| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2012 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q2 2024 | 31.7% |
| ISHARES TR | 11 | Q2 2024 | 21.4% |
| VANGUARD BD INDEX FDS | 11 | Q2 2024 | 14.2% |
| ISHARES TR | 11 | Q2 2024 | 13.1% |
| VANGUARD BD INDEX FDS | 11 | Q2 2024 | 13.6% |
| ISHARES TR | 11 | Q2 2024 | 8.6% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 1.0% |
| VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 0.8% |
| ISHARES TR | 11 | Q2 2024 | 1.1% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 0.6% |
View Brewster Financial Planning LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-18 |
| N-PX | 2024-07-03 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-26 |
View Brewster Financial Planning LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.