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| Name: |
Bromfield Sneider Wealth Advisors |
| City: |
WESTWOOD |
| State: |
MA |
| Zip: |
02090 |
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data |
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| Holdings
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56 |
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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 |
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 |
Ishares Barclays 1-3 Treasu... |
25 |
- |
$81.61 |
$652,000 |
7,969 |
0.4% |
-2,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
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 |
Vanguard Short-Term Bond |
28 |
- |
$76.75 |
$589,000 |
7,686 |
0.36% |
-3,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
IEFA |
Ishares Core Msci Eafe |
36 |
- |
$0.00 |
$394,000 |
5,312 |
0.24% |
20,000 |
0 |
0 |
N/A |
|
|
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 |
Dimensional U S Equity Etf |
39 |
- |
$58.60 |
$300,000 |
5,260 |
0.19% |
27,000 |
0 |
0.001 |
N/A |
|
|
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 |
Vanguard Value VIPERS |
43 |
- |
$160.19 |
$269,000 |
1,653 |
0.17% |
22,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
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 |
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 |
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 |
iShares Barclays Short Trea... |
49 |
- |
$110.28 |
$160,000 |
1,450 |
0.1% |
0 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
IWN |
iShares Russell 2000 Value |
50 |
- |
$148.78 |
$129,000 |
811 |
0.08% |
3,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
CIU |
iShares Barclays Intermedia... |
53 |
- |
$51.62 |
$125,000 |
2,425 |
0.08% |
-1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
DFUV |
DFA Dimensional Us Marketwi... |
54 |
- |
$38.76 |
$115,000 |
2,820 |
0.07% |
10,000 |
0 |
0 |
N/A |
|
|
EMR |
Emerson Electric Co |
55 |
- |
$106.46 |
$95,000 |
840 |
0.06% |
13,000 |
0 |
0 |
Industrial Electrical... |
|
|
PG |
Procter & Gamble Co |
57 |
- |
$166.79 |
$84,000 |
515 |
0.05% |
9,000 |
0 |
0 |
Cleaning Products |
|
|
VNQ |
Vanguard REIT Index VIPERs |
58 |
- |
$84.00 |
$78,000 |
907 |
0.05% |
-2,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
VEA |
Vanguard Europe Pacific ETF |
59 |
- |
$49.56 |
$78,000 |
1,545 |
0.05% |
4,000 |
0 |
0 |
Closed - End Fund - F... |
|
|
MCD |
McDonalds Corp |
61 |
- |
$253.58 |
$68,000 |
240 |
0.04% |
-3,000 |
0 |
0 |
Restaurants |
|
|
APD |
Air Products & Chemicals Inc |
62 |
- |
$275.14 |
$64,000 |
265 |
0.04% |
-9,000 |
0 |
0 |
Diversified Chemicals |
|
|
LLY |
Eli Lilly & Co |
63 |
- |
$878.45 |
$62,000 |
80 |
0.04% |
15,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
WTRG |
Essential Utilities Ord Shs |
64 |
- |
$51.94 |
$61,000 |
1,657 |
0.04% |
-1,000 |
0 |
0.001 |
Water Utilities |
|
|
RTX |
RTX Corp |
65 |
- |
$101.02 |
$60,000 |
614 |
0.04% |
8,000 |
0 |
0 |
Conglomerates |
|
|
XOM |
Exxon Mobil Corp |
66 |
- |
$109.11 |
$59,000 |
508 |
0.04% |
8,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
JPM |
JP Morgan Chase & Co |
67 |
- |
$193.78 |
$58,000 |
290 |
0.04% |
9,000 |
0 |
0 |
Domestic Money Center... |
|
|
USHY |
Ishares Broad Usd High Yiel... |
68 |
- |
$0.00 |
$56,000 |
1,530 |
0.03% |
0 |
0 |
0 |
N/A |
|
|
IJR |
iShares Core S&P Small-Cap |
69 |
- |
$104.68 |
$55,000 |
494 |
0.03% |
2,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
GS |
Goldman Sachs Group Inc |
70 |
- |
$446.46 |
$50,000 |
120 |
0.03% |
4,000 |
0 |
0 |
Investment Brokerage ... |
|
|
HUB.B |
Hubbell Inc |
72 |
- |
$0.00 |
$46,000 |
110 |
0.03% |
10,000 |
0 |
0 |
Home Furnishings & Fi... |
|
|
ADP |
Automatic Data Processing Inc |
73 |
- |
$242.62 |
$45,000 |
181 |
0.03% |
3,000 |
0 |
0 |
Business Software & S... |
|
|
IEMG |
Ishares Core Msci Emerging ... |
74 |
- |
$53.09 |
$42,000 |
807 |
0.03% |
1,000 |
0 |
0 |
N/A |
|
|
UNH |
Unitedhealth Group Inc |
75 |
- |
$497.12 |
$41,000 |
83 |
0.03% |
-3,000 |
0 |
0 |
Health Care Plans |
|
|
AMGN |
Amgen Inc |
76 |
- |
$298.62 |
$41,000 |
145 |
0.03% |
-1,000 |
0 |
0 |
Biotechnology |
|
|
SNA |
Snap-On Inc |
77 |
- |
$262.24 |
$40,000 |
135 |
0.02% |
1,000 |
0 |
0 |
Small Tools & Accesso... |
|
|
CSCO |
Cisco Systems Inc |
78 |
- |
$45.68 |
$40,000 |
800 |
0.02% |
0 |
0 |
0 |
Networking & Communic... |
|
|
VEU |
Vanguard FTSE All-World ETF |
79 |
- |
$57.31 |
$39,000 |
670 |
0.02% |
1,000 |
0 |
0 |
Closed - End Fund - F... |
|
|
GPC |
Genuine Parts Co |
81 |
- |
$136.70 |
$38,000 |
246 |
0.02% |
4,000 |
0 |
0 |
Auto Parts Wholesale |
|
|
BK |
Bank of New York Mellon Corp |
82 |
- |
$58.02 |
$38,000 |
666 |
0.02% |
3,000 |
0 |
0 |
Domestic Money Center... |
|
|
MRK |
Merck & Co Inc |
83 |
- |
$131.20 |
$37,000 |
280 |
0.02% |
6,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
CVX |
Chevron Corp |
84 |
- |
$152.57 |
$37,000 |
235 |
0.02% |
2,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
PM |
Philip Morris International... |
86 |
- |
$102.20 |
$36,000 |
394 |
0.02% |
-1,000 |
0 |
0 |
Cigarettes & Other To... |
|
|
PEP |
Pepsico Inc |
85 |
- |
$163.81 |
$36,000 |
207 |
0.02% |
1,000 |
0 |
0 |
Beverage Soft Drinks... |
|
|
IDEV |
Ishares Core Msci Internati... |
87 |
- |
$65.28 |
$34,000 |
505 |
0.02% |
2,000 |
0 |
0 |
N/A |
|
|
MMM |
3M Co |
88 |
- |
$100.90 |
$33,000 |
313 |
0.02% |
-1,000 |
0 |
0 |
Conglomerates |
|
|
PEG |
Public Service Enterprise G... |
89 |
- |
$72.64 |
$26,000 |
388 |
0.02% |
2,000 |
0 |
0 |
Multi Utilities |
|
|
PFE |
Pfizer Inc |
90 |
- |
$27.53 |
$25,000 |
895 |
0.02% |
-1,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
BAC |
Bank of America Corp |
91 |
- |
$39.24 |
$24,000 |
626 |
0.01% |
3,000 |
0 |
0 |
Domestic Money Center... |
|
|
MDLZ |
Mondelez International Inc |
92 |
- |
$65.85 |
$23,000 |
331 |
0.01% |
-1,000 |
0 |
0 |
Food - Major Diversified |
|
|
MO |
Altria Group Inc |
93 |
- |
$44.32 |
$23,000 |
519 |
0.01% |
2,000 |
0 |
0 |
Cigarettes & Other To... |
|
|
PNC |
PNC Financial Services Grou... |
94 |
- |
$151.09 |
$20,000 |
123 |
0.01% |
1,000 |
0 |
0 |
Domestic Money Center... |
|
|
KMB |
Kimberly Clark Corp |
95 |
- |
$139.49 |
$16,000 |
121 |
0.01% |
1,000 |
0 |
0 |
Paper & Paper Products |
|
|
BMY |
Bristol-Myers Squibb Co |
97 |
- |
$41.20 |
$15,000 |
278 |
0.01% |
1,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
IBM |
International Business Mach... |
99 |
- |
$169.21 |
$14,000 |
72 |
0.01% |
2,000 |
0 |
0 |
Diversified Computer ... |
|
|
HSY |
Hershey Foods Corp |
101 |
- |
$186.98 |
$12,000 |
60 |
0.01% |
1,000 |
0 |
0 |
Confectioners |
|
