Bromfield Sneider Wealth Advisors
- SEC CIK
- 0001891795
- 最新申報
- 2024/4/10
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/6 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 93
- 較 2022 年第 1 季 −13
- 總值
- $8,223 萬
- 較 2022 年第 1 季 −$1,303 萬 (−13.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 58,854 | $2,220 萬 | 27.0% | −561−0.9% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 97,953 | $2,183 萬 | 26.6% | −1,021−1.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 55,730 | $1,098 萬 | 13.4% | +1,632+3.0% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 107,893 | $468.3 萬 | 5.7% | +704+0.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 24,368 | $365.1 萬 | 4.4% | +20+0.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 27,618 | $210.6 萬 | 2.6% | +13,997+102.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,146 | $195.1 萬 | 2.4% | +1,910+59.0% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 11,225 | $114.1 萬 | 1.4% | +10,343+1,172.7% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 13,672 | $102.9 萬 | 1.3% | +860+6.7% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,829 | $101.6 萬 | 1.2% | −165−1.0% | 減碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 12,924 | $82.1 萬 | 1.0% | +5,805+81.5% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 7,886 | $65.3 萬 | 0.8% | +4+0.1% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 7,685 | $59.7 萬 | 0.7% | +3,841+99.9% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,282 | $57.8 萬 | 0.7% | +5+0.2% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 10,098 | $55.1 萬 | 0.7% | +2,935+41.0% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 6,349 | $48.8 萬 | 0.6% | +1,512+31.3% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 3,222 | $44.3 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 7,611 | $42.8 萬 | 0.5% | +4,435+139.6% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,831 | $40.0 萬 | 0.5% | +1,706+1,364.8% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 9,595 | $40.0 萬 | 0.5% | +45+0.5% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 7,465 | $37.2 萬 | 0.5% | +1,965+35.7% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,176 | $30.5 萬 | 0.4% | +3,539+216.2% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,920 | $27.8 萬 | 0.3% | +1,920 | 新進 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,444 | $27.8 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,908 | $25.2 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 5,238 | $25.1 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,845 | $23.8 萬 | 0.3% | +1,196+72.5% | 加碼 | – |
| iShares Tr464288869 | MICRO-CAP ETF | 2,227 | $23.2 萬 | 0.3% | +510+29.7% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 5,260 | $21.4 萬 | 0.3% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 2,271 | $20.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,807 | $19.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,984 | $19.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,564 | $18.4 萬 | 0.2% | +1,383+63.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 1,038 | $17.8 萬 | 0.2% | −125−10.7% | 減碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 4,780 | $16.5 萬 | 0.2% | +4,780 | 新進 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 1,351 | $14.4 萬 | 0.2% | +1,146+559.0% | 加碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,440 | $13.6 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 444 | $11.4 萬 | 0.1% | −658−59.7% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 811 | $11.0 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 2,355 | $9.50 萬 | 0.1% | +2,355 | 新進 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 2,820 | $8.90 萬 | 0.1% | +2,820 | 新進 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 845 | $8.80 萬 | 0.1% | +845 | 新進 | – |
| MCDMcDonalds Corp | Stock | 340 | $8.40 萬 | 0.1% | −245−41.9% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 907 | $8.30 萬 | 0.1% | −575−38.8% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 3,414 | $8.20 萬 | 0.1% | +3,414 | 新進 | – |
| JNJJohnson & Johnson | Stock | 454 | $8.10 萬 | 0.1% | −473−51.0% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 1,000 | $8.00 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 1,657 | $7.60 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 515 | $7.40 萬 | 0.1% | −495−49.0% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 300 | $7.20 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 748 | $6.40 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 190 | $6.20 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,503 | $6.10 萬 | 0.1% | +355+30.9% | 加碼 | – |
| RTXRTX Corp | Stock | 614 | $5.90 萬 | 0.1% | −175−22.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 390 | $5.60 萬 | 0.1% | −400−50.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 105 | $5.40 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 317 | $5.30 萬 | 0.1% | −213−40.2% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 246 | $5.20 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 895 | $4.70 萬 | 0.1% | −1,052−54.0% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 487 | $4.50 萬 | 0.1% | +1+0.2% | 加碼 | – |
| GPCGenuine Parts Co | Stock | 336 | $4.50 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 313 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 807 | $4.00 萬 | <0.1% | 00.0% | 不變 | – |
| PMPhilip Morris International Inc. | Stock | 394 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Hubbell Inc CL B443510201 | COM | 215 | $3.80 萬 | <0.1% | 00.0% | 不變 | – |
| GSGoldman Sachs Group Inc | Stock | 120 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 158 | $3.60 萬 | <0.1% | +1+0.6% | 加碼 | – |
| HSYHershey Co | COM | 165 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNASnap-on Inc | COM | 185 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 145 | $3.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 800 | $3.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 670 | $3.30 萬 | <0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 290 | $3.30 萬 | <0.1% | −265−47.7% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 257 | $3.10 萬 | <0.1% | +257 | 新進 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 666 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 530 | $2.80 萬 | <0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 280 | $2.60 萬 | <0.1% | −679−70.8% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 388 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 519 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 331 | $2.10 萬 | <0.1% | −1,160−77.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 278 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 626 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 123 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 128 | $1.80 萬 | <0.1% | +128 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 121 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 72 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 107 | $6,000 | <0.1% | +2+1.9% | 加碼 | – |
| HPQHP Inc | Stock | 174 | $6,000 | <0.1% | +174 | 新進 | 歷史 |
| Ky Rrl Wtr Fin C49140MC49 | Name | 5,000 | $5,000 | <0.1% | +5,000 | 新進 | – |
| HPEHewlett Packard Enterprise Co | COM | 174 | $2,000 | <0.1% | +174 | 新進 | 歷史 |
| OGNOrganon & Co. | Stock | 28 | $1,000 | <0.1% | −67−70.5% | 減碼 | 歷史 |
| DXCDXC Technology Co | Stock | 14 | $0 | 0.0% | +14 | 新進 | 歷史 |
| Micro Focus Int594837304 | ADR | 19 | $0 | 0.0% | +19 | 新進 | – |
2022 年第 1 季之後清倉（26 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VVisa Inc. | Stock | 812 | $18.0 萬 | 0.2% | 歷史 |
| AAPLApple Inc. | Stock | 920 | $16.1 萬 | 0.2% | 歷史 |
| LOWLowes Companies Inc | Stock | 775 | $15.7 萬 | 0.2% | 歷史 |
| ENBEnbridge Inc | Stock | 2,545 | $11.7 萬 | 0.1% | 歷史 |
| CSXCSX Corp | Stock | 2,872 | $10.8 萬 | 0.1% | 歷史 |
| OIAInvesco Municipal Income Opportunities Trust | COM | 13,050 | $9.30 萬 | 0.1% | 歷史 |
| ABBVAbbVie Inc. | Stock | 565 | $9.20 萬 | 0.1% | 歷史 |
| AMZNAmazon Com Inc | Stock | 24 | $7.80 萬 | 0.1% | 歷史 |
| BLKBlackRock, Inc. | COM | 92 | $7.00 萬 | 0.1% | 歷史 |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 4,265 | $6.20 萬 | 0.1% | 歷史 |
| NIMNuveen Select Maturities Municipal Fund | SH BEN INT | 6,120 | $5.90 萬 | 0.1% | 歷史 |
| HONHoneywell International Inc | COM | 250 | $4.90 萬 | 0.1% | 歷史 |
| MDTMedtronic plc | COM | 300 | $3.30 萬 | <0.1% | 歷史 |
| Berkshire Hathaway Cl B084670207 | COM | 82 | $2.90 萬 | <0.1% | – |
| VLOValero Energy Corp | Stock | 280 | $2.80 萬 | <0.1% | 歷史 |
| CMECME Group Inc. | COM | 110 | $2.60 萬 | <0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 270 | $2.50 萬 | <0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 124 | $2.30 萬 | <0.1% | 歷史 |
| SHELShell plc | ADR | 230 | $1.30 萬 | <0.1% | 歷史 |
| Invesco Unit Trusts12008M363 | Title of Class | 45 | $1.30 萬 | <0.1% | – |
| FTSFortis Inc. | COM | 235 | $1.20 萬 | <0.1% | 歷史 |
| VZVerizon Communications Inc | Stock | 157 | $8,000 | <0.1% | 歷史 |
| METMetlife Inc | Stock | 56 | $4,000 | <0.1% | 歷史 |
| VTRSViatris Inc | Stock | 130 | $1,000 | <0.1% | 歷史 |
| Invesco Capital Market45824D548 | Title of Class | 31 | $1,000 | <0.1% | – |
| BHFBrighthouse Financial, Inc. | COM | 5 | $0 | 0.0% | 歷史 |