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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Bromfield Sneider Wealth Advisors reports $161.84M in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are VUG (19.4%), SPY (17.8%) and VCSH (10.4%). Figures reflect the Q1 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bromfield Sneider Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1891795). View Bromfield Sneider Wealth Advisors’s 13F filings on SEC