0001062993-24-008244.txt : 20240410 0001062993-24-008244.hdr.sgml : 20240410 20240410152313 ACCESSION NUMBER: 0001062993-24-008244 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240410 DATE AS OF CHANGE: 20240410 EFFECTIVENESS DATE: 20240410 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bromfield Sneider Wealth Advisors CENTRAL INDEX KEY: 0001891795 ORGANIZATION NAME: IRS NUMBER: 043584306 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21447 FILM NUMBER: 24835556 BUSINESS ADDRESS: STREET 1: 200 LOWDER BROOK DRIVE STREET 2: SUITE 2600 CITY: WESTWOOD STATE: MA ZIP: 02090 BUSINESS PHONE: 16172523400 MAIL ADDRESS: STREET 1: 200 LOWDER BROOK DRIVE STREET 2: SUITE 2600 CITY: WESTWOOD STATE: MA ZIP: 02090 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001891795 XXXXXXXX 03-31-2024 03-31-2024 false Bromfield Sneider Wealth Advisors

200 LOWDER BROOK DRIVE SUITE 2600 WESTWOOD MA 02090

13F HOLDINGS REPORT 028-21447 000125623 801-67397 N Eric Sneider 617-252-3400 Eric Sneider Westwood MA 04-02-2024 0 104 161841342 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE 3M CO COM 88579Y101 33200 313 SH SOLE 0 0 313 AIR PRODS & CHEMS INC COM 009158106 64202 265 SH SOLE 0 0 265 ALTRIA GROUP INC COM 02209S103 22639 519 SH SOLE 0 0 519 AMGEN INC COM 031162100 41226 145 SH SOLE 0 0 145 AUTOMATIC DATA PROCESSING IN COM 053015103 45203 181 SH SOLE 0 0 181 BANK AMERICA CORP COM 060505104 23738 626 SH SOLE 0 0 626 BANK NEW YORK MELLON CORP COM 064058100 38375 666 SH SOLE 0 0 666 BRISTOL-MYERS SQUIBB CO COM 110122108 15076 278 SH SOLE 0 0 278 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 38513 1234 SH SOLE 0 0 1234 CHEVRON CORP NEW COM 166764100 37069 235 SH SOLE 0 0 235 CISCO SYS INC COM 17275R102 39928 800 SH SOLE 0 0 800 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 127732 5167 SH SOLE 0 0 5167 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 659302 21817 SH SOLE 0 0 21817 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 173072 6906 SH SOLE 0 0 6906 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 383375 10432 SH SOLE 0 0 10432 DIMENSIONAL ETF TRUST US CORE EQUITY 1 25434V625 540043 9208 SH SOLE 0 0 9208 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 850483 23275 SH SOLE 0 0 23275 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 626935 20905 SH SOLE 0 0 20905 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 909731 16714 SH SOLE 0 0 16714 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 299715 5260 SH SOLE 0 0 5260 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 115338 2820 SH SOLE 0 0 2820 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1520684 24393 SH SOLE 0 0 24393 ELI LILLY & CO COM 532457108 62237 80 SH SOLE 0 0 80 EMERSON ELEC CO COM 291011104 95273 840 SH SOLE 0 0 840 ESSENTIAL UTILS INC COM 29670G102 61404 1657 SH SOLE 0 0 1657 EXXON MOBIL CORP COM 30231G102 59050 508 SH SOLE 0 0 508 GENUINE PARTS CO COM 372460105 38113 246 SH SOLE 0 0 246 GOLDMAN SACHS GROUP INC COM 38141G104 50123 120 SH SOLE 0 0 120 HERSHEY CO COM 427866108 11670 60 SH SOLE 0 0 60 Hubbell Inc Cl B Title of Class 443510201 45656 110 SH SOLE 0 0 110 INTERNATIONAL BUSINESS MACHS COM 459200101 13749 72 SH SOLE 0 0 72 ISHARES TR 1 3 YR TREAS BD 464287457 651743 7969 SH SOLE 0 0 7969 ISHARES TR ISHS 5-10YR INVT 464288638 125130 2425 SH SOLE 0 0 2425 ISHARES TR BROAD USD HIGH 46435U853 55983 1530 SH SOLE 0 0 1530 ISHARES TR CORE INTL AGGR 46435G672 3059340 61248 SH SOLE 0 0 61248 ISHARES TR CORE MSCI EAFE 46432F842 394263 5312 SH SOLE 0 0 5312 ISHARES INC CORE MSCI EMKT 46434G103 41656 807 SH SOLE 0 0 807 ISHARES TR CORE MSCI INTL 46435G326 33901 505 SH SOLE 0 0 505 ISHARES TR CORE MSCI TOTAL 46432F834 13789 203 SH SOLE 0 0 203 ISHARES TR CORE S&P500 ETF 464287200 3166801 6024 SH SOLE 0 0 6024 ISHARES TR CORE S&P MCP ETF 464287507 48757 803 SH SOLE 0 0 803 ISHARES TR CORE S&P SCP ETF 464287804 54638 494 SH SOLE 0 0 494 ISHARES TR CORE S&P TTL STK 464287150 672716 5834 SH SOLE 0 0 5834 ISHARES TR CORE US AGGBD ET 464287226 5554923 56718 SH SOLE 0 0 56718 ISHARES TR MSCI EAFE ETF 464287465 354924 4444 SH SOLE 0 0 4444 ISHARES TR EAFE SML CP ETF 464288273 921154 14545 SH SOLE 0 0 14545 ISHARES TR EAFE VALUE ETF 464288877 5966010 109669 SH SOLE 0 0 109669 ISHARES TR NATIONAL MUN ETF 464288414 7388977 68671 SH SOLE 0 0 68671 ISHARES TR RUS 1000 ETF 464287622 127491 443 SH SOLE 0 0 443 ISHARES TR RUS 1000 GRW ETF 464287614 300283 891 SH SOLE 0 0 891 ISHARES TR RUS 1000 VAL ETF 464287598 449812 2511 SH SOLE 0 0 2511 ISHARES TR RUS 2000 VAL ETF 464287630 128719 811 SH SOLE 0 0 811 ISHARES TR MICRO-CAP ETF 464288869 492043 4060 SH SOLE 0 0 4060 ISHARES TR S&P 500 GRWT ETF 464287309 1289773 15274 SH SOLE 0 0 15274 ISHARES TR S&P 500 VAL ETF 464287408 601812 3222 SH SOLE 0 0 3222 ISHARES TR S&P MC 400GR ETF 464287606 272286 2984 SH SOLE 0 0 2984 ISHARES TR S&P MC 400VL ETF 464287705 170382 1440 SH SOLE 0 0 1440 ISHARES TR S&P SML 600 GWT 464287887 236187 1807 SH SOLE 0 0 1807 ISHARES TR SP SMCP600VL ETF 464287879 233407 2271 SH SOLE 0 0 2271 ISHARES TR SHORT TREAS BD 464288679 160283 1450 SH SOLE 0 0 1450 ISHARES TR SHRT NAT MUN ETF 464288158 7435805 71000 SH SOLE 0 0 71000 ISHARES TR US TREAS BD ETF 46429B267 190490 8366 SH SOLE 0 0 8366 JOHNSON & JOHNSON COM 478160104 74485 471 SH SOLE 0 0 471 JPMORGAN CHASE & CO COM 46625H100 58087 290 SH SOLE 0 0 290 KIMBERLY-CLARK CORP COM 494368103 15651 121 SH SOLE 0 0 121 Ky Rrl Wtr Fin C Title of Class 49140MC49 5033 5000 SH SOLE 0 0 5000 LIBERTY BROADBAND CORP COM SER C 530307305 14308 250 SH SOLE 0 0 250 LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722 5478 125 SH SOLE 0 0 125 LIBERTY MEDIA CORP DEL COM LBTY SRM S C 531229789 14855 500 SH SOLE 0 0 500 MCDONALDS CORP COM 580135101 67668 240 SH SOLE 0 0 240 MERCK & CO INC COM 58933Y105 36946 280 SH SOLE 0 0 280 MICROSOFT CORP COM 594918104 422824 1005 SH SOLE 0 0 1005 MONDELEZ INTL INC CL A 609207105 23170 331 SH SOLE 0 0 331 Nuveen MA Municipal Bond Fund Title of Class 67065N811 343378 36843 SH SOLE 0 0 36843 PEPSICO INC COM 713448108 36227 207 SH SOLE 0 0 207 PFIZER INC COM 717081103 24836 895 SH SOLE 0 0 895 PHILIP MORRIS INTL INC COM 718172109 36098 394 SH SOLE 0 0 394 PNC FINL SVCS GROUP INC COM 693475105 19877 123 SH SOLE 0 0 123 PROCTER AND GAMBLE CO COM 742718109 83559 515 SH SOLE 0 0 515 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 25911 388 SH SOLE 0 0 388 RTX CORPORATION COM 75513E101 59883 614 SH SOLE 0 0 614 SNAP ON INC COM 833034101 39990 135 SH SOLE 0 0 135 SPDR S&P 500 ETF TR TR UNIT 78462F103 28832141 55121 SH SOLE 0 0 55121 UNITEDHEALTH GROUP INC COM 91324P102 41060 83 SH SOLE 0 0 83 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 39296 670 SH SOLE 0 0 670 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 77524 1545 SH SOLE 0 0 1545 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 418616 10022 SH SOLE 0 0 10022 VANGUARD INDEX FDS GROWTH ETF 922908736 31337882 91046 SH SOLE 0 0 91046 VANGUARD BD INDEX FDS INTERMED TERM 921937819 6644525 88124 SH SOLE 0 0 88124 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1900685 23608 SH SOLE 0 0 23608 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 78396 907 SH SOLE 0 0 907 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 561006 2354 SH SOLE 0 0 2354 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 1194190 13779 SH SOLE 0 0 13779 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 1602204 20374 SH SOLE 0 0 20374 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 93761 1102 SH SOLE 0 0 1102 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 16866875 218172 SH SOLE 0 0 218172 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 589286 7686 SH SOLE 0 0 7686 VANGUARD INDEX FDS SMALL CP ETF 922908751 854263 3737 SH SOLE 0 0 3737 VANGUARD INDEX FDS SML CP GRW ETF 922908595 14932506 57274 SH SOLE 0 0 57274 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4625027 24104 SH SOLE 0 0 24104 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1097505 15111 SH SOLE 0 0 15111 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 285532 5805 SH SOLE 0 0 5805 VANGUARD STAR FDS VG TL INTL STK F 921909768 455200 7549 SH SOLE 0 0 7549 VANGUARD INDEX FDS VALUE ETF 922908744 269266 1653 SH SOLE 0 0 1653