Bromfield Sneider Wealth Advisors current holdings: USA ETF
Bromfield Sneider Wealth Advisors reported $0.16 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 63 positions, in its Form 13F for the quarter ended 2024-03-31; the largest are VUG, SPY, VCSH.
- VUG: Country of operation —; Class GROWTH ETF; Shares 91,046; Value $31,337,882.
- SPY: Country of operation —; Class TR UNIT; Shares 55,121; Value $28,832,141.
- VCSH: Country of operation —; Class SHRT TRM CORP BD; Shares 218,172; Value $16,866,875.
- VBK: Country of operation —; Class SML CP GRW ETF; Shares 57,274; Value $14,932,506.
Form 13F-HR as filed (SEC CIK 1891795): quarter ended 2024-03-31, filed 2024-04-10. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
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VUG
VANGUARD INDEX FDS | | GROWTH ETF | 91,046 | $31,337,882 | 2024-03-31 | 2024-04-10 | |
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SPY
SPDR S&P 500 ETF TR | | TR UNIT | 55,121 | $28,832,141 | 2024-03-31 | 2024-04-10 | |
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VCSH
VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 218,172 | $16,866,875 | 2024-03-31 | 2024-04-10 | |
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VBK
VANGUARD INDEX FDS | | SML CP GRW ETF | 57,274 | $14,932,506 | 2024-03-31 | 2024-04-10 | |
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SUB
ISHARES TR | | SHRT NAT MUN ETF | 71,000 | $7,435,805 | 2024-03-31 | 2024-04-10 | |
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MUB
ISHARES TR | | NATIONAL MUN ETF | 68,671 | $7,388,977 | 2024-03-31 | 2024-04-10 | |
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BIV
VANGUARD BD INDEX FDS | | INTERMED TERM | 88,124 | $6,644,525 | 2024-03-31 | 2024-04-10 | |
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EFV
ISHARES TR | | EAFE VALUE ETF | 109,669 | $5,966,010 | 2024-03-31 | 2024-04-10 | |
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AGG
ISHARES TR | | CORE US AGGBD ET | 56,718 | $5,554,923 | 2024-03-31 | 2024-04-10 | |
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VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 24,104 | $4,625,027 | 2024-03-31 | 2024-04-10 | |
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IVV
ISHARES TR | | CORE S&P500 ETF | 6,024 | $3,166,801 | 2024-03-31 | 2024-04-10 | |
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IAGG
ISHARES TR | | CORE INTL AGGR | 61,248 | $3,059,340 | 2024-03-31 | 2024-04-10 | |
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VCIT
VANGUARD SCOTTSDALE FDS | | INT-TERM CORP | 23,608 | $1,900,685 | 2024-03-31 | 2024-04-10 | |
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VONV
VANGUARD SCOTTSDALE FDS | | VNG RUS1000VAL | 20,374 | $1,602,204 | 2024-03-31 | 2024-04-10 | |
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DFAS
DIMENSIONAL ETF TRUST | | US SMALL CAP ETF | 24,393 | $1,520,684 | 2024-03-31 | 2024-04-10 | |
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IVW
ISHARES TR | | S&P 500 GRWT ETF | 15,274 | $1,289,773 | 2024-03-31 | 2024-04-10 | |
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VONG
VANGUARD SCOTTSDALE FDS | | VNG RUS1000GRW | 13,779 | $1,194,190 | 2024-03-31 | 2024-04-10 | |
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BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 15,111 | $1,097,505 | 2024-03-31 | 2024-04-10 | |
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SCZ
ISHARES TR | | EAFE SML CP ETF | 14,545 | $921,154 | 2024-03-31 | 2024-04-10 | |
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DFAT
DIMENSIONAL ETF TRUST | | US TARGETED VLU | 16,714 | $909,731 | 2024-03-31 | 2024-04-10 | |
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VB
VANGUARD INDEX FDS | | SMALL CP ETF | 3,737 | $854,263 | 2024-03-31 | 2024-04-10 | |
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DFAU
DIMENSIONAL ETF TRUST | | US CORE EQT MKT | 23,275 | $850,483 | 2024-03-31 | 2024-04-10 | |
|---|
ITOT
ISHARES TR | | CORE S&P TTL STK | 5,834 | $672,716 | 2024-03-31 | 2024-04-10 | |
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DFAI
DIMENSIONAL ETF TRUST | | INTL CORE EQT MK | 21,817 | $659,302 | 2024-03-31 | 2024-04-10 | |
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SHY
ISHARES TR | | 1 3 YR TREAS BD | 7,969 | $651,743 | 2024-03-31 | 2024-04-10 | |
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DFLV
DIMENSIONAL ETF TRUST | | US LARGE CAP VAL | 20,905 | $626,935 | 2024-03-31 | 2024-04-10 | |
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IVE
ISHARES TR | | S&P 500 VAL ETF | 3,222 | $601,812 | 2024-03-31 | 2024-04-10 | |
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BSV
VANGUARD BD INDEX FDS | | SHORT TRM BOND | 7,686 | $589,286 | 2024-03-31 | 2024-04-10 | |
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VONE
VANGUARD SCOTTSDALE FDS | | VNG RUS1000IDX | 2,354 | $561,006 | 2024-03-31 | 2024-04-10 | |
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DCOR
DIMENSIONAL ETF TRUST | | US CORE EQUITY 1 | 9,208 | $540,043 | 2024-03-31 | 2024-04-10 | |
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IWC
ISHARES TR | | MICRO-CAP ETF | 4,060 | $492,043 | 2024-03-31 | 2024-04-10 | |
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VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 7,549 | $455,200 | 2024-03-31 | 2024-04-10 | |
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IWD
ISHARES TR | | RUS 1000 VAL ETF | 2,511 | $449,812 | 2024-03-31 | 2024-04-10 | |
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VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 10,022 | $418,616 | 2024-03-31 | 2024-04-10 | |
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IEFA
ISHARES TR | | CORE MSCI EAFE | 5,312 | $394,263 | 2024-03-31 | 2024-04-10 | |
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DFIV
DIMENSIONAL ETF TRUST | | INTERNATNAL VAL | 10,432 | $383,375 | 2024-03-31 | 2024-04-10 | |
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EFA
ISHARES TR | | MSCI EAFE ETF | 4,444 | $354,924 | 2024-03-31 | 2024-04-10 | |
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IWF
ISHARES TR | | RUS 1000 GRW ETF | 891 | $300,283 | 2024-03-31 | 2024-04-10 | |
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DFUS
DIMENSIONAL ETF TRUST | | US EQUITY ETF | 5,260 | $299,715 | 2024-03-31 | 2024-04-10 | |
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BNDX
VANGUARD CHARLOTTE FDS | | TOTAL INT BD ETF | 5,805 | $285,532 | 2024-03-31 | 2024-04-10 | |
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IJK
ISHARES TR | | S&P MC 400GR ETF | 2,984 | $272,286 | 2024-03-31 | 2024-04-10 | |
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VTV
VANGUARD INDEX FDS | | VALUE ETF | 1,653 | $269,266 | 2024-03-31 | 2024-04-10 | |
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IJT
ISHARES TR | | S&P SML 600 GWT | 1,807 | $236,187 | 2024-03-31 | 2024-04-10 | |
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IJS
ISHARES TR | | SP SMCP600VL ETF | 2,271 | $233,407 | 2024-03-31 | 2024-04-10 | |
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GOVT
ISHARES TR | | US TREAS BD ETF | 8,366 | $190,490 | 2024-03-31 | 2024-04-10 | |
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DFIS
DIMENSIONAL ETF TRUST | | INTL SMALL CAP E | 6,906 | $173,072 | 2024-03-31 | 2024-04-10 | |
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IJJ
ISHARES TR | | S&P MC 400VL ETF | 1,440 | $170,382 | 2024-03-31 | 2024-04-10 | |
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SHV
ISHARES TR | | SHORT TREAS BD | 1,450 | $160,283 | 2024-03-31 | 2024-04-10 | |
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IWN
ISHARES TR | | RUS 2000 VAL ETF | 811 | $128,719 | 2024-03-31 | 2024-04-10 | |
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DFAE
DIMENSIONAL ETF TRUST | | EMGR CRE EQT MNG | 5,167 | $127,732 | 2024-03-31 | 2024-04-10 | |
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IWB
ISHARES TR | | RUS 1000 ETF | 443 | $127,491 | 2024-03-31 | 2024-04-10 | |
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IGIB
ISHARES TR | | ISHS 5-10YR INVT | 2,425 | $125,130 | 2024-03-31 | 2024-04-10 | |
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DFUV
DIMENSIONAL ETF TRUST | | US MKTWIDE VALUE | 2,820 | $115,338 | 2024-03-31 | 2024-04-10 | |
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VTWO
VANGUARD SCOTTSDALE FDS | | VNG RUS2000IDX | 1,102 | $93,761 | 2024-03-31 | 2024-04-10 | |
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VNQ
VANGUARD INDEX FDS | | REAL ESTATE ETF | 907 | $78,396 | 2024-03-31 | 2024-04-10 | |
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VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 1,545 | $77,524 | 2024-03-31 | 2024-04-10 | |
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USHY
ISHARES TR | | BROAD USD HIGH | 1,530 | $55,983 | 2024-03-31 | 2024-04-10 | |
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IJR
ISHARES TR | | CORE S&P SCP ETF | 494 | $54,638 | 2024-03-31 | 2024-04-10 | |
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IJH
ISHARES TR | | CORE S&P MCP ETF | 803 | $48,757 | 2024-03-31 | 2024-04-10 | |
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IEMG
ISHARES INC | | CORE MSCI EMKT | 807 | $41,656 | 2024-03-31 | 2024-04-10 | |
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VEU
VANGUARD INTL EQUITY INDEX F | | ALLWRLD EX US | 670 | $39,296 | 2024-03-31 | 2024-04-10 | |
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IDEV
ISHARES TR | | CORE MSCI INTL | 505 | $33,901 | 2024-03-31 | 2024-04-10 | |
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IXUS
ISHARES TR | | CORE MSCI TOTAL | 203 | $13,789 | 2024-03-31 | 2024-04-10 | |
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