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
Vice President
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