15 is the total number of securities Brewster Financial Planning LLC has owned. The longest Brewster Financial Planning LLC has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| IWB | ISHARES TR | 8 | 8 | 29.64% | 30.42% | 31.69% | Q4 2021 | Q3 2023 | 8 |
| EFA | ISHARES TR | 8 | 8 | 19.11% | 20.15% | 21.40% | Q4 2021 | Q3 2023 | 8 |
| BIV | VANGUARD BD INDEX FDS | 8 | 8 | 12.39% | 13.25% | 14.24% | Q4 2021 | Q3 2023 | 8 |
| IWM | ISHARES TR | 8 | 8 | 12.22% | 12.53% | 13.07% | Q4 2021 | Q3 2023 | 8 |
| BSV | VANGUARD BD INDEX FDS | 8 | 8 | 11.12% | 12.24% | 13.64% | Q4 2021 | Q3 2023 | 8 |
| ICF | ISHARES TR | 8 | 8 | 6.70% | 7.65% | 8.59% | Q4 2021 | Q3 2023 | 8 |
| DFAC | DIMENSIONAL ETF TRUST | 8 | 8 | 0.94% | 0.97% | 1.02% | Q4 2021 | Q3 2023 | 8 |
| VEU | VANGUARD INTL EQUITY I... | 8 | 8 | 0.56% | 0.67% | 0.78% | Q4 2021 | Q3 2023 | 8 |
| DIMENSIONAL ETF TRUST | 8 | 8 | 0.55% | 0.58% | 0.59% | Q4 2021 | Q3 2023 | 8 | |
| EAGG | ISHARES TR | 8 | 8 | 0.25% | 0.46% | 1.07% | Q4 2021 | Q3 2023 | 8 |
| SPTM | SPDR SER TR | 8 | 8 | 0.29% | 0.32% | 0.36% | Q4 2021 | Q3 2023 | 8 |
| VTIP | VANGUARD MALVERN FDS | 8 | 8 | 0.25% | 0.27% | 0.30% | Q4 2021 | Q3 2023 | 8 |
| ESML | ISHARES TR | 4 | 2 | 0.21% | 0.28% | 0.42% | Q4 2021 | Q3 2023 | 6 |
| ESGU | ISHARES TR | 2 | 2 | 0.54% | 0.55% | 0.56% | Q2 2023 | Q3 2023 | 2 |
| ESGD | ISHARES TR | 2 | 2 | 0.47% | 0.47% | 0.48% | Q2 2023 | Q3 2023 | 2 |
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and VANGUARD BD INDEX FDS, are the highest-conviction holdings of Brewster Financial Planning LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Brewster Financial Planning LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Brewster Financial Planning LLC owns currently or has owned in the past.