Bromfield Sneider Wealth Advisors quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, Bromfield Sneider Wealth Advisors opened 1 positions, added to 36, reduced 3, sold out of 0 and left 23 unchanged. The largest increase in value was VUG (+$2,361,464); the largest decrease was BSV (-$2,690).
- BIV: Country of operation —; Class INTERMED TERM; Shares 2023-12-31 69,735; Shares 2024-03-31 88,124.
- VBK: Country of operation —; Class SML CP GRW ETF; Shares 2023-12-31 56,692; Shares 2024-03-31 57,274.
- MUB: Country of operation —; Class NATIONAL MUN ETF; Shares 2023-12-31 63,017; Shares 2024-03-31 68,671.
- DCOR: Country of operation —; Class US CORE EQUITY 1; Shares 2023-12-31 1,235; Shares 2024-03-31 9,208.
Two Form 13F-HR filings compared (SEC CIK 1891795): 2023-12-31 (filed 2024-01-05) and 2024-03-31 (filed 2024-04-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2023-12-31 | Shares 2024-03-31 | Share change | Value 2023-12-31 | Value 2024-03-31 | Value change |
|---|
BIV
VANGUARD BD INDEX FDS | | INTERMED TERM | 69,735 | 88,124 | +18,389 | $5,326,331 | $6,644,525 | +$1,318,194 |
|---|
VBK
VANGUARD INDEX FDS | | SML CP GRW ETF | 56,692 | 57,274 | +582 | $13,706,314 | $14,932,506 | +$1,226,192 |
|---|
MUB
ISHARES TR | | NATIONAL MUN ETF | 63,017 | 68,671 | +5,654 | $6,831,692 | $7,388,977 | +$557,285 |
|---|
DCOR
DIMENSIONAL ETF TRUST | | US CORE EQUITY 1 | 1,235 | 9,208 | +7,973 | $66,037 | $540,043 | +$474,006 |
|---|
DFAS
DIMENSIONAL ETF TRUST | | US SMALL CAP ETF | 18,034 | 24,393 | +6,359 | $1,075,165 | $1,520,684 | +$445,519 |
|---|
SUB
ISHARES TR | | SHRT NAT MUN ETF | 66,522 | 71,000 | +4,478 | $7,013,432 | $7,435,805 | +$422,373 |
|---|
VONV
VANGUARD SCOTTSDALE FDS | | VNG RUS1000VAL | 16,912 | 20,374 | +3,462 | $1,226,782 | $1,602,204 | +$375,422 |
|---|
IAGG
ISHARES TR | | CORE INTL AGGR | 54,368 | 61,248 | +6,880 | $2,707,529 | $3,059,340 | +$351,811 |
|---|
VCSH
VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 213,484 | 218,172 | +4,688 | $16,517,271 | $16,866,875 | +$349,604 |
|---|
IVV
ISHARES TR | | CORE S&P500 ETF | 5,934 | 6,024 | +90 | $2,834,402 | $3,166,801 | +$332,399 |
|---|
VONE
VANGUARD SCOTTSDALE FDS | | VNG RUS1000IDX | 1,067 | 2,354 | +1,287 | $231,460 | $561,006 | +$329,546 |
|---|
AGG
ISHARES TR | | CORE US AGGBD ET | 52,852 | 56,718 | +3,866 | $5,245,546 | $5,554,923 | +$309,377 |
|---|
VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 24,085 | 24,104 | +19 | $4,334,498 | $4,625,027 | +$290,529 |
|---|
ITOT
ISHARES TR | | CORE S&P TTL STK | 4,137 | 5,834 | +1,697 | $435,379 | $672,716 | +$237,337 |
|---|
DFAT
DIMENSIONAL ETF TRUST | | US TARGETED VLU | 12,950 | 16,714 | +3,764 | $677,689 | $909,731 | +$232,042 |
|---|
SCZ
ISHARES TR | | EAFE SML CP ETF | 12,005 | 14,545 | +2,540 | $743,128 | $921,154 | +$178,026 |
|---|
DFAI
DIMENSIONAL ETF TRUST | | INTL CORE EQT MK | 18,278 | 21,817 | +3,539 | $523,469 | $659,302 | +$135,833 |
|---|
IWD
ISHARES TR | | RUS 1000 VAL ETF | 1,939 | 2,511 | +572 | $320,356 | $449,812 | +$129,456 |
|---|
IWC
ISHARES TR | | MICRO-CAP ETF | 3,160 | 4,060 | +900 | $366,675 | $492,043 | +$125,368 |
|---|
VONG
VANGUARD SCOTTSDALE FDS | | VNG RUS1000GRW | 13,776 | 13,779 | +3 | $1,074,785 | $1,194,190 | +$119,405 |
|---|
VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 5,958 | 7,549 | +1,591 | $345,336 | $455,200 | +$109,864 |
|---|
DFAU
DIMENSIONAL ETF TRUST | | US CORE EQT MKT | 22,466 | 23,275 | +809 | $747,000 | $850,483 | +$103,483 |
|---|
DFLV
DIMENSIONAL ETF TRUST | | US LARGE CAP VAL | 20,877 | 20,905 | +28 | $564,715 | $626,935 | +$62,220 |
|---|
VB
VANGUARD INDEX FDS | | SMALL CP ETF | 3,731 | 3,737 | +6 | $796,016 | $854,263 | +$58,247 |
|---|
DFIV
DIMENSIONAL ETF TRUST | | INTERNATNAL VAL | 9,543 | 10,432 | +889 | $327,894 | $383,375 | +$55,481 |
|---|
BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 14,449 | 15,111 | +662 | $1,062,696 | $1,097,505 | +$34,809 |
|---|
IWF
ISHARES TR | | RUS 1000 GRW ETF | 890 | 891 | +1 | $269,917 | $300,283 | +$30,366 |
|---|
IWB
ISHARES TR | | RUS 1000 ETF | 441 | 443 | +2 | $115,735 | $127,491 | +$11,756 |
|---|
VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 10,016 | 10,022 | +6 | $411,658 | $418,616 | +$6,958 |
|---|
DFIS
DIMENSIONAL ETF TRUST | | INTL SMALL CAP E | 6,903 | 6,906 | +3 | $166,843 | $173,072 | +$6,229 |
|---|
IJH
ISHARES TR | | CORE S&P MCP ETF | 161 | 803 | +642 | $44,543 | $48,757 | +$4,214 |
|---|
DFAE
DIMENSIONAL ETF TRUST | | EMGR CRE EQT MNG | 5,162 | 5,167 | +5 | $124,458 | $127,732 | +$3,274 |
|---|
VCIT
VANGUARD SCOTTSDALE FDS | | INT-TERM CORP | 23,347 | 23,608 | +261 | $1,897,676 | $1,900,685 | +$3,009 |
|---|
GOVT
ISHARES TR | | US TREAS BD ETF | 8,349 | 8,366 | +17 | $192,365 | $190,490 | -$1,875 |
|---|
IXUS
ISHARES TR | | CORE MSCI TOTAL | 188 | 203 | +15 | $12,220 | $13,789 | +$1,569 |
|---|
BNDX
VANGUARD CHARLOTTE FDS | | TOTAL INT BD ETF | 5,784 | 5,805 | +21 | $285,548 | $285,532 | -$16 |
|---|
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