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BSWA

Bromfield Sneider Wealth Advisors Portfolio holdings

AUM $162M
1-Year Est. Return 18.55%
This Fund
S&P 500
This Quarter Est. Return
+5.91%
1 Year Est. Return
+18.55%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$126M
AUM Growth
+$7.19M
Cap. Flow
+$438K
Cap. Flow %
0.35%
Top 10 Hldgs %
84.07%
Holding
98
New
2
Increased
37
Reduced
4
Closed
1

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$501K
2
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$160K
3
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$135K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$111K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$99.3K

Top Sells

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$418K
2
VUG icon
Vanguard Growth ETF
VUG
+$328K
3
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$139K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$17.2K

Sector Composition

1 Technology 0.26%
2 Healthcare 0.24%
3 Consumer Staples 0.22%
4 Industrials 0.19%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWO icon
26
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$400K 0.32%
9,829
+36
+0.4% +$1.45K
IEFA icon
27
iShares Core MSCI EAFE ETF
IEFA
$187B
$355K 0.28%
5,262
+67
+1% +$4.54K
VXUS icon
28
Vanguard Total International Stock ETF
VXUS
$155B
$322K 0.26%
5,749
+45
+0.8% +$2.52K
EFA icon
29
iShares MSCI EAFE ETF
EFA
$77B
$322K 0.26%
4,444
– –
IWC icon
30
iShares Micro-Cap ETF
IWC
$1.47B
$318K 0.25%
2,905
+3
+0.1% +$315
DFLV icon
31
Dimensional US Large Cap Value ETF
DFLV
$6.53B
$293K 0.23%
11,537
+575
+5% +$14.1K
DFUS
32
Dimensional US Equity ETF
DFUS
$21.1B
$253K 0.2%
5,260
– –
IWF icon
33
iShares Russell 1000 Growth ETF
IWF
$127B
$251K 0.2%
3,656
+4
+0.1% +$254
VTV icon
34
Vanguard Value ETF
VTV
$187B
$235K 0.19%
1,653
– –
DFIV icon
35
Dimensional International Value ETF
DFIV
$20.6B
$233K 0.18%
7,086
+127
+2% +$4.17K
IJK icon
36
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$224K 0.18%
2,984
– –
IJS icon
37
iShares S&P Small-Cap 600 Value ETF
IJS
$8.06B
$216K 0.17%
2,271
– –
VONE icon
38
Vanguard Russell 1000 ETF
VONE
$8.34B
$213K 0.17%
1,058
+3
+0.3% +$572
IJT icon
39
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.25B
$208K 0.16%
1,807
– –
DFAI
40
DELISTED
Dimensional International Core Equity Market ETF
DFAI
$177K 0.14%
6,463
+639
+11% +$17.5K
SHV icon
41
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$160K 0.13%
+1,450
New +$160K
IJJ icon
42
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.73B
$154K 0.12%
1,440
– –
MSFT icon
43
Microsoft
MSFT
$2.86T
$151K 0.12%
444
– –
IWN icon
44
iShares Russell 2000 Value ETF
IWN
$14.3B
$114K 0.09%
811
– –
IWB icon
45
iShares Russell 1000 ETF
IWB
$48.5B
$107K 0.08%
438
+1
+0.2% +$230
MCD icon
46
McDonald's
MCD
$191B
$101K 0.08%
340
– –
DFUV icon
47
Dimensional US Marketwide Value ETF
DFUV
$15.3B
$97.3K 0.08%
2,820
– –
DFAU icon
48
Dimensional US Core Equity Market ETF
DFAU
$12.4B
$95.1K 0.08%
3,070
+10
+0.3% +$293
EMR icon
49
Emerson Electric
EMR
$76.2B
$90.4K 0.07%
1,000
– –
APD icon
50
Air Products & Chemicals
APD
$66.7B
$89.9K 0.07%
300
– –
1
2
3 4

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