HoldingsChannel.com
| 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 |
$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 | $160 |
See Full List: All Stocks Held By Bromfield Sneider Wealth Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Bromfield Sneider Wealth Advisors
|
Size ($ 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 |
