BSWA

Bromfield Sneider Wealth Advisors Portfolio holdings

AUM $162M
1-Year Est. Return 18.55%
This Quarter Est. Return
1 Year Est. Return
+18.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$608K
3
+$469K
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$468K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$396K

Top Sells

1
+$744K
2
+$492K
3
+$2.18K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$121

Sector Composition

1 Technology 0.35%
2 Healthcare 0.18%
3 Consumer Staples 0.14%
4 Industrials 0.14%
5 Financials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VUG icon
1
Vanguard Growth ETF
VUG
$204B
$31.3M 19.36%
91,046
-2,162
SPY icon
2
SPDR S&P 500 ETF Trust
SPY
$678B
$28.8M 17.82%
55,121
-941
VCSH icon
3
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.2B
$16.9M 10.42%
218,172
+4,688
VBK icon
4
Vanguard Small-Cap Growth ETF
VBK
$20.6B
$14.9M 9.23%
57,274
+582
SUB icon
5
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
$7.44M 4.59%
71,000
+4,478
MUB icon
6
iShares National Muni Bond ETF
MUB
$40.2B
$7.39M 4.57%
68,671
+5,654
BIV icon
7
Vanguard Intermediate-Term Bond ETF
BIV
$25B
$6.64M 4.11%
88,124
+18,389
EFV icon
8
iShares MSCI EAFE Value ETF
EFV
$27.6B
$5.97M 3.69%
109,669
-40
AGG icon
9
iShares Core US Aggregate Bond ETF
AGG
$131B
$5.55M 3.43%
56,718
+3,866
VBR icon
10
Vanguard Small-Cap Value ETF
VBR
$30.9B
$4.63M 2.86%
24,104
+19
IVV icon
11
iShares Core S&P 500 ETF
IVV
$678B
$3.17M 1.96%
6,024
+90
IAGG icon
12
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$3.06M 1.89%
61,248
+6,880
VCIT icon
13
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$1.9M 1.17%
23,608
+261
VONV icon
14
Vanguard Russell 1000 Value ETF
VONV
$13.7B
$1.6M 0.99%
20,374
+3,462
DFAS icon
15
Dimensional US Small Cap ETF
DFAS
$11.2B
$1.52M 0.94%
24,393
+6,359
IVW icon
16
iShares S&P 500 Growth ETF
IVW
$68.5B
$1.29M 0.8%
15,274
VONG icon
17
Vanguard Russell 1000 Growth ETF
VONG
$34.2B
$1.19M 0.74%
13,779
+3
BND icon
18
Vanguard Total Bond Market
BND
$137B
$1.1M 0.68%
15,111
+662
SCZ icon
19
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
$921K 0.57%
14,545
+2,540
DFAT icon
20
Dimensional US Targeted Value ETF
DFAT
$11.3B
$910K 0.56%
16,714
+3,764
VB icon
21
Vanguard Small-Cap ETF
VB
$67B
$854K 0.53%
3,737
+6
DFAU icon
22
Dimensional US Core Equity Market ETF
DFAU
$9.58B
$850K 0.53%
23,275
+809
ITOT icon
23
iShares Core S&P Total US Stock Market ETF
ITOT
$79.6B
$673K 0.42%
5,834
+1,697
DFAI icon
24
Dimensional International Core Equity Market ETF
DFAI
$11.7B
$659K 0.41%
21,817
+3,539
SHY icon
25
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$652K 0.4%
7,969
1
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