Basic Stats
Portfolio Value $ 161,841,342
Current Positions 104
Latest Holdings, Performance, AUM (from 13F, 13D)

Bromfield Sneider Wealth Advisors has disclosed 104 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 161,841,342 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Bromfield Sneider Wealth Advisors’s top holdings are Vanguard Index Funds - Vanguard Growth ETF (US:VUG) , SPDR S&P 500 ETF (US:SPY) , Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF (US:VCSH) , Vanguard Index Funds - Vanguard Small-Cap Growth ETF (US:VBK) , and iShares Trust - iShares Short-Term National Muni Bond ETF (US:SUB) . Bromfield Sneider Wealth Advisors’s new positions include Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF (US:VTWO) , Brookfield Infrastructure Partners L.P. - Limited Partnership (US:BIP) , Liberty Media Corp. (New Liberty SiriusXM) Series C (US:LSXMK) , Liberty Broadband Corporation (US:LBRDK) , and Liberty Live Group (US:LLYVK) .

Bromfield Sneider Wealth Advisors - Portfolio Value
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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.09 6.64 4.1056 0.5001
0.01 0.54 0.3337 0.2890
0.02 1.52 0.9396 0.2118
0.00 0.56 0.3466 0.1900
0.00 0.42 0.2613 0.1711
0.02 1.60 0.9900 0.1595
0.01 0.67 0.4157 0.1209
0.02 0.91 0.5621 0.1034
0.01 0.92 0.5692 0.0661
0.00 0.45 0.2779 0.0611
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.22 16.87 10.4219 -0.7591
0.09 31.34 19.3633 -0.2515
0.06 28.83 17.8151 -0.2227
0.11 5.97 3.6863 -0.1829
0.07 7.44 4.5945 -0.1531
0.06 5.55 3.4323 -0.1185
0.02 1.90 1.1744 -0.1102
0.02 4.63 2.8578 -0.0764
0.07 7.39 4.5656 -0.0590
0.06 14.93 9.2266 -0.0515
13F and Fund Filings

This form was filed on 2024-04-10 for the reporting period 2024-03-31. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.09 -2.32 31.34 8.15 19.3633 -0.2515
SPY / SPDR S&P 500 ETF 0.06 -1.68 28.83 8.20 17.8151 -0.2227
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.22 2.20 16.87 2.11 10.4219 -0.7591
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.06 1.03 14.93 8.94 9.2266 -0.0515
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.07 6.73 7.44 6.02 4.5945 -0.1531
MUB / iShares Trust - iShares National Muni Bond ETF 0.07 8.97 7.39 8.15 4.5656 -0.0590
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0.09 26.37 6.64 24.75 4.1056 0.5001
EFV / iShares Trust - iShares MSCI EAFE Value ETF 0.11 -0.04 5.97 4.39 3.6863 -0.1829
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.06 7.31 5.55 5.89 3.4323 -0.1185
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.02 0.08 4.63 6.71 2.8578 -0.0764
IVV / iShares Trust - iShares Core S&P 500 ETF 0.01 1.52 3.17 11.71 1.9567 0.0381
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF 0.06 12.65 3.06 13.00 1.8903 0.0575
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0.02 1.12 1.90 0.16 1.1744 -0.1102
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF 0.02 20.47 1.60 30.67 0.9900 0.1595
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0.02 35.26 1.52 41.40 0.9396 0.2118
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.02 0.00 1.29 12.38 0.7969 0.0204
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF 0.01 0.02 1.19 11.17 0.7379 0.0103
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.02 4.58 1.10 3.30 0.6781 -0.0412
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF 0.01 21.16 0.92 23.96 0.5692 0.0661
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 0.02 29.07 0.91 34.27 0.5621 0.1034
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 0.16 0.85 7.29 0.5278 -0.0110
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF 0.02 3.60 0.85 13.79 0.5255 0.0198
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.01 41.02 0.67 54.48 0.4157 0.1209
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF 0.02 19.36 0.66 26.00 0.4074 0.0530
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.01 0.00 0.65 -0.31 0.4027 -0.0399
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF 0.02 0.13 0.63 10.99 0.3874 0.0051
IVE / iShares Trust - iShares S&P 500 Value ETF 0.00 0.00 0.60 7.32 0.3719 -0.0074
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.01 0.00 0.59 -0.34 0.3641 -0.0366
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF 0.00 120.62 0.56 142.86 0.3466 0.1900
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 0.01 645.59 0.54 718.18 0.3337 0.2890
IWC / iShares Trust - iShares Micro-Cap ETF 0.00 28.48 0.49 34.43 0.3040 0.0558
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.01 26.70 0.46 31.88 0.2813 0.0475
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.00 29.50 0.45 40.31 0.2779 0.0611
MSFT / Microsoft Corporation 0.00 183.90 0.42 217.29 0.2613 0.1711
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.01 0.06 0.42 1.70 0.2587 -0.0200
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.01 0.00 0.39 5.63 0.2436 -0.0094
DFIV / Dimensional ETF Trust - Dimensional International Value ETF 0.01 9.32 0.38 17.13 0.2369 0.0149
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 0.00 0.35 5.99 0.2193 -0.0074
Nuveen MA Municipal Bond Fund / Title of Class (67065N811) 0.04 0.34 0.0000
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 0.11 0.30 11.52 0.1855 0.0028
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF 0.01 0.00 0.30 9.93 0.1852 0.0006
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.01 0.36 0.29 0.00 0.1764 -0.0169
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.00 0.00 0.27 15.25 0.1682 0.0082
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 0.00 0.27 8.91 0.1664 -0.0009
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF 0.00 0.00 0.24 4.42 0.1459 -0.0071
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF 0.00 0.00 0.23 -0.43 0.1442 -0.0143
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF 0.01 0.20 0.19 -1.04 0.1177 -0.0125
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF 0.01 0.04 0.17 4.22 0.1069 -0.0060
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF 0.00 0.00 0.17 3.66 0.1053 -0.0059
SHV / iShares Trust - iShares Short Treasury Bond ETF 0.00 0.00 0.16 0.63 0.0990 -0.0091
IWN / iShares Trust - iShares Russell 2000 Value ETF 0.00 0.00 0.13 2.40 0.0795 -0.0057
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 0.01 0.10 0.13 2.42 0.0789 -0.0053
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 0.45 0.13 10.43 0.0788 0.0004
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF 0.00 0.00 0.13 -0.79 0.0773 -0.0080
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF 0.00 0.00 0.12 10.58 0.0713 0.0002
EMR / Emerson Electric Co. 0.00 0.00 0.10 17.28 0.0589 0.0035
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF 0.00 0.09 0.0579 0.0579
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.00 0.00 0.08 10.67 0.0516 0.0005
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.00 0.00 0.08 -2.50 0.0484 -0.0058
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.00 0.00 0.08 4.05 0.0479 -0.0022
JNJ / Johnson & Johnson 0.00 0.64 0.07 1.37 0.0460 -0.0037
MCD / McDonald's Corporation 0.00 0.00 0.07 -5.63 0.0418 -0.0064
APD / Air Products and Chemicals, Inc. 0.00 0.00 0.06 -11.11 0.0397 -0.0094
LLY / Eli Lilly and Company 0.00 0.00 0.06 34.78 0.0385 0.0069
WTRG / Essential Utilities, Inc. 0.00 0.00 0.06 0.00 0.0379 -0.0040
RTX / RTX Corporation 0.00 0.00 0.06 15.69 0.0370 0.0020
XOM / Exxon Mobil Corporation 0.00 0.00 0.06 18.00 0.0365 0.0021
JPM / JPMorgan Chase & Co. 0.00 0.00 0.06 18.37 0.0359 0.0025
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF 0.00 0.00 0.06 0.00 0.0346 -0.0031
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 0.00 0.05 1.89 0.0338 -0.0024
GS / The Goldman Sachs Group, Inc. 0.00 0.00 0.05 8.70 0.0310 -0.0004
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.00 398.76 0.05 9.09 0.0301 -0.0000
HUBB / Hubbell Incorporated 0.00 0.00 0.05 25.00 0.0282 0.0037
ADP / Automatic Data Processing, Inc. 0.00 0.00 0.05 7.14 0.0279 -0.0006
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.00 0.00 0.04 2.50 0.0257 -0.0019
AMGN / Amgen Inc. 0.00 0.00 0.04 0.00 0.0255 -0.0028
UNH / UnitedHealth Group Incorporated 0.00 0.00 0.04 -4.65 0.0254 -0.0042
SNA / Snap-on Incorporated 0.00 0.00 0.04 2.63 0.0247 -0.0017
CSCO / Cisco Systems, Inc. 0.00 0.00 0.04 -2.50 0.0247 -0.0027
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.00 0.00 0.04 5.41 0.0243 -0.0012
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership 0.00 0.04 0.0238 0.0238
BK / The Bank of New York Mellon Corporation 0.00 0.00 0.04 11.76 0.0237 0.0002
GPC / Genuine Parts Company 0.00 0.00 0.04 11.76 0.0235 0.0005
CVX / Chevron Corporation 0.00 0.00 0.04 5.71 0.0229 -0.0008
MRK / Merck & Co., Inc. 0.00 0.00 0.04 20.00 0.0228 0.0022
PEP / PepsiCo, Inc. 0.00 0.00 0.04 2.86 0.0224 -0.0014
PM / Philip Morris International Inc. 0.00 0.00 0.04 -2.70 0.0223 -0.0028
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF 0.00 0.00 0.03 3.13 0.0209 -0.0008
MMM / 3M Company 0.00 0.00 0.03 -2.94 0.0205 -0.0026
PEG / Public Service Enterprise Group Incorporated 0.00 0.00 0.03 8.70 0.0160 -0.0001
PFE / Pfizer Inc. 0.00 0.00 0.02 -4.00 0.0153 -0.0021
BAC / Bank of America Corporation 0.00 0.00 0.02 9.52 0.0147 0.0004
MDLZ / Mondelez International, Inc. 0.00 0.00 0.02 0.00 0.0143 -0.0019
MO / Altria Group, Inc. 0.00 0.00 0.02 10.00 0.0140 -0.0002
PNC / The PNC Financial Services Group, Inc. 0.00 0.00 0.02 0.00 0.0123 -0.0006
KMB / Kimberly-Clark Corporation 0.00 0.00 0.02 7.14 0.0097 -0.0003
BMY / Bristol-Myers Squibb Company 0.00 0.00 0.02 7.14 0.0093 -0.0003
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C 0.00 0.01 0.0092 0.0092
LBRDK / Liberty Broadband Corporation 0.00 0.01 0.0088 0.0088
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF 0.00 7.98 0.01 8.33 0.0085 0.0002
IBM / International Business Machines Corporation 0.00 0.00 0.01 18.18 0.0085 0.0005
HSY / The Hershey Company 0.00 0.00 0.01 0.00 0.0072 -0.0004
LLYVK / Liberty Live Group 0.00 0.01 0.0034 0.0034
Ky Rrl Wtr Fin C / Title of Class (49140MC49) 0.01 0.01 0.0000