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Bromfield Sneider Wealth Advisors · 13F Holdings
Options Calculator Rankings

Bromfield Sneider Wealth Advisors

No.7877 Data as of Q2 2024
Latest AUM (Q2 2024)
$161.8M
QoQ Change Q1 2024
+$45,610+0.0%
Holdings
104
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
104
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2024 ValueQ2 2024 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVUG
19.36%19.37%$31.3M91,046$31.3M91,04600.00%Unchanged
SSTATE STR SPDR S&P 500 ETF TSPY
17.82%17.82%$28.8M55,121$28.8M55,12100.00%Unchanged
VVANGUARD SCOTTSDALE FDSBSV
10.42%10.42%$16.9M218,172$16.9M218,17200.00%Unchanged
VVANGUARD INDEX FDSVBK
9.23%9.23%$14.9M57,274$14.9M57,27400.00%Unchanged
IISHARES TRGVI
4.59%4.6%$7.4M71,000$7.4M71,00000.00%Unchanged
IISHARES TRGVI
4.57%4.57%$7.4M68,671$7.4M68,67100.00%Unchanged
VVANGUARD BD INDEX FDSBIV
4.11%4.11%$6.6M88,124$6.6M88,12400.00%Unchanged
IISHARES TREFV
3.69%3.69%$6.0M109,669$6.0M109,66900.00%Unchanged
IISHARES TRAGG
3.43%3.43%$5.6M56,718$5.6M56,71800.00%Unchanged
VVANGUARD SMALLVBR
2.86%2.86%$4.6M24,104$4.6M24,10400.00%Unchanged
IISHARES TRIVV
1.96%1.96%$3.2M6,024$3.2M6,02400.00%Unchanged
IISHARES CORE INTERNATIONAL AGGREGATE BOND ETFAGG
1.89%1.89%$3.1M61,248$3.1M61,24800.00%Unchanged
VVANGUARD SCOTTSDALE FDSVCIT
1.17%1.17%$1.9M23,608$1.9M23,60800.00%Unchanged
VVANGUARD SCOTTSDALE FDSVONV
0.99%0.99%$1.6M20,374$1.6M20,37400.00%Unchanged
DDIMENSIONAL U.S. SMALL CAP ETFDFAS
0.94%0.94%$1.5M24,393$1.5M24,39300.00%Unchanged
IISHARES TRIVW
0.8%0.8%$1.3M15,274$1.3M15,27400.00%Unchanged
VVANGUARD SCOTTSDALE FDSVONG
0.74%0.74%$1.2M13,779$1.2M13,77900.00%Unchanged
VVANGUARD TOTALBND
0.68%0.68%$1.1M15,111$1.1M15,11100.00%Unchanged
IISHARES MSCI EAFE SMALL-CAP ETFSCZ
0.57%0.57%$921,15414,545$921,15414,54500.00%Unchanged
DDIMENSIONAL U.S. TARGETED VALUE ETFDFAT
0.56%0.56%$909,73116,714$909,73116,71400.00%Unchanged
VVANGUARD INDEX FDSVB
0.53%0.53%$854,2633,737$854,2633,73700.00%Unchanged
DDIMENSIONAL ETF TRUSTDFAU
0.53%0.53%$850,48323,275$850,48323,27500.00%Unchanged
IISHARES TRITOT
0.42%0.42%$672,7165,834$672,7165,83400.00%Unchanged
DDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.41%0.41%$659,30221,817$659,30221,81700.00%Unchanged
IISHARES 1-3 YEAR TREASURY BOND ETFSHY
0.4%0.4%$651,7437,969$651,7437,96900.00%Unchanged
DDIMENSIONAL ETF TRUSTDFLV
0.39%0.39%$626,93520,905$626,93520,90500.00%Unchanged
IISHARES S&PIVE
0.37%0.37%$601,8123,222$601,8123,22200.00%Unchanged
VVANGUARD BD INDEX FDSBSV
0.36%0.36%$589,2867,686$589,2867,68600.00%Unchanged
VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE
0.35%0.35%$561,0062,354$561,0062,35400.00%Unchanged
DDIMENSIONAL ETF TRUSTDCOR
0.33%0.33%$540,0439,208$540,0439,20800.00%Unchanged
IISHARES TRIWC
0.3%0.3%$492,0434,060$492,0434,06000.00%Unchanged
VVANGUARD STAR FDSVXUS
0.28%0.28%$455,2007,549$455,2007,54900.00%Unchanged
IISHARES TRIWD
0.28%0.28%$449,8122,511$449,8122,51100.00%Unchanged
MICROSOFT CORPMSFT
0.26%0.26%$422,8241,005$422,8241,00500.00%Unchanged
VVANGUARD FSTEVWO
0.26%0.26%$418,61610,022$418,61610,02200.00%Unchanged
IISHARES TRIEFA
0.24%0.24%$394,2635,312$394,2635,31200.00%Unchanged
DDIMENSIONAL ETF TRUSTDFIV
0.24%0.24%$383,37510,432$383,37510,43200.00%Unchanged
IISHARES MSCI EAFE ETFEFA
0.22%0.22%$354,9244,444$354,9244,44400.00%Unchanged
NNuveen MA Municipal Bond Fund
0.21%0.21%$343,37836,843$343,37836,84300.00%Unchanged
IISHARES RUSSELLIWF
0.19%0.19%$300,283891$300,28389100.00%Unchanged
DDIMENSIONAL U.S. EQUITY MARKET ETFDFUS
0.19%0.19%$299,7155,260$299,7155,26000.00%Unchanged
VVANGUARD TOTALBNDX
0.18%0.18%$285,5325,805$285,5325,80500.00%Unchanged
IISHARES TRIJK
0.17%0.17%$272,2862,984$272,2862,98400.00%Unchanged
VVANGUARD INDEX FDSVTV
0.17%0.17%$269,2661,653$269,2661,65300.00%Unchanged
IISHARES S&P SMALL-CAP 600 GROWTH ETFIJT
0.15%0.15%$236,1871,807$236,1871,80700.00%Unchanged
IISHARES S&P SMALL-CAP 600 VALUE ETFIJS
0.14%0.14%$233,4072,271$233,4072,27100.00%Unchanged
IISHARES TRGJS
0.12%0.12%$190,4908,366$190,4908,36600.00%Unchanged
DDIMENSIONAL ETF TRUSTDFIS
0.11%0.11%$173,0726,906$173,0726,90600.00%Unchanged
IISHARES TRIJJ
0.11%0.11%$170,3821,440$170,3821,44000.00%Unchanged
IISHARES TRSHV
0.1%0.1%$160,2831,450$160,2831,45000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow