0001062993-22-016029.txt : 20220706 0001062993-22-016029.hdr.sgml : 20220706 20220706145123 ACCESSION NUMBER: 0001062993-22-016029 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220706 DATE AS OF CHANGE: 20220706 EFFECTIVENESS DATE: 20220706 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: 221068377 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 13F-HR LIVE false true false 0001891795 XXXXXXXX 06-30-2022 06-30-2022 Bromfield Sneider Wealth Advisors

200 LOWDER BROOK DRIVE SUITE 2600 WESTWOOD MA 02090

13F HOLDINGS REPORT 028-21447 N Eric Sneider 617-252-3400 Eric Sneider WESTWOOD MA 07-06-2022 0 93 82226 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 89 2820 SH SOLE 0 0 2820 3M CO COM 88579Y101 41 313 SH SOLE 0 0 313 AGILENT TECHNOLOGIES INC COM 00846U101 31 257 SH SOLE 0 0 257 AIR PRODS & CHEMS INC COM 009158106 72 300 SH SOLE 0 0 300 ALTRIA GROUP INC COM 02209S103 22 519 SH SOLE 0 0 519 AMGEN INC COM 031162100 35 145 SH SOLE 0 0 145 AUTOMATIC DATA PROCESSING IN COM 053015103 52 246 SH SOLE 0 0 246 BK OF AMERICA CORP COM 060505104 19 626 SH SOLE 0 0 626 BANK NEW YORK MELLON CORP COM 064058100 28 666 SH SOLE 0 0 666 BRISTOL-MYERS SQUIBB CO COM 110122108 21 278 SH SOLE 0 0 278 CHEVRON CORP NEW COM 166764100 56 390 SH SOLE 0 0 390 CISCO SYS INC COM 17275R102 34 800 SH SOLE 0 0 800 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 95 2355 SH SOLE 0 0 2355 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 214 5260 SH SOLE 0 0 5260 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 251 5238 SH SOLE 0 0 5238 DXC TECHNOLOGY CO COM 23355L106 0 14 SH SOLE 0 0 14 EMERSON ELEC CO COM 291011104 80 1000 SH SOLE 0 0 1000 ESSENTIAL UTILS INC COM 29670G102 76 1657 SH SOLE 0 0 1657 EXXON MOBIL CORP COM 30231G102 64 748 SH SOLE 0 0 748 GENUINE PARTS CO COM 372460105 45 336 SH SOLE 0 0 336 GOLDMAN SACHS GROUP INC COM 38141G104 36 120 SH SOLE 0 0 120 HERSHEY CO COM 427866108 36 165 SH SOLE 0 0 165 HEWLETT PACKARD ENTERPRISE C COM 42824C109 2 174 SH SOLE 0 0 174 HP INC COM 40434L105 6 174 SH SOLE 0 0 174 Hubbell Inc Cl B Name 443510201 38 215 SH SOLE 0 0 215 INTERNATIONAL BUSINESS MACHS COM 459200101 10 72 SH SOLE 0 0 72 ISHARES TR 1 3 YR TREAS BD 464287457 653 7886 SH SOLE 0 0 7886 ISHARES TR BROAD USD HIGH 46435U853 165 4780 SH SOLE 0 0 4780 ISHARES TR CORE INTL AGGR 46435G672 372 7465 SH SOLE 0 0 7465 ISHARES TR CORE MSCI EAFE 46432F842 305 5176 SH SOLE 0 0 5176 ISHARES INC CORE MSCI EMKT 46434G103 40 807 SH SOLE 0 0 807 ISHARES TR CORE MSCI INTL 46435G326 28 530 SH SOLE 0 0 530 ISHARES TR CORE MSCI TOTAL 46432F834 6 107 SH SOLE 0 0 107 ISHARES TR CORE S&P500 ETF 464287200 1951 5146 SH SOLE 0 0 5146 ISHARES TR CORE S&P MCP ETF 464287507 36 158 SH SOLE 0 0 158 ISHARES TR CORE S&P SCP ETF 464287804 45 487 SH SOLE 0 0 487 ISHARES TR CORE S&P TTL STK 464287150 238 2845 SH SOLE 0 0 2845 ISHARES TR CORE US AGGBD ET 464287226 1141 11225 SH SOLE 0 0 11225 ISHARES TR MSCI EAFE ETF 464287465 278 4444 SH SOLE 0 0 4444 ISHARES TR EAFE SML CP ETF 464288273 551 10098 SH SOLE 0 0 10098 ISHARES TR EAFE VALUE ETF 464288877 4683 107893 SH SOLE 0 0 107893 ISHARES TR NATIONAL MUN ETF 464288414 144 1351 SH SOLE 0 0 1351 ISHARES TR RUS 1000 GRW ETF 464287614 400 1831 SH SOLE 0 0 1831 ISHARES TR RUS 1000 VAL ETF 464287598 278 1920 SH SOLE 0 0 1920 ISHARES TR RUS 2000 VAL ETF 464287630 110 811 SH SOLE 0 0 811 ISHARES TR MICRO-CAP ETF 464288869 232 2227 SH SOLE 0 0 2227 ISHARES TR S&P 500 GRWT ETF 464287309 1016 16829 SH SOLE 0 0 16829 ISHARES TR S&P 500 VAL ETF 464287408 443 3222 SH SOLE 0 0 3222 ISHARES TR S&P MC 400GR ETF 464287606 190 2984 SH SOLE 0 0 2984 ISHARES TR S&P MC 400VL ETF 464287705 136 1440 SH SOLE 0 0 1440 ISHARES TR S&P SML 600 GWT 464287887 190 1807 SH SOLE 0 0 1807 ISHARES TR SP SMCP600VL ETF 464287879 202 2271 SH SOLE 0 0 2271 ISHARES TR SHRT NAT MUN ETF 464288158 88 845 SH SOLE 0 0 845 ISHARES TR US TREAS BD ETF 46429B267 82 3414 SH SOLE 0 0 3414 JOHNSON & JOHNSON COM 478160104 81 454 SH SOLE 0 0 454 JPMORGAN CHASE & CO COM 46625H100 33 290 SH SOLE 0 0 290 KEYSIGHT TECHNOLOGIES INC COM 49338L103 18 128 SH SOLE 0 0 128 KIMBERLY-CLARK CORP COM 494368103 16 121 SH SOLE 0 0 121 Ky Rrl Wtr Fin C Name 49140MC49 5 5000 SH SOLE 0 0 5000 LILLY ELI & CO COM 532457108 62 190 SH SOLE 0 0 190 MCDONALDS CORP COM 580135101 84 340 SH SOLE 0 0 340 MERCK & CO INC COM 58933Y105 26 280 SH SOLE 0 0 280 Micro Focus Intl PLC ADS each r Name 594837304 0 19 SH SOLE 0 0 19 MICROSOFT CORP COM 594918104 114 444 SH SOLE 0 0 444 MONDELEZ INTL INC CL A 609207105 21 331 SH SOLE 0 0 331 ORGANON & CO COMMON STOCK 68622V106 1 28 SH SOLE 0 0 28 PEPSICO INC COM 713448108 53 317 SH SOLE 0 0 317 PFIZER INC COM 717081103 47 895 SH SOLE 0 0 895 PHILIP MORRIS INTL INC COM 718172109 39 394 SH SOLE 0 0 394 PNC FINL SVCS GROUP INC COM 693475105 19 123 SH SOLE 0 0 123 PROCTER AND GAMBLE CO COM 742718109 74 515 SH SOLE 0 0 515 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 25 388 SH SOLE 0 0 388 RAYTHEON TECHNOLOGIES CORP COM 75513E101 59 614 SH SOLE 0 0 614 SNAP ON INC COM 833034101 36 185 SH SOLE 0 0 185 SPDR S&P 500 ETF TR TR UNIT 78462F103 22203 58854 SH SOLE 0 0 58854 UNITEDHEALTH GROUP INC COM 91324P102 54 105 SH SOLE 0 0 105 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 33 670 SH SOLE 0 0 670 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 61 1503 SH SOLE 0 0 1503 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 400 9595 SH SOLE 0 0 9595 VANGUARD INDEX FDS GROWTH ETF 922908736 21833 97953 SH SOLE 0 0 97953 VANGUARD BD INDEX FDS INTERMED TERM 921937819 597 7685 SH SOLE 0 0 7685 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 83 907 SH SOLE 0 0 907 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 178 1038 SH SOLE 0 0 1038 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 428 7611 SH SOLE 0 0 7611 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 821 12924 SH SOLE 0 0 12924 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2106 27618 SH SOLE 0 0 27618 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 488 6349 SH SOLE 0 0 6349 VANGUARD INDEX FDS SMALL CP ETF 922908751 578 3282 SH SOLE 0 0 3282 VANGUARD INDEX FDS SML CP GRW ETF 922908595 10980 55730 SH SOLE 0 0 55730 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3651 24368 SH SOLE 0 0 24368 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1029 13672 SH SOLE 0 0 13672 VANGUARD STAR FDS VG TL INTL STK F 921909768 184 3564 SH SOLE 0 0 3564 VANGUARD INDEX FDS VALUE ETF 922908744 252 1908 SH SOLE 0 0 1908