Bromfield Sneider Wealth Advisors 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001891795 · WESTWOOD, MA

As of Mar 31, 2024, Bromfield Sneider Wealth Advisors reported 104 positions worth 61.8M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD GROWTH INDEX FUND	VUG	—	91,046	$31.3M	19.36%
SPDR S&P 500 ETF TRUST	SPY	—	55,121	$28.8M	17.82%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	VCSH	—	218,172	6.9M	10.42%
VANGUARD SMALL-CAP GROWTH INDEX FUND	VBK	—	57,274	4.9M	9.23%
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	SUB	—	71,000	$7.4M	4.59%
ISHARES NATIONAL MUNI BOND ETF	MUB	—	68,671	$7.4M	4.57%
VANGUARD INTERMEDIATE-TERM B	BIV	—	88,124	$6.6M	4.11%
ISHARES MSCI EAFE VALUE ETF	EFV	—	109,669	$6.0M	3.69%
ISHARES CORE US AGGREGATE BOND ETF	AGG	—	56,718	$5.6M	3.43%
VANGUARD SMALL-CAP VALUE INDEX FUND	VBR	—	24,104	$4.6M	2.86%
ISHARES CORE S&P 500 ETF	IVV	—	6,024	$3.2M	1.96%
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	IAGG	—	61,248	$3.1M	1.89%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	VCIT	—	23,608	.9M	1.17%
VANGUARD RUSSELL 1000 VALUE INDEX FUND	VONV	—	20,374	.6M	0.99%
DIMENSIONAL US SMALL CAP ETF	DFAS	—	24,393	.5M	0.94%
ISHARES S&P 500 GROWTH ETF	IVW	—	15,274	.3M	0.80%
VANGUARD RUSSELL 1000 GROWTH INDEX FUND	VONG	—	13,779	.2M	0.74%
VANGUARD TOTAL BOND MARKET INDEX FUND	BND	—	15,111	.1M	0.68%
ISHARES MSCI EAFE SMALL-CAP ETF	SCZ	—	14,545	$921.2K	0.57%
DIMENSIONAL US TARGETED VALUE ETF	DFAT	—	16,714	$909.7K	0.56%
VANGUARD SMALL-CAP INDEX FUND	VB	—	3,737	$854.3K	0.53%
DIMENSIONAL US CORE EQUITY MARKET ETF	DFAU	—	23,275	$850.5K	0.53%
ISHARES CORE S&P TOTAL US STOCK MARKET ETF	ITOT	—	5,834	$672.7K	0.42%
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	DFAI	—	21,817	$659.3K	0.41%
ISHARES 1-3 YEAR TREASURY BOND ETF	SHY	—	7,969	$651.7K	0.40%