0001062993-23-008850.txt : 20230406
0001062993-23-008850.hdr.sgml : 20230406
20230406135450
ACCESSION NUMBER: 0001062993-23-008850
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230406
DATE AS OF CHANGE: 20230406
EFFECTIVENESS DATE: 20230406
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: 23805467
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
03-31-2023
03-31-2023
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
04-06-2023
0
97
118813052
false
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
3M CO
COM
88579Y101
32899
313
SH
SOLE
0
0
313
AIR PRODS & CHEMS INC
COM
009158106
86163
300
SH
SOLE
0
0
300
ALTRIA GROUP INC
COM
02209S103
23158
519
SH
SOLE
0
0
519
AMGEN INC
COM
031162100
35054
145
SH
SOLE
0
0
145
AUTOMATIC DATA PROCESSING IN
COM
053015103
54767
246
SH
SOLE
0
0
246
BANK AMERICA CORP
COM
060505104
17904
626
SH
SOLE
0
0
626
BANK NEW YORK MELLON CORP
COM
064058100
30263
666
SH
SOLE
0
0
666
BRISTOL-MYERS SQUIBB CO
COM
110122108
19268
278
SH
SOLE
0
0
278
CHEVRON CORP NEW
COM
166764100
63632
390
SH
SOLE
0
0
390
CISCO SYS INC
COM
17275R102
41820
800
SH
SOLE
0
0
800
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
25434V302
24056
1045
SH
SOLE
0
0
1045
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
156957
5824
SH
SOLE
0
0
5824
DIMENSIONAL ETF TRUST
INTL SMALL CAP E
25434V773
8290
361
SH
SOLE
0
0
361
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
224298
6959
SH
SOLE
0
0
6959
DIMENSIONAL ETF TRUST
US CORE EQT MKT
25434V104
88025
3060
SH
SOLE
0
0
3060
DIMENSIONAL ETF TRUST
US LARGE CAP VAL
25434V666
269331
10962
SH
SOLE
0
0
10962
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
349542
7855
SH
SOLE
0
0
7855
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
233702
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
450868
8555
SH
SOLE
0
0
8555
LILLY ELI & CO
COM
532457108
42928
125
SH
SOLE
0
0
125
EMERSON ELEC CO
COM
291011104
87140
1000
SH
SOLE
0
0
1000
ESSENTIAL UTILS INC
COM
29670G102
72343
1657
SH
SOLE
0
0
1657
EXXON MOBIL CORP
COM
30231G102
82026
748
SH
SOLE
0
0
748
Genl Elec Cap Cp
Title of Class
36966R6Z4
25366
25000
SH
SOLE
0
0
25000
GENUINE PARTS CO
COM
372460105
56216
336
SH
SOLE
0
0
336
GOLDMAN SACHS GROUP INC
COM
38141G104
39253
120
SH
SOLE
0
0
120
HERSHEY CO
COM
427866108
41978
165
SH
SOLE
0
0
165
Hubbell Inc Cl B
Title of Class
443510201
52312
215
SH
SOLE
0
0
215
INTERNATIONAL BUSINESS MACHS
COM
459200101
9438
72
SH
SOLE
0
0
72
ISHARES TR
1 3 YR TREAS BD
464287457
651031
7924
SH
SOLE
0
0
7924
ISHARES TR
BROAD USD HIGH
46435U853
54392
1530
SH
SOLE
0
0
1530
ISHARES TR
CORE INTL AGGR
46435G672
536717
10965
SH
SOLE
0
0
10965
ISHARES TR
CORE MSCI EAFE
46432F842
347319
5195
SH
SOLE
0
0
5195
ISHARES INC
CORE MSCI EMKT
46434G103
39387
807
SH
SOLE
0
0
807
ISHARES TR
CORE MSCI INTL
46435G326
32049
530
SH
SOLE
0
0
530
ISHARES TR
CORE MSCI TOTAL
46432F834
9484
153
SH
SOLE
0
0
153
ISHARES TR
CORE S&P500 ETF
464287200
2462413
5990
SH
SOLE
0
0
5990
ISHARES TR
CORE S&P MCP ETF
464287507
40088
160
SH
SOLE
0
0
160
ISHARES TR
CORE S&P SCP ETF
464287804
47508
491
SH
SOLE
0
0
491
ISHARES TR
CORE S&P TTL STK
464287150
369689
4083
SH
SOLE
0
0
4083
ISHARES TR
CORE US AGGBD ET
464287226
3401472
34138
SH
SOLE
0
0
34138
ISHARES TR
MSCI EAFE ETF
464287465
317858
4444
SH
SOLE
0
0
4444
ISHARES TR
EAFE SML CP ETF
464288273
706863
11878
SH
SOLE
0
0
11878
ISHARES TR
EAFE VALUE ETF
464288877
5288339
108971
SH
SOLE
0
0
108971
ISHARES TR
NATIONAL MUN ETF
464288414
6055856
56208
SH
SOLE
0
0
56208
ISHARES TR
RUS 1000 ETF
464287622
98340
437
SH
SOLE
0
0
437
ISHARES TR
RUS 1000 GRW ETF
464287614
223138
913
SH
SOLE
0
0
913
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
64710
425
SH
SOLE
0
0
425
ISHARES TR
RUS 2000 VAL ETF
464287630
111058
811
SH
SOLE
0
0
811
ISHARES TR
MICRO-CAP ETF
464288869
303249
2902
SH
SOLE
0
0
2902
ISHARES TR
S&P 500 GRWT ETF
464287309
1075232
16829
SH
SOLE
0
0
16829
ISHARES TR
S&P 500 VAL ETF
464287408
488898
3222
SH
SOLE
0
0
3222
ISHARES TR
S&P MC 400GR ETF
464287606
213383
2984
SH
SOLE
0
0
2984
ISHARES TR
S&P MC 400VL ETF
464287705
148027
1440
SH
SOLE
0
0
1440
ISHARES TR
S&P SML 600 GWT
464287887
198627
1807
SH
SOLE
0
0
1807
ISHARES TR
SP SMCP600VL ETF
464287879
212579
2271
SH
SOLE
0
0
2271
ISHARES TR
SHRT NAT MUN ETF
464288158
5119140
48903
SH
SOLE
0
0
48903
ISHARES TR
US TREAS BD ETF
46429B267
81077
3468
SH
SOLE
0
0
3468
JOHNSON & JOHNSON
COM
478160104
71441
461
SH
SOLE
0
0
461
JPMORGAN CHASE & CO
COM
46625H100
37790
290
SH
SOLE
0
0
290
KIMBERLY-CLARK CORP
COM
494368103
16241
121
SH
SOLE
0
0
121
Ky Rrl Wtr Fin C
Title of Class
49140MC49
5033
5000
SH
SOLE
0
0
5000
MCDONALDS CORP
COM
580135101
95067
340
SH
SOLE
0
0
340
MERCK & CO INC
COM
58933Y105
29789
280
SH
SOLE
0
0
280
MICROSOFT CORP
COM
594918104
128005
444
SH
SOLE
0
0
444
MONDELEZ INTL INC
CL A
609207105
23077
331
SH
SOLE
0
0
331
Nuveen MA Municipal Bond Fund
Title of Class
67065N811
300380
32195
SH
SOLE
0
0
32195
ORGANON & CO
COMMON STOCK
68622V106
659
28
SH
SOLE
0
0
28
PEPSICO INC
COM
713448108
57789
317
SH
SOLE
0
0
317
PFIZER INC
COM
717081103
36516
895
SH
SOLE
0
0
895
PHILIP MORRIS INTL INC
COM
718172109
38316
394
SH
SOLE
0
0
394
PNC FINL SVCS GROUP INC
COM
693475105
15633
123
SH
SOLE
0
0
123
PROCTER AND GAMBLE CO
COM
742718109
76575
515
SH
SOLE
0
0
515
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
24231
388
SH
SOLE
0
0
388
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
60129
614
SH
SOLE
0
0
614
SNAP ON INC
COM
833034101
45675
185
SH
SOLE
0
0
185
SPDR S&P 500 ETF TR
TR UNIT
78462F103
24223736
59170
SH
SOLE
0
0
59170
UNITEDHEALTH GROUP INC
COM
91324P102
49622
105
SH
SOLE
0
0
105
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
35825
670
SH
SOLE
0
0
670
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
69139
1531
SH
SOLE
0
0
1531
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
395618
9793
SH
SOLE
0
0
9793
VANGUARD INDEX FDS
GROWTH ETF
922908736
24712182
99071
SH
SOLE
0
0
99071
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
2419274
31526
SH
SOLE
0
0
31526
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
565585
7050
SH
SOLE
0
0
7050
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
75278
907
SH
SOLE
0
0
907
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
92206C730
196521
1055
SH
SOLE
0
0
1055
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
867612
13796
SH
SOLE
0
0
13796
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
1118691
16744
SH
SOLE
0
0
16744
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
12429155
163048
SH
SOLE
0
0
163048
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
573599
7499
SH
SOLE
0
0
7499
VANGUARD INDEX FDS
SMALL CP ETF
922908751
702697
3707
SH
SOLE
0
0
3707
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
12395051
57276
SH
SOLE
0
0
57276
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
3833953
24149
SH
SOLE
0
0
24149
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
1032555
13986
SH
SOLE
0
0
13986
VANGUARD STAR FDS
VG TL INTL STK F
921909768
314934
5704
SH
SOLE
0
0
5704
VANGUARD INDEX FDS
VALUE ETF
922908744
228345
1653
SH
SOLE
0
0
1653