0001062993-23-014941.txt : 20230717
0001062993-23-014941.hdr.sgml : 20230717
20230717151859
ACCESSION NUMBER: 0001062993-23-014941
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230717
DATE AS OF CHANGE: 20230717
EFFECTIVENESS DATE: 20230717
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: 231091492
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
06-30-2023
06-30-2023
Bromfield Sneider Wealth Advisors
200 LOWDER BROOK DRIVE
SUITE 2600
WESTWOOD
MA
02090
13F HOLDINGS REPORT
028-21447
000125623
801-67397
N
Eric Sneider
Vice President
617-252-3400
Eric Sneider
Westwood
MA
07-17-2023
0
98
126003670
false
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
3M CO
COM
88579Y101
31328
313
SH
SOLE
0
0
313
AIR PRODS & CHEMS INC
COM
009158106
89859
300
SH
SOLE
0
0
300
ALTRIA GROUP INC
COM
02209S103
23511
519
SH
SOLE
0
0
519
AMGEN INC
COM
031162100
32193
145
SH
SOLE
0
0
145
AUTOMATIC DATA PROCESSING IN
COM
053015103
54068
246
SH
SOLE
0
0
246
BANK AMERICA CORP
COM
060505104
17960
626
SH
SOLE
0
0
626
BANK NEW YORK MELLON CORP
COM
064058100
29650
666
SH
SOLE
0
0
666
BRISTOL-MYERS SQUIBB CO
COM
110122108
17778
278
SH
SOLE
0
0
278
CHEVRON CORP NEW
COM
166764100
61366
390
SH
SOLE
0
0
390
CISCO SYS INC
COM
17275R102
41392
800
SH
SOLE
0
0
800
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
25434V302
24516
1045
SH
SOLE
0
0
1045
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
176582
6463
SH
SOLE
0
0
6463
DIMENSIONAL ETF TRUST
INTL SMALL CAP E
25434V773
8321
365
SH
SOLE
0
0
365
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
232764
7086
SH
SOLE
0
0
7086
DIMENSIONAL ETF TRUST
US CORE EQT MKT
25434V104
95140
3070
SH
SOLE
0
0
3070
DIMENSIONAL ETF TRUST
US LARGE CAP VAL
25434V666
293050
11537
SH
SOLE
0
0
11537
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
434209
9360
SH
SOLE
0
0
9360
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
253322
5260
SH
SOLE
0
0
5260
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25434V724
97290
2820
SH
SOLE
0
0
2820
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
610343
11138
SH
SOLE
0
0
11138
LILLY ELI & CO
COM
532457108
58622
125
SH
SOLE
0
0
125
EMERSON ELEC CO
COM
291011104
90390
1000
SH
SOLE
0
0
1000
ESSENTIAL UTILS INC
COM
29670G102
66144
1657
SH
SOLE
0
0
1657
EXXON MOBIL CORP
COM
30231G102
80223
748
SH
SOLE
0
0
748
GENUINE PARTS CO
COM
372460105
56861
336
SH
SOLE
0
0
336
GOLDMAN SACHS GROUP INC
COM
38141G104
38705
120
SH
SOLE
0
0
120
HERSHEY CO
COM
427866108
41200
165
SH
SOLE
0
0
165
Hubbell Inc Cl B
Title of Class
443510201
71285
215
SH
SOLE
0
0
215
INTERNATIONAL BUSINESS MACHS
COM
459200101
9634
72
SH
SOLE
0
0
72
ISHARES TR
1 3 YR TREAS BD
464287457
643953
7942
SH
SOLE
0
0
7942
ISHARES TR
ISHS 5-10YR INVT
464288638
79901
1580
SH
SOLE
0
0
1580
ISHARES TR
BROAD USD HIGH
46435U853
54009
1530
SH
SOLE
0
0
1530
ISHARES TR
CORE INTL AGGR
46435G672
640257
12990
SH
SOLE
0
0
12990
ISHARES TR
CORE MSCI EAFE
46432F842
355213
5262
SH
SOLE
0
0
5262
ISHARES INC
CORE MSCI EMKT
46434G103
39791
807
SH
SOLE
0
0
807
ISHARES TR
CORE MSCI INTL
46435G326
32394
530
SH
SOLE
0
0
530
ISHARES TR
CORE MSCI TOTAL
46432F834
9735
155
SH
SOLE
0
0
155
ISHARES TR
CORE S&P500 ETF
464287200
2684404
6023
SH
SOLE
0
0
6023
ISHARES TR
CORE S&P MCP ETF
464287507
42024
161
SH
SOLE
0
0
161
ISHARES TR
CORE S&P SCP ETF
464287804
49064
492
SH
SOLE
0
0
492
ISHARES TR
CORE S&P TTL STK
464287150
400284
4091
SH
SOLE
0
0
4091
ISHARES TR
CORE US AGGBD ET
464287226
3839787
39202
SH
SOLE
0
0
39202
ISHARES TR
MSCI EAFE ETF
464287465
322214
4444
SH
SOLE
0
0
4444
ISHARES TR
EAFE SML CP ETF
464288273
704691
11948
SH
SOLE
0
0
11948
ISHARES TR
EAFE VALUE ETF
464288877
5354217
109404
SH
SOLE
0
0
109404
ISHARES TR
NATIONAL MUN ETF
464288414
6028041
56479
SH
SOLE
0
0
56479
ISHARES TR
RUS 1000 ETF
464287622
106703
438
SH
SOLE
0
0
438
ISHARES TR
RUS 1000 GRW ETF
464287614
251453
914
SH
SOLE
0
0
914
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
67078
425
SH
SOLE
0
0
425
ISHARES TR
RUS 2000 VAL ETF
464287630
114122
811
SH
SOLE
0
0
811
ISHARES TR
MICRO-CAP ETF
464288869
317520
2905
SH
SOLE
0
0
2905
ISHARES TR
S&P 500 GRWT ETF
464287309
1186138
16829
SH
SOLE
0
0
16829
ISHARES TR
S&P 500 VAL ETF
464287408
519277
3222
SH
SOLE
0
0
3222
ISHARES TR
S&P MC 400GR ETF
464287606
223797
2984
SH
SOLE
0
0
2984
ISHARES TR
S&P MC 400VL ETF
464287705
154307
1440
SH
SOLE
0
0
1440
ISHARES TR
S&P SML 600 GWT
464287887
207642
1807
SH
SOLE
0
0
1807
ISHARES TR
SP SMCP600VL ETF
464287879
215986
2271
SH
SOLE
0
0
2271
ISHARES TR
SHORT TREAS BD
464288679
160152
1450
SH
SOLE
0
0
1450
ISHARES TR
SHRT NAT MUN ETF
464288158
5122770
49238
SH
SOLE
0
0
49238
ISHARES TR
US TREAS BD ETF
46429B267
79902
3489
SH
SOLE
0
0
3489
JOHNSON & JOHNSON
COM
478160104
76699
463
SH
SOLE
0
0
463
JPMORGAN CHASE & CO
COM
46625H100
42178
290
SH
SOLE
0
0
290
KIMBERLY-CLARK CORP
COM
494368103
16705
121
SH
SOLE
0
0
121
Ky Rrl Wtr Fin C
Title of Class
49140MC49
5079
5000
SH
SOLE
0
0
5000
MCDONALDS CORP
COM
580135101
101459
340
SH
SOLE
0
0
340
MERCK & CO INC
COM
58933Y105
32309
280
SH
SOLE
0
0
280
MICROSOFT CORP
COM
594918104
151200
444
SH
SOLE
0
0
444
MONDELEZ INTL INC
CL A
609207105
24143
331
SH
SOLE
0
0
331
Nuveen MA Municipal Bond Fund
Title of Class
67065N811
333932
35984
SH
SOLE
0
0
35984
ORGANON & CO
COMMON STOCK
68622V106
583
28
SH
SOLE
0
0
28
PEPSICO INC
COM
713448108
58715
317
SH
SOLE
0
0
317
PFIZER INC
COM
717081103
32829
895
SH
SOLE
0
0
895
PHILIP MORRIS INTL INC
COM
718172109
38462
394
SH
SOLE
0
0
394
PNC FINL SVCS GROUP INC
COM
693475105
15492
123
SH
SOLE
0
0
123
PROCTER AND GAMBLE CO
COM
742718109
78146
515
SH
SOLE
0
0
515
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
24293
388
SH
SOLE
0
0
388
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
60147
614
SH
SOLE
0
0
614
SNAP ON INC
COM
833034101
53315
185
SH
SOLE
0
0
185
SPDR S&P 500 ETF TR
TR UNIT
78462F103
25787105
58173
SH
SOLE
0
0
58173
UNITEDHEALTH GROUP INC
COM
91324P102
50467
105
SH
SOLE
0
0
105
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
36455
670
SH
SOLE
0
0
670
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
71359
1545
SH
SOLE
0
0
1545
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
399840
9829
SH
SOLE
0
0
9829
VANGUARD INDEX FDS
GROWTH ETF
922908736
27676745
97812
SH
SOLE
0
0
97812
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
2377979
31609
SH
SOLE
0
0
31609
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
558526
7067
SH
SOLE
0
0
7067
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
75749
907
SH
SOLE
0
0
907
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
92206C730
213322
1058
SH
SOLE
0
0
1058
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
986300
13939
SH
SOLE
0
0
13939
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
1162275
16793
SH
SOLE
0
0
16793
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
12446682
164508
SH
SOLE
0
0
164508
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
566699
7499
SH
SOLE
0
0
7499
VANGUARD INDEX FDS
SMALL CP ETF
922908751
738742
3714
SH
SOLE
0
0
3714
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
13011415
56635
SH
SOLE
0
0
56635
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
3976160
24040
SH
SOLE
0
0
24040
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
1020290
14036
SH
SOLE
0
0
14036
VANGUARD STAR FDS
VG TL INTL STK F
921909768
322400
5749
SH
SOLE
0
0
5749
VANGUARD INDEX FDS
VALUE ETF
922908744
234942
1653
SH
SOLE
0
0
1653