$94.4 Million 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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESML | New | ISHARES TResg aware msci | $201,719 | – | 6,135 | +100.0% | 0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 31.7% |
| ISHARES TR | 8 | Q3 2023 | 21.4% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 14.2% |
| ISHARES TR | 8 | Q3 2023 | 13.1% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 13.6% |
| ISHARES TR | 8 | Q3 2023 | 8.6% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 1.0% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 0.8% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 0.6% |
| ISHARES TR | 8 | Q3 2023 | 1.1% |
View Brewster Financial Planning LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-24 |
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.