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 |
BERKSHIRE HATHAWAY INC DEL | 570 | +0 | $240 |
BRK.B | 570 | UNCH | $240 |
See Summary: Brewster Financial Planning LLC Top Holdings
See Details: Top 10 Stocks Held By Brewster Financial Planning LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
BRK | -570 | -$203 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
BSV | +9,709 | +$687 |
BIV | +9,609 | +$540 |
ICF | +2,101 | -$20 |
VTIP | +168 | +$10 |
DFAC | UNCH | +$104 |
EAGG | UNCH | -$16 |
VEU | UNCH | +$37 |
DFAX | UNCH | +$27 |
ESGD | UNCH | +$22 |
ESML | UNCH | +$21 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
IWB | -3,149 | +$2,413 |
EFA | -1,892 | +$1,159 |
IWM | -303 | +$610 |
SPTM | -155 | +$20 |
ESGU | -46 | +$49 |
BRK | UNCH | +$37 |
Size ($ 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 |