Brewster Financial Planning as of Sept. 30, 2023
Portfolio Holdings for Brewster Financial Planning
Brewster Financial Planning holds 15 positions in its portfolio as reported in the September 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 | 128k | 234.91 | |
| Ishares Tr Msci Eafe Etf (EFA) | 19.9 | $20M | 288k | 68.92 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 13.4 | $13M | 186k | 72.31 | |
| Ishares Tr Russell 2000 Etf (IWM) | 12.3 | $12M | 69k | 176.74 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 12.2 | $12M | 162k | 75.17 | |
| Ishares Tr Cohen Steer Reit (ICF) | 6.7 | $6.7M | 134k | 50.16 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 1.1 | $1.1M | 24k | 45.30 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.0 | $997k | 38k | 26.20 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.8 | $757k | 15k | 51.87 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.6 | $584k | 26k | 22.52 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.5 | $541k | 5.8k | 93.91 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.5 | $467k | 6.8k | 69.13 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.4 | $414k | 12k | 33.65 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.3 | $286k | 5.5k | 52.49 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $278k | 5.9k | 47.28 |
