Brewster Financial Planning

Brewster Financial Planning as of June 30, 2024

Portfolio Holdings for Brewster Financial Planning

Brewster Financial Planning holds 19 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 31.0 $37M 124k 297.54
Ishares Tr Msci Eafe Etf (EFA) 19.2 $23M 291k 78.33
Vanguard Bd Index Fds Intermed Term (BIV) 13.2 $16M 210k 74.89
Ishares Tr Russell 2000 Etf (IWM) 12.1 $14M 71k 202.89
Vanguard Bd Index Fds Short Trm Bond (BSV) 11.7 $14M 182k 76.70
Ishares Tr Cohen Steer Reit (ICF) 7.0 $8.3M 144k 57.29
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.0 $1.2M 37k 32.24
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.9 $1.1M 24k 46.61
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $868k 15k 58.64
Dimensional Etf Trust World Ex Us Core (DFAX) 0.6 $662k 26k 25.42
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $644k 5.4k 119.32
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $472k 9.4k 50.11
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $403k 5.1k 78.78
Ishares Tr Esg Aware Msci (ESML) 0.3 $379k 9.8k 38.50
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $302k 4.5k 66.35
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $293k 6.0k 48.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $246k 604.00 406.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $202k 756.00 267.51
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $201k 1.9k 104.55