0001062993-23-018969.txt : 20231004 0001062993-23-018969.hdr.sgml : 20231004 20231004140354 ACCESSION NUMBER: 0001062993-23-018969 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231004 DATE AS OF CHANGE: 20231004 EFFECTIVENESS DATE: 20231004 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: 231307527 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 09-30-2023 09-30-2023 false 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 10-03-2023 0 98 132769493 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE 3M CO COM 88579Y101 29303 313 SH SOLE 0 0 313 AIR PRODS & CHEMS INC COM 009158106 75101 265 SH SOLE 0 0 265 ALTRIA GROUP INC COM 02209S103 21824 519 SH SOLE 0 0 519 AMGEN INC COM 031162100 38970 145 SH SOLE 0 0 145 AUTOMATIC DATA PROCESSING IN COM 053015103 43545 181 SH SOLE 0 0 181 BANK AMERICA CORP COM 060505104 17140 626 SH SOLE 0 0 626 BANK NEW YORK MELLON CORP COM 064058100 28405 666 SH SOLE 0 0 666 BRISTOL-MYERS SQUIBB CO COM 110122108 16135 278 SH SOLE 0 0 278 CHEVRON CORP NEW COM 166764100 39626 235 SH SOLE 0 0 235 CISCO SYS INC COM 17275R102 43008 800 SH SOLE 0 0 800 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 116146 5146 SH SOLE 0 0 5146 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 447486 17138 SH SOLE 0 0 17138 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 150600 6864 SH SOLE 0 0 6864 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 309014 9473 SH SOLE 0 0 9473 DIMENSIONAL ETF TRUST US CORE EQUITY 1 25434V625 59250 1230 SH SOLE 0 0 1230 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 643311 21479 SH SOLE 0 0 21479 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 350795 14139 SH SOLE 0 0 14139 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 589871 12910 SH SOLE 0 0 12910 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 244853 5260 SH SOLE 0 0 5260 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 95936 2820 SH SOLE 0 0 2820 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 938901 17887 SH SOLE 0 0 17887 ELI LILLY & CO COM 532457108 42970 80 SH SOLE 0 0 80 EMERSON ELEC CO COM 291011104 81119 840 SH SOLE 0 0 840 ESSENTIAL UTILS INC COM 29670G102 56896 1657 SH SOLE 0 0 1657 EXXON MOBIL CORP COM 30231G102 59731 508 SH SOLE 0 0 508 GENUINE PARTS CO COM 372460105 35517 246 SH SOLE 0 0 246 GOLDMAN SACHS GROUP INC COM 38141G104 38828 120 SH SOLE 0 0 120 HERSHEY CO COM 427866108 12005 60 SH SOLE 0 0 60 Hubbell Inc Cl B Title of Class 443510201 34475 110 SH SOLE 0 0 110 INTERNATIONAL BUSINESS MACHS COM 459200101 10102 72 SH SOLE 0 0 72 ISHARES TR 1 3 YR TREAS BD 464287457 644731 7963 SH SOLE 0 0 7963 ISHARES TR ISHS 5-10YR INVT 464288638 117976 2425 SH SOLE 0 0 2425 ISHARES TR BROAD USD HIGH 46435U853 53106 1530 SH SOLE 0 0 1530 ISHARES TR CORE INTL AGGR 46435G672 2208251 45270 SH SOLE 0 0 45270 ISHARES TR CORE MSCI EAFE 46432F842 338636 5262 SH SOLE 0 0 5262 ISHARES INC CORE MSCI EMKT 46434G103 38419 807 SH SOLE 0 0 807 ISHARES TR CORE MSCI INTL 46435G326 30888 530 SH SOLE 0 0 530 ISHARES TR CORE MSCI TOTAL 46432F834 9326 155 SH SOLE 0 0 155 ISHARES TR CORE S&P500 ETF 464287200 2539116 5913 SH SOLE 0 0 5913 ISHARES TR CORE S&P MCP ETF 464287507 40075 161 SH SOLE 0 0 161 ISHARES TR CORE S&P SCP ETF 464287804 46444 492 SH SOLE 0 0 492 ISHARES TR CORE S&P TTL STK 464287150 385351 4091 SH SOLE 0 0 4091 ISHARES TR CORE US AGGBD ET 464287226 5088240 54107 SH SOLE 0 0 54107 ISHARES TR MSCI EAFE ETF 464287465 306303 4444 SH SOLE 0 0 4444 ISHARES TR EAFE SML CP ETF 464288273 674701 11948 SH SOLE 0 0 11948 ISHARES TR EAFE VALUE ETF 464288877 5353123 109404 SH SOLE 0 0 109404 ISHARES TR NATIONAL MUN ETF 464288414 6440679 62811 SH SOLE 0 0 62811 ISHARES TR RUS 1000 ETF 464287622 102837 438 SH SOLE 0 0 438 ISHARES TR RUS 1000 GRW ETF 464287614 236406 889 SH SOLE 0 0 889 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 291494 1920 SH SOLE 0 0 1920 ISHARES TR RUS 2000 VAL ETF 464287630 109866 811 SH SOLE 0 0 811 ISHARES TR MICRO-CAP ETF 464288869 297801 2975 SH SOLE 0 0 2975 ISHARES TR S&P 500 GRWT ETF 464287309 1103233 16124 SH SOLE 0 0 16124 ISHARES TR S&P 500 VAL ETF 464287408 495598 3222 SH SOLE 0 0 3222 ISHARES TR S&P MC 400GR ETF 464287606 215561 2984 SH SOLE 0 0 2984 ISHARES TR S&P MC 400VL ETF 464287705 145377 1440 SH SOLE 0 0 1440 ISHARES TR S&P SML 600 GWT 464287887 198157 1807 SH SOLE 0 0 1807 ISHARES TR SP SMCP600VL ETF 464287879 202653 2271 SH SOLE 0 0 2271 ISHARES TR SHORT TREAS BD 464288679 160182 1450 SH SOLE 0 0 1450 ISHARES TR SHRT NAT MUN ETF 464288158 6833674 66437 SH SOLE 0 0 66437 ISHARES TR US TREAS BD ETF 46429B267 183251 8314 SH SOLE 0 0 8314 JOHNSON & JOHNSON COM 478160104 72554 466 SH SOLE 0 0 466 JPMORGAN CHASE & CO COM 46625H100 42056 290 SH SOLE 0 0 290 KIMBERLY-CLARK CORP COM 494368103 14623 121 SH SOLE 0 0 121 Ky Rrl Wtr Fin C Title of Class 49140MC49 4893 5000 SH SOLE 0 0 5000 MCDONALDS CORP COM 580135101 63226 240 SH SOLE 0 0 240 MERCK & CO INC COM 58933Y105 28826 280 SH SOLE 0 0 280 MICROSOFT CORP COM 594918104 111776 354 SH SOLE 0 0 354 MONDELEZ INTL INC CL A 609207105 22971 331 SH SOLE 0 0 331 Nuveen MA Municipal Bond Fund Title of Class 67065N811 322330 36258 SH SOLE 0 0 36258 PEPSICO INC COM 713448108 35074 207 SH SOLE 0 0 207 PFIZER INC COM 717081103 29687 895 SH SOLE 0 0 895 PHILIP MORRIS INTL INC COM 718172109 36477 394 SH SOLE 0 0 394 PNC FINL SVCS GROUP INC COM 693475105 15101 123 SH SOLE 0 0 123 PROCTER AND GAMBLE CO COM 742718109 75118 515 SH SOLE 0 0 515 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 22081 388 SH SOLE 0 0 388 RTX CORPORATION COM 75513E101 44190 614 SH SOLE 0 0 614 SNAP ON INC COM 833034101 34433 135 SH SOLE 0 0 135 SPDR S&P 500 ETF TR TR UNIT 78462F103 24197103 56604 SH SOLE 0 0 56604 UNITEDHEALTH GROUP INC COM 91324P102 41848 83 SH SOLE 0 0 83 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 34753 670 SH SOLE 0 0 670 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 67557 1545 SH SOLE 0 0 1545 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 387410 9880 SH SOLE 0 0 9880 VANGUARD INDEX FDS GROWTH ETF 922908736 25963793 95346 SH SOLE 0 0 95346 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4511675 62394 SH SOLE 0 0 62394 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1474166 19402 SH SOLE 0 0 19402 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 68588 907 SH SOLE 0 0 907 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 206820 1062 SH SOLE 0 0 1062 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 955212 13957 SH SOLE 0 0 13957 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 1123201 16850 SH SOLE 0 0 16850 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 14313848 190470 SH SOLE 0 0 190470 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 583244 7759 SH SOLE 0 0 7759 VANGUARD INDEX FDS SMALL CP ETF 922908751 703682 3722 SH SOLE 0 0 3722 VANGUARD INDEX FDS SML CP GRW ETF 922908595 12215282 57033 SH SOLE 0 0 57033 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3837402 24060 SH SOLE 0 0 24060 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1002550 14367 SH SOLE 0 0 14367 VANGUARD STAR FDS VG TL INTL STK F 921909768 315577 5896 SH SOLE 0 0 5896 VANGUARD INDEX FDS VALUE ETF 922908744 228048 1653 SH SOLE 0 0 1653