0001062993-23-000727.txt : 20230109
0001062993-23-000727.hdr.sgml : 20230109
20230109170243
ACCESSION NUMBER: 0001062993-23-000727
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230109
DATE AS OF CHANGE: 20230109
EFFECTIVENESS DATE: 20230109
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: 23518791
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
12-31-2022
12-31-2022
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
01-06-2023
0
94
107907408
false
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
3M CO
COM
88579Y101
37535
313
SH
SOLE
0
0
313
AIR PRODS & CHEMS INC
COM
009158106
92478
300
SH
SOLE
0
0
300
ALTRIA GROUP INC
COM
02209S103
23723
519
SH
SOLE
0
0
519
AMGEN INC
COM
031162100
38083
145
SH
SOLE
0
0
145
AUTOMATIC DATA PROCESSING IN
COM
053015103
58760
246
SH
SOLE
0
0
246
BANK AMERICA CORP
COM
060505104
20733
626
SH
SOLE
0
0
626
BANK NEW YORK MELLON CORP
COM
064058100
30316
666
SH
SOLE
0
0
666
BRISTOL-MYERS SQUIBB CO
COM
110122108
20002
278
SH
SOLE
0
0
278
CHEVRON CORP NEW
COM
166764100
70001
390
SH
SOLE
0
0
390
CISCO SYS INC
COM
17275R102
38112
800
SH
SOLE
0
0
800
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
25434V302
22938
1045
SH
SOLE
0
0
1045
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
24790
990
SH
SOLE
0
0
990
DIMENSIONAL ETF TRUST
INTL SMALL CAP E
25434V773
4947
230
SH
SOLE
0
0
230
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
168806
5553
SH
SOLE
0
0
5553
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
331111
7534
SH
SOLE
0
0
7534
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
218869
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
355646
6953
SH
SOLE
0
0
6953
EMERSON ELEC CO
COM
291011104
96060
1000
SH
SOLE
0
0
1000
ESSENTIAL UTILS INC
COM
29670G102
79105
1657
SH
SOLE
0
0
1657
EXXON MOBIL CORP
COM
30231G102
82504
748
SH
SOLE
0
0
748
Genl Elec Cap Cp
Title of Class
36966R6Z4
25012
25000
SH
SOLE
0
0
25000
GENUINE PARTS CO
COM
372460105
58299
336
SH
SOLE
0
0
336
GOLDMAN SACHS GROUP INC
COM
38141G104
41206
120
SH
SOLE
0
0
120
HERSHEY CO
COM
427866108
38209
165
SH
SOLE
0
0
165
Hubbell Inc Cl B
Title of Class
443510201
50456
215
SH
SOLE
0
0
215
INTERNATIONAL BUSINESS MACHS
COM
459200101
10144
72
SH
SOLE
0
0
72
ISHARES TR
1 3 YR TREAS BD
464287457
642360
7914
SH
SOLE
0
0
7914
ISHARES TR
BROAD USD HIGH
46435U853
52831
1530
SH
SOLE
0
0
1530
ISHARES TR
CORE INTL AGGR
46435G672
354941
7465
SH
SOLE
0
0
7465
ISHARES TR
CORE MSCI EAFE
46432F842
320250
5195
SH
SOLE
0
0
5195
ISHARES INC
CORE MSCI EMKT
46434G103
37700
807
SH
SOLE
0
0
807
ISHARES TR
CORE MSCI INTL
46435G326
29669
530
SH
SOLE
0
0
530
ISHARES TR
CORE MSCI TOTAL
46432F834
6256
108
SH
SOLE
0
0
108
ISHARES TR
CORE S&P500 ETF
464287200
2109952
5492
SH
SOLE
0
0
5492
ISHARES TR
CORE S&P MCP ETF
464287507
38614
160
SH
SOLE
0
0
160
ISHARES TR
CORE S&P SCP ETF
464287804
46399
490
SH
SOLE
0
0
490
ISHARES TR
CORE S&P TTL STK
464287150
345246
4071
SH
SOLE
0
0
4071
ISHARES TR
CORE US AGGBD ET
464287226
3301979
34045
SH
SOLE
0
0
34045
ISHARES TR
MSCI EAFE ETF
464287465
291726
4444
SH
SOLE
0
0
4444
ISHARES TR
EAFE SML CP ETF
464288273
659576
11678
SH
SOLE
0
0
11678
ISHARES TR
EAFE VALUE ETF
464288877
4958275
108071
SH
SOLE
0
0
108071
ISHARES TR
NATIONAL MUN ETF
464288414
5812062
55080
SH
SOLE
0
0
55080
ISHARES TR
RUS 1000 GRW ETF
464287614
195495
913
SH
SOLE
0
0
913
ISHARES TR
RUS 2000 VAL ETF
464287630
112395
811
SH
SOLE
0
0
811
ISHARES TR
MICRO-CAP ETF
464288869
303311
2813
SH
SOLE
0
0
2813
ISHARES TR
S&P 500 GRWT ETF
464287309
984521
16829
SH
SOLE
0
0
16829
ISHARES TR
S&P 500 VAL ETF
464287408
467346
3222
SH
SOLE
0
0
3222
ISHARES TR
S&P MC 400GR ETF
464287606
203804
2984
SH
SOLE
0
0
2984
ISHARES TR
S&P MC 400VL ETF
464287705
145190
1440
SH
SOLE
0
0
1440
ISHARES TR
S&P SML 600 GWT
464287887
195248
1807
SH
SOLE
0
0
1807
ISHARES TR
SP SMCP600VL ETF
464287879
207400
2271
SH
SOLE
0
0
2271
ISHARES TR
SHRT NAT MUN ETF
464288158
4966182
47628
SH
SOLE
0
0
47628
ISHARES TR
US TREAS BD ETF
46429B267
78499
3455
SH
SOLE
0
0
3455
JOHNSON & JOHNSON
COM
478160104
80994
458
SH
SOLE
0
0
458
JPMORGAN CHASE & CO
COM
46625H100
38889
290
SH
SOLE
0
0
290
KIMBERLY-CLARK CORP
COM
494368103
16426
121
SH
SOLE
0
0
121
Ky Rrl Wtr Fin C
Title of Class
49140MC49
5079
5000
SH
SOLE
0
0
5000
LILLY ELI & CO
COM
532457108
45730
125
SH
SOLE
0
0
125
MCDONALDS CORP
COM
580135101
89600
340
SH
SOLE
0
0
340
MERCK & CO INC
COM
58933Y105
31066
280
SH
SOLE
0
0
280
MICROSOFT CORP
COM
594918104
106480
444
SH
SOLE
0
0
444
MONDELEZ INTL INC
CL A
609207105
22061
331
SH
SOLE
0
0
331
Nuveen MA Municipal Bond Fund
Title of Class
67065N811
292903
31976
SH
SOLE
0
0
31976
ORGANON & CO
COMMON STOCK
68622V106
782
28
SH
SOLE
0
0
28
PEPSICO INC
COM
713448108
57269
317
SH
SOLE
0
0
317
PFIZER INC
COM
717081103
45860
895
SH
SOLE
0
0
895
PHILIP MORRIS INTL INC
COM
718172109
39877
394
SH
SOLE
0
0
394
PNC FINL SVCS GROUP INC
COM
693475105
19427
123
SH
SOLE
0
0
123
PROCTER AND GAMBLE CO
COM
742718109
78053
515
SH
SOLE
0
0
515
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
23773
388
SH
SOLE
0
0
388
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
61965
614
SH
SOLE
0
0
614
SNAP ON INC
COM
833034101
42271
185
SH
SOLE
0
0
185
SPDR S&P 500 ETF TR
TR UNIT
78462F103
22581378
59047
SH
SOLE
0
0
59047
UNITEDHEALTH GROUP INC
COM
91324P102
55669
105
SH
SOLE
0
0
105
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
33594
670
SH
SOLE
0
0
670
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
64005
1525
SH
SOLE
0
0
1525
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
381533
9788
SH
SOLE
0
0
9788
VANGUARD INDEX FDS
GROWTH ETF
922908736
21267693
99797
SH
SOLE
0
0
99797
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
2305011
31015
SH
SOLE
0
0
31015
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
140301
1810
SH
SOLE
0
0
1810
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
74770
907
SH
SOLE
0
0
907
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
92206C730
183104
1051
SH
SOLE
0
0
1051
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
540750
9810
SH
SOLE
0
0
9810
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
1065769
16007
SH
SOLE
0
0
16007
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
11217242
149185
SH
SOLE
0
0
149185
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
485481
6449
SH
SOLE
0
0
6449
VANGUARD INDEX FDS
SMALL CP ETF
922908751
645936
3519
SH
SOLE
0
0
3519
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
11349813
56596
SH
SOLE
0
0
56596
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
3877571
24418
SH
SOLE
0
0
24418
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
1002458
13954
SH
SOLE
0
0
13954
VANGUARD STAR FDS
VG TL INTL STK F
921909768
294558
5695
SH
SOLE
0
0
5695
VANGUARD INDEX FDS
VALUE ETF
922908744
232082
1653
SH
SOLE
0
0
1653
Wyeth Notes Cpn
Title of Class
983024AF7
10699
10000
SH
SOLE
0
0
10000