HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IWB) |
125,692 | -3,149 | $36,203 |
| IWB | 125,692 | -3,149 | $36,203 |
| ISHARES TR (EFA) |
288,747 | -1,892 | $23,059 |
| EFA | 288,747 | -1,892 | $23,059 |
| VANGUARD BD INDEX FDS (BIV) |
198,180 | +9,609 | $14,943 |
| BIV | 198,180 | +9,609 | $14,943 |
| ISHARES TR (IWM) |
69,935 | -303 | $14,707 |
| IWM | 69,935 | -303 | $14,707 |
| VANGUARD BD INDEX FDS (BSV) |
172,273 | +9,709 | $13,208 |
| BSV | 172,273 | +9,709 | $13,208 |
| ISHARES TR (ICF) |
138,892 | +2,101 | $8,014 |
| ICF | 138,892 | +2,101 | $8,014 |
| DIMENSIONAL ETF TRUST (DFAC) |
38,044 | UNCH | $1,216 |
| DFAC | 38,044 | UNCH | $1,216 |
| ISHARES TR (EAGG) |
23,772 | UNCH | $1,119 |
| EAGG | 23,772 | UNCH | $1,119 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
14,832 | UNCH | $870 |
| VEU | 14,832 | UNCH | $870 |
| DIMENSIONAL ETF TRUST (DFAX) |
26,051 | UNCH | $663 |
| DFAX | 26,051 | UNCH | $663 |
| ISHARES TR (ESGU) |
5,397 | -46 | $620 |
| ESGU | 5,397 | -46 | $620 |
| ISHARES TR (ESGD) |
5,034 | UNCH | $402 |
| ESGD | 5,034 | UNCH | $402 |
| ISHARES TR (ESML) |
9,354 | UNCH | $377 |
| ESML | 9,354 | UNCH | $377 |
| SPDR SER TR (SPTM) |
5,119 | -155 | $328 |
| SPTM | 5,119 | -155 | $328 |
| VANGUARD MALVERN FDS (VTIP) |
6,037 | +168 | $289 |
| VTIP | 6,037 | +168 | $289 |
See Full List: All Stocks Held By Brewster Financial Planning LLC
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Brewster Financial Planning LLC
|
Size ($ in 1000's)
At 03/31/2024: $116,258 At 12/31/2023: $110,558 Brewster Financial Planning LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Brewster Financial Planning LLC 13F filings. Link to 13F filings: SEC filings |
