | VANGUARD SCOTTSDALE FDS | $121.91 | 0.84% | 9.27% | 67.14% | $1.2M | 0.74% | — | HELD |
| 18 | BND | VANGUARD BD INDEX FDS | $72.23 | -0.26% | 1.67% | -2.00% | $1.1M | 0.68% | — | HELD |
| 19 | SCZ | ISHARES TR | $83.90 | -0.56% | 18.68% | 25.12% | $921K | 0.57% | — | HELD |
| 20 | DFAT | DIMENSIONAL ETF TRUST | $70.73 | -0.16% | 34.83% | 68.29% | $910K | 0.56% | — | HELD |
| 21 | VB | VANGUARD INDEX FDS | $295.02 | -0.26% | 26.19% | 40.81% | $854K | 0.53% | — | HELD |
| 22 | DFAU | DIMENSIONAL ETF TRUST | $51.78 | 0.54% | 22.01% | 73.31% | $850K | 0.53% | — | HELD |
| 23 | ITOT | ISHARES TR | $163.53 | 0.54% | 21.09% | 68.47% | $673K | 0.42% | — | HELD |
| 24 | DFAI | DIMENSIONAL ETF TRUST | $42.10 | -0.64% | 27.52% | 62.16% | $659K | 0.41% | — | HELD |
| 25 | SHY | ISHARES TR | $82.00 | -0.01% | 2.54% | 9.26% | $652K | 0.40% | — | HELD |
| 26 | DFLV | DIMENSIONAL ETF TRUST | $40.68 | 0.32% | 34.19% | 65.58% | $627K | 0.39% | — | HELD |
| 27 | IVE | ISHARES TR | $231.71 | -0.19% | 21.16% | 68.48% | $602K | 0.37% | — | HELD |
| 28 | BSV | VANGUARD BD INDEX FDS | $77.60 | -0.05% | 2.44% | 8.48% | $589K | 0.36% | — | HELD |
| 29 | VONE | VANGUARD SCOTTSDALE FDS | $337.71 | 0.63% | 20.02% | 70.41% | $561K | 0.35% | — | HELD |
| 30 | DCOR | DIMENSIONAL ETF TRUST | $82.51 | 0.39% | 24.01% | 82.50% | $540K | 0.33% | — | HELD |
| 31 | IWC | ISHARES TR | $187.92 | -0.56% | — | — | $492K | 0.30% | — | HELD |
| 32 | VXUS | VANGUARD STAR FDS | $84.59 | -0.21% | — | — | $455K | 0.28% | — | HELD |
| 33 | IWD | ISHARES TR | $251.78 | 0.43% | — | — | $450K | 0.28% | — | HELD |
| 34 | MSFT | MICROSOFT CORP | $465.00 | 3.08% | — | — | $423K | 0.26% | — | HELD |
| 35 | VWO | VANGUARD INTL EQUITY INDEX F | $58.76 | 0.97% | — | — | $419K | 0.26% | — | HELD |
| 36 | IEFA | ISHARES TR | $98.26 | -0.63% | — | — | $394K | 0.24% | — | HELD |
| 37 | DFIV | DIMENSIONAL ETF TRUST | $57.27 | -0.47% | — | — | $383K | 0.24% | — | HELD |
| 38 | EFA | ISHARES TR | $105.63 | -0.57% | — | — | $355K | 0.22% | — | HELD |
| 39 | NBMAX | Nuveen MA Municipal Bond Fund | $9.08 | -0.11% | — | — | $343K | 0.21% | — | HELD |
| 40 | IWF | ISHARES TR | $118.35 | 0.78% | — | — | $300K | 0.19% | — | HELD |
| 41 | DFUS | DIMENSIONAL ETF TRUST | $81.59 | 0.69% | — | — | $300K | 0.19% | — | HELD |
| 42 | BNDX | VANGUARD CHARLOTTE FDS | $47.77 | -0.23% | — | — | $286K | 0.18% | — | HELD |
| 43 | IJK | ISHARES TR | $111.88 | -0.07% | — | — | $272K | 0.17% | — | HELD |
| 44 | VTV | VANGUARD INDEX FDS | $219.92 | -0.28% | — | — | $269K | 0.17% | — | HELD |
| 45 | IJT | ISHARES TR | $172.70 | -0.21% | — | — | $236K | 0.15% | — | HELD |
| 46 | IJS | ISHARES TR | $135.96 | 0.09% | — | — | $233K | 0.14% | — | HELD |
| 47 | GOVT | ISHARES TR | $22.45 | -0.27% | — | — | $190K | 0.12% | — | HELD |
| 48 | DFIS | DIMENSIONAL ETF TRUST | $35.87 | -0.53% | — | — | $173K | 0.11% | — | HELD |
| 49 | IJJ | ISHARES TR | $147.84 | -0.26% | — | — | $170K | 0.11% | — | HELD |
| 50 | SHV | ISHARES TR | $110.40 | 0.03% | — | — | $160K | 0.10% | — | HELD |
| 51 | IWN | ISHARES TR | $221.24 | -0.25% | — | — | $129K | 0.08% | — | HELD |
| 52 | DFAE | DIMENSIONAL ETF TRUST | $37.52 | 0.46% | — | — | $128K | 0.08% | — | HELD |
| 53 | IWB | ISHARES TR | $408.30 | 0.62% | — | — | $127K | 0.08% | — | HELD |
| 54 | IGIB | ISHARES TR | $52.29 | -0.11% | — | — | $125K | 0.08% | — | HELD |
| 55 | DFUV | DIMENSIONAL ETF TRUST | $55.59 | 0.22% | — | — | $115K | 0.07% | — | HELD |
| 56 | EMR | EMERSON ELEC CO | $149.82 | 0.79% | — | — | $95K | 0.06% | — | HELD |
| 57 | VTWO | VANGUARD SCOTTSDALE FDS | $117.73 | -0.42% | — | — | $94K | 0.06% | — | HELD |
| 58 | PG | PROCTER AND GAMBLE CO | $144.52 | 0.39% | — | — | $84K | 0.05% | — | HELD |
| 59 | VNQ | VANGUARD INDEX FDS | $98.95 | -0.54% | — | — | $78K | 0.05% | — | HELD |
| 60 | VEA | VANGUARD TAX-MANAGED FDS | $70.63 | -0.65% | — | — | $78K | 0.05% | — | HELD |
| 61 | JNJ | JOHNSON & JOHNSON | $256.32 | 0.20% | — | — | $74K | 0.05% | — | HELD |
| 62 | MCD | MCDONALDS CORP | $270.67 | 0.83% | — | — | $68K | 0.04% | — | HELD |
| 63 | APD | AIR PRODS & CHEMS INC | $294.89 | -1.77% | — | — | $64K | 0.04% | — | HELD |
| 64 | LLY | ELI LILLY & CO | $1148.35 | -0.57% | — | — | $62K | 0.04% | — | HELD |
| 65 | WTRG | ESSENTIAL UTILS INC | $39.85 | -1.24% | — | — | $61K | 0.04% | — | HELD |
| 66 | RTX | RTX CORPORATION | $215.15 | 0.36% | — | — | $60K | 0.04% | — | HELD |
| 67 | XOM | EXXON MOBIL CORP | $155.44 | -0.97% | — | — | $59K | 0.04% | — | HELD |
| 68 | JPM | JPMORGAN CHASE & CO | $351.86 | 0.29% | — | — | $58K | 0.04% | — | HELD |
| 69 | USHY | ISHARES TR | $36.78 | -0.03% | — | — | $56K | 0.03% | — | HELD |
| 70 | IJR | ISHARES TR | $145.46 | -0.03% | — | — | $55K | 0.03% | — | HELD |
| 71 | GS | GOLDMAN SACHS GROUP INC | $1017.98 | -0.67% | — | — | $50K | 0.03% | — | HELD |
| 72 | IJH | ISHARES TR | $75.29 | -0.08% | — | — | $49K | 0.03% | — | HELD |
| 73 | — | Hubbell Inc Cl B | — | — | — | — | $46K | 0.03% | — | HELD |
| 74 | ADP | AUTOMATIC DATA PROCESSING IN | $266.46 | 0.98% | — | — | $45K | 0.03% | — | HELD |
| 75 | IEMG | ISHARES INC | $77.61 | 0.73% | — | — | $42K | 0.03% | — | HELD |
| 76 | AMGN | AMGEN INC | $385.16 | -0.64% | — | — | $41K | 0.03% | — | HELD |
| 77 | UNH | UNITEDHEALTH GROUP INC | $414.22 | -1.72% | — | — | $41K | 0.03% | — | HELD |
| 78 | SNA | SNAP ON INC | $410.41 | 0.33% | — | — | $40K | 0.02% | — | HELD |
| 79 | CSCO | CISCO SYS INC | $115.99 | 2.14% | — | — | $40K | 0.02% | — | HELD |
| 80 | VEU | VANGUARD INTL EQUITY INDEX F | $82.85 | -0.22% | — | — | $39K | 0.02% | — | HELD |
| 81 | BIP | BROOKFIELD INFRAST PARTNERS | $41.76 | -1.49% | — | — | $39K | 0.02% | — | HELD |
| 82 | BK | BANK NEW YORK MELLON CORP | — | — | — | — | $38K | 0.02% | — | HELD |
| 83 | GPC | GENUINE PARTS CO | $124.37 | -0.37% | — | — | $38K | 0.02% | — | HELD |
| 84 | CVX | CHEVRON CORP NEW | $196.85 | 2.36% | — | — | $37K | 0.02% | — | HELD |
| 85 | MRK | MERCK & CO INC | $130.22 | 0.33% | — | — | $37K | 0.02% | — | HELD |
| 86 | PEP | PEPSICO INC | $139.56 | -0.46% | — | — | $36K | 0.02% | — | HELD |
| 87 | PM | PHILIP MORRIS INTL INC | $190.80 | -0.62% | — | — | $36K | 0.02% | — | HELD |
| 88 | IDEV | ISHARES TR | $90.49 | -0.72% | — | — | $34K | 0.02% | — | HELD |
| 89 | MMM | 3M CO | $176.28 | 0.12% | — | — | $33K | 0.02% | — | HELD |
| 90 | PEG | PUBLIC SVC ENTERPRISE GRP IN | $76.68 | -1.12% | — | — | $26K | 0.02% | — | HELD |
| 91 | PFE | PFIZER INC | $25.01 | 0.40% | — | — | $25K | 0.02% | — | HELD |
| 92 | BAC | BANK AMERICA CORP | $61.97 | 0.39% | — | — | $24K | 0.01% | — | HELD |
| 93 | MDLZ | MONDELEZ INTL INC | $62.31 | -1.22% | — | — | $23K | 0.01% | — | HELD |
| 94 | MO | ALTRIA GROUP INC | $68.33 | 0.57% | — | — | $23K | 0.01% | — | HELD |
| 95 | PNC | PNC FINL SVCS GROUP INC | $249.87 | 0.47% | — | — | $20K | 0.01% | — | HELD |
| 96 | KMB | KIMBERLY-CLARK CORP | $109.31 | -0.80% | — | — | $16K | 0.01% | — | HELD |
| 97 | BMY | BRISTOL-MYERS SQUIBB CO | $65.31 | 0.69% | — | — | $15K | 0.01% | — | HELD |
| 98 | LM0C | LIBERTY MEDIA CORP DEL | — | — | — | — | $15K | 0.01% | — | HELD |
| 99 | LBRDK | LIBERTY BROADBAND CORP | $34.04 | 2.04% | — | — | $14K | 0.01% | — | HELD |
| 100 | IXUS | ISHARES TR | $94.54 | -0.15% | — | — | $14K | 0.01% | — | HELD |
| 101 | IBM | INTERNATIONAL BUSINESS MACHS | $223.79 | 0.92% | — | — | $14K | 0.01% | — | HELD |
| 102 | HSY | HERSHEY CO | — | — | — | — | $12K | 0.01% | — | HELD |
| 103 | LLYVK* | LIBERTY MEDIA CORP DEL | — | — | — | — | $5K | 0.00% | — | HELD |
| 104 | — | Ky Rrl Wtr Fin C | — | — | — | — | $5K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001062993-24-008244. 13F discloses long positions only — shorts, foreign equities, and options are excluded.