0001062993-22-020654.txt : 20221007 0001062993-22-020654.hdr.sgml : 20221007 20221007153008 ACCESSION NUMBER: 0001062993-22-020654 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221007 DATE AS OF CHANGE: 20221007 EFFECTIVENESS DATE: 20221007 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: 221300643 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 09-30-2022 09-30-2022 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 10-07-2022 0 89 84555 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE 3M CO COM 88579Y101 35 313 SH SOLE 0 0 313 AIR PRODS & CHEMS INC COM 009158106 70 300 SH SOLE 0 0 300 ALTRIA GROUP INC COM 02209S103 21 519 SH SOLE 0 0 519 AMGEN INC COM 031162100 33 145 SH SOLE 0 0 145 AUTOMATIC DATA PROCESSING IN COM 053015103 56 246 SH SOLE 0 0 246 BK OF AMERICA CORP COM 060505104 19 626 SH SOLE 0 0 626 BANK NEW YORK MELLON CORP COM 064058100 26 666 SH SOLE 0 0 666 BRISTOL-MYERS SQUIBB CO COM 110122108 20 278 SH SOLE 0 0 278 CHEVRON CORP NEW COM 166764100 56 390 SH SOLE 0 0 390 CISCO SYS INC COM 17275R102 32 800 SH SOLE 0 0 800 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 199 5119 SH SOLE 0 0 5119 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 204 5260 SH SOLE 0 0 5260 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 84 2820 SH SOLE 0 0 2820 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 301 6463 SH SOLE 0 0 6463 EMERSON ELEC CO COM 291011104 73 1000 SH SOLE 0 0 1000 ESSENTIAL UTILS INC COM 29670G102 69 1657 SH SOLE 0 0 1657 EXXON MOBIL CORP COM 30231G102 65 748 SH SOLE 0 0 748 Genl Elec Cap Cp Title of Class 36966R6Z4 25 25000 SH SOLE 0 0 25000 GENUINE PARTS CO COM 372460105 50 336 SH SOLE 0 0 336 GOLDMAN SACHS GROUP INC COM 38141G104 35 120 SH SOLE 0 0 120 HERSHEY CO COM 427866108 36 165 SH SOLE 0 0 165 Hubbell Inc Cl B Title of Class 443510201 48 215 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 641 7895 SH SOLE 0 0 7895 ISHARES TR BROAD USD HIGH 46435U853 161 4780 SH SOLE 0 0 4780 ISHARES TR CORE INTL AGGR 46435G672 361 7465 SH SOLE 0 0 7465 ISHARES TR CORE MSCI EAFE 46432F842 273 5176 SH SOLE 0 0 5176 ISHARES INC CORE MSCI EMKT 46434G103 35 807 SH SOLE 0 0 807 ISHARES TR CORE MSCI INTL 46435G326 26 530 SH SOLE 0 0 530 ISHARES TR CORE MSCI TOTAL 46432F834 5 107 SH SOLE 0 0 107 ISHARES TR CORE S&P500 ETF 464287200 1963 5473 SH SOLE 0 0 5473 ISHARES TR CORE S&P MCP ETF 464287507 35 158 SH SOLE 0 0 158 ISHARES TR CORE S&P SCP ETF 464287804 43 487 SH SOLE 0 0 487 ISHARES TR CORE S&P TTL STK 464287150 271 3405 SH SOLE 0 0 3405 ISHARES TR CORE US AGGBD ET 464287226 3020 31348 SH SOLE 0 0 31348 ISHARES TR MSCI EAFE ETF 464287465 249 4444 SH SOLE 0 0 4444 ISHARES TR EAFE SML CP ETF 464288273 554 11363 SH SOLE 0 0 11363 ISHARES TR EAFE VALUE ETF 464288877 4157 107893 SH SOLE 0 0 107893 ISHARES TR NATIONAL MUN ETF 464288414 267 2606 SH SOLE 0 0 2606 ISHARES TR RUS 1000 GRW ETF 464287614 385 1831 SH SOLE 0 0 1831 ISHARES TR RUS 1000 VAL ETF 464287598 261 1920 SH SOLE 0 0 1920 ISHARES TR RUS 2000 VAL ETF 464287630 105 811 SH SOLE 0 0 811 ISHARES TR MICRO-CAP ETF 464288869 290 2802 SH SOLE 0 0 2802 ISHARES TR S&P 500 GRWT ETF 464287309 974 16829 SH SOLE 0 0 16829 ISHARES TR S&P 500 VAL ETF 464287408 414 3222 SH SOLE 0 0 3222 ISHARES TR S&P MC 400GR ETF 464287606 188 2984 SH SOLE 0 0 2984 ISHARES TR S&P MC 400VL ETF 464287705 130 1440 SH SOLE 0 0 1440 ISHARES TR S&P SML 600 GWT 464287887 184 1807 SH SOLE 0 0 1807 ISHARES TR SP SMCP600VL ETF 464287879 187 2271 SH SOLE 0 0 2271 ISHARES TR SHRT NAT MUN ETF 464288158 181 1763 SH SOLE 0 0 1763 ISHARES TR US TREAS BD ETF 46429B267 78 3429 SH SOLE 0 0 3429 JOHNSON & JOHNSON COM 478160104 75 456 SH SOLE 0 0 456 JPMORGAN CHASE & CO COM 46625H100 30 290 SH SOLE 0 0 290 KIMBERLY-CLARK CORP COM 494368103 14 121 SH SOLE 0 0 121 Ky Rrl Wtr Fin C Title of Class 49140MC49 5 5000 SH SOLE 0 0 5000 LILLY ELI & CO COM 532457108 40 125 SH SOLE 0 0 125 MCDONALDS CORP COM 580135101 78 340 SH SOLE 0 0 340 MERCK & CO INC COM 58933Y105 24 280 SH SOLE 0 0 280 MICROSOFT CORP COM 594918104 103 444 SH SOLE 0 0 444 MONDELEZ INTL INC CL A 609207105 18 331 SH SOLE 0 0 331 ORGANON & CO COMMON STOCK 68622V106 1 28 SH SOLE 0 0 28 PEPSICO INC COM 713448108 52 317 SH SOLE 0 0 317 PFIZER INC COM 717081103 39 895 SH SOLE 0 0 895 PHILIP MORRIS INTL INC COM 718172109 33 394 SH SOLE 0 0 394 PNC FINL SVCS GROUP INC COM 693475105 18 123 SH SOLE 0 0 123 PROCTER AND GAMBLE CO COM 742718109 65 515 SH SOLE 0 0 515 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 22 388 SH SOLE 0 0 388 RAYTHEON TECHNOLOGIES CORP COM 75513E101 50 614 SH SOLE 0 0 614 SNAP ON INC COM 833034101 37 185 SH SOLE 0 0 185 SPDR S&P 500 ETF TR TR UNIT 78462F103 21059 58960 SH SOLE 0 0 58960 UNITEDHEALTH GROUP INC COM 91324P102 53 105 SH SOLE 0 0 105 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 30 670 SH SOLE 0 0 670 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 55 1507 SH SOLE 0 0 1507 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 353 9684 SH SOLE 0 0 9684 VANGUARD INDEX FDS GROWTH ETF 922908736 21025 98269 SH SOLE 0 0 98269 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1903 25905 SH SOLE 0 0 25905 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 73 907 SH SOLE 0 0 907 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 170 1042 SH SOLE 0 0 1042 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 530 9776 SH SOLE 0 0 9776 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 949 15898 SH SOLE 0 0 15898 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3631 48888 SH SOLE 0 0 48888 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 490 6544 SH SOLE 0 0 6544 VANGUARD INDEX FDS SMALL CP ETF 922908751 600 3509 SH SOLE 0 0 3509 VANGUARD INDEX FDS SML CP GRW ETF 922908595 10968 56207 SH SOLE 0 0 56207 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3498 24392 SH SOLE 0 0 24392 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 991 13893 SH SOLE 0 0 13893 VANGUARD STAR FDS VG TL INTL STK F 921909768 258 5647 SH SOLE 0 0 5647 VANGUARD INDEX FDS VALUE ETF 922908744 204 1653 SH SOLE 0 0 1653 Wyeth Notes Cpn Title of Class 983024AF7 11 10000 SH SOLE 0 0 10000