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
DFLV icon
26
Dimensional US Large Cap Value ETF
DFLV
$4.21B
$627K 0.39%
20,905
+28
IVE icon
27
iShares S&P 500 Value ETF
IVE
$42.2B
$602K 0.37%
3,222
BSV icon
28
Vanguard Short-Term Bond ETF
BSV
$38.8B
$589K 0.36%
7,686
VONE icon
29
Vanguard Russell 1000 ETF
VONE
$7.04B
$561K 0.35%
2,354
+1,287
DCOR icon
30
Dimensional US Core Equity 1 ETF
DCOR
$2.16B
$540K 0.33%
9,208
+7,973
IWC icon
31
iShares Micro-Cap ETF
IWC
$1.02B
$492K 0.3%
4,060
+900
VXUS icon
32
Vanguard Total International Stock ETF
VXUS
$108B
$455K 0.28%
7,549
+1,591
IWD icon
33
iShares Russell 1000 Value ETF
IWD
$64.8B
$450K 0.28%
2,511
+572
MSFT icon
34
Microsoft
MSFT
$3.84T
$423K 0.26%
1,005
+651
VWO icon
35
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$419K 0.26%
10,022
+6
IEFA icon
36
iShares Core MSCI EAFE ETF
IEFA
$157B
$394K 0.24%
5,312
DFIV icon
37
Dimensional International Value ETF
DFIV
$13.8B
$383K 0.24%
10,432
+889
EFA icon
38
iShares MSCI EAFE ETF
EFA
$68.2B
$355K 0.22%
4,444
IWF icon
39
iShares Russell 1000 Growth ETF
IWF
$128B
$300K 0.19%
891
+1
DFUS icon
40
Dimensional US Equity ETF
DFUS
$17.5B
$300K 0.19%
5,260
BNDX icon
41
Vanguard Total International Bond ETF
BNDX
$69.6B
$286K 0.18%
5,805
+21
IJK icon
42
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.25B
$272K 0.17%
2,984
VTV icon
43
Vanguard Value ETF
VTV
$146B
$269K 0.17%
1,653
IJT icon
44
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.21B
$236K 0.15%
1,807
IJS icon
45
iShares S&P Small-Cap 600 Value ETF
IJS
$6.64B
$233K 0.14%
2,271
GOVT icon
46
iShares US Treasury Bond ETF
GOVT
$28.2B
$190K 0.12%
8,366
+17
DFIS icon
47
Dimensional International Small Cap ETF
DFIS
$3.92B
$173K 0.11%
6,906
+3
IJJ icon
48
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.89B
$170K 0.11%
1,440
SHV icon
49
iShares Short Treasury Bond ETF
SHV
$20.7B
$160K 0.1%
1,450
IWN icon
50
iShares Russell 2000 Value ETF
IWN
$12B
$129K 0.08%
811
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