Bromfield Sneider Wealth Advisors
- SEC CIK
- 0001891795
- 最新申報
- 2024/4/10
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/14 申報。只含多頭部位。
- 持股檔數
- 27
- 2021 年第 3 季沒有申報
- 總值
- $9,801 萬
- 2021 年第 3 季沒有申報
Bromfield Sneider Wealth Advisors 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 100,297 | $3,219 萬 | 32.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 61,079 | $2,901 萬 | 29.6% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 53,956 | $1,520 萬 | 15.5% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 106,685 | $537.6 萬 | 5.5% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 24,269 | $434.0 萬 | 4.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,232 | $154.2 萬 | 1.6% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,994 | $142.2 萬 | 1.5% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 12,558 | $106.4 萬 | 1.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 12,740 | $103.5 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,208 | $72.5 萬 | 0.7% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 7,880 | $67.4 萬 | 0.7% | – | – | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 7,119 | $52.5 萬 | 0.5% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 7,162 | $52.3 萬 | 0.5% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 3,222 | $50.5 萬 | 0.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 9,532 | $47.1 萬 | 0.5% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,503 | $36.4 萬 | 0.4% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,444 | $35.0 萬 | 0.4% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,839 | $33.6 萬 | 0.3% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 5,238 | $31.4 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,908 | $28.1 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 5,260 | $27.2 萬 | 0.3% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 4,750 | $25.9 萬 | 0.3% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,984 | $25.4 萬 | 0.3% | – | – | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 1,159 | $25.4 萬 | 0.3% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,807 | $25.1 萬 | 0.3% | – | – | – |
| iShares Tr464288869 | MICRO-CAP ETF | 1,716 | $24.0 萬 | 0.2% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 2,271 | $23.7 萬 | 0.2% | – | – | – |