0001062993-24-000529.txt : 20240105 0001062993-24-000529.hdr.sgml : 20240105 20240105084303 ACCESSION NUMBER: 0001062993-24-000529 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240105 DATE AS OF CHANGE: 20240105 EFFECTIVENESS DATE: 20240105 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bromfield Sneider Wealth Advisors CENTRAL INDEX KEY: 0001891795 ORGANIZATION NAME: 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: 24514522 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 12-31-2023 12-31-2023 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 01-03-2024 0 99 147727118 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE 3M CO COM 88579Y101 34217 313 SH SOLE 0 0 313 AIR PRODS & CHEMS INC COM 009158106 72557 265 SH SOLE 0 0 265 ALTRIA GROUP INC COM 02209S103 20936 519 SH SOLE 0 0 519 AMGEN INC COM 031162100 41763 145 SH SOLE 0 0 145 AUTOMATIC DATA PROCESSING IN COM 053015103 42168 181 SH SOLE 0 0 181 BANK AMERICA CORP COM 060505104 21077 626 SH SOLE 0 0 626 BANK NEW YORK MELLON CORP COM 064058100 34665 666 SH SOLE 0 0 666 BRISTOL-MYERS SQUIBB CO COM 110122108 14264 278 SH SOLE 0 0 278 CHEVRON CORP NEW COM 166764100 35053 235 SH SOLE 0 0 235 CISCO SYS INC COM 17275R102 40416 800 SH SOLE 0 0 800 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 124458 5162 SH SOLE 0 0 5162 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 523469 18278 SH SOLE 0 0 18278 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 166843 6903 SH SOLE 0 0 6903 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 327894 9543 SH SOLE 0 0 9543 DIMENSIONAL ETF TRUST US CORE EQUITY 1 25434V625 66037 1235 SH SOLE 0 0 1235 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 747000 22466 SH SOLE 0 0 22466 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 564715 20877 SH SOLE 0 0 20877 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 677689 12950 SH SOLE 0 0 12950 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 272626 5260 SH SOLE 0 0 5260 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 104960 2820 SH SOLE 0 0 2820 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1075165 18034 SH SOLE 0 0 18034 ELI LILLY & CO COM 532457108 46634 80 SH SOLE 0 0 80 EMERSON ELEC CO COM 291011104 81757 840 SH SOLE 0 0 840 ESSENTIAL UTILS INC COM 29670G102 61902 1657 SH SOLE 0 0 1657 EXXON MOBIL CORP COM 30231G102 50790 508 SH SOLE 0 0 508 GENUINE PARTS CO COM 372460105 34071 246 SH SOLE 0 0 246 GOLDMAN SACHS GROUP INC COM 38141G104 46292 120 SH SOLE 0 0 120 HERSHEY CO COM 427866108 11186 60 SH SOLE 0 0 60 Hubbell Inc Cl B Title of Class 443510201 36182 110 SH SOLE 0 0 110 INTERNATIONAL BUSINESS MACHS COM 459200101 11776 72 SH SOLE 0 0 72 ISHARES TR 1 3 YR TREAS BD 464287457 653815 7969 SH SOLE 0 0 7969 ISHARES TR ISHS 5-10YR INVT 464288638 126100 2425 SH SOLE 0 0 2425 ISHARES TR BROAD USD HIGH 46435U853 55616 1530 SH SOLE 0 0 1530 ISHARES TR CORE INTL AGGR 46435G672 2707529 54368 SH SOLE 0 0 54368 ISHARES TR CORE MSCI EAFE 46432F842 373706 5312 SH SOLE 0 0 5312 ISHARES INC CORE MSCI EMKT 46434G103 40832 807 SH SOLE 0 0 807 ISHARES TR CORE MSCI INTL 46435G326 32148 505 SH SOLE 0 0 505 ISHARES TR CORE MSCI TOTAL 46432F834 12220 188 SH SOLE 0 0 188 ISHARES TR CORE S&P500 ETF 464287200 2834402 5934 SH SOLE 0 0 5934 ISHARES TR CORE S&P MCP ETF 464287507 44543 161 SH SOLE 0 0 161 ISHARES TR CORE S&P SCP ETF 464287804 53455 494 SH SOLE 0 0 494 ISHARES TR CORE S&P TTL STK 464287150 435379 4137 SH SOLE 0 0 4137 ISHARES TR CORE US AGGBD ET 464287226 5245546 52852 SH SOLE 0 0 52852 ISHARES TR MSCI EAFE ETF 464287465 334880 4444 SH SOLE 0 0 4444 ISHARES TR EAFE SML CP ETF 464288273 743128 12005 SH SOLE 0 0 12005 ISHARES TR EAFE VALUE ETF 464288877 5715855 109709 SH SOLE 0 0 109709 ISHARES TR NATIONAL MUN ETF 464288414 6831692 63017 SH SOLE 0 0 63017 ISHARES TR RUS 1000 ETF 464287622 115735 441 SH SOLE 0 0 441 ISHARES TR RUS 1000 GRW ETF 464287614 269917 890 SH SOLE 0 0 890 ISHARES TR RUS 1000 VAL ETF 464287598 320356 1939 SH SOLE 0 0 1939 ISHARES TR RUS 2000 VAL ETF 464287630 125899 811 SH SOLE 0 0 811 ISHARES TR MICRO-CAP ETF 464288869 366675 3160 SH SOLE 0 0 3160 ISHARES TR S&P 500 GRWT ETF 464287309 1147109 15274 SH SOLE 0 0 15274 ISHARES TR S&P 500 VAL ETF 464287408 560190 3222 SH SOLE 0 0 3222 ISHARES TR S&P MC 400GR ETF 464287606 236389 2984 SH SOLE 0 0 2984 ISHARES TR S&P MC 400VL ETF 464287705 164260 1440 SH SOLE 0 0 1440 ISHARES TR S&P SML 600 GWT 464287887 226088 1807 SH SOLE 0 0 1807 ISHARES TR SP SMCP600VL ETF 464287879 234112 2271 SH SOLE 0 0 2271 ISHARES TR SHORT TREAS BD 464288679 159688 1450 SH SOLE 0 0 1450 ISHARES TR SHRT NAT MUN ETF 464288158 7013432 66522 SH SOLE 0 0 66522 ISHARES TR US TREAS BD ETF 46429B267 192365 8349 SH SOLE 0 0 8349 JOHNSON & JOHNSON COM 478160104 73411 468 SH SOLE 0 0 468 JPMORGAN CHASE & CO COM 46625H100 49329 290 SH SOLE 0 0 290 KIMBERLY-CLARK CORP COM 494368103 14703 121 SH SOLE 0 0 121 Ky Rrl Wtr Fin C Title of Class 49140MC49 5080 5000 SH SOLE 0 0 5000 MCDONALDS CORP COM 580135101 71162 240 SH SOLE 0 0 240 MERCK & CO INC COM 58933Y105 30526 280 SH SOLE 0 0 280 MICROSOFT CORP COM 594918104 133118 354 SH SOLE 0 0 354 MONDELEZ INTL INC CL A 609207105 23974 331 SH SOLE 0 0 331 Nuveen MA Municipal Bond Fund Title of Class 67065N811 343194 36549 SH SOLE 0 0 36549 PEPSICO INC COM 713448108 35157 207 SH SOLE 0 0 207 PFIZER INC COM 717081103 25767 895 SH SOLE 0 0 895 PHILIP MORRIS INTL INC COM 718172109 37068 394 SH SOLE 0 0 394 PNC FINL SVCS GROUP INC COM 693475105 19047 123 SH SOLE 0 0 123 PROCTER AND GAMBLE CO COM 742718109 75468 515 SH SOLE 0 0 515 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 23726 388 SH SOLE 0 0 388 RTX CORPORATION COM 75513E101 51662 614 SH SOLE 0 0 614 SNAP ON INC COM 833034101 38993 135 SH SOLE 0 0 135 SPDR S&P 500 ETF TR TR UNIT 78462F103 26646739 56062 SH SOLE 0 0 56062 UNITEDHEALTH GROUP INC COM 91324P102 43697 83 SH SOLE 0 0 83 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 37614 670 SH SOLE 0 0 670 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 74017 1545 SH SOLE 0 0 1545 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 411658 10016 SH SOLE 0 0 10016 VANGUARD INDEX FDS GROWTH ETF 922908736 28976418 93208 SH SOLE 0 0 93208 VANGUARD BD INDEX FDS INTERMED TERM 921937819 5326331 69735 SH SOLE 0 0 69735 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1897676 23347 SH SOLE 0 0 23347 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 80101 907 SH SOLE 0 0 907 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 231460 1067 SH SOLE 0 0 1067 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 1074785 13776 SH SOLE 0 0 13776 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 1226782 16912 SH SOLE 0 0 16912 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 16517271 213484 SH SOLE 0 0 213484 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 591976 7686 SH SOLE 0 0 7686 VANGUARD INDEX FDS SMALL CP ETF 922908751 796016 3731 SH SOLE 0 0 3731 VANGUARD INDEX FDS SML CP GRW ETF 922908595 13706314 56692 SH SOLE 0 0 56692 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4334498 24085 SH SOLE 0 0 24085 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1062696 14449 SH SOLE 0 0 14449 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 285548 5784 SH SOLE 0 0 5784 VANGUARD STAR FDS VG TL INTL STK F 921909768 345336 5958 SH SOLE 0 0 5958 VANGUARD INDEX FDS VALUE ETF 922908744 247177 1653 SH SOLE 0 0 1653