ko.io
Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Bromfield Sneider Wealth Advisors 13F Holdings -- Portfolio & Top Positions (2024-03-31)

Bromfield Sneider Wealth Advisors (CIK 1891795) reported $161.8M across 103 reported positions in its SEC 13F filing for 2024-03-31. Largest positions: VUG ($31.3M, 19.36%), SPY ($28.8M, 17.82%), VCSH ($16.9M, 10.42%), VBK ($14.9M, 9.23%), SUB ($7.4M, 4.59%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VUGVANGUARD INDEX FDS$31.3M19.36%91,046Trimmed
2SPYSPDR S&P 500 ETF TR$28.8M17.82%55,121Trimmed
3VCSHVANGUARD SCOTTSDALE FDS$16.9M10.42%218,172Added
4VBKVANGUARD INDEX FDS$14.9M9.23%57,274Added
5SUBISHARES TR$7.4M4.59%71,000Added
6MUBISHARES TR$7.4M4.57%68,671Added
7BIVVANGUARD BD INDEX FDS$6.6M4.11%88,124Added
8EFVISHARES TR$6.0M3.69%109,669Trimmed
9AGGISHARES TR$5.6M3.43%56,718Added
10VBRVANGUARD INDEX FDS$4.6M2.86%24,104Added
11IVVISHARES TR$3.2M1.96%6,024Added
12IAGGISHARES TR$3.1M1.89%61,248Added
13VCITVANGUARD SCOTTSDALE FDS$1.9M1.17%23,608Added
14VONVVANGUARD SCOTTSDALE FDS$1.6M0.99%20,374Added
15DFASDIMENSIONAL ETF TRUST$1.5M0.94%24,393Added
16IVWISHARES TR$1.3M0.80%15,274Hold
17VONGVANGUARD SCOTTSDALE FDS$1.2M0.74%13,779Added
18BNDVANGUARD BD INDEX FDS$1.1M0.68%15,111Added
19SCZISHARES TR$921,1540.57%14,545Added
20DFATDIMENSIONAL ETF TRUST$909,7310.56%16,714Added
21DFAUDIMENSIONAL ETF TRUST$850,4830.53%23,275Added
22VBVANGUARD INDEX FDS$854,2630.53%3,737Added
23ITOTISHARES TR$672,7160.42%5,834Added
24DFAIDIMENSIONAL ETF TRUST$659,3020.41%21,817Added
25SHYISHARES TR$651,7430.40%7,969Hold

Source: SEC Form 13F filings · as of 2024-03-31