Bromfield Sneider Wealth Advisors
- SEC CIK
- 0001891795
- Latest filing
- Apr 10, 2024
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Jan 14, 2022. Long positions only.
- Positions
- 27
- No filing for Q3 2021
- Portfolio value
- $98.0M
- No filing for Q3 2021
Bromfield Sneider Wealth Advisors did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 100,297 | $32.2M | 32.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 61,079 | $29.0M | 29.6% | – | – | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 53,956 | $15.2M | 15.5% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 106,685 | $5.38M | 5.5% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 24,269 | $4.34M | 4.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,232 | $1.54M | 1.6% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,994 | $1.42M | 1.5% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 12,558 | $1.06M | 1.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 12,740 | $1.03M | 1.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,208 | $725.0K | 0.7% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 7,880 | $674.0K | 0.7% | – | – | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 7,119 | $525.0K | 0.5% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 7,162 | $523.0K | 0.5% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 3,222 | $505.0K | 0.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 9,532 | $471.0K | 0.5% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,503 | $364.0K | 0.4% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,444 | $350.0K | 0.4% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,839 | $336.0K | 0.3% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 5,238 | $314.0K | 0.3% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,908 | $281.0K | 0.3% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 5,260 | $272.0K | 0.3% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 4,750 | $259.0K | 0.3% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,984 | $254.0K | 0.3% | – | – | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 1,159 | $254.0K | 0.3% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,807 | $251.0K | 0.3% | – | – | – |
| iShares Tr464288869 | MICRO-CAP ETF | 1,716 | $240.0K | 0.2% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 2,271 | $237.0K | 0.2% | – | – | – |