Bromfield-Sneider-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  "APD",
  "VONG",
  null,
  null,
  null,
  null,
  null,
  "WTRG",
  "MCD",
  null,
  null,
  "EMR",
  "MUB",
  null,
  "IVW",
  "IJH",
  null,
  null,
  "MSFT",
  "MDLZ",
  "GPC",
  "HSY",
  "IJR",
  "IWD",
  null,
  "IWF",
  "PEP",
  "PNC",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "UNH",
  "SPY",
  null,
  "GS",
  "PFE",
  "PG",
  "MRK",
  null,
  "AMGN",
  "IEFA",
  null,
  "SNA",
  "RTX",
  null,
  null,
  "IBM",
  "BIV",
  "VNQ",
  null,
  "VWO",
  "VCIT",
  null,
  "IWN",
  "PEG",
  "IVE",
  null,
  null,
  "VEU",
  "VUG",
  "VEA",
  "VONE",
  null,
  "VXUS",
  "VTWO",
  "VBK",
  "BNDX",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VTV",
  null,
  "LBRDK",
  "LLYVK",
  null,
  "IXUS",
  null,
  "KMB",
  "ADP",
  "BAC",
  "BK",
  "BMY",
  "BIP",
  "CVX",
  "CSCO",
  null,
  null,
  null,
  null,
  "IJT",
  "IJJ",
  "EFA",
  "IWB",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "MO",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2024-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-03-31
Filing Date: 2024-04-10
Total Holdings: 104
Total Value: 161841342
Accession Number: 0001062993-24-008244
Form Type: 13F-HR
CIK: bromfield-sneider-wealth-advisors
Manager Name: Bromfield-Sneider-Wealth-Advisors

Data Enrichment

71% identified

74 identified30 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

104 positions • $161.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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25434V401

Shares:5.3K

Value:$299.7K

% of Portfolio:0.2% ($299.7K/$161.8M)

92203J407

BNDX|92203J407

Shares:5.8K

Value:$285.5K

% of Portfolio:0.2% ($285.5K/$161.8M)

464287606

IJK|464287606

Shares:3.0K

Value:$272.3K

% of Portfolio:0.2% ($272.3K/$161.8M)

922908744

VTV|922908744

Shares:1.7K

Value:$269.3K

% of Portfolio:0.2% ($269.3K/$161.8M)

464287887

IJT|464287887

Shares:1.8K

Value:$236.2K

% of Portfolio:0.1% ($236.2K/$161.8M)

464287879

Shares:2.3K

Value:$233.4K

% of Portfolio:0.1% ($233.4K/$161.8M)

46429B267

Shares:8.4K

Value:$190.5K

% of Portfolio:0.1% ($190.5K/$161.8M)

25434V773

Shares:6.9K

Value:$173.1K

% of Portfolio:0.1% ($173.1K/$161.8M)

464287705

IJJ|464287705

Shares:1.4K

Value:$170.4K

% of Portfolio:0.1% ($170.4K/$161.8M)

464288679

Shares:1.4K

Value:$160.3K

% of Portfolio:0.1% ($160.3K/$161.8M)

464287630

IWN|464287630

Shares:811

Value:$128.7K

% of Portfolio:0.1% ($128.7K/$161.8M)

25434V302

Shares:5.2K

Value:$127.7K

% of Portfolio:0.1% ($127.7K/$161.8M)

464287622

IWB|464287622

Shares:443

Value:$127.5K

% of Portfolio:0.1% ($127.5K/$161.8M)

464288638

Shares:2.4K

Value:$125.1K

% of Portfolio:0.1% ($125.1K/$161.8M)

25434V724

Shares:2.8K

Value:$115.3K

% of Portfolio:0.1% ($115.3K/$161.8M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:840

Value:$95.3K

% of Portfolio:0.1% ($95.3K/$161.8M)

92206C664

VTWO|92206C664

Shares:1.1K

Value:$93.8K

% of Portfolio:0.1% ($93.8K/$161.8M)

PROCTER & GAMBLE Co

PG|742718109

Shares:515

Value:$83.6K

% of Portfolio:0.1% ($83.6K/$161.8M)

922908553

VNQ|922908553

Shares:907

Value:$78.4K

% of Portfolio:0.0% ($78.4K/$161.8M)

921943858

VEA|921943858

Shares:1.5K

Value:$77.5K

% of Portfolio:0.0% ($77.5K/$161.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V401)✕	5.3K	QoQ- YoY-	All Managers (Combined)	$299.7K	0.2% ($299.7K/$161.8M)	QoQ- YoY-
(BNDXcusip92203J407)	5.8K	QoQ- YoY-	All Managers (Combined)	$285.5K	0.2% ($285.5K/$161.8M)	QoQ- YoY-
(IJKcusip464287606)	3.0K	QoQ- YoY-	All Managers (Combined)	$272.3K	0.2% ($272.3K/$161.8M)	QoQ- YoY-
(VTVcusip922908744)	1.7K	QoQ- YoY-	All Managers (Combined)	$269.3K	0.2% ($269.3K/$161.8M)	QoQ- YoY-
(IJTcusip464287887)	1.8K	QoQ- YoY-	All Managers (Combined)	$236.2K	0.1% ($236.2K/$161.8M)	QoQ- YoY-
(cusip464287879)✕	2.3K	QoQ- YoY-	All Managers (Combined)	$233.4K	0.1% ($233.4K/$161.8M)	QoQ- YoY-
(cusip46429B267)✕	8.4K	QoQ- YoY-	All Managers (Combined)	$190.5K	0.1% ($190.5K/$161.8M)	QoQ- YoY-
(cusip25434V773)✕	6.9K	QoQ- YoY-	All Managers (Combined)	$173.1K	0.1% ($173.1K/$161.8M)	QoQ- YoY-
(IJJcusip464287705)	1.4K	QoQ- YoY-	All Managers (Combined)	$170.4K	0.1% ($170.4K/$161.8M)	QoQ- YoY-
(cusip464288679)✕	1.4K	QoQ- YoY-	All Managers (Combined)	$160.3K	0.1% ($160.3K/$161.8M)	QoQ- YoY-
(IWNcusip464287630)	811	QoQ- YoY-	All Managers (Combined)	$128.7K	0.1% ($128.7K/$161.8M)	QoQ- YoY-
(cusip25434V302)✕	5.2K	QoQ- YoY-	All Managers (Combined)	$127.7K	0.1% ($127.7K/$161.8M)	QoQ- YoY-
(IWBcusip464287622)	443	QoQ- YoY-	All Managers (Combined)	$127.5K	0.1% ($127.5K/$161.8M)	QoQ- YoY-
(cusip464288638)✕	2.4K	QoQ- YoY-	All Managers (Combined)	$125.1K	0.1% ($125.1K/$161.8M)	QoQ- YoY-
(cusip25434V724)✕	2.8K	QoQ- YoY-	All Managers (Combined)	$115.3K	0.1% ($115.3K/$161.8M)	QoQ- YoY-
EMERSON ELECTRIC CO(EMRcusip291011104)	840	QoQ- YoY-	All Managers (Combined)	$95.3K	0.1% ($95.3K/$161.8M)	QoQ- YoY-
(VTWOcusip92206C664)	1.1K	QoQ- YoY-	All Managers (Combined)	$93.8K	0.1% ($93.8K/$161.8M)	QoQ- YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	515	QoQ- YoY-	All Managers (Combined)	$83.6K	0.1% ($83.6K/$161.8M)	QoQ- YoY-
(VNQcusip922908553)	907	QoQ- YoY-	All Managers (Combined)	$78.4K	0.0% ($78.4K/$161.8M)	QoQ- YoY-
(VEAcusip921943858)	1.5K	QoQ- YoY-	All Managers (Combined)	$77.5K	0.0% ($77.5K/$161.8M)	QoQ- YoY-