Brewster Financial Planning as of March 31, 2023
Portfolio Holdings for Brewster Financial Planning
Brewster Financial Planning holds 13 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 30.1 | $30M | 133k | 225.23 | |
| Ishares Tr Msci Eafe Etf (EFA) | 21.4 | $21M | 298k | 71.52 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 13.5 | $13M | 175k | 76.74 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 12.3 | $12M | 160k | 76.49 | |
| Ishares Tr Russell 2000 Etf (IWM) | 12.2 | $12M | 68k | 178.40 | |
| Ishares Tr Cohen Steer Reit (ICF) | 7.2 | $7.1M | 128k | 55.54 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.9 | $937k | 37k | 25.48 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.8 | $781k | 15k | 53.47 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.6 | $584k | 25k | 23.06 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.3 | $315k | 6.3k | 50.43 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $268k | 5.6k | 47.82 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.3 | $250k | 5.2k | 48.06 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $209k | 6.1k | 33.99 |
