Brewster Financial Planning

Latest statistics and disclosures from Brewster Financial Planning's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IWB, EFA, BIV, IWM, BSV, and represent 86.33% of Brewster Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: BSV, BIV, EFA, SUB, IVV, VTEB, IWM, ICF, VTIP, EAGG.
  • Started 1 new stock position in IVV.
  • Reduced shares in these 2 stocks: IWB, ESGU.
  • Brewster Financial Planning was a net buyer of stock by $2.4M.
  • Brewster Financial Planning has $129M in assets under management (AUM), dropping by 8.48%.
  • Central Index Key (CIK): 0001898145

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Portfolio Holdings for Brewster Financial Planning

Brewster Financial Planning holds 20 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 30.1 $39M 123k 314.39
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Ishares Tr Msci Eafe Etf (EFA) 19.1 $25M 295k 83.63
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Vanguard Bd Index Fds Intermed Term (BIV) 13.3 $17M +4% 219k 78.37
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Ishares Tr Russell 2000 Etf (IWM) 12.1 $16M 71k 220.89
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Vanguard Bd Index Fds Short Trm Bond (BSV) 11.7 $15M +5% 192k 78.69
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Ishares Tr Cohen Steer Reit (ICF) 7.4 $9.5M 145k 65.91
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.0 $1.3M 37k 34.29
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.9 $1.2M 24k 48.59
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $937k 15k 63.00
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $704k 26k 27.01
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $669k 5.3k 126.18
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $665k +38% 13k 51.12
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $470k +130% 4.4k 106.19
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $430k 5.1k 84.17
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Ishares Tr Esg Aware Msci (ESML) 0.3 $411k 9.8k 41.82
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $319k 4.5k 70.06
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $318k +6% 6.4k 49.31
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $278k 604.00 460.26
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $214k 756.00 283.16
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $202k NEW 350.00 576.82
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Past Filings by Brewster Financial Planning

SEC 13F filings are viewable for Brewster Financial Planning going back to 2021