0001062993-22-010072.txt : 20220412 0001062993-22-010072.hdr.sgml : 20220412 20220412083830 ACCESSION NUMBER: 0001062993-22-010072 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220412 DATE AS OF CHANGE: 20220412 EFFECTIVENESS DATE: 20220412 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: 22821166 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 03-31-2022 03-31-2022 Bromfield Sneider Wealth Advisors

200 LOWDER BROOK DRIVE SUITE 2600 WESTWOOD MA 02090

13F HOLDINGS REPORT 028-21447 N Eric Sneider 617-252-3400 Eric Sneider WESTWOOD MA 04-01-2022 0 106 95247 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE BLACKROCK INC COM 09247X101 70 92 SH SOLE 0 0 92 BRIGHTHOUSE FINL INC COM 10922N103 0 5 SH SOLE 0 0 5 ENBRIDGE INC COM 29250N105 117 2545 SH SOLE 0 0 2545 FORTIS INC COM 349553107 12 235 SH SOLE 0 0 235 HONEYWELL INTL INC COM 438516106 49 250 SH SOLE 0 0 250 Invesco Capital Market Title of Class 45824D548 1 31 SH SOLE 0 0 31 INVESCO MUNI INCOME OPP TRST COM 46132X101 93 13050 SH SOLE 0 0 13050 Invesco Unit Trusts Title of Class 12008M363 13 45 SH SOLE 0 0 45 LOWES COS INC COM 548661107 157 775 SH SOLE 0 0 775 NUVEEN SELECT MAT MUN FD SH BEN INT 67061T101 59 6120 SH SOLE 0 0 6120 NUVEEN SELECT TAX-FREE INCOM SH BEN INT 67062F100 62 4265 SH SOLE 0 0 4265 SHELL PLC SPON ADS 780259305 13 230 SH SOLE 0 0 230 STARBUCKS CORP COM 855244109 25 270 SH SOLE 0 0 270 TEXAS INSTRS INC COM 882508104 23 124 SH SOLE 0 0 124 VALERO ENERGY CORP COM 91913Y100 28 280 SH SOLE 0 0 280 VISA INC COM CL A 92826C839 180 812 SH SOLE 0 0 812 3M CO COM 88579Y101 47 313 SH SOLE 0 0 313 ABBVIE INC COM 00287Y109 92 565 SH SOLE 0 0 565 AIR PRODS & CHEMS INC COM 009158106 75 300 SH SOLE 0 0 300 ALTRIA GROUP INC COM 02209S103 27 519 SH SOLE 0 0 519 AMAZON COM INC COM 023135106 78 24 SH SOLE 0 0 24 AMGEN INC COM 031162100 35 145 SH SOLE 0 0 145 APPLE INC COM 037833100 161 920 SH SOLE 0 0 920 AUTOMATIC DATA PROCESSING IN COM 053015103 56 246 SH SOLE 0 0 246 BK OF AMERICA CORP COM 060505104 26 626 SH SOLE 0 0 626 BANK NEW YORK MELLON CORP COM 064058100 33 666 SH SOLE 0 0 666 Berkshire Hathaway Inc Class B Title of Class 084670207 29 82 SH SOLE 0 0 82 BRISTOL-MYERS SQUIBB CO COM 110122108 20 278 SH SOLE 0 0 278 CHEVRON CORP NEW COM 166764100 129 790 SH SOLE 0 0 790 CISCO SYS INC COM 17275R102 45 800 SH SOLE 0 0 800 CME GROUP INC COM 12572Q105 26 110 SH SOLE 0 0 110 CSX CORP COM 126408103 108 2872 SH SOLE 0 0 2872 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 258 5260 SH SOLE 0 0 5260 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 294 5238 SH SOLE 0 0 5238 EMERSON ELEC CO COM 291011104 98 1000 SH SOLE 0 0 1000 ESSENTIAL UTILS INC COM 29670G102 85 1657 SH SOLE 0 0 1657 EXXON MOBIL CORP COM 30231G102 62 748 SH SOLE 0 0 748 GENUINE PARTS CO COM 372460105 42 336 SH SOLE 0 0 336 GOLDMAN SACHS GROUP INC COM 38141G104 40 120 SH SOLE 0 0 120 HERSHEY CO COM 427866108 36 165 SH SOLE 0 0 165 Hubbell Inc Cl B Title of Class 443510201 40 215 SH SOLE 0 0 215 INTERNATIONAL BUSINESS MACHS COM 459200101 9 72 SH SOLE 0 0 72 ISHARES TR 1 3 YR TREAS BD 464287457 657 7882 SH SOLE 0 0 7882 ISHARES TR CORE INTL AGGR 46435G672 287 5500 SH SOLE 0 0 5500 ISHARES TR CORE MSCI EAFE 46432F842 114 1637 SH SOLE 0 0 1637 ISHARES INC CORE MSCI EMKT 46434G103 45 807 SH SOLE 0 0 807 ISHARES TR CORE MSCI INTL 46435G326 34 530 SH SOLE 0 0 530 ISHARES TR CORE MSCI TOTAL 46432F834 7 105 SH SOLE 0 0 105 ISHARES TR CORE S&P500 ETF 464287200 1468 3236 SH SOLE 0 0 3236 ISHARES TR CORE S&P MCP ETF 464287507 42 157 SH SOLE 0 0 157 ISHARES TR CORE S&P SCP ETF 464287804 52 486 SH SOLE 0 0 486 ISHARES TR CORE S&P TTL STK 464287150 166 1649 SH SOLE 0 0 1649 ISHARES TR CORE US AGGBD ET 464287226 94 882 SH SOLE 0 0 882 ISHARES TR MSCI EAFE ETF 464287465 327 4444 SH SOLE 0 0 4444 ISHARES TR EAFE SML CP ETF 464288273 475 7163 SH SOLE 0 0 7163 ISHARES TR EAFE VALUE ETF 464288877 5387 107189 SH SOLE 0 0 107189 ISHARES TR NATIONAL MUN ETF 464288414 22 205 SH SOLE 0 0 205 ISHARES TR RUS 1000 GRW ETF 464287614 35 125 SH SOLE 0 0 125 ISHARES TR RUS 2000 VAL ETF 464287630 131 811 SH SOLE 0 0 811 ISHARES TR MICRO-CAP ETF 464288869 221 1717 SH SOLE 0 0 1717 ISHARES TR S&P 500 GRWT ETF 464287309 1298 16994 SH SOLE 0 0 16994 ISHARES TR S&P 500 VAL ETF 464287408 502 3222 SH SOLE 0 0 3222 ISHARES TR S&P MC 400GR ETF 464287606 231 2984 SH SOLE 0 0 2984 ISHARES TR S&P MC 400VL ETF 464287705 158 1440 SH SOLE 0 0 1440 ISHARES TR S&P SML 600 GWT 464287887 226 1807 SH SOLE 0 0 1807 ISHARES TR SP SMCP600VL ETF 464287879 233 2271 SH SOLE 0 0 2271 JOHNSON & JOHNSON COM 478160104 164 927 SH SOLE 0 0 927 JPMORGAN CHASE & CO COM 46625H100 76 555 SH SOLE 0 0 555 KIMBERLY-CLARK CORP COM 494368103 15 121 SH SOLE 0 0 121 LILLY ELI & CO COM 532457108 54 190 SH SOLE 0 0 190 MCDONALDS CORP COM 580135101 145 585 SH SOLE 0 0 585 Medtronic Inc Title of Class 585055106 33 300 SH SOLE 0 0 300 MERCK & CO INC COM 58933Y105 79 959 SH SOLE 0 0 959 METLIFE INC COM 59156R108 4 56 SH SOLE 0 0 56 MICROSOFT CORP COM 594918104 340 1102 SH SOLE 0 0 1102 MONDELEZ INTL INC CL A 609207105 94 1491 SH SOLE 0 0 1491 ORGANON & CO COMMON STOCK 68622V106 3 95 SH SOLE 0 0 95 PEPSICO INC COM 713448108 89 530 SH SOLE 0 0 530 PFIZER INC COM 717081103 101 1947 SH SOLE 0 0 1947 PHILIP MORRIS INTL INC COM 718172109 37 394 SH SOLE 0 0 394 PNC FINL SVCS GROUP INC COM 693475105 23 123 SH SOLE 0 0 123 PROCTER AND GAMBLE CO COM 742718109 154 1010 SH SOLE 0 0 1010 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 27 388 SH SOLE 0 0 388 RAYTHEON TECHNOLOGIES CORP COM 75513E101 78 789 SH SOLE 0 0 789 SNAP ON INC COM 833034101 38 185 SH SOLE 0 0 185 SPDR S&P 500 ETF TR TR UNIT 78462F103 26834 59415 SH SOLE 0 0 59415 UNITEDHEALTH GROUP INC COM 91324P102 54 105 SH SOLE 0 0 105 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 39 670 SH SOLE 0 0 670 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 55 1148 SH SOLE 0 0 1148 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 441 9550 SH SOLE 0 0 9550 VANGUARD INDEX FDS GROWTH ETF 922908736 28465 98974 SH SOLE 0 0 98974 VANGUARD BD INDEX FDS INTERMED TERM 921937819 315 3844 SH SOLE 0 0 3844 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 161 1482 SH SOLE 0 0 1482 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 241 1163 SH SOLE 0 0 1163 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 227 3176 SH SOLE 0 0 3176 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 518 7119 SH SOLE 0 0 7119 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1064 13621 SH SOLE 0 0 13621 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 377 4837 SH SOLE 0 0 4837 VANGUARD INDEX FDS SMALL CP ETF 922908751 696 3277 SH SOLE 0 0 3277 VANGUARD INDEX FDS SML CP GRW ETF 922908595 13423 54098 SH SOLE 0 0 54098 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4284 24348 SH SOLE 0 0 24348 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1019 12812 SH SOLE 0 0 12812 VANGUARD STAR FDS VG TL INTL STK F 921909768 130 2181 SH SOLE 0 0 2181 VANGUARD INDEX FDS VALUE ETF 922908744 282 1908 SH SOLE 0 0 1908 VERIZON COMMUNICATIONS INC COM 92343V104 8 157 SH SOLE 0 0 157 VIATRIS INC COM 92556V106 1 130 SH SOLE 0 0 130