Filling information for Bromfield Sneider Wealth Advisors as Treemap, investor disclosed 97 total holdings based on 2023-09-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 46435G326 | 46435G326 | ISHARES TR | CORE MSCI INTL | 30888 | 530 | |
| 75513E101 | 75513E101 | RTX CORPORATION | COM | 44190 | 614 | |
| 88579Y101 | 88579Y101 | 3M CO | COM | 29303 | 313 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 42056 | 290 | |
| 25434V401 | 25434V401 | DIMENSIONAL ETF TRUST | US EQUITY ETF | 244853 | 5260 | |
| 921909768 | 921909768 | VANGUARD STAR FDS | VG TL INTL STK F | 315577 | 5896 | |
| 25434V773 | 25434V773 | DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 150600 | 6864 | |
| 25434V203 | 25434V203 | DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 447486 | 17138 | |
| 833034101 | 833034101 | SNAP ON INC | COM | 34433 | 135 | |
| 427866108 | 427866108 | HERSHEY CO | COM | 12005 | 60 | |
| 464287408 | 464287408 | ISHARES TR | S&P 500 VAL ETF | 495598 | 3222 | |
| 464287606 | 464287606 | ISHARES TR | S&P MC 400GR ETF | 215561 | 2984 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 10102 | 72 | |
| 25434V500 | 25434V500 | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 938901 | 17887 | |
| 25434V666 | 25434V666 | DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 350795 | 14139 | |
| 46434G103 | 46434G103 | ISHARES INC | CORE MSCI EMKT | 38419 | 807 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 67557 | 1545 | |
| 372460105 | 372460105 | GENUINE PARTS CO | COM | 35517 | 246 | |
| 291011104 | 291011104 | EMERSON ELEC CO | COM | 81119 | 840 | |
| 921937827 | 921937827 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 583244 | 7759 | |
| 92206C714 | 92206C714 | VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 1414695 | 18770 | |
| 464288638 | 464288638 | ISHARES TR | ISHS 5-10YR INVT | 117976 | 2425 | |
| 464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 385351 | 4091 | |
| 92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 14313848 | 190470 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 703682 | 3722 | |
| 064058100 | 064058100 | BANK NEW YORK MELLON CORP | COM | 28405 | 666 | |
| 922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 3837402 | 24060 | |
| 922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 34753 | 670 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 236406 | 889 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 24197103 | 56604 | |
| 92206C680 | 92206C680 | VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 955212 | 13957 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 40075 | 161 | |
| 609207105 | 609207105 | MONDELEZ INTL INC | CL A | 22971 | 331 | |
| 25434V625 | 25434V625 | DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 59250 | 1230 | |
| 464287705 | 464287705 | ISHARES TR | S&P MC 400VL ETF | 145377 | 1440 | |
| 031162100 | 031162100 | AMGEN INC | COM | 38970 | 145 | |
| 494368103 | 494368103 | KIMBERLY-CLARK CORP | COM | 14623 | 121 | |
| 693475105 | 693475105 | PNC FINL SVCS GROUP INC | COM | 15101 | 123 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 111776 | 354 | |
| 46435G672 | 46435G672 | ISHARES TR | CORE INTL AGGR | 2208251 | 45270 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 25963793 | 95346 | |
| 38141G104 | 38141G104 | GOLDMAN SACHS GROUP INC | COM | 38828 | 120 | |
| 464288158 | 464288158 | ISHARES TR | SHRT NAT MUN ETF | 6833674 | 66437 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 6440679 | 62811 | |
| 464288877 | 464288877 | ISHARES TR | EAFE VALUE ETF | 5353123 | 109404 | |
| 92206C870 | 92206C870 | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 1474166 | 19402 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 68588 | 907 | |
| 532457108 | 532457108 | ELI LILLY & CO | COM | 42970 | 80 | |
| 464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 102837 | 438 | |
| 25434V609 | 25434V609 | DIMENSIONAL ETF TRUST | US TARGETED VLU | 589871 | 12910 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 75118 | 515 | |
| 02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 21824 | 519 | |
| 25434V807 | 25434V807 | DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 309014 | 9473 | |
| 25434V302 | 25434V302 | DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 116146 | 5146 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 46444 | 492 | |
| 464287630 | 464287630 | ISHARES TR | RUS 2000 VAL ETF | 109866 | 811 | |
| 25434V724 | 25434V724 | DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 95936 | 2820 | |
| 053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 43545 | 181 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 28826 | 280 | |
| 29670G102 | 29670G102 | ESSENTIAL UTILS INC | COM | 56896 | 1657 | |
| 744573106 | 744573106 | PUBLIC SVC ENTERPRISE GRP IN | COM | 22081 | 388 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 41848 | 83 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 306303 | 4444 | |
| 464288273 | 464288273 | ISHARES TR | EAFE SML CP ETF | 674701 | 11948 | |
| 717081103 | 717081103 | PFIZER INC | COM | 29687 | 895 | |
| 92206C730 | 92206C730 | VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 206820 | 1062 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 72554 | 466 | |
| 46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 9326 | 155 | |
| 464287457 | 464287457 | ISHARES TR | 1 3 YR TREAS BD | 644731 | 7963 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 43008 | 800 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 1103233 | 16124 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 387410 | 9880 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 2539116 | 5913 | |
| 46429B267 | 46429B267 | ISHARES TR | US TREAS BD ETF | 183251 | 8314 | |
| 67065N811 | 67065N811 | Nuveen MA Municipal Bond Fund | Title of Class | 322330 | 36258 | |
| 49140MC49 | 49140MC49 | Ky Rrl Wtr Fin C | Title of Class | 4893 | 5000 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 17140 | 626 | |
| 464288869 | 464288869 | ISHARES TR | MICRO-CAP ETF | 297801 | 2975 | |
| 443510201 | 443510201 | Hubbell Inc Cl B | Title of Class | 34475 | 110 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 1002550 | 14367 | |
| 009158106 | 009158106 | AIR PRODS & CHEMS INC | COM | 75101 | 265 | |
| 464287879 | 464287879 | ISHARES TR | SP SMCP600VL ETF | 202653 | 2271 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 63226 | 240 | |
| 922908595 | 922908595 | VANGUARD INDEX FDS | SML CP GRW ETF | 12215282 | 57033 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 35074 | 207 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 228048 | 1653 | |
| 464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 5088240 | 54107 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 39626 | 235 | |
| 718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 36477 | 394 | |
| 46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 338636 | 5262 | |
| 25434V104 | 25434V104 | DIMENSIONAL ETF TRUST | US CORE EQT MKT | 643311 | 21479 | |
| 464287887 | 464287887 | ISHARES TR | S&P SML 600 GWT | 198157 | 1807 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 59731 | 508 | |
| 464288679 | 464288679 | ISHARES TR | SHORT TREAS BD | 160182 | 1450 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 16135 | 278 | |
| 921937819 | 921937819 | VANGUARD BD INDEX FDS | INTERMED TERM | 4511675 | 62394 | |
| 46435U853 | 46435U853 | ISHARES TR | BROAD USD HIGH | 53106 | 1530 |