Bromfield Sneider Wealth Advisors
- SEC CIK
- 0001891795
- 最新申報
- 2024/4/10
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/12 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 106
- 較 2021 年第 4 季 +79
- 總值
- $9,525 萬
- 較 2021 年第 4 季 −$276.0 萬 (−2.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 98,974 | $2,847 萬 | 29.9% | −1,323−1.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 59,415 | $2,683 萬 | 28.2% | −1,664−2.7% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 54,098 | $1,342 萬 | 14.1% | +142+0.3% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 107,189 | $538.7 萬 | 5.7% | +504+0.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 24,348 | $428.4 萬 | 4.5% | +79+0.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,236 | $146.8 萬 | 1.5% | +4+0.1% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,994 | $129.8 萬 | 1.4% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 13,621 | $106.4 萬 | 1.1% | +881+6.9% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 12,812 | $101.9 萬 | 1.1% | +254+2.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,277 | $69.6 萬 | 0.7% | +69+2.2% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 7,882 | $65.7 萬 | 0.7% | +20.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 7,119 | $51.8 萬 | 0.5% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 3,222 | $50.2 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 7,163 | $47.5 萬 | 0.5% | +10.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 9,550 | $44.1 萬 | 0.5% | +18+0.2% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,837 | $37.7 萬 | 0.4% | +334+7.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,102 | $34.0 萬 | 0.4% | +1,102 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,444 | $32.7 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,844 | $31.5 萬 | 0.3% | +5+0.1% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 5,238 | $29.4 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 5,500 | $28.7 萬 | 0.3% | +750+15.8% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,908 | $28.2 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 5,260 | $25.8 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 1,163 | $24.1 萬 | 0.3% | +4+0.3% | 加碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 2,271 | $23.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,984 | $23.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 3,176 | $22.7 萬 | 0.2% | +3,176 | 新進 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,807 | $22.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288869 | MICRO-CAP ETF | 1,717 | $22.1 萬 | 0.2% | +1+0.1% | 加碼 | – |
| VVisa Inc. | Stock | 812 | $18.0 萬 | 0.2% | +812 | 新進 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 1,649 | $16.6 萬 | 0.2% | +1,649 | 新進 | – |
| JNJJohnson & Johnson | Stock | 927 | $16.4 萬 | 0.2% | +927 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 1,482 | $16.1 萬 | 0.2% | +1,482 | 新進 | – |
| AAPLApple Inc. | Stock | 920 | $16.1 萬 | 0.2% | +920 | 新進 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,440 | $15.8 萬 | 0.2% | +1,440 | 新進 | – |
| LOWLowes Companies Inc | Stock | 775 | $15.7 萬 | 0.2% | +775 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,010 | $15.4 萬 | 0.2% | +1,010 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 585 | $14.5 萬 | 0.2% | +585 | 新進 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 811 | $13.1 萬 | 0.1% | +811 | 新進 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 2,181 | $13.0 萬 | 0.1% | +2,181 | 新進 | – |
| CVXChevron Corp | Stock | 790 | $12.9 萬 | 0.1% | +790 | 新進 | 歷史 |
| ENBEnbridge Inc | Stock | 2,545 | $11.7 萬 | 0.1% | +2,545 | 新進 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,637 | $11.4 萬 | 0.1% | +1,637 | 新進 | – |
| CSXCSX Corp | Stock | 2,872 | $10.8 萬 | 0.1% | +2,872 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 1,947 | $10.1 萬 | 0.1% | +1,947 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 1,000 | $9.80 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 1,491 | $9.40 萬 | 0.1% | +1,491 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 882 | $9.40 萬 | 0.1% | +882 | 新進 | – |
| OIAInvesco Municipal Income Opportunities Trust | COM | 13,050 | $9.30 萬 | 0.1% | +13,050 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 565 | $9.20 萬 | 0.1% | +565 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 530 | $8.90 萬 | 0.1% | +530 | 新進 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 1,657 | $8.50 萬 | 0.1% | +1,657 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 959 | $7.90 萬 | 0.1% | +959 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 24 | $7.80 萬 | 0.1% | +24 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 789 | $7.80 萬 | 0.1% | +789 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 555 | $7.60 萬 | 0.1% | +555 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 300 | $7.50 萬 | 0.1% | +300 | 新進 | 歷史 |
| BLKBlackRock, Inc. | COM | 92 | $7.00 萬 | 0.1% | +92 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 748 | $6.20 萬 | 0.1% | +748 | 新進 | 歷史 |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 4,265 | $6.20 萬 | 0.1% | +4,265 | 新進 | 歷史 |
| NIMNuveen Select Maturities Municipal Fund | SH BEN INT | 6,120 | $5.90 萬 | 0.1% | +6,120 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 246 | $5.60 萬 | 0.1% | +246 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,148 | $5.50 萬 | 0.1% | +1,148 | 新進 | – |
| LLYEli Lilly & Co | Stock | 190 | $5.40 萬 | 0.1% | +190 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 105 | $5.40 萬 | 0.1% | +105 | 新進 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 486 | $5.20 萬 | 0.1% | +486 | 新進 | – |
| HONHoneywell International Inc | COM | 250 | $4.90 萬 | 0.1% | +250 | 新進 | 歷史 |
| MMM3M Co | Stock | 313 | $4.70 萬 | <0.1% | +313 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 807 | $4.50 萬 | <0.1% | +807 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 800 | $4.50 萬 | <0.1% | +800 | 新進 | 歷史 |
| GPCGenuine Parts Co | Stock | 336 | $4.20 萬 | <0.1% | +336 | 新進 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 157 | $4.20 萬 | <0.1% | +157 | 新進 | – |
| GSGoldman Sachs Group Inc | Stock | 120 | $4.00 萬 | <0.1% | +120 | 新進 | 歷史 |
| Hubbell Inc CL B443510201 | COM | 215 | $4.00 萬 | <0.1% | +215 | 新進 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 670 | $3.90 萬 | <0.1% | +670 | 新進 | – |
| SNASnap-on Inc | COM | 185 | $3.80 萬 | <0.1% | +185 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 394 | $3.70 萬 | <0.1% | +394 | 新進 | 歷史 |
| HSYHershey Co | COM | 165 | $3.60 萬 | <0.1% | +165 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 125 | $3.50 萬 | <0.1% | +125 | 新進 | – |
| AMGNAmgen Inc | Stock | 145 | $3.50 萬 | <0.1% | +145 | 新進 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 530 | $3.40 萬 | <0.1% | +530 | 新進 | – |
| BNYBank of New York Mellon Corp | Stock | 666 | $3.30 萬 | <0.1% | +666 | 新進 | 歷史 |
| MDTMedtronic plc | COM | 300 | $3.30 萬 | <0.1% | +300 | 新進 | 歷史 |
| Berkshire Hathaway Cl B084670207 | COM | 82 | $2.90 萬 | <0.1% | +82 | 新進 | – |
| VLOValero Energy Corp | Stock | 280 | $2.80 萬 | <0.1% | +280 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 519 | $2.70 萬 | <0.1% | +519 | 新進 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 388 | $2.70 萬 | <0.1% | +388 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 626 | $2.60 萬 | <0.1% | +626 | 新進 | 歷史 |
| CMECME Group Inc. | COM | 110 | $2.60 萬 | <0.1% | +110 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 270 | $2.50 萬 | <0.1% | +270 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 124 | $2.30 萬 | <0.1% | +124 | 新進 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 123 | $2.30 萬 | <0.1% | +123 | 新進 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 205 | $2.20 萬 | <0.1% | +205 | 新進 | – |
| BMYBristol Myers Squibb Co | Stock | 278 | $2.00 萬 | <0.1% | +278 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 121 | $1.50 萬 | <0.1% | +121 | 新進 | 歷史 |
| SHELShell plc | ADR | 230 | $1.30 萬 | <0.1% | +230 | 新進 | 歷史 |
| Invesco Unit Trusts12008M363 | Title of Class | 45 | $1.30 萬 | <0.1% | +45 | 新進 | – |
| FTSFortis Inc. | COM | 235 | $1.20 萬 | <0.1% | +235 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 72 | $9,000 | <0.1% | +72 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 157 | $8,000 | <0.1% | +157 | 新進 | 歷史 |