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Size ($ in 1000's)
At 03/31/2024: $161,841 At 12/31/2023: $147,727
Bromfield Sneider Wealth Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bromfield Sneider Wealth Advisors 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Bromfield Sneider Wealth Advisors top holdings by largest position size, as per the latest 13f filing made by Bromfield Sneider Wealth Advisors.
In the Bromfield Sneider Wealth Advisors-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Bromfield Sneider Wealth Advisors in that top holding, then the share count change between reporting periods, and finally the Bromfield Sneider Wealth Advisors top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
VANGUARD INDEX FDS (VUG) |
91,046 |
-2,162 |
$31,338 | VUG | 91,046 | -2,162 | $31,338 | SPDR S&P 500 ETF TR (SPY) |
55,121 |
-941 |
$28,832 | SPY | 55,121 | -941 | $28,832 | VANGUARD SCOTTSDALE FDS (VCSH) |
218,172 |
+4,688 |
$16,867 | VCSH | 218,172 | +4,688 | $16,867 | VANGUARD INDEX FDS (VBK) |
57,274 |
+582 |
$14,933 | VBK | 57,274 | +582 | $14,933 | ISHARES TR (SUB) |
71,000 |
+4,478 |
$7,436 | SUB | 71,000 | +4,478 | $7,436 | ISHARES TR (MUB) |
68,671 |
+5,654 |
$7,389 | MUB | 68,671 | +5,654 | $7,389 | VANGUARD BD INDEX FDS (BIV) |
88,124 |
+18,389 |
$6,645 | BIV | 88,124 | +18,389 | $6,645 | ISHARES TR (EFV) |
109,669 |
-40 |
$5,966 | EFV | 109,669 | -40 | $5,966 | ISHARES TR (AGG) |
56,718 |
+3,866 |
$5,555 | AGG | 56,718 | +3,866 | $5,555 | VANGUARD INDEX FDS (VBR) |
24,104 |
+19 |
$4,625 | VBR | 24,104 | +19 | $4,625 | ISHARES TR (IVV) |
6,024 |
+90 |
$3,167 | IVV | 6,024 | +90 | $3,167 | ISHARES TR (IAGG) |
61,248 |
+6,880 |
$3,059 | IAGG | 61,248 | +6,880 | $3,059 | VANGUARD SCOTTSDALE FDS (VCIT) |
23,608 |
+261 |
$1,901 | VCIT | 23,608 | +261 | $1,901 | VANGUARD SCOTTSDALE FDS (VONV) |
20,374 |
+3,462 |
$1,602 | VONV | 20,374 | +3,462 | $1,602 | DIMENSIONAL ETF TRUST (DFAS) |
24,393 |
+6,359 |
$1,521 | DFAS | 24,393 | +6,359 | $1,521 | ISHARES TR (IVW) |
15,274 |
UNCH |
$1,290 | IVW | 15,274 | UNCH | $1,290 | VANGUARD SCOTTSDALE FDS (VONG) |
13,779 |
+3 |
$1,194 | VONG | 13,779 | +3 | $1,194 | VANGUARD BD INDEX FDS (BND) |
15,111 |
+662 |
$1,098 | BND | 15,111 | +662 | $1,098 | ISHARES TR (SCZ) |
14,545 |
+2,540 |
$921 | SCZ | 14,545 | +2,540 | $921 | DIMENSIONAL ETF TRUST (DFAT) |
16,714 |
+3,764 |
$910 | DFAT | 16,714 | +3,764 | $910 | VANGUARD INDEX FDS (VB) |
3,737 |
+6 |
$854 | VB | 3,737 | +6 | $854 | DIMENSIONAL ETF TRUST (DFAU) |
23,275 |
+809 |
$850 | DFAU | 23,275 | +809 | $850 | ISHARES TR (ITOT) |
5,834 |
+1,697 |
$673 | ITOT | 5,834 | +1,697 | $673 | DIMENSIONAL ETF TRUST (DFAI) |
21,817 |
+3,539 |
$659 | DFAI | 21,817 | +3,539 | $659 | ISHARES TR (SHY) |
7,969 |
UNCH |
$652 | SHY | 7,969 | UNCH | $652 | DIMENSIONAL ETF TRUST (DFLV) |
20,905 |
+28 |
$627 | DFLV | 20,905 | +28 | $627 | ISHARES TR (IVE) |
3,222 |
UNCH |
$602 | IVE | 3,222 | UNCH | $602 | VANGUARD BD INDEX FDS (BSV) |
7,686 |
UNCH |
$589 | BSV | 7,686 | UNCH | $589 | VANGUARD SCOTTSDALE FDS (VONE) |
2,354 |
+1,287 |
$561 | VONE | 2,354 | +1,287 | $561 | DIMENSIONAL ETF TRUST (DCOR) |
9,208 |
+7,973 |
$540 | DCOR | 9,208 | +7,973 | $540 | ISHARES TR (IWC) |
4,060 |
+900 |
$492 | IWC | 4,060 | +900 | $492 | VANGUARD STAR FDS (VXUS) |
7,549 |
+1,591 |
$455 | VXUS | 7,549 | +1,591 | $455 | ISHARES TR (IWD) |
2,511 |
+572 |
$450 | IWD | 2,511 | +572 | $450 | MICROSOFT CORP |
1,005 |
+651 |
$423 | MSFT | 1,005 | +651 | $423 | VANGUARD INTL EQUITY INDEX F (VWO) |
10,022 |
+6 |
$419 | VWO | 10,022 | +6 | $419 | ISHARES TR (IEFA) |
5,312 |
UNCH |
$394 | IEFA | 5,312 | UNCH | $394 | DIMENSIONAL ETF TRUST (DFIV) |
10,432 |
+889 |
$383 | DFIV | 10,432 | +889 | $383 | ISHARES TR (EFA) |
4,444 |
UNCH |
$355 | EFA | 4,444 | UNCH | $355 | Nuveen MA Municipal Bond Fund |
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$343 | Title of Class | 36,843 | +294 | $343 | DIMENSIONAL ETF TRUST (DFUS) |
5,260 |
UNCH |
$300 | DFUS | 5,260 | UNCH | $300 | ISHARES TR (IWF) |
891 |
+1 |
$300 | IWF | 891 | +1 | $300 | VANGUARD CHARLOTTE FDS (BNDX) |
5,805 |
+21 |
$286 | BNDX | 5,805 | +21 | $286 | ISHARES TR (IJK) |
2,984 |
UNCH |
$272 | IJK | 2,984 | UNCH | $272 | VANGUARD INDEX FDS (VTV) |
1,653 |
UNCH |
$269 | VTV | 1,653 | UNCH | $269 | ISHARES TR (IJT) |
1,807 |
UNCH |
$236 | IJT | 1,807 | UNCH | $236 | ISHARES TR (IJS) |
2,271 |
UNCH |
$233 | IJS | 2,271 | UNCH | $233 | ISHARES TR (GOVT) |
8,366 |
+17 |
$190 | GOVT | 8,366 | +17 | $190 | DIMENSIONAL ETF TRUST (DFIS) |
6,906 |
+3 |
$173 | DFIS | 6,906 | +3 | $173 | ISHARES TR (IJJ) |
1,440 |
UNCH |
$170 | IJJ | 1,440 | UNCH | $170 | ISHARES TR (SHV) |
1,450 |
UNCH |
$160 | SHV | 1,450 | UNCH | $160 |
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