0001062993-23-008850.txt : 20230406 0001062993-23-008850.hdr.sgml : 20230406 20230406135450 ACCESSION NUMBER: 0001062993-23-008850 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230406 DATE AS OF CHANGE: 20230406 EFFECTIVENESS DATE: 20230406 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: 23805467 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 03-31-2023 03-31-2023 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 04-06-2023 0 97 118813052 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE 3M CO COM 88579Y101 32899 313 SH SOLE 0 0 313 AIR PRODS & CHEMS INC COM 009158106 86163 300 SH SOLE 0 0 300 ALTRIA GROUP INC COM 02209S103 23158 519 SH SOLE 0 0 519 AMGEN INC COM 031162100 35054 145 SH SOLE 0 0 145 AUTOMATIC DATA PROCESSING IN COM 053015103 54767 246 SH SOLE 0 0 246 BANK AMERICA CORP COM 060505104 17904 626 SH SOLE 0 0 626 BANK NEW YORK MELLON CORP COM 064058100 30263 666 SH SOLE 0 0 666 BRISTOL-MYERS SQUIBB CO COM 110122108 19268 278 SH SOLE 0 0 278 CHEVRON CORP NEW COM 166764100 63632 390 SH SOLE 0 0 390 CISCO SYS INC COM 17275R102 41820 800 SH SOLE 0 0 800 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 24056 1045 SH SOLE 0 0 1045 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 156957 5824 SH SOLE 0 0 5824 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 8290 361 SH SOLE 0 0 361 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 224298 6959 SH SOLE 0 0 6959 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 88025 3060 SH SOLE 0 0 3060 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 269331 10962 SH SOLE 0 0 10962 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 349542 7855 SH SOLE 0 0 7855 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 233702 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 450868 8555 SH SOLE 0 0 8555 LILLY ELI & CO COM 532457108 42928 125 SH SOLE 0 0 125 EMERSON ELEC CO COM 291011104 87140 1000 SH SOLE 0 0 1000 ESSENTIAL UTILS INC COM 29670G102 72343 1657 SH SOLE 0 0 1657 EXXON MOBIL CORP COM 30231G102 82026 748 SH SOLE 0 0 748 Genl Elec Cap Cp Title of Class 36966R6Z4 25366 25000 SH SOLE 0 0 25000 GENUINE PARTS CO COM 372460105 56216 336 SH SOLE 0 0 336 GOLDMAN SACHS GROUP INC COM 38141G104 39253 120 SH SOLE 0 0 120 HERSHEY CO COM 427866108 41978 165 SH SOLE 0 0 165 Hubbell Inc Cl B Title of Class 443510201 52312 215 SH SOLE 0 0 215 INTERNATIONAL BUSINESS MACHS COM 459200101 9438 72 SH SOLE 0 0 72 ISHARES TR 1 3 YR TREAS BD 464287457 651031 7924 SH SOLE 0 0 7924 ISHARES TR BROAD USD HIGH 46435U853 54392 1530 SH SOLE 0 0 1530 ISHARES TR CORE INTL AGGR 46435G672 536717 10965 SH SOLE 0 0 10965 ISHARES TR CORE MSCI EAFE 46432F842 347319 5195 SH SOLE 0 0 5195 ISHARES INC CORE MSCI EMKT 46434G103 39387 807 SH SOLE 0 0 807 ISHARES TR CORE MSCI INTL 46435G326 32049 530 SH SOLE 0 0 530 ISHARES TR CORE MSCI TOTAL 46432F834 9484 153 SH SOLE 0 0 153 ISHARES TR CORE S&P500 ETF 464287200 2462413 5990 SH SOLE 0 0 5990 ISHARES TR CORE S&P MCP ETF 464287507 40088 160 SH SOLE 0 0 160 ISHARES TR CORE S&P SCP ETF 464287804 47508 491 SH SOLE 0 0 491 ISHARES TR CORE S&P TTL STK 464287150 369689 4083 SH SOLE 0 0 4083 ISHARES TR CORE US AGGBD ET 464287226 3401472 34138 SH SOLE 0 0 34138 ISHARES TR MSCI EAFE ETF 464287465 317858 4444 SH SOLE 0 0 4444 ISHARES TR EAFE SML CP ETF 464288273 706863 11878 SH SOLE 0 0 11878 ISHARES TR EAFE VALUE ETF 464288877 5288339 108971 SH SOLE 0 0 108971 ISHARES TR NATIONAL MUN ETF 464288414 6055856 56208 SH SOLE 0 0 56208 ISHARES TR RUS 1000 ETF 464287622 98340 437 SH SOLE 0 0 437 ISHARES TR RUS 1000 GRW ETF 464287614 223138 913 SH SOLE 0 0 913 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 64710 425 SH SOLE 0 0 425 ISHARES TR RUS 2000 VAL ETF 464287630 111058 811 SH SOLE 0 0 811 ISHARES TR MICRO-CAP ETF 464288869 303249 2902 SH SOLE 0 0 2902 ISHARES TR S&P 500 GRWT ETF 464287309 1075232 16829 SH SOLE 0 0 16829 ISHARES TR S&P 500 VAL ETF 464287408 488898 3222 SH SOLE 0 0 3222 ISHARES TR S&P MC 400GR ETF 464287606 213383 2984 SH SOLE 0 0 2984 ISHARES TR S&P MC 400VL ETF 464287705 148027 1440 SH SOLE 0 0 1440 ISHARES TR S&P SML 600 GWT 464287887 198627 1807 SH SOLE 0 0 1807 ISHARES TR SP SMCP600VL ETF 464287879 212579 2271 SH SOLE 0 0 2271 ISHARES TR SHRT NAT MUN ETF 464288158 5119140 48903 SH SOLE 0 0 48903 ISHARES TR US TREAS BD ETF 46429B267 81077 3468 SH SOLE 0 0 3468 JOHNSON & JOHNSON COM 478160104 71441 461 SH SOLE 0 0 461 JPMORGAN CHASE & CO COM 46625H100 37790 290 SH SOLE 0 0 290 KIMBERLY-CLARK CORP COM 494368103 16241 121 SH SOLE 0 0 121 Ky Rrl Wtr Fin C Title of Class 49140MC49 5033 5000 SH SOLE 0 0 5000 MCDONALDS CORP COM 580135101 95067 340 SH SOLE 0 0 340 MERCK & CO INC COM 58933Y105 29789 280 SH SOLE 0 0 280 MICROSOFT CORP COM 594918104 128005 444 SH SOLE 0 0 444 MONDELEZ INTL INC CL A 609207105 23077 331 SH SOLE 0 0 331 Nuveen MA Municipal Bond Fund Title of Class 67065N811 300380 32195 SH SOLE 0 0 32195 ORGANON & CO COMMON STOCK 68622V106 659 28 SH SOLE 0 0 28 PEPSICO INC COM 713448108 57789 317 SH SOLE 0 0 317 PFIZER INC COM 717081103 36516 895 SH SOLE 0 0 895 PHILIP MORRIS INTL INC COM 718172109 38316 394 SH SOLE 0 0 394 PNC FINL SVCS GROUP INC COM 693475105 15633 123 SH SOLE 0 0 123 PROCTER AND GAMBLE CO COM 742718109 76575 515 SH SOLE 0 0 515 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 24231 388 SH SOLE 0 0 388 RAYTHEON TECHNOLOGIES CORP COM 75513E101 60129 614 SH SOLE 0 0 614 SNAP ON INC COM 833034101 45675 185 SH SOLE 0 0 185 SPDR S&P 500 ETF TR TR UNIT 78462F103 24223736 59170 SH SOLE 0 0 59170 UNITEDHEALTH GROUP INC COM 91324P102 49622 105 SH SOLE 0 0 105 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 35825 670 SH SOLE 0 0 670 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 69139 1531 SH SOLE 0 0 1531 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 395618 9793 SH SOLE 0 0 9793 VANGUARD INDEX FDS GROWTH ETF 922908736 24712182 99071 SH SOLE 0 0 99071 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2419274 31526 SH SOLE 0 0 31526 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 565585 7050 SH SOLE 0 0 7050 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 75278 907 SH SOLE 0 0 907 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 196521 1055 SH SOLE 0 0 1055 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 867612 13796 SH SOLE 0 0 13796 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 1118691 16744 SH SOLE 0 0 16744 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 12429155 163048 SH SOLE 0 0 163048 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 573599 7499 SH SOLE 0 0 7499 VANGUARD INDEX FDS SMALL CP ETF 922908751 702697 3707 SH SOLE 0 0 3707 VANGUARD INDEX FDS SML CP GRW ETF 922908595 12395051 57276 SH SOLE 0 0 57276 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3833953 24149 SH SOLE 0 0 24149 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1032555 13986 SH SOLE 0 0 13986 VANGUARD STAR FDS VG TL INTL STK F 921909768 314934 5704 SH SOLE 0 0 5704 VANGUARD INDEX FDS VALUE ETF 922908744 228345 1653 SH SOLE 0 0 1653