BS
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Bromfield Sneider Wealth Advisors13F | |
| Bromfield Sneider Wealth Advisors | |
| Last update 2024-04-10 | 102 Stocks (5 new) |
| Value $161.00 Mil | Turnover 4 % |
Bromfield Sneider Wealth Advis... Top Holdings of 2024-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUG | Vanguard Growth ETF | 91,046 | 31,337.9 | -2.32% | 19.410 | -0.46% | - | +21.96% | +10.36% | 165,926.0 | ||
SPY | S&P 500 ETF TRUST ETF | 55,121 | 28,832.1 | -1.68% | 17.860 | -0.30% | - | +16.42% | +8.93% | 654,768.9 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 218,172 | 16,866.9 | +2.20% | 10.450 | +0.22% | - | +1.73% | +3.85% | 34,956.2 | ||
VBK | Vanguard Small Cap Growth ETF | 57,274 | 14,932.5 | +1.03% | 9.250 | +0.09% | - | +16.41% | +2.60% | 18,223.6 | ||
SUB |
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
| 71,000 | 7,435.8 | +6.73% | 4.610 | +0.29% | - | +1.74% | +2.17% | 10,038.5 | ||
MUB | iShares National Muni Bond ETF | 68,671 | 7,389.0 | +8.97% | 4.580 | +0.38% | - | +0.30% | -1.44% | 37,777.8 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 88,124 | 6,644.5 | +26.37% | 4.120 | +0.86% | - | +1.68% | +4.79% | 23,145.5 | ||
EFV | iShares MSCI EAFE Value ETF | 109,669 | 5,966.0 | -0.04% | 3.700 | 0% | - | +10.92% | +27.54% | 26,931.6 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 56,718 | 5,554.9 | +7.31% | 3.440 | +0.23% | - | +0.91% | +3.30% | 127,924.2 | ||
VBR | Vanguard Small Cap Value ETF | 24,104 | 4,625.0 | +0.08% | 2.860 | 0% | - | +14.41% | +4.44% | 29,195.0 |
Bromfield Sneider Wealth Advisors's Historical Top Holdings Breakdowns
Bromfield Sneider Wealth Advisors's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIV | Vanguard Intermediate-Term Bond ETF | 2024-03-31 | Add Add | +0.86% | 74.51 ($75.37) 76.61 | $76.51 | 1.51% | Add 26.37% | 88,124 | 18,389 | |
VUG | Vanguard Growth ETF | 2024-03-31 | Reduce Reduce | -0.46% | 301.05 ($329.94) 346.61 | $451.85 | 36.95% | Reduce -2.32% | 91,046 | -2,162 | |
MUB | iShares National Muni Bond ETF | 2024-03-31 | Add Add | +0.38% | 107.41 ($107.91) 108.76 | $103.38 | -4.20% | Add 8.97% | 68,671 | 5,654 | |
SPY | S&P 500 ETF TRUST ETF | 2024-03-31 | Reduce Reduce | -0.30% | 467.28 ($497.86) 523.17 | $634.62 | 27.47% | Reduce -1.68% | 55,121 | -941 | |
DCOR | Dimensional US Core Equity 1 ETF | 2024-03-31 | Add Add | +0.29% | 52.43 ($55.45) 58.65 | $68.87 | 24.20% | Add 645.59% | 9,208 | 7,973 | |
SUB |
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
| 2024-03-31 | Add Add | +0.29% | 104.73 ($104.99) 105.42 | $106.47 | 1.41% | Add 6.73% | 71,000 | 4,478 | |
DFAS | Dimensional U.S. Small Cap ETF | 2024-03-31 | Add Add | +0.25% | 56.66 ($59.17) 62.34 | $66.27 | 12.00% | Add 35.26% | 24,393 | 6,359 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2024-03-31 | Add Add | +0.23% | 96.75 ($97.87) 99.37 | $98.17 | 0.31% | Add 7.31% | 56,718 | 3,866 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2024-03-31 | Add Add | +0.22% | 76.87 ($77.19) 77.64 | $79.20 | 2.61% | Add 2.2% | 218,172 | 4,688 | |
IAGG |
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
| 2024-03-31 | Add Add | +0.21% | 49.17 ($49.53) 49.97 | $50.85 | 2.67% | Add 12.65% | 61,248 | 6,880 |
Bromfield Sneider Wealth Advisors Total Holding History ($B)
Bromfield Sneider Wealth Advisors's Asset Allocation
Bromfield Sneider Wealth Advisors Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Bromfield Sneider Wealth Advisors's Hypothetical Growth since 2024-03-31
Bromfield Sneider Wealth Advisors's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Bromfield Sneider Wealth Advisors's Holdings Heat Map
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Bromfield Sneider Wealth Advisors's Holdings Bubble Chart
Bromfield Sneider Wealth Advisors News
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