0001062993-23-000727.txt : 20230109 0001062993-23-000727.hdr.sgml : 20230109 20230109170243 ACCESSION NUMBER: 0001062993-23-000727 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230109 DATE AS OF CHANGE: 20230109 EFFECTIVENESS DATE: 20230109 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: 23518791 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 12-31-2022 12-31-2022 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 01-06-2023 0 94 107907408 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE 3M CO COM 88579Y101 37535 313 SH SOLE 0 0 313 AIR PRODS & CHEMS INC COM 009158106 92478 300 SH SOLE 0 0 300 ALTRIA GROUP INC COM 02209S103 23723 519 SH SOLE 0 0 519 AMGEN INC COM 031162100 38083 145 SH SOLE 0 0 145 AUTOMATIC DATA PROCESSING IN COM 053015103 58760 246 SH SOLE 0 0 246 BANK AMERICA CORP COM 060505104 20733 626 SH SOLE 0 0 626 BANK NEW YORK MELLON CORP COM 064058100 30316 666 SH SOLE 0 0 666 BRISTOL-MYERS SQUIBB CO COM 110122108 20002 278 SH SOLE 0 0 278 CHEVRON CORP NEW COM 166764100 70001 390 SH SOLE 0 0 390 CISCO SYS INC COM 17275R102 38112 800 SH SOLE 0 0 800 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 22938 1045 SH SOLE 0 0 1045 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 24790 990 SH SOLE 0 0 990 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 4947 230 SH SOLE 0 0 230 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 168806 5553 SH SOLE 0 0 5553 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 331111 7534 SH SOLE 0 0 7534 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 218869 5260 SH SOLE 0 0 5260 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 94414 2820 SH SOLE 0 0 2820 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 355646 6953 SH SOLE 0 0 6953 EMERSON ELEC CO COM 291011104 96060 1000 SH SOLE 0 0 1000 ESSENTIAL UTILS INC COM 29670G102 79105 1657 SH SOLE 0 0 1657 EXXON MOBIL CORP COM 30231G102 82504 748 SH SOLE 0 0 748 Genl Elec Cap Cp Title of Class 36966R6Z4 25012 25000 SH SOLE 0 0 25000 GENUINE PARTS CO COM 372460105 58299 336 SH SOLE 0 0 336 GOLDMAN SACHS GROUP INC COM 38141G104 41206 120 SH SOLE 0 0 120 HERSHEY CO COM 427866108 38209 165 SH SOLE 0 0 165 Hubbell Inc Cl B Title of Class 443510201 50456 215 SH SOLE 0 0 215 INTERNATIONAL BUSINESS MACHS COM 459200101 10144 72 SH SOLE 0 0 72 ISHARES TR 1 3 YR TREAS BD 464287457 642360 7914 SH SOLE 0 0 7914 ISHARES TR BROAD USD HIGH 46435U853 52831 1530 SH SOLE 0 0 1530 ISHARES TR CORE INTL AGGR 46435G672 354941 7465 SH SOLE 0 0 7465 ISHARES TR CORE MSCI EAFE 46432F842 320250 5195 SH SOLE 0 0 5195 ISHARES INC CORE MSCI EMKT 46434G103 37700 807 SH SOLE 0 0 807 ISHARES TR CORE MSCI INTL 46435G326 29669 530 SH SOLE 0 0 530 ISHARES TR CORE MSCI TOTAL 46432F834 6256 108 SH SOLE 0 0 108 ISHARES TR CORE S&P500 ETF 464287200 2109952 5492 SH SOLE 0 0 5492 ISHARES TR CORE S&P MCP ETF 464287507 38614 160 SH SOLE 0 0 160 ISHARES TR CORE S&P SCP ETF 464287804 46399 490 SH SOLE 0 0 490 ISHARES TR CORE S&P TTL STK 464287150 345246 4071 SH SOLE 0 0 4071 ISHARES TR CORE US AGGBD ET 464287226 3301979 34045 SH SOLE 0 0 34045 ISHARES TR MSCI EAFE ETF 464287465 291726 4444 SH SOLE 0 0 4444 ISHARES TR EAFE SML CP ETF 464288273 659576 11678 SH SOLE 0 0 11678 ISHARES TR EAFE VALUE ETF 464288877 4958275 108071 SH SOLE 0 0 108071 ISHARES TR NATIONAL MUN ETF 464288414 5812062 55080 SH SOLE 0 0 55080 ISHARES TR RUS 1000 GRW ETF 464287614 195495 913 SH SOLE 0 0 913 ISHARES TR RUS 2000 VAL ETF 464287630 112395 811 SH SOLE 0 0 811 ISHARES TR MICRO-CAP ETF 464288869 303311 2813 SH SOLE 0 0 2813 ISHARES TR S&P 500 GRWT ETF 464287309 984521 16829 SH SOLE 0 0 16829 ISHARES TR S&P 500 VAL ETF 464287408 467346 3222 SH SOLE 0 0 3222 ISHARES TR S&P MC 400GR ETF 464287606 203804 2984 SH SOLE 0 0 2984 ISHARES TR S&P MC 400VL ETF 464287705 145190 1440 SH SOLE 0 0 1440 ISHARES TR S&P SML 600 GWT 464287887 195248 1807 SH SOLE 0 0 1807 ISHARES TR SP SMCP600VL ETF 464287879 207400 2271 SH SOLE 0 0 2271 ISHARES TR SHRT NAT MUN ETF 464288158 4966182 47628 SH SOLE 0 0 47628 ISHARES TR US TREAS BD ETF 46429B267 78499 3455 SH SOLE 0 0 3455 JOHNSON & JOHNSON COM 478160104 80994 458 SH SOLE 0 0 458 JPMORGAN CHASE & CO COM 46625H100 38889 290 SH SOLE 0 0 290 KIMBERLY-CLARK CORP COM 494368103 16426 121 SH SOLE 0 0 121 Ky Rrl Wtr Fin C Title of Class 49140MC49 5079 5000 SH SOLE 0 0 5000 LILLY ELI & CO COM 532457108 45730 125 SH SOLE 0 0 125 MCDONALDS CORP COM 580135101 89600 340 SH SOLE 0 0 340 MERCK & CO INC COM 58933Y105 31066 280 SH SOLE 0 0 280 MICROSOFT CORP COM 594918104 106480 444 SH SOLE 0 0 444 MONDELEZ INTL INC CL A 609207105 22061 331 SH SOLE 0 0 331 Nuveen MA Municipal Bond Fund Title of Class 67065N811 292903 31976 SH SOLE 0 0 31976 ORGANON & CO COMMON STOCK 68622V106 782 28 SH SOLE 0 0 28 PEPSICO INC COM 713448108 57269 317 SH SOLE 0 0 317 PFIZER INC COM 717081103 45860 895 SH SOLE 0 0 895 PHILIP MORRIS INTL INC COM 718172109 39877 394 SH SOLE 0 0 394 PNC FINL SVCS GROUP INC COM 693475105 19427 123 SH SOLE 0 0 123 PROCTER AND GAMBLE CO COM 742718109 78053 515 SH SOLE 0 0 515 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 23773 388 SH SOLE 0 0 388 RAYTHEON TECHNOLOGIES CORP COM 75513E101 61965 614 SH SOLE 0 0 614 SNAP ON INC COM 833034101 42271 185 SH SOLE 0 0 185 SPDR S&P 500 ETF TR TR UNIT 78462F103 22581378 59047 SH SOLE 0 0 59047 UNITEDHEALTH GROUP INC COM 91324P102 55669 105 SH SOLE 0 0 105 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 33594 670 SH SOLE 0 0 670 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 64005 1525 SH SOLE 0 0 1525 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 381533 9788 SH SOLE 0 0 9788 VANGUARD INDEX FDS GROWTH ETF 922908736 21267693 99797 SH SOLE 0 0 99797 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2305011 31015 SH SOLE 0 0 31015 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 140301 1810 SH SOLE 0 0 1810 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 74770 907 SH SOLE 0 0 907 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 183104 1051 SH SOLE 0 0 1051 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 540750 9810 SH SOLE 0 0 9810 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 1065769 16007 SH SOLE 0 0 16007 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 11217242 149185 SH SOLE 0 0 149185 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 485481 6449 SH SOLE 0 0 6449 VANGUARD INDEX FDS SMALL CP ETF 922908751 645936 3519 SH SOLE 0 0 3519 VANGUARD INDEX FDS SML CP GRW ETF 922908595 11349813 56596 SH SOLE 0 0 56596 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3877571 24418 SH SOLE 0 0 24418 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1002458 13954 SH SOLE 0 0 13954 VANGUARD STAR FDS VG TL INTL STK F 921909768 294558 5695 SH SOLE 0 0 5695 VANGUARD INDEX FDS VALUE ETF 922908744 232082 1653 SH SOLE 0 0 1653 Wyeth Notes Cpn Title of Class 983024AF7 10699 10000 SH SOLE 0 0 10000