# EDGAR Filing Document

**Accession Number:** 0001891795
**File Stem:** 0001062993-23-000727
**Filing Date:** 2023-1
**Character Count:** 12931
**Document Hash:** ce9d9b509ec05cf419513faa8db3bb69
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001062993-23-000727.hdr.sgml**: 20230109

**ACCESSION NUMBER**: 0001062993-23-000727

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230109

**DATE AS OF CHANGE**: 20230109

**EFFECTIVENESS DATE**: 20230109

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Bromfield Sneider Wealth Advisors
- **CENTRAL INDEX KEY:** 0001891795
- **IRS NUMBER:** 043584306
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21447
- **FILM NUMBER:** 23518791

**BUSINESS ADDRESS:**
- **STREET 1:** 200 LOWDER BROOK DRIVE
- **STREET 2:** SUITE 2600
- **CITY:** WESTWOOD
- **STATE:** MA
- **ZIP:** 02090
- **BUSINESS PHONE:** 16172523400

**MAIL ADDRESS:**
- **STREET 1:** 200 LOWDER BROOK DRIVE
- **STREET 2:** SUITE 2600
- **CITY:** WESTWOOD
- **STATE:** MA
- **ZIP:** 02090

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Bromfield Sneider Wealth Advisors<br>**Address:** 200 LOWDER BROOK DRIVE<br>SUITE 2600<br>WESTWOOD, MA 02090

**Form 13F File Number:** 028-21447

**CRD Number (if applicable):** 000125623

**SEC File Number (if applicable):** 801-67397

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Eric Sneider<br>**Title:** Vice President<br>**Phone:** 617-252-3400

**Signature, Place, and Date of Signing:**

Eric Sneider  Westwood, MA  01-06-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 94

**Form 13F Information Table Value Total:** $107907408

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 37535 | 313 | SH |  | SOLE |  | 0 | 0 | 313 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 92478 | 300 | SH |  | SOLE |  | 0 | 0 | 300 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 23723 | 519 | SH |  | SOLE |  | 0 | 0 | 519 |
| AMGEN INC | COM | 031162100 |  | 38083 | 145 | SH |  | SOLE |  | 0 | 0 | 145 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 58760 | 246 | SH |  | SOLE |  | 0 | 0 | 246 |
| BANK AMERICA CORP | COM | 060505104 |  | 20733 | 626 | SH |  | SOLE |  | 0 | 0 | 626 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 30316 | 666 | SH |  | SOLE |  | 0 | 0 | 666 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 20002 | 278 | SH |  | SOLE |  | 0 | 0 | 278 |
| CHEVRON CORP NEW | COM | 166764100 |  | 70001 | 390 | SH |  | SOLE |  | 0 | 0 | 390 |
| CISCO SYS INC | COM | 17275R102 |  | 38112 | 800 | SH |  | SOLE |  | 0 | 0 | 800 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 22938 | 1045 | SH |  | SOLE |  | 0 | 0 | 1045 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 24790 | 990 | SH |  | SOLE |  | 0 | 0 | 990 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 |  | 4947 | 230 | SH |  | SOLE |  | 0 | 0 | 230 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 168806 | 5553 | SH |  | SOLE |  | 0 | 0 | 5553 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 331111 | 7534 | SH |  | SOLE |  | 0 | 0 | 7534 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 |  | 218869 | 5260 | SH |  | SOLE |  | 0 | 0 | 5260 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 94414 | 2820 | SH |  | SOLE |  | 0 | 0 | 2820 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 355646 | 6953 | SH |  | SOLE |  | 0 | 0 | 6953 |
| EMERSON ELEC CO | COM | 291011104 |  | 96060 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| ESSENTIAL UTILS INC | COM | 29670G102 |  | 79105 | 1657 | SH |  | SOLE |  | 0 | 0 | 1657 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 82504 | 748 | SH |  | SOLE |  | 0 | 0 | 748 |
| Genl Elec Cap Cp | Title of Class | 36966R6Z4 |  | 25012 | 25000 | SH |  | SOLE |  | 0 | 0 | 25000 |
| GENUINE PARTS CO | COM | 372460105 |  | 58299 | 336 | SH |  | SOLE |  | 0 | 0 | 336 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 41206 | 120 | SH |  | SOLE |  | 0 | 0 | 120 |
| HERSHEY CO | COM | 427866108 |  | 38209 | 165 | SH |  | SOLE |  | 0 | 0 | 165 |
| Hubbell Inc Cl B | Title of Class | 443510201 |  | 50456 | 215 | SH |  | SOLE |  | 0 | 0 | 215 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 10144 | 72 | SH |  | SOLE |  | 0 | 0 | 72 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 642360 | 7914 | SH |  | SOLE |  | 0 | 0 | 7914 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 52831 | 1530 | SH |  | SOLE |  | 0 | 0 | 1530 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 354941 | 7465 | SH |  | SOLE |  | 0 | 0 | 7465 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 320250 | 5195 | SH |  | SOLE |  | 0 | 0 | 5195 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 37700 | 807 | SH |  | SOLE |  | 0 | 0 | 807 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 29669 | 530 | SH |  | SOLE |  | 0 | 0 | 530 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 6256 | 108 | SH |  | SOLE |  | 0 | 0 | 108 |
| ISHARES TR | CORE S ETF | 464287200 |  | 2109952 | 5492 | SH |  | SOLE |  | 0 | 0 | 5492 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 38614 | 160 | SH |  | SOLE |  | 0 | 0 | 160 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 46399 | 490 | SH |  | SOLE |  | 0 | 0 | 490 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 345246 | 4071 | SH |  | SOLE |  | 0 | 0 | 4071 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 3301979 | 34045 | SH |  | SOLE |  | 0 | 0 | 34045 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 291726 | 4444 | SH |  | SOLE |  | 0 | 0 | 4444 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 659576 | 11678 | SH |  | SOLE |  | 0 | 0 | 11678 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 4958275 | 108071 | SH |  | SOLE |  | 0 | 0 | 108071 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 5812062 | 55080 | SH |  | SOLE |  | 0 | 0 | 55080 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 195495 | 913 | SH |  | SOLE |  | 0 | 0 | 913 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 112395 | 811 | SH |  | SOLE |  | 0 | 0 | 811 |
| ISHARES TR | MICRO-CAP ETF | 464288869 |  | 303311 | 2813 | SH |  | SOLE |  | 0 | 0 | 2813 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 984521 | 16829 | SH |  | SOLE |  | 0 | 0 | 16829 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 467346 | 3222 | SH |  | SOLE |  | 0 | 0 | 3222 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 203804 | 2984 | SH |  | SOLE |  | 0 | 0 | 2984 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 145190 | 1440 | SH |  | SOLE |  | 0 | 0 | 1440 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 195248 | 1807 | SH |  | SOLE |  | 0 | 0 | 1807 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 207400 | 2271 | SH |  | SOLE |  | 0 | 0 | 2271 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 4966182 | 47628 | SH |  | SOLE |  | 0 | 0 | 47628 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 78499 | 3455 | SH |  | SOLE |  | 0 | 0 | 3455 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 80994 | 458 | SH |  | SOLE |  | 0 | 0 | 458 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 38889 | 290 | SH |  | SOLE |  | 0 | 0 | 290 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 16426 | 121 | SH |  | SOLE |  | 0 | 0 | 121 |
| Ky Rrl Wtr Fin C | Title of Class | 49140MC49 |  | 5079 | 5000 | SH |  | SOLE |  | 0 | 0 | 5000 |
| LILLY ELI  CO | COM | 532457108 |  | 45730 | 125 | SH |  | SOLE |  | 0 | 0 | 125 |
| MCDONALDS CORP | COM | 580135101 |  | 89600 | 340 | SH |  | SOLE |  | 0 | 0 | 340 |
| MERCK  CO INC | COM | 58933Y105 |  | 31066 | 280 | SH |  | SOLE |  | 0 | 0 | 280 |
| MICROSOFT CORP | COM | 594918104 |  | 106480 | 444 | SH |  | SOLE |  | 0 | 0 | 444 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 22061 | 331 | SH |  | SOLE |  | 0 | 0 | 331 |
| Nuveen MA Municipal Bond Fund | Title of Class | 67065N811 |  | 292903 | 31976 | SH |  | SOLE |  | 0 | 0 | 31976 |
| ORGANON  CO | COMMON STOCK | 68622V106 |  | 782 | 28 | SH |  | SOLE |  | 0 | 0 | 28 |
| PEPSICO INC | COM | 713448108 |  | 57269 | 317 | SH |  | SOLE |  | 0 | 0 | 317 |
| PFIZER INC | COM | 717081103 |  | 45860 | 895 | SH |  | SOLE |  | 0 | 0 | 895 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 39877 | 394 | SH |  | SOLE |  | 0 | 0 | 394 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 19427 | 123 | SH |  | SOLE |  | 0 | 0 | 123 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 78053 | 515 | SH |  | SOLE |  | 0 | 0 | 515 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 |  | 23773 | 388 | SH |  | SOLE |  | 0 | 0 | 388 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 61965 | 614 | SH |  | SOLE |  | 0 | 0 | 614 |
| SNAP ON INC | COM | 833034101 |  | 42271 | 185 | SH |  | SOLE |  | 0 | 0 | 185 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 22581378 | 59047 | SH |  | SOLE |  | 0 | 0 | 59047 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 55669 | 105 | SH |  | SOLE |  | 0 | 0 | 105 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 33594 | 670 | SH |  | SOLE |  | 0 | 0 | 670 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 64005 | 1525 | SH |  | SOLE |  | 0 | 0 | 1525 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 381533 | 9788 | SH |  | SOLE |  | 0 | 0 | 9788 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 21267693 | 99797 | SH |  | SOLE |  | 0 | 0 | 99797 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 2305011 | 31015 | SH |  | SOLE |  | 0 | 0 | 31015 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 140301 | 1810 | SH |  | SOLE |  | 0 | 0 | 1810 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 74770 | 907 | SH |  | SOLE |  | 0 | 0 | 907 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 |  | 183104 | 1051 | SH |  | SOLE |  | 0 | 0 | 1051 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 540750 | 9810 | SH |  | SOLE |  | 0 | 0 | 9810 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 1065769 | 16007 | SH |  | SOLE |  | 0 | 0 | 16007 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 11217242 | 149185 | SH |  | SOLE |  | 0 | 0 | 149185 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 485481 | 6449 | SH |  | SOLE |  | 0 | 0 | 6449 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 645936 | 3519 | SH |  | SOLE |  | 0 | 0 | 3519 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 11349813 | 56596 | SH |  | SOLE |  | 0 | 0 | 56596 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 3877571 | 24418 | SH |  | SOLE |  | 0 | 0 | 24418 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1002458 | 13954 | SH |  | SOLE |  | 0 | 0 | 13954 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 294558 | 5695 | SH |  | SOLE |  | 0 | 0 | 5695 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 232082 | 1653 | SH |  | SOLE |  | 0 | 0 | 1653 |
| Wyeth Notes Cpn | Title of Class | 983024AF7 |  | 10699 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |

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