$94.4 Billion is the total value of Brewster Financial Planning LLC's 13 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 8.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | Buy | ISHARES TRrus 1000 etf | $27,971,161 | +109565.0% | 132,867 | +2.8% | 29.64% | -0.5% |
| EFA | Buy | ISHARES TRmsci eafe etf | $19,829,188 | +121134.9% | 302,090 | +3.4% | 21.01% | +9.9% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $12,685,681 | +103966.3% | 170,690 | +2.9% | 13.44% | -5.6% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $11,964,401 | +102370.0% | 158,932 | +1.8% | 12.68% | -7.1% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $11,846,366 | +110211.6% | 67,942 | +4.3% | 12.55% | +0.0% |
| ICF | Buy | ISHARES TRcohen steer reit | $6,921,867 | +105432.4% | 126,219 | +3.3% | 7.34% | -4.3% |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $892,873 | +109053.2% | 36,774 | 0.0% | 0.95% | -1.0% | |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $732,094 | +145735.5% | 14,601 | +28.9% | 0.78% | +32.2% |
| DIMENSIONAL ETF TRUSTworld ex us core | $535,183 | +114255.3% | 24,777 | 0.0% | 0.57% | +3.7% | ||
| SPTM | SPDR SER TRportfoli s&p1500 | $295,562 | +106987.7% | 6,250 | 0.0% | 0.31% | -2.8% | |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $252,141 | +96877.3% | 5,398 | 0.0% | 0.27% | -12.2% | |
| EAGG | Buy | ISHARES TResg awr us agrgt | $242,768 | +104541.4% | 5,194 | +4.0% | 0.26% | -5.2% |
| ESML | New | ISHARES TResg aware msci | $201,719 | – | 6,135 | +100.0% | 0.21% | – |
Signatures
The EDGAR filing(s) were signed by:
- Scott Brewster — CCO & Managing Member
- Brewster Financial Planning LLC holdings (13F-HR)
- Brewster Financial Planning LLC ownership history
- Brewster Financial Planning LLC portfolio value
- Brewster Financial Planning LLC filings
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