Bromfield Sneider Wealth Advisors

Q2 2023 13F Holdings Report, Stock Holdings

Signature - Title
Eric Sneider - Vice President
Location
Westwood
Holdings as of
June 30, 2023
Value $
$125M
Num holdings
96
Date filed
7/17/2023, 03:18 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VUG, SPY, VBK, VCSH, and MUB.
Previous filing
Q1 2023 - Apr 6, 2023
Next filing
Q3 2023 - Oct 4, 2023
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2023 Q2 compared to 2023 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Eric Sneider Vice President Westwood, Massachusetts 7/17/2023