Bromfield Sneider Wealth Advisors

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Westwood, MA
CIK
0001891795
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 99 147,727 VUG, SPY, VCSH, VBK 13F-HR 1/5/2024 000106299324000529
Q3 2023 97 132,769 VUG, SPY, VCSH, VBK 13F-HR 10/4/2023 000106299323018969
Q2 2023 97 126,003 VUG, SPY, VBK, VCSH 13F-HR 7/17/2023 000106299323014941
Q1 2023 96 118,813 VUG, SPY, VCSH, VBK 13F-HR 4/6/2023 000106299323008850
Q4 2022 94 107,907 SPY, VUG, VBK, VCSH 13F-HR 1/9/2023 000106299323000727
Q3 2022 89 84,559 SPY, VUG, VBK, EFV 13F-HR 10/7/2022 000106299322020654
Q2 2022 93 82,228 SPY, VUG, VBK, EFV 13F-HR 7/6/2022 000106299322016029
Q1 2022 106 95,253 VUG, SPY, VBK, EFV 13F-HR 4/12/2022 000106299322010072
Q4 2021 27 98,013 VUG, SPY, VBK, EFV 13F-HR 1/14/2022 000106299322001052