Instuitional Investor - Bromfield Sneider Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Bromfield Sneider Wealth Advisors |
| Portfolio Value | $161,841,342 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 91,046 | $31,337,882 | 19.36% | |
| 2. | SPY | 55,121 | $28,832,141 | 17.82% | |
| 3. | Vanguard Scottsdale Funds | 218,172 | $16,866,875 | 10.42% | |
| 4. | Vanguard Index Fds - SML CP GRW ETF | 57,274 | $14,932,506 | 9.23% | |
| 5. | Ishares Tr - SHRT NAT MUN ETF | 71,000 | $7,435,805 | 4.59% |
