Instuitional Investor - Bromfield Sneider Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Bromfield Sneider Wealth Advisors |
| Portfolio Value | $147,727,118 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 93,208 | $28,976,418 | 19.61% | |
| 2. | SPY | 56,062 | $26,646,739 | 18.03% | |
| 3. | Vanguard Scottsdale Funds | 213,484 | $16,517,271 | 11.18% | |
| 4. | Vanguard Index Fds | 56,692 | $13,706,314 | 9.27% | |
| 5. | Ishares Tr | 66,522 | $7,013,432 | 4.74% |
