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  Name: Bromfield Sneider Wealth Advisors
  City: WESTWOOD
  State: MA
  Zip: 02090
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $161,841,000
  Total Value Change : $14,114,000
  Securities Held Change : 5
   
All Securities Held : 104
  New Positions : 5
  Closed Positions : 0
  Increased Positions : 39
  Unchanged Positions : 57
  Decreased Positions : 3

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Holdings Found : 56     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 16 - $92.21 $1,290,000 15,274 0.8% 143,000 0 0.003    Closed - End Fund - E...
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 25 - $81.61 $652,000 7,969 0.4% -2,000 0 0.001    Closed - End Fund - E...
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 27 - $180.50 $602,000 3,222 0.37% 42,000 0 0.002    Closed - End Fund - E...
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 28 - $76.75 $589,000 7,686 0.36% -3,000 0 0.001    Closed - End Fund - E...
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 36 - $0.00 $394,000 5,312 0.24% 20,000 0 0    N/A
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 38 - $77.83 $355,000 4,444 0.22% 20,000 0 0.001    Closed - End Fund - E...
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 39 - $58.60 $300,000 5,260 0.19% 27,000 0 0.001    N/A
   (IJK)1 Year Chart         IJK iShares S&P mC400/BARRA GR 42 - $87.24 $272,000 2,984 0.17% 36,000 0 0.003    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 43 - $160.19 $269,000 1,653 0.17% 22,000 0 0    Closed - End Fund - E...
   (IJT)1 Year Chart         IJT iShares S&P SC600 BR Gr Indx 44 - $126.11 $236,000 1,807 0.15% 10,000 0 0.004    Closed - End Fund - E...
   (IJS)1 Year Chart         IJS iShares S&P SmCp 600/BRR Vl 45 - $95.28 $233,000 2,271 0.14% -1,000 0 0.003    Closed - End Fund - E...
   (IJJ)1 Year Chart         IJJ iShares S&P MC 400/BARRA VL 48 - $111.85 $170,000 1,440 0.11% 6,000 0 0.002    Closed - End Fund - E...
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 49 - $110.28 $160,000 1,450 0.1% 0 0 0.001    Closed - End Fund - E...
   (IWN)1 Year Chart         IWN iShares Russell 2000 Value 50 - $148.78 $129,000 811 0.08% 3,000 0 0.001    Closed - End Fund - E...
   (CIU)1 Year Chart         CIU iShares Barclays Intermedia... 53 - $51.62 $125,000 2,425 0.08% -1,000 0 0    Closed - End Fund - E...
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 54 - $38.76 $115,000 2,820 0.07% 10,000 0 0    N/A
   (EMR)1 Year Chart         EMR Emerson Electric Co 55 - $106.46 $95,000 840 0.06% 13,000 0 0    Industrial Electrical...
   (PG)1 Year Chart         PG Procter & Gamble Co 57 - $166.79 $84,000 515 0.05% 9,000 0 0    Cleaning Products
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 58 - $84.00 $78,000 907 0.05% -2,000 0 0    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 59 - $49.56 $78,000 1,545 0.05% 4,000 0 0    Closed - End Fund - F...
   (MCD)1 Year Chart         MCD McDonalds Corp 61 - $253.58 $68,000 240 0.04% -3,000 0 0    Restaurants
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 62 - $275.14 $64,000 265 0.04% -9,000 0 0    Diversified Chemicals
   (LLY)1 Year Chart         LLY Eli Lilly & Co 63 - $878.45 $62,000 80 0.04% 15,000 0 0    Drug Manufacturers - ...
   (WTRG)1 Year Chart         WTRG Essential Utilities Ord Shs 64 - $51.94 $61,000 1,657 0.04% -1,000 0 0.001    Water Utilities
   (RTX)1 Year Chart         RTX RTX Corp 65 - $101.02 $60,000 614 0.04% 8,000 0 0    Conglomerates
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 66 - $109.11 $59,000 508 0.04% 8,000 0 0    Integrated Oil & Gas
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 67 - $193.78 $58,000 290 0.04% 9,000 0 0    Domestic Money Center...
   (USHY)1 Year Chart         USHY Ishares Broad Usd High Yiel... 68 - $0.00 $56,000 1,530 0.03% 0 0 0    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 69 - $104.68 $55,000 494 0.03% 2,000 0 0    Closed - End Fund - E...
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 70 - $446.46 $50,000 120 0.03% 4,000 0 0    Investment Brokerage ...
   (HUB.B)1 Year Chart         HUB.B Hubbell Inc 72 - $0.00 $46,000 110 0.03% 10,000 0 0    Home Furnishings & Fi...
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 73 - $242.62 $45,000 181 0.03% 3,000 0 0    Business Software & S...
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 74 - $53.09 $42,000 807 0.03% 1,000 0 0    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 75 - $497.12 $41,000 83 0.03% -3,000 0 0    Health Care Plans
   (AMGN)1 Year Chart         AMGN Amgen Inc 76 - $298.62 $41,000 145 0.03% -1,000 0 0    Biotechnology
   (SNA)1 Year Chart         SNA Snap-On Inc 77 - $262.24 $40,000 135 0.02% 1,000 0 0    Small Tools & Accesso...
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 78 - $45.68 $40,000 800 0.02% 0 0 0    Networking & Communic...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 79 - $57.31 $39,000 670 0.02% 1,000 0 0    Closed - End Fund - F...
   (GPC)1 Year Chart         GPC Genuine Parts Co 81 - $136.70 $38,000 246 0.02% 4,000 0 0    Auto Parts Wholesale
   (BK)1 Year Chart         BK Bank of New York Mellon Corp 82 - $58.02 $38,000 666 0.02% 3,000 0 0    Domestic Money Center...
   (MRK)1 Year Chart         MRK Merck & Co Inc 83 - $131.20 $37,000 280 0.02% 6,000 0 0    Drug Manufacturers - ...
   (CVX)1 Year Chart         CVX Chevron Corp 84 - $152.57 $37,000 235 0.02% 2,000 0 0    Integrated Oil & Gas
   (PM)1 Year Chart         PM Philip Morris International... 86 - $102.20 $36,000 394 0.02% -1,000 0 0    Cigarettes & Other To...
   (PEP)1 Year Chart         PEP Pepsico Inc 85 - $163.81 $36,000 207 0.02% 1,000 0 0    Beverage Soft Drinks...
   (IDEV)1 Year Chart         IDEV Ishares Core Msci Internati... 87 - $65.28 $34,000 505 0.02% 2,000 0 0    N/A
   (MMM)1 Year Chart         MMM 3M Co 88 - $100.90 $33,000 313 0.02% -1,000 0 0    Conglomerates
   (PEG)1 Year Chart         PEG Public Service Enterprise G... 89 - $72.64 $26,000 388 0.02% 2,000 0 0    Multi Utilities
   (PFE)1 Year Chart         PFE Pfizer Inc 90 - $27.53 $25,000 895 0.02% -1,000 0 0    Drug Manufacturers - ...
   (BAC)1 Year Chart         BAC Bank of America Corp 91 - $39.24 $24,000 626 0.01% 3,000 0 0    Domestic Money Center...
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 92 - $65.85 $23,000 331 0.01% -1,000 0 0    Food - Major Diversified
   (MO)1 Year Chart         MO Altria Group Inc 93 - $44.32 $23,000 519 0.01% 2,000 0 0    Cigarettes & Other To...
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 94 - $151.09 $20,000 123 0.01% 1,000 0 0    Domestic Money Center...
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 95 - $139.49 $16,000 121 0.01% 1,000 0 0    Paper & Paper Products
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 97 - $41.20 $15,000 278 0.01% 1,000 0 0    Drug Manufacturers - ...
   (IBM)1 Year Chart         IBM International Business Mach... 99 - $169.21 $14,000 72 0.01% 2,000 0 0    Diversified Computer ...
   (HSY)1 Year Chart         HSY Hershey Foods Corp 101 - $186.98 $12,000 60 0.01% 1,000 0 0    Confectioners

      56 Records Found
  1    
Page 1 of 1
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