Bromfield Sneider Wealth Advisors 13F Holdings · last filed Q1 2024
Bromfield Sneider Wealth Advisors reported 103 securities worth $161.84M in its SEC 13F filing for Q1 2024 (period ended 2024-03-31). Top holdings: VUG (19.36%), SPY (17.82%), VCSH (10.42%). Among its top 25 positions this quarter: 20 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $31.3M | 19.36% | 91,046 | Trimmed |
| 2 | SPY | SPDR S&P 500 ETF TR | $28.8M | 17.82% | 55,121 | Trimmed |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | $16.9M | 10.42% | 218,172 | Added |
| 4 | VBK | VANGUARD INDEX FDS | $14.9M | 9.23% | 57,274 | Added |
| 5 | SUB | ISHARES TR | $7.4M | 4.59% | 71,000 | Added |
| 6 | MUB | ISHARES TR | $7.4M | 4.57% | 68,671 | Added |
| 7 | BIV | VANGUARD BD INDEX FDS | $6.6M | 4.11% | 88,124 | Added |
| 8 | EFV | ISHARES TR | $6.0M | 3.69% | 109,669 | Trimmed |
| 9 | AGG | ISHARES TR | $5.6M | 3.43% | 56,718 | Added |
| 10 | VBR | VANGUARD INDEX FDS | $4.6M | 2.86% | 24,104 | Added |
| 11 | IVV | ISHARES TR | $3.2M | 1.96% | 6,024 | Added |
| 12 | IAGG | ISHARES TR | $3.1M | 1.89% | 61,248 | Added |
| 13 | VCIT | VANGUARD SCOTTSDALE FDS | $1.9M | 1.17% | 23,608 | Added |
| 14 | VONV | VANGUARD SCOTTSDALE FDS | $1.6M | 0.99% | 20,374 | Added |
| 15 | DFAS | DIMENSIONAL ETF TRUST | $1.5M | 0.94% | 24,393 | Added |
| 16 | IVW | ISHARES TR | $1.3M | 0.80% | 15,274 | Hold |
| 17 | VONG | VANGUARD SCOTTSDALE FDS | $1.2M | 0.74% | 13,779 | Added |
| 18 | BND | VANGUARD BD INDEX FDS | $1.1M | 0.68% | 15,111 | Added |
| 19 | SCZ | ISHARES TR | $921,154 | 0.57% | 14,545 | Added |
| 20 | DFAT | DIMENSIONAL ETF TRUST | $909,731 | 0.56% | 16,714 | Added |
| 21 | DFAU | DIMENSIONAL ETF TRUST | $850,483 | 0.53% | 23,275 | Added |
| 22 | VB | VANGUARD INDEX FDS | $854,263 | 0.53% | 3,737 | Added |
| 23 | ITOT | ISHARES TR | $672,716 | 0.42% | 5,834 | Added |
| 24 | DFAI | DIMENSIONAL ETF TRUST | $659,302 | 0.41% | 21,817 | Added |
| 25 | SHY | ISHARES TR | $651,743 | 0.40% | 7,969 | Hold |
Source: SEC Form 13F filings · as of 2024-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR