StockDriftsStockDriftsTop 49 Bromfield Sneider Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 19.36% | 91.0K | $31.3M | -2.32%(-2.16K) | — | 2024-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 17.82% | 55.1K | $28.8M | -1.68%(-941) | — | 2024-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 10.42% | 218.2K | $16.9M | +2.20%(+4.69K) | — | 2024-03-31 | |
| VBK | VANGUARD INDEX FDS | 9.23% | 57.3K | $14.9M | +1.03%(+582) | — | 2024-03-31 | |
| SUB | ISHARES TR | 4.59% | 71.0K | $7.4M | +6.73%(+4.48K) | — | 2024-03-31 | |
| MUB | ISHARES TR | 4.57% | 68.7K | $7.4M | +8.97%(+5.65K) | — | 2024-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 4.11% | 88.1K | $6.6M | +26.37%(+18.39K) | — | 2024-03-31 | |
| EFV | ISHARES TR | 3.69% | 109.7K | $6.0M | -0.04%(-40) | — | 2024-03-31 | |
| AGG | ISHARES TR | 3.43% | 56.7K | $5.6M | +7.31%(+3.87K) | — | 2024-03-31 | |
| VBR | VANGUARD INDEX FDS | 2.86% | 24.1K | $4.6M | +0.08%(+19) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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