Bromfield Sneider Wealth Advisors
- SEC CIK
- 0001891795
- 最新申報
- 2024/4/10
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/9 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 94
- 較 2022 年第 3 季 +5
- 總值
- $1.08 億
- 較 2022 年第 3 季 +$2,335 萬 (+27.6%)
| 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 | 59,047 | $2,258 萬 | 20.9% | +87+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 99,797 | $2,127 萬 | 19.7% | +1,528+1.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 56,596 | $1,135 萬 | 10.5% | +389+0.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 149,185 | $1,122 萬 | 10.4% | +100,297+205.2% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 55,080 | $581.2 萬 | 5.4% | +52,474+2,013.6% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 47,628 | $496.6 萬 | 4.6% | +45,865+2,601.5% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 108,071 | $495.8 萬 | 4.6% | +178+0.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 24,418 | $387.8 萬 | 3.6% | +26+0.1% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 34,045 | $330.2 萬 | 3.1% | +2,697+8.6% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 31,015 | $230.5 萬 | 2.1% | +5,110+19.7% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,492 | $211.0 萬 | 2.0% | +19+0.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 16,007 | $106.6 萬 | 1.0% | +109+0.7% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 13,954 | $100.2 萬 | 0.9% | +61+0.4% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,829 | $98.5 萬 | 0.9% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 11,678 | $66.0 萬 | 0.6% | +315+2.8% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,519 | $64.6 萬 | 0.6% | +10+0.3% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 7,914 | $64.2 萬 | 0.6% | +19+0.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 9,810 | $54.1 萬 | 0.5% | +34+0.3% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 6,449 | $48.5 萬 | 0.4% | −95−1.5% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 3,222 | $46.7 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 9,788 | $38.2 萬 | 0.4% | +104+1.1% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 6,953 | $35.6 萬 | 0.3% | +490+7.6% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 7,465 | $35.5 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,071 | $34.5 萬 | 0.3% | +666+19.6% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 7,534 | $33.1 萬 | 0.3% | +2,415+47.2% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,195 | $32.0 萬 | 0.3% | +19+0.4% | 加碼 | – |
| iShares Tr464288869 | MICRO-CAP ETF | 2,813 | $30.3 萬 | 0.3% | +11+0.4% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,695 | $29.5 萬 | 0.3% | +48+0.9% | 加碼 | – |
| Nuveen MA Municipal Bond Fund67065N811 | Title of Class | 31,976 | $29.3 萬 | 0.3% | +31,976 | 新進 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,444 | $29.2 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,653 | $23.2 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 5,260 | $21.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 2,271 | $20.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,984 | $20.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 913 | $19.5 萬 | 0.2% | −918−50.1% | 減碼 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,807 | $19.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 1,051 | $18.3 萬 | 0.2% | +9+0.9% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 5,553 | $16.9 萬 | 0.2% | +5,553 | 新進 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,440 | $14.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 1,810 | $14.0 萬 | 0.1% | +1,810 | 新進 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 811 | $11.2 萬 | 0.1% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 444 | $10.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 1,000 | $9.61 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 2,820 | $9.44 萬 | 0.1% | 00.0% | 不變 | – |
| APDAir Products & Chemicals, Inc. | Stock | 300 | $9.25 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 340 | $8.96 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 748 | $8.25 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 458 | $8.10 萬 | 0.1% | +2+0.4% | 加碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 1,657 | $7.91 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 3,455 | $7.85 萬 | 0.1% | +26+0.8% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 515 | $7.81 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 907 | $7.48 萬 | 0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 390 | $7.00 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,525 | $6.40 萬 | 0.1% | +18+1.2% | 加碼 | – |
| RTXRTX Corp | Stock | 614 | $6.20 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 246 | $5.88 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GPCGenuine Parts Co | Stock | 336 | $5.83 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 317 | $5.73 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 105 | $5.57 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 1,530 | $5.28 萬 | <0.1% | −3,250−68.0% | 減碼 | – |
| Hubbell Inc CL B443510201 | COM | 215 | $5.05 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 490 | $4.64 萬 | <0.1% | +3+0.6% | 加碼 | – |
| PFEPfizer Inc | Stock | 895 | $4.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 125 | $4.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNASnap-on Inc | COM | 185 | $4.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 120 | $4.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 394 | $3.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 290 | $3.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 160 | $3.86 萬 | <0.1% | +2+1.3% | 加碼 | – |
| HSYHershey Co | COM | 165 | $3.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 800 | $3.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 145 | $3.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 807 | $3.77 萬 | <0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 313 | $3.75 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 670 | $3.36 萬 | <0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 280 | $3.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 666 | $3.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 530 | $2.97 萬 | <0.1% | 00.0% | 不變 | – |
| Genl Elec Cap Cp36966R6Z4 | Title of Class | 25,000 | $2.50 萬 | <0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 990 | $2.48 萬 | <0.1% | +990 | 新進 | – |
| PEGPublic Service Enterprise Group Inc | COM | 388 | $2.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 519 | $2.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,045 | $2.29 萬 | <0.1% | +1,045 | 新進 | – |
| MDLZMondelez International, Inc. | Stock | 331 | $2.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 626 | $2.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 278 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 123 | $1.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 121 | $1.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Wyeth Notes Cpn983024AF7 | Title of Class | 10,000 | $1.07 萬 | <0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 72 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 108 | $6,256 | <0.1% | +1+0.9% | 加碼 | – |
| Ky Rrl Wtr Fin C49140MC49 | Name | 5,000 | $5,079 | <0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 230 | $4,947 | <0.1% | +230 | 新進 | – |
| OGNOrganon & Co. | Stock | 28 | $782 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉（1 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Russell 1000 Value ETF464287598 | ETF | 1,920 | $26.1 萬 | 0.3% | – |