Brewster Financial Planning LLC Top Holdings and 13F Report (2024) About Brewster Financial Planning LLCInvestment ActivityBrewster Financial Planning LLC has $128.97 million in total holdings as of September 30, 2024.Brewster Financial Planning LLC owns shares of 20 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 2.04% of the portfolio was purchased this quarter.About 0.15% of the portfolio was sold this quarter.This quarter, Brewster Financial Planning LLC has purchased 19 new stocks and bought additional shares in 10 stocks.Brewster Financial Planning LLC sold shares of 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Russell 1000 ETF $38,765,231iShares MSCI EAFE ETF $24,640,975Vanguard Intermediate-Term Bond ETF $17,177,059iShares Russell 2000 ETF $15,665,076Vanguard Short-Term Bond ETF $15,094,710 Largest New Holdings this Quarter iShares Core S&P 500 ETF $201,887 Holding Largest Purchases this Quarter Vanguard Short-Term Bond ETF 10,319 shares (about $812.00K)Vanguard Intermediate-Term Bond ETF 9,327 shares (about $730.96K)iShares MSCI EAFE ETF 3,882 shares (about $324.65K)iShares Short-Term National Muni Bond ETF 2,502 shares (about $265.69K)iShares Core S&P 500 ETF 350 shares (about $201.89K) Largest Sales this Quarter iShares Russell 1000 ETF 568 shares (about $178.57K)iShares ESG Aware MSCI USA ETF 93 shares (about $11.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrewster Financial Planning LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWBiShares Russell 1000 ETF$38,765,231$178,574 ▼-0.5%123,30330.1%ETFEFAiShares MSCI EAFE ETF$24,640,975$324,651 ▲1.3%294,64319.1%FinanceBIVVanguard Intermediate-Term Bond ETF$17,177,059$730,957 ▲4.4%219,17913.3%ETFIWMiShares Russell 2000 ETF$15,665,076$47,270 ▲0.3%70,91812.1%FinanceBSVVanguard Short-Term Bond ETF$15,094,710$812,002 ▲5.7%191,82511.7%ETFICFiShares Cohen & Steers REIT ETF$9,544,851$33,087 ▲0.3%144,8167.4%ETFDFACDimensional U.S. Core Equity 2 ETF$1,277,9890.0%37,2701.0%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,186,423$11,419 ▲1.0%24,4170.9%ETFVEUVanguard FTSE All-World ex-US ETF$936,558$4,284 ▲0.5%14,8660.7%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$703,6380.0%26,0510.5%ETFESGUiShares ESG Aware MSCI USA ETF$669,259$11,735 ▼-1.7%5,3040.5%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$665,174$183,521 ▲38.1%13,0120.5%ETFSUBiShares Short-Term National Muni Bond ETF$469,466$265,687 ▲130.4%4,4210.4%ETFESGDiShares ESG Aware MSCI EAFE ETF$430,3620.0%5,1130.3%ManufacturingESMLiShares ESG Aware MSCI USA Small-Cap ETF$411,0910.0%9,8300.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$318,5630.0%4,5470.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$317,951$20,266 ▲6.8%6,4480.2%ManufacturingBRK.BBerkshire Hathaway$277,9980.0%6040.2%FinanceVTIVanguard Total Stock Market ETF$214,0690.0%7560.2%ETFIVViShares Core S&P 500 ETF$201,887$201,887 ▲New Holding3500.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
