0001062993-22-001052.txt : 20220114
0001062993-22-001052.hdr.sgml : 20220114
20220114113817
ACCESSION NUMBER: 0001062993-22-001052
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220114
DATE AS OF CHANGE: 20220114
EFFECTIVENESS DATE: 20220114
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Bromfield Sneider Wealth Advisors
CENTRAL INDEX KEY: 0001891795
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: 22530925
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
13F-HR
LIVE
false
true
false
0001891795
XXXXXXXX
12-31-2021
12-31-2021
Bromfield Sneider Wealth Advisors
200 LOWDER BROOK DRIVE
SUITE 2600
WESTWOOD
MA
02090
13F HOLDINGS REPORT
028-21447
N
Eric Sneider
Vice President
617-252-3400
Eric Sneider
WESTWOOD
MA
01-04-2022
0
27
98014
false
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
272
5260
SH
SOLE
0
0
5260
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
314
5238
SH
SOLE
0
0
5238
ISHARES TR
1 3 YR TREAS BD
464287457
674
7880
SH
SOLE
0
0
7880
ISHARES TR
CORE INTL AGGR
46435G672
259
4750
SH
SOLE
0
0
4750
ISHARES TR
CORE S&P500 ETF
464287200
1542
3232
SH
SOLE
0
0
3232
ISHARES TR
MSCI EAFE ETF
464287465
350
4444
SH
SOLE
0
0
4444
ISHARES TR
EAFE SML CP ETF
464288273
523
7162
SH
SOLE
0
0
7162
ISHARES TR
EAFE VALUE ETF
464288877
5376
106685
SH
SOLE
0
0
106685
ISHARES TR
MICRO-CAP ETF
464288869
240
1716
SH
SOLE
0
0
1716
ISHARES TR
S&P 500 GRWT ETF
464287309
1422
16994
SH
SOLE
0
0
16994
ISHARES TR
S&P 500 VAL ETF
464287408
505
3222
SH
SOLE
0
0
3222
ISHARES TR
S&P MC 400GR ETF
464287606
254
2984
SH
SOLE
0
0
2984
ISHARES TR
S&P SML 600 GWT
464287887
251
1807
SH
SOLE
0
0
1807
ISHARES TR
SP SMCP600VL ETF
464287879
237
2271
SH
SOLE
0
0
2271
SPDR S&P 500 ETF TR
TR UNIT
78462F103
29010
61079
SH
SOLE
0
0
61079
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
471
9532
SH
SOLE
0
0
9532
VANGUARD INDEX FDS
GROWTH ETF
922908736
32185
100297
SH
SOLE
0
0
100297
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
336
3839
SH
SOLE
0
0
3839
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
92206C730
254
1159
SH
SOLE
0
0
1159
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
525
7119
SH
SOLE
0
0
7119
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
1035
12740
SH
SOLE
0
0
12740
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
364
4503
SH
SOLE
0
0
4503
VANGUARD INDEX FDS
SMALL CP ETF
922908751
725
3208
SH
SOLE
0
0
3208
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
15204
53956
SH
SOLE
0
0
53956
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
4340
24269
SH
SOLE
0
0
24269
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
1064
12558
SH
SOLE
0
0
12558
VANGUARD INDEX FDS
VALUE ETF
922908744
281
1908
SH
SOLE
0
0
1908