Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BROMFIELD SNEIDER WEALTH ADVISORS | 04-02-2024 | 03-31-2024 | 104 | 161,841,342 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | SHORT TREAS BD | 51 | $160,283 | 1,450 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | RUS 2000 VAL ETF | 52 | $128,719 | 811 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 53 | $127,732 | 5,167 | 0.00 | 0.00 | 21 | 0.41 | 03-31-2024 |
| ISHARES TR | RUS 1000 ETF | 54 | $127,491 | 443 | 0.00 | 0.00 | 5 | 1.14 | 03-31-2024 |
