Bromfield Sneider Wealth Advisors

CIK

1891795

Location

WESTWOOD, MA

Portfolio Value

Small $161,400,522

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,724 / 7,434 ▲ 34 · as of Mar 2024

Top Industry

Software - Infrastructure 22.4%

Period ended 2 years ago

Filed Apr 10, 2024 · 2y

10 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Mar 31, 2024, never from the firm's own description.

Style

Concentrated

The top 10 positions are 98.9% of the book (60%+)

Turnover

Low turnover

3.8% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 9.6 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 92.0%; sector active share 86.6% against the combined 13F book's sector weights.

Over time 10 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

100 tracked positions · as of Mar 31, 2024 · Δ vs Dec 31, 2023

Top Position

32.2%

−0.4 pts

Top 5

94.1%

−0.9 pts

Top 10

98.9%

−0.0 pts

HHI

2,216

Moderately concentrated−48

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2024

Sector	% Portfolio	Value	Positions
Unclassified	98.8%	$159,514,309	63
Technology	0.3%	$521,702	4
Healthcare	0.2%	$295,886	7
Consumer Defensive	0.1%	$229,012	7
Industrials	0.1%	$228,343	4
Financial Services	0.1%	$190,196	5
Utilities	0.1%	$125,814	3
Consumer Cyclical	0.1%	$105,780	2
Energy	0.1%	$96,117	2
Basic Materials	0.0%	$64,201	1
Communication Services	0.0%	$29,162	2

Last Quarter's Activity

Export CSV

Mar 31, 2024 vs Dec 31, 2023

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BIV	Vanguard Bond Index Funds	+18,389	88,124	$6,644,549
DCOR	Dimensional ETF Trust	+7,973	9,208	$540,049
IAGG	iShares Core International Aggregate Bond ETF	+6,880	61,248	$3,059,337
DFAS	Dimensional U.S. Small Cap ETF	+6,359	24,393	$1,520,659
MUB	iShares National Muni Bond ETF	+5,654	68,671	$7,388,999
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+4,688	218,172	$16,866,877
SUB	iShares Short-Term National Muni Bond ETF	+4,478	71,000	$7,435,830
AGG	iShares Core U.S. Aggregate Bond ETF	+3,866	56,718	$5,554,960
DFAT	Dimensional U.S. Targeted Value ETF	+3,764	16,714	$909,743
DFAI	Dimensional International Core Equity Market ETF	+3,539	21,817	$659,309
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	+3,462	20,374	$1,602,211
SCZ	iShares MSCI EAFE Small-Cap ETF	+2,540	14,545	$921,134
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+1,697	5,834	$672,660
VXUS	Vanguard Total International Stock ETF	+1,591	7,549	$455,204
VONE	VANGUARD RUSSELL 1000 INDEX FUND	+1,287	2,354	$561,005
IWC	iShares Micro-Cap ETF	+900	4,060	$492,031
DFIV	Dimensional International Value ETF	+889	10,432	$383,376
DFAU	Dimensional US Core Equity Market ETF	+809	23,275	$850,468
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+662	15,111	$1,097,511
MSFT	Microsoft Corp	+651	1,005	$422,823
IJH	iShares Core S&P Mid-Cap ETF	+642	803	$48,774
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	+582	57,274	$14,932,477
IWD	iShares Russell 1000 Value ETF	+572	2,511	$449,745
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+261	23,608	$1,900,680
IVV	iShares Core S&P 500 ETF	+90	6,024	$3,166,997
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	−2,162	91,046	$31,338,051
SPY	Spdr S&P 500 ETF Trust	−941	55,121	$28,832,141
EFV	iShares MSCI EAFE Value ETF	−40	109,669	$5,965,993
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	1,102	$93,736
BIP	Brookfield Infrastructure Partners L.P.	1,234	$38,513
LSXMK	Liberty Media Corp	500	$14,855
—		250	$14,307
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

100 tracked positions · $161,400,522 total · filing declares 104 positions · $161,841,342 · as of Mar 31, 2024

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 100 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VUG	VANGUARD GROWTH INDEX FUND	Reduced	91,046	-2,162	$31,338,051	+8.1%	10	before history	19.42%
SPY	Spdr S&P 500 ETF Trust	Reduced	55,121	-941	$28,832,141	+8.2%	10	before history	17.86%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	218,172	+4,688	$16,866,877	+2.1%	10	before history	10.45%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Added	57,274	+582	$14,932,477	+8.9%	10	before history	9.25%
SUB	iShares Short-Term National Muni Bond ETF	Added	71,000	+4,478	$7,435,830	+6.0%	8	unpriced	4.61%
MUB	iShares National Muni Bond ETF	Added	68,671	+5,654	$7,388,999	+8.2%	9	unpriced	4.58%
BIV	Vanguard Bond Index Funds	Added	88,124	+18,389	$6,644,549	+24.7%	10	before history	4.12%
EFV	iShares MSCI EAFE Value ETF	Reduced	109,669	-40	$5,965,993	+4.4%	10	before history	3.70%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	56,718	+3,866	$5,554,960	+5.9%	9	unpriced	3.44%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	24,104	+19	$4,625,075	+6.7%	10	before history	2.87%
IVV	iShares Core S&P 500 ETF	Added	6,024	+90	$3,166,997	+11.7%	10	before history	1.96%
IAGG	iShares Core International Aggregate Bond ETF	Added	61,248	+6,880	$3,059,337	+13.0%	10	before history	1.90%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	23,608	+261	$1,900,680	+0.2%	6	$77.99	1.18%
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	Added	20,374	+3,462	$1,602,211	+30.6%	10	before history	0.99%
DFAS	Dimensional U.S. Small Cap ETF	Added	24,393	+6,359	$1,520,659	+41.4%	10	before history	0.94%
IVW	iShares S&P 500 Growth ETF	Held	15,274	0	$1,289,736	+12.4%	10	before history	0.80%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Added	13,779	+3	$1,194,225	+11.1%	9	$62.81	0.74%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	15,111	+662	$1,097,511	+3.3%	10	before history	0.68%
SCZ	iShares MSCI EAFE Small-Cap ETF	Added	14,545	+2,540	$921,134	+24.0%	10	before history	0.57%
DFAT	Dimensional U.S. Targeted Value ETF	Added	16,714	+3,764	$909,743	+34.2%	8	$46.21	0.56%
VB	Vanguard Index Funds	Added	3,737	+6	$854,240	+7.3%	10	before history	0.53%
DFAU	Dimensional US Core Equity Market ETF	Added	23,275	+809	$850,468	+13.9%	5	$30.87	0.53%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	5,834	+1,697	$672,660	+54.5%	9	unpriced	0.42%
DFAI	Dimensional International Core Equity Market ETF	Added	21,817	+3,539	$659,309	+25.9%	6	$27.16	0.41%
SHY	iShares 1-3 Year Treasury Bond ETF	Held	7,969	0	$651,704	−0.3%	10	before history	0.40%
DFLV	Dimensional US Large Cap Value ETF	Added	20,905	+28	$626,940	+11.0%	5	$25.19	0.39%
IVE	iShares S&P 500 Value ETF	Held	3,222	0	$601,901	+7.4%	10	before history	0.37%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Held	7,686	0	$589,285	−0.5%	10	before history	0.37%
VONE	VANGUARD RUSSELL 1000 INDEX FUND	Added	2,354	+1,287	$561,005	+142.4%	10	before history	0.35%
DCOR	Dimensional ETF Trust	Added	9,208	+7,973	$540,049	+717.7%	3	unpriced	0.33%
IWC	iShares Micro-Cap ETF	Added	4,060	+900	$492,031	+34.2%	10	before history	0.30%
VXUS	Vanguard Total International Stock ETF	Added	7,549	+1,591	$455,204	+31.8%	9	$56.39	0.28%
IWD	iShares Russell 1000 Value ETF	Added	2,511	+572	$449,745	+40.4%	2	unpriced	0.28%
MSFT	Microsoft Corp Technology	Added	1,005	+651	$422,823	+217.6%	9	$368.20	0.26%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	10,022	+6	$418,618	+1.7%	10	before history	0.26%
IEFA	iShares Core MSCI EAFE ETF	Held	5,312	0	$394,256	+5.5%	9	unpriced	0.24%
DFIV	Dimensional International Value ETF	Added	10,432	+889	$383,376	+16.9%	6	$31.00	0.24%
EFA	iShares MSCI EAFE ETF	Held	4,444	0	$354,897	+6.0%	10	before history	0.22%
IWF	iShares Russell 1000 Growth ETF	Added	891	+1	$300,311	+11.3%	9	unpriced	0.19%
DFUS	Dimensional U.S. Equity Market ETF	Held	5,260	0	$299,714	+9.9%	10	before history	0.19%
BNDX	Vanguard Total International Bond ETF	Added	5,805	+21	$285,547	−0.0%	2	$48.69	0.18%
IJK	iShares S&P Mid-Cap 400 Growth ETF	Held	2,984	0	$272,290	+15.2%	10	before history	0.17%
VTV	VANGUARD VALUE INDEX FUND	Held	1,653	0	$269,207	+8.9%	10	before history	0.17%
IJT	iShares S&P Small-Cap 600 Growth ETF	Held	1,807	0	$236,229	+4.5%	10	before history	0.15%
IJS	iShares S&P Small-Cap 600 Value ETF	Held	2,271	0	$233,367	−0.3%	10	before history	0.14%
GOVT	iShares U.S. Treasury Bond ETF	Added	8,366	+17	$190,493	−1.0%	8	unpriced	0.12%
DFIS	Dimensional International Small Cap ETF	Added	6,906	+3	$173,064	+3.7%	6	$22.87	0.11%
IJJ	iShares S&P Mid-Cap 400 Value ETF	Held	1,440	0	$170,337	+3.7%	9	unpriced	0.11%
SHV	iShares 0-1 Year Treasury Bond ETF	Held	1,450	0	$160,283	+0.4%	4	unpriced	0.10%
		Held	811	0	$128,794	+2.2%	9	$159.43	0.08%

Showing the top 50 of 100 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.