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All Stocks Held By Brewster Financial Planning LLC
As of  03/31/2024, we find all stocks held by Brewster Financial Planning LLC to be as follows, presented in the table below with each row detailing each Brewster Financial Planning LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Brewster Financial Planning LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Brewster Financial Planning LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
ISHARES TR (IWB) 125,692 -3,149 $36,203
     IWB125,692-3,149$36,203
ISHARES TR (EFA) 288,747 -1,892 $23,059
     EFA288,747-1,892$23,059
VANGUARD BD INDEX FDS (BIV) 198,180 +9,609 $14,943
     BIV198,180+9,609$14,943
ISHARES TR (IWM) 69,935 -303 $14,707
     IWM69,935-303$14,707
VANGUARD BD INDEX FDS (BSV) 172,273 +9,709 $13,208
     BSV172,273+9,709$13,208
ISHARES TR (ICF) 138,892 +2,101 $8,014
     ICF138,892+2,101$8,014
DIMENSIONAL ETF TRUST (DFAC) 38,044 UNCH $1,216
     DFAC38,044UNCH$1,216
ISHARES TR (EAGG) 23,772 UNCH $1,119
     EAGG23,772UNCH$1,119
VANGUARD INTL EQUITY INDEX F (VEU) 14,832 UNCH $870
     VEU14,832UNCH$870
DIMENSIONAL ETF TRUST (DFAX) 26,051 UNCH $663
     DFAX26,051UNCH$663
ISHARES TR (ESGU) 5,397 -46 $620
     ESGU5,397-46$620
ISHARES TR (ESGD) 5,034 UNCH $402
     ESGD5,034UNCH$402
ISHARES TR (ESML) 9,354 UNCH $377
     ESML9,354UNCH$377
SPDR SER TR (SPTM) 5,119 -155 $328
     SPTM5,119-155$328
VANGUARD MALVERN FDS (VTIP) 6,037 +168 $289
     VTIP6,037+168$289
BERKSHIRE HATHAWAY INC DEL 570 +0 $240
     BRK.B570UNCH$240

See Summary: Brewster Financial Planning LLC Top Holdings
See Details: Top 10 Stocks Held By Brewster Financial Planning LLC

EntityShares/Amount
Change
Position Value
Change
BRK -570-$203
EntityShares/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
EntityShares/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

All Stocks Held By Brewster Financial Planning LLC | www.HoldingsChannel.com

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