Bromfield Sneider Wealth Advisors

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 10, 2024), Bromfield Sneider Wealth Advisors reported 104 stock positions worth $161.8 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 19.4% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 17.8%) and Vanguard S/T Corp. Bond ETF (VCSH, 10.4%). Compared with Q4 2023, it opened 5 new positions, added to 38 and reduced 4. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +26%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −2%).

Most Recent 13F
Q1 2024
Location
WESTWOOD, MA
CIK
0001891795
Portfolio Value
$161.8M (Q1 2024)
SEC Filing
0001062993-24-008244 ↗ filed Apr 10, 2024

Holdings 104 stocks · $161.8M
VUG Vanguard Mrngstar GR ETF-Sui 19.36% 91,046 $31.3M Reduce -2.3%
SPY SS SPDR S&P 500 ETF Trust-US 17.82% 55,121 $28.8M Reduce -1.7%
VCSH Vanguard S/T Corp. Bond ETF 10.42% 218,172 $16.9M Add +2.2%
VBK Van Morst SML-Cap Gro-Usd Inc. 9.23% 57,274 $14.9M Add +1.0%
SUB iShares Short-Term National 4.59% 71,000 $7.4M Add +6.7%
MUB iShares National Muni Bond E 4.57% 68,671 $7.4M Add +9.0%
BIV Vanguard Intermediate-Term B 4.11% 88,124 $6.6M Add +26.4%
EFV iShares MSCI Eafe Value ETF 3.69% 109,669 $6.0M Reduce -0.0%
AGG iShares Core U.S. Aggregate 3.43% 56,718 $5.6M Add +7.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.86% 24,104 $4.6M Add +0.1%
IVV iShares Core S&P 500 ETF 1.96% 6,024 $3.2M Add +1.5%
IAGG iShares Intl Aggregate Bond 1.89% 61,248 $3.1M Add +12.7%
VCIT Vanguard Int-Term Corporate 1.17% 23,608 $1.9M Add +1.1%
VONV Vanguard Russell 1000 Value 0.99% 20,374 $1.6M Add +20.5%
DFAS Dimensional US Small Cap ETF 0.94% 24,393 $1.5M Add +35.3%
IVW iShares S&P 500 Growth ETF 0.80% 15,274 $1.3M No change
VONG Vanguard Russell 1000 Growth 0.74% 13,779 $1.2M Add +0.0%
BND Vanguard Total Bond Market 0.68% 15,111 $1.1M Add +4.6%
SCZ iShares MSCI Eafe Small-Cap 0.57% 14,545 $921K Add +21.2%
DFAT Dimensional US Target Value 0.56% 16,714 $910K Add +29.1%
VB Vanguard Most SM-Cap ETF-Usd 0.53% 3,737 $854K Add +0.2%
DFAU Dimensional US Core Equity M 0.53% 23,275 $850K Add +3.6%
ITOT iShares Core S&P Total U.S. 0.42% 5,834 $673K Add +41.0%
DFAI Dimensional International Co. 0.41% 21,817 $659K Add +19.4%
SHY iShares 1-3 Year Treasury Bo 0.40% 7,969 $652K No change
DFLV Dim US Large Cap Value ETF 0.39% 20,905 $627K Add +0.1%
IVE iShares S&P 500 Value ETF 0.37% 3,222 $602K No change
BSV Vanguard Short-Term Bond ETF 0.36% 7,686 $589K No change
VONE Vanguard Russell 1000 0.35% 2,354 $561K Add +120.6%
DCOR Dimensional US Core Eq 1 ETF 0.33% 9,208 $540K Add +645.6%
IWC iShares Micro-Cap ETF 0.30% 4,060 $492K Add +28.5%
VXUS Vanguard Total Intl Stock 0.28% 7,549 $455K Add +26.7%
IWD iShares Russell 1000 Value E 0.28% 2,511 $450K Add +29.5%
MSFT Microsoft Corp. 0.26% 1,005 $423K Add +183.9%
VWO Vanguard Ftse Emerging Marke 0.26% 10,022 $419K Add +0.1%
IEFA iShares Core MSCI Eafe ETF 0.24% 5,312 $394K No change
DFIV Dimensional International Va 0.24% 10,432 $383K Add +9.3%
EFA iShares MSCI Eafe ETF 0.22% 4,444 $355K No change
NBMAX Nuveen Ma Muni BND-I 0.21% 36,843 $343K Add +0.8%
IWF iShares Russell 1000 Growth 0.19% 891 $300K Add +0.1%
DFUS Dimensional US Eq MKT ETF 0.19% 5,260 $300K No change
BNDX Vanguard Total Intl Bond ETF 0.18% 5,805 $286K Add +0.4%
IJK iShares S&P Mid-Cap 400 Grow 0.17% 2,984 $272K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.17% 1,653 $269K No change
IJT iShares S&P Small-Cap 600 GR 0.15% 1,807 $236K No change
IJS iShares S&P Small-Cap 600 Va 0.14% 2,271 $233K No change
GOVT iShares US Treasury Bond ETF 0.12% 8,366 $190K Add +0.2%
DFIS Dimensional International SM 0.11% 6,906 $173K Add +0.0%
IJJ iShares S&P Mid-Cap 400 Valu 0.11% 1,440 $170K No change
SHV iShares 0-1 Year Treasury Bo 0.10% 1,450 $160K No change
IWN iShares Russell 2000 Value E 0.08% 811 $129K No change
DFAE Dimensional Emerging Core Eq 0.08% 5,167 $128K Add +0.1%
IWB iShares Russell 1000 ETF 0.08% 443 $127K Add +0.5%
IGIB iShares 5-10Y Inv Grade Corp. 0.08% 2,425 $125K No change
DFUV Dimensional US Marketwide Va 0.07% 2,820 $115K No change
EMR Emerson Electric Co. 0.06% 840 $95K No change
VTWO Vanguard Russell 2000 ETF 0.06% 1,102 $94K New
PG The Procter & Gamble Co. 0.05% 515 $84K No change
VNQ Vanguard Real Estate ETF 0.05% 907 $78K No change
VEA Vanguard Ftse Developed ETF 0.05% 1,545 $78K No change
JNJ Johnson & Johnson 0.05% 471 $74K Add +0.6%
MCD McDonald's Corp. 0.04% 240 $68K No change
APD Air Products & Chemicals Inc. 0.04% 265 $64K No change
LLY Eli Lilly & Co. 0.04% 80 $62K No change
WTRG Essential Utilities Inc. 0.04% 1,657 $61K No change
RTX RTX Corp. 0.04% 614 $60K No change
XOM Exxon Mobil Corp. 0.04% 508 $59K No change
JPM JPMorgan Chase & Co. 0.04% 290 $58K No change
USHY iShares Broad Usd High Yield 0.03% 1,530 $56K No change
IJR iShares Core S&P Small-Cap E 0.03% 494 $55K No change
GS Goldman Sachs Group Inc. 0.03% 120 $50K No change
IJH iShares Core S&P Midcap ETF 0.03% 803 $49K Reduce -0.3%
HUBB Hubbell Inc. 0.03% 110 $46K No change
ADP Automatic Data Processing 0.03% 181 $45K No change
IEMG iShares Core MSCI Emerging 0.03% 807 $42K No change
AMGN Amgen Inc. 0.03% 145 $41K No change
UNH Unitedhealth Group Inc. 0.03% 83 $41K No change
SNA Snap-on Inc. 0.02% 135 $40K No change
CSCO Cisco Systems Inc. 0.02% 800 $40K No change
VEU Vanguard Ftse All-World Ex-U 0.02% 670 $39K No change
BIP Brookfield Infrastructure Pa 0.02% 1,234 $39K New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.02% 666 $38K No change
GPC Genuine Parts Co. 0.02% 246 $38K No change
CVX Chevron Corp. 0.02% 235 $37K No change
MRK Merck & Co. Inc. 0.02% 280 $37K No change
PEP Pepsico Inc. 0.02% 207 $36K No change
PM Philip Morris International 0.02% 394 $36K No change
IDEV iShares Core MSCI Dev MKTS 0.02% 505 $34K No change
MMM 3M Co. 0.02% 313 $33K No change
PEG Public Service Enterprise GP 0.02% 388 $26K No change
PFE Pfizer Inc. 0.02% 895 $25K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.01% 626 $24K No change
MDLZ Mondelez International Inc. Class A 0.01% 331 $23K No change
MO Altria Group Inc. 0.01% 519 $23K No change
PNC PNC Financial Services Group 0.01% 123 $20K No change
KMB Kimberly-Clark Corp. 0.01% 121 $16K No change
BMY Bristol-Myers Squibb Co. 0.01% 278 $15K No change
LSXMK Liberty Media Corp.-Liber-New 0.01% 500 $15K New
LBRDK Liberty Broadband-C 0.01% 250 $14K New
IXUS iShares Core Intl Stock ETF 0.01% 203 $14K Add +8.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.01% 72 $14K No change
HSY The Hershey Co. 0.01% 60 $12K No change
LLYVK Liberty Media Corp.-Liberty-C 0.00% 125 $5K New
KENTUCKY RURAL WTR-D (KY KYSWTR 3.75 02/01/2035) filed as Ky Rrl Wtr Fin C 0.00% 5,000 $5K No change

Portfolio Sells Q4 2023 → Q1 2024
VUG Vanguard Mrngstar GR ETF-Sui Reduce -2.3% 19.36% −0.25
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.7% 17.82% −0.22
EFV iShares MSCI Eafe Value ETF Reduce -0.0% 3.69% −0.18
IJH iShares Core S&P Midcap ETF Reduce -0.3% 0.03% 0.00

Portfolio Buys Q4 2023 → Q1 2024
BIV Vanguard Intermediate-Term B Add +26.4% 4.11% +0.50
DCOR Dimensional US Core Eq 1 ETF Add +645.6% 0.33% +0.29
DFAS Dimensional US Small Cap ETF Add +35.3% 0.94% +0.21
VONE Vanguard Russell 1000 Add +120.6% 0.35% +0.19
MSFT Microsoft Corp. Add +183.9% 0.26% +0.17
VONV Vanguard Russell 1000 Value Add +20.5% 0.99% +0.16
ITOT iShares Core S&P Total U.S. Add +41.0% 0.42% +0.12
DFAT Dimensional US Target Value Add +29.1% 0.56% +0.10
SCZ iShares MSCI Eafe Small-Cap Add +21.2% 0.57% +0.07
IWD iShares Russell 1000 Value E Add +29.5% 0.28% +0.06
VTWO Vanguard Russell 2000 ETF New 0.06% +0.06
IAGG iShares Intl Aggregate Bond Add +12.7% 1.89% +0.06
IWC iShares Micro-Cap ETF Add +28.5% 0.30% +0.06
DFAI Dimensional International Co. Add +19.4% 0.41% +0.05
VXUS Vanguard Total Intl Stock Add +26.7% 0.28% +0.05
IVV iShares Core S&P 500 ETF Add +1.5% 1.96% +0.04
BIP Brookfield Infrastructure Pa New 0.02% +0.02
DFAU Dimensional US Core Equity M Add +3.6% 0.53% +0.02
DFIV Dimensional International Va Add +9.3% 0.24% +0.01
VONG Vanguard Russell 1000 Growth Add +0.0% 0.74% +0.01
LSXMK Liberty Media Corp.-Liber-New New 0.01% +0.01
LBRDK Liberty Broadband-C New 0.01% +0.01
DFLV Dim US Large Cap Value ETF Add +0.1% 0.39% +0.01
LLYVK Liberty Media Corp.-Liberty-C New 0.00% +0.00
IWF iShares Russell 1000 Growth Add +0.1% 0.19% +0.00
IWB iShares Russell 1000 ETF Add +0.5% 0.08% +0.00
IXUS iShares Core Intl Stock ETF Add +8.0% 0.01% +0.00
JNJ Johnson & Johnson Add +0.6% 0.05% −0.00
DFAE Dimensional Emerging Core Eq Add +0.1% 0.08% −0.01
DFIS Dimensional International SM Add +0.0% 0.11% −0.01
VB Vanguard Most SM-Cap ETF-Usd Add +0.2% 0.53% −0.01
GOVT iShares US Treasury Bond ETF Add +0.2% 0.12% −0.01
BNDX Vanguard Total Intl Bond ETF Add +0.4% 0.18% −0.02
VWO Vanguard Ftse Emerging Marke Add +0.1% 0.26% −0.02
NBMAX Nuveen Ma Muni BND-I Add +0.8% 0.21% −0.02
BND Vanguard Total Bond Market Add +4.6% 0.68% −0.04
VBK Van Morst SML-Cap Gro-Usd Inc. Add +1.0% 9.23% −0.05
MUB iShares National Muni Bond E Add +9.0% 4.57% −0.06
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.1% 2.86% −0.08
VCIT Vanguard Int-Term Corporate Add +1.1% 1.17% −0.11
AGG iShares Core U.S. Aggregate Add +7.3% 3.43% −0.12
SUB iShares Short-Term National Add +6.7% 4.59% −0.15
VCSH Vanguard S/T Corp. Bond ETF Add +2.2% 10.42% −0.76

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2024 104$161.8MVUG, SPY, VCSH, VBK, SUB