Brewster Financial Planning

Brewster Financial Planning as of Dec. 31, 2023

Portfolio Holdings for Brewster Financial Planning

Brewster Financial Planning holds 16 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 30.6 $34M 129k 262.26
Ishares Tr Msci Eafe Etf (EFA) 19.8 $22M 291k 75.35
Vanguard Bd Index Fds Intermed Term (BIV) 13.0 $14M 189k 76.38
Ishares Tr Russell 2000 Etf (IWM) 12.8 $14M 70k 200.71
Vanguard Bd Index Fds Short Trm Bond (BSV) 11.3 $13M 163k 77.02
Ishares Tr Cohen Steer Reit (ICF) 7.3 $8.0M 137k 58.73
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.0 $1.1M 24k 47.74
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.0 $1.1M 38k 29.23
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $833k 15k 56.14
Dimensional Etf Trust World Ex Us Core (DFAX) 0.6 $636k 26k 24.42
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $571k 5.4k 104.92
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $380k 5.0k 75.54
Ishares Tr Esg Aware Msci (ESML) 0.3 $356k 9.4k 38.01
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $308k 5.3k 58.45
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $279k 5.9k 47.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $203k 570.00 356.66