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All Stocks Held By Bromfield Sneider Wealth Advisors
As of  03/31/2024, we find all stocks held by Bromfield Sneider Wealth Advisors to be as follows, presented in the table below with each row detailing each Bromfield Sneider Wealth Advisors position, ordered by largest to smallest position size. The all-stocks-held-by-Bromfield Sneider Wealth Advisors table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Bromfield Sneider Wealth Advisors as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
VANGUARD INDEX FDS (VUG) 91,046 -2,162 $31,338
     VUG91,046-2,162$31,338
SPDR S&P 500 ETF TR (SPY) 55,121 -941 $28,832
     SPY55,121-941$28,832
VANGUARD SCOTTSDALE FDS (VCSH) 218,172 +4,688 $16,867
     VCSH218,172+4,688$16,867
VANGUARD INDEX FDS (VBK) 57,274 +582 $14,933
     VBK57,274+582$14,933
ISHARES TR (SUB) 71,000 +4,478 $7,436
     SUB71,000+4,478$7,436
ISHARES TR (MUB) 68,671 +5,654 $7,389
     MUB68,671+5,654$7,389
VANGUARD BD INDEX FDS (BIV) 88,124 +18,389 $6,645
     BIV88,124+18,389$6,645
ISHARES TR (EFV) 109,669 -40 $5,966
     EFV109,669-40$5,966
ISHARES TR (AGG) 56,718 +3,866 $5,555
     AGG56,718+3,866$5,555
VANGUARD INDEX FDS (VBR) 24,104 +19 $4,625
     VBR24,104+19$4,625
ISHARES TR (IVV) 6,024 +90 $3,167
     IVV6,024+90$3,167
ISHARES TR (IAGG) 61,248 +6,880 $3,059
     IAGG61,248+6,880$3,059
VANGUARD SCOTTSDALE FDS (VCIT) 23,608 +261 $1,901
     VCIT23,608+261$1,901
VANGUARD SCOTTSDALE FDS (VONV) 20,374 +3,462 $1,602
     VONV20,374+3,462$1,602
DIMENSIONAL ETF TRUST (DFAS) 24,393 +6,359 $1,521
     DFAS24,393+6,359$1,521
ISHARES TR (IVW) 15,274 UNCH $1,290
     IVW15,274UNCH$1,290
VANGUARD SCOTTSDALE FDS (VONG) 13,779 +3 $1,194
     VONG13,779+3$1,194
VANGUARD BD INDEX FDS (BND) 15,111 +662 $1,098
     BND15,111+662$1,098
ISHARES TR (SCZ) 14,545 +2,540 $921
     SCZ14,545+2,540$921
DIMENSIONAL ETF TRUST (DFAT) 16,714 +3,764 $910
     DFAT16,714+3,764$910
VANGUARD INDEX FDS (VB) 3,737 +6 $854
     VB3,737+6$854
DIMENSIONAL ETF TRUST (DFAU) 23,275 +809 $850
     DFAU23,275+809$850
ISHARES TR (ITOT) 5,834 +1,697 $673
     ITOT5,834+1,697$673
DIMENSIONAL ETF TRUST (DFAI) 21,817 +3,539 $659
     DFAI21,817+3,539$659
ISHARES TR (SHY) 7,969 UNCH $652
     SHY7,969UNCH$652
DIMENSIONAL ETF TRUST (DFLV) 20,905 +28 $627
     DFLV20,905+28$627
ISHARES TR (IVE) 3,222 UNCH $602
     IVE3,222UNCH$602
VANGUARD BD INDEX FDS (BSV) 7,686 UNCH $589
     BSV7,686UNCH$589
VANGUARD SCOTTSDALE FDS (VONE) 2,354 +1,287 $561
     VONE2,354+1,287$561
DIMENSIONAL ETF TRUST (DCOR) 9,208 +7,973 $540
     DCOR9,208+7,973$540
ISHARES TR (IWC) 4,060 +900 $492
     IWC4,060+900$492
VANGUARD STAR FDS (VXUS) 7,549 +1,591 $455
     VXUS7,549+1,591$455
ISHARES TR (IWD) 2,511 +572 $450
     IWD2,511+572$450
MICROSOFT CORP 1,005 +651 $423
     MSFT1,005+651$423
VANGUARD INTL EQUITY INDEX F (VWO) 10,022 +6 $419
     VWO10,022+6$419
ISHARES TR (IEFA) 5,312 UNCH $394
     IEFA5,312UNCH$394
DIMENSIONAL ETF TRUST (DFIV) 10,432 +889 $383
     DFIV10,432+889$383
ISHARES TR (EFA) 4,444 UNCH $355
     EFA4,444UNCH$355
Nuveen MA Municipal Bond Fund      $343
     Title of Class36,843+294$343
DIMENSIONAL ETF TRUST (DFUS) 5,260 UNCH $300
     DFUS5,260UNCH$300
ISHARES TR (IWF) 891 +1 $300
     IWF891+1$300
VANGUARD CHARLOTTE FDS (BNDX) 5,805 +21 $286
     BNDX5,805+21$286
ISHARES TR (IJK) 2,984 UNCH $272
     IJK2,984UNCH$272
VANGUARD INDEX FDS (VTV) 1,653 UNCH $269
     VTV1,653UNCH$269
ISHARES TR (IJT) 1,807 UNCH $236
     IJT1,807UNCH$236
ISHARES TR (IJS) 2,271 UNCH $233
     IJS2,271UNCH$233
ISHARES TR (GOVT) 8,366 +17 $190
     GOVT8,366+17$190
DIMENSIONAL ETF TRUST (DFIS) 6,906 +3 $173
     DFIS6,906+3$173
ISHARES TR (IJJ) 1,440 UNCH $170
     IJJ1,440UNCH$170
ISHARES TR (SHV) 1,450 UNCH $160
     SHV1,450UNCH$160
ISHARES TR (IWN) 811 UNCH $129
     IWN811UNCH$129
DIMENSIONAL ETF TRUST (DFAE) 5,167 +5 $128
     DFAE5,167+5$128
ISHARES TR (IWB) 443 +2 $127
     IWB443+2$127
ISHARES TR (IGIB) 2,425 UNCH $125
     IGIB2,425UNCH$125
DIMENSIONAL ETF TRUST (DFUV) 2,820 UNCH $115
     DFUV2,820UNCH$115
EMERSON ELEC CO 840 UNCH $95
     EMR840UNCH$95
VANGUARD SCOTTSDALE FDS (VTWO) 1,102 +1,102 $94
     VTWO1,102+1,102$94
PROCTER AND GAMBLE CO 515 UNCH $84
     PG515UNCH$84
VANGUARD TAX MANAGED FDS (VEA) 1,545 UNCH $78
     VEA1,545UNCH$78
VANGUARD INDEX FDS (VNQ) 907 UNCH $78
     VNQ907UNCH$78
JOHNSON & JOHNSON 471 +3 $74
     JNJ471+3$74
MCDONALDS CORP 240 UNCH $68
     MCD240UNCH$68
AIR PRODS & CHEMS INC 265 UNCH $64
     APD265UNCH$64
ELI LILLY & CO 80 UNCH $62
     LLY80UNCH$62
ESSENTIAL UTILS INC 1,657 UNCH $61
     WTRG1,657UNCH$61
RTX CORPORATION 614 UNCH $60
     RTX614UNCH$60
EXXON MOBIL CORP 508 UNCH $59
     XOM508UNCH$59
JPMORGAN CHASE & CO 290 UNCH $58
     JPM290UNCH$58
ISHARES TR (USHY) 1,530 UNCH $56
     USHY1,530UNCH$56
ISHARES TR (IJR) 494 UNCH $55
     IJR494UNCH$55
GOLDMAN SACHS GROUP INC 120 UNCH $50
     GS120UNCH$50
ISHARES TR (IJH) 803 +642 $49
     IJH803+642$49
Hubbell Inc Cl B      $46
     Title of Class110UNCH$46
AUTOMATIC DATA PROCESSING IN 181 UNCH $45
     ADP181UNCH$45
ISHARES INC (IEMG) 807 UNCH $42
     IEMG807UNCH$42
AMGEN INC 145 UNCH $41
     AMGN145UNCH$41
UNITEDHEALTH GROUP INC 83 UNCH $41
     UNH83UNCH$41
CISCO SYS INC 800 UNCH $40
     CSCO800UNCH$40
SNAP ON INC 135 UNCH $40
     SNA135UNCH$40
BROOKFIELD INFRAST PARTNERS 1,234 +1,234 $39
     BIP1,234+1,234$39
VANGUARD INTL EQUITY INDEX F (VEU) 670 UNCH $39
     VEU670UNCH$39
BANK NEW YORK MELLON CORP 666 UNCH $38
     BK666UNCH$38
GENUINE PARTS CO 246 UNCH $38
     GPC246UNCH$38
CHEVRON CORP NEW 235 UNCH $37
     CVX235UNCH$37
MERCK & CO INC 280 UNCH $37
     MRK280UNCH$37
PEPSICO INC 207 UNCH $36
     PEP207UNCH$36
PHILIP MORRIS INTL INC 394 UNCH $36
     PM394UNCH$36
ISHARES TR (IDEV) 505 UNCH $34
     IDEV505UNCH$34
3M CO 313 UNCH $33
     MMM313UNCH$33
PUBLIC SVC ENTERPRISE GRP IN 388 UNCH $26
     PEG388UNCH$26
PFIZER INC 895 UNCH $25
     PFE895UNCH$25
BANK AMERICA CORP 626 UNCH $24
     BAC626UNCH$24
MONDELEZ INTL INC 331 UNCH $23
     MDLZ331UNCH$23
ALTRIA GROUP INC 519 UNCH $23
     MO519UNCH$23
PNC FINL SVCS GROUP INC 123 UNCH $20
     PNC123UNCH$20
KIMBERLY CLARK CORP 121 UNCH $16
     KMB121UNCH$16
BRISTOL MYERS SQUIBB CO 278 UNCH $15
     BMY278UNCH$15
LIBERTY MEDIA CORP DEL 500 +500 $15
     LSXMK500+500$15
INTERNATIONAL BUSINESS MACHS 72 UNCH $14
     IBM72UNCH$14
ISHARES TR (IXUS) 203 +15 $14
     IXUS203+15$14
LIBERTY BROADBAND CORP 250 +250 $14
     LBRDK250+250$14
HERSHEY CO 60 UNCH $12
     HSY60UNCH$12
Ky Rrl Wtr Fin C      $5
     Title of Class5,000UNCH$5
LIBERTY MEDIA CORP DEL 125 +125 $5
     LLYVK125+125$5

See Summary: Bromfield Sneider Wealth Advisors Top Holdings
See Details: Top 10 Stocks Held By Bromfield Sneider Wealth Advisors

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
VTWO +1,102+$94
BIP +1,234+$39
LSXMK +500+$15
LBRDK +250+$14
LLYVK +125+$5
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
Ky Rrl Wtr Fin C -5,000-$5
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
BIV +18,389+$1,319
DCOR +7,973+$474
IAGG +6,880+$351
DFAS +6,359+$446
MUB +5,654+$557
VCSH +4,688+$350
SUB +4,478+$423
AGG +3,866+$309
DFAT +3,764+$232
DFAI +3,539+$136
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
VUG -2,162+$2,362
SPY -941+$2,185
EFV -40+$250
Ky Rrl Wtr Fin C UNCH$UNCH
HSY UNCH+$1
IBM UNCH+$2
BMY UNCH+$1
KMB UNCH+$1
PNC UNCH+$1
Bromfield Sneider Wealth Advisors Info
Size ($ 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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