Brewster Financial Planning

Brewster Financial Planning as of March 31, 2024

Portfolio Holdings for Brewster Financial Planning

Brewster Financial Planning holds 16 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 31.1 $36M 126k 288.03
Ishares Tr Msci Eafe Etf (EFA) 19.8 $23M 289k 79.86
Vanguard Bd Index Fds Intermed Term (BIV) 12.9 $15M 198k 75.40
Ishares Tr Russell 2000 Etf (IWM) 12.7 $15M 70k 210.30
Vanguard Bd Index Fds Short Trm Bond (BSV) 11.4 $13M 172k 76.67
Ishares Tr Cohen Steer Reit (ICF) 6.9 $8.0M 139k 57.70
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.0 $1.2M 38k 31.95
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.0 $1.1M 24k 47.06
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $870k 15k 58.65
Dimensional Etf Trust World Ex Us Core (DFAX) 0.6 $663k 26k 25.44
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $620k 5.4k 114.96
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $402k 5.0k 79.91
Ishares Tr Esg Aware Msci (ESML) 0.3 $377k 9.4k 40.27
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $328k 5.1k 64.15
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $289k 6.0k 47.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $240k 570.00 420.52