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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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37 |
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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 |
|
VCSH |
Vanguard Scottsdale Funds |
3 |
- |
$77.10 |
$16,867,000 |
218,172 |
10.42% |
350,000 |
4,688 |
0.052 |
N/A |
|
|
VBK |
Vanguard Small Cap Gr VIPERS |
4 |
- |
$255.75 |
$14,933,000 |
57,274 |
9.23% |
1,227,000 |
582 |
0.109 |
Closed - End Fund - E... |
|
|
SUB |
iShares S&P S/T Natnl AMT-F... |
5 |
- |
$104.48 |
$7,436,000 |
71,000 |
4.59% |
423,000 |
4,478 |
0.079 |
Closed - End Fund - Debt |
|
|
MUB |
iShares S&P National Munici... |
6 |
- |
$106.47 |
$7,389,000 |
68,671 |
4.57% |
557,000 |
5,654 |
0.004 |
Closed - End Fund - E... |
|
|
BIV |
Vanguard Intermediate-Term ... |
7 |
- |
$74.59 |
$6,645,000 |
88,124 |
4.11% |
1,319,000 |
18,389 |
0.055 |
Closed - End Fund - Debt |
|
|
AGG |
iShares Barclays Agency Bond |
9 |
- |
$96.86 |
$5,555,000 |
56,718 |
3.43% |
309,000 |
3,866 |
0.001 |
Closed - End Fund - E... |
|
|
VBR |
Vanguard Small Cap Val VIPER |
10 |
- |
$189.63 |
$4,625,000 |
24,104 |
2.86% |
291,000 |
19 |
0.02 |
Closed - End Fund - E... |
|
|
IVV |
iShares Core S&P 500 Etf |
11 |
- |
$534.05 |
$3,167,000 |
6,024 |
1.96% |
333,000 |
90 |
0 |
Closed - End Fund - E... |
|
|
IAGG |
Ishares International Aggre... |
12 |
- |
$0.00 |
$3,059,000 |
61,248 |
1.89% |
351,000 |
6,880 |
0.068 |
N/A |
|
|
VCIT |
Vanguard Intermediate-Term |
13 |
- |
$79.81 |
$1,901,000 |
23,608 |
1.17% |
3,000 |
261 |
0.003 |
Closed - End Fund - Debt |
|
|
VONV |
Vanguard Russell 1000 Value... |
14 |
- |
$78.44 |
$1,602,000 |
20,374 |
0.99% |
375,000 |
3,462 |
0.022 |
N/A |
|
|
DFAS |
Dimensional U S Small Cap Etf |
15 |
- |
$61.92 |
$1,521,000 |
24,393 |
0.94% |
446,000 |
6,359 |
0.027 |
N/A |
|
|
VONG |
Vanguard Russell 1000 Growt... |
17 |
- |
$88.88 |
$1,194,000 |
13,779 |
0.74% |
119,000 |
3 |
0.001 |
N/A |
|
|
BND |
Vanguard Total Bond Market ETF |
18 |
- |
$71.89 |
$1,098,000 |
15,111 |
0.68% |
35,000 |
662 |
0.002 |
Closed - End Fund - E... |
|
|
SCZ |
ISHARES MSCI EAFE SM |
19 |
- |
$64.40 |
$921,000 |
14,545 |
0.57% |
178,000 |
2,540 |
0.009 |
Closed - End Fund - E... |
|
|
DFAT |
Dimensional U S Targeted Va... |
20 |
- |
$54.08 |
$910,000 |
16,714 |
0.56% |
232,000 |
3,764 |
0.002 |
N/A |
|
|
VB |
Vanguard Small Cap VIPERS |
21 |
- |
$225.31 |
$854,000 |
3,737 |
0.53% |
58,000 |
6 |
0.002 |
Closed - End Fund - E... |
|
|
DFAU |
Dfa Dimensional Us Core Equ... |
22 |
- |
$0.00 |
$850,000 |
23,275 |
0.53% |
103,000 |
809 |
0.026 |
N/A |
|
|
ITOT |
iShares Core S&P Total US |
23 |
- |
$116.78 |
$673,000 |
5,834 |
0.42% |
238,000 |
1,697 |
0.002 |
Closed - End Fund - E... |
|
|
DFAI |
Dfa Dimensional Internation... |
24 |
- |
$0.00 |
$659,000 |
21,817 |
0.41% |
136,000 |
3,539 |
0.017 |
N/A |
|
|
DFLV |
Dfa Dimensional Us Large Ca... |
26 |
- |
$0.00 |
$627,000 |
20,905 |
0.39% |
62,000 |
28 |
0.023 |
N/A |
|
|
VONE |
Vanguard Russell 1000 Etf |
29 |
- |
$241.42 |
$561,000 |
2,354 |
0.35% |
330,000 |
1,287 |
0.002 |
N/A |
|
|
DCOR |
Dimensional Us Core Equity ... |
30 |
- |
$0.00 |
$540,000 |
9,208 |
0.33% |
474,000 |
7,973 |
0.102 |
N/A |
|
|
IWC |
iShares Russell Microcap Index |
31 |
- |
$119.45 |
$492,000 |
4,060 |
0.3% |
125,000 |
900 |
0.051 |
Closed - End Fund - E... |
|
|
VXUS |
Vanguard Total Internationa... |
32 |
- |
$62.03 |
$455,000 |
7,549 |
0.28% |
110,000 |
1,591 |
0.001 |
Closed - End Fund - E... |
|
|
IWD |
iShares Russell 1000 Value |
33 |
- |
$178.69 |
$450,000 |
2,511 |
0.28% |
130,000 |
572 |
0.001 |
Closed - End Fund - E... |
|
|
MSFT |
Microsoft Corp |
34 |
- |
$429.04 |
$423,000 |
1,005 |
0.26% |
290,000 |
651 |
0 |
Application Software |
|
|
VWO |
Vanguard Emerging Markets S... |
35 |
- |
$44.53 |
$419,000 |
10,022 |
0.26% |
7,000 |
6 |
0 |
Closed - End Fund - E... |
|
|
DFIV |
Dimensional International V... |
37 |
- |
$37.97 |
$383,000 |
10,432 |
0.24% |
55,000 |
889 |
0.001 |
N/A |
|
|
BNDX |
Vanguard Total Internationa... |
41 |
- |
$48.75 |
$286,000 |
5,805 |
0.18% |
0 |
21 |
0.001 |
N/A |
|
|
GOVT |
Ishares Barclays Us Treasur... |
46 |
- |
$0.00 |
$190,000 |
8,366 |
0.12% |
-2,000 |
17 |
0 |
N/A |
|
|
DFIS |
Dfa Dimensional Internation... |
47 |
- |
$0.00 |
$173,000 |
6,906 |
0.11% |
6,000 |
3 |
0.008 |
N/A |
|
|
DFAE |
Dfa Dimensional Emerging Co... |
51 |
- |
$0.00 |
$128,000 |
5,167 |
0.08% |
4,000 |
5 |
0.001 |
N/A |
|
|
IWB |
ishares trust Russell 1000 |
52 |
- |
$291.81 |
$127,000 |
443 |
0.08% |
11,000 |
2 |
0 |
Closed - End Fund - E... |
|
|
JNJ |
Johnson & Johnson |
60 |
- |
$151.24 |
$74,000 |
471 |
0.05% |
1,000 |
3 |
0 |
Drug Manufacturers - ... |
|
|
IJH |
iShares S&P MidCap 400 Index |
71 |
- |
$60.27 |
$49,000 |
803 |
0.03% |
4,000 |
642 |
0 |
Closed - End Fund - E... |
|
|
IXUS |
Ishares Core Msci Total Int... |
98 |
- |
$69.82 |
$14,000 |
203 |
0.01% |
2,000 |
15 |
0 |
N/A |
|
