$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $892,873 | +9.2% | 36,774 | 0.0% | 0.95% | -1.0% | |
DIMENSIONAL ETF TRUSTworld ex us core | $535,183 | +14.4% | 24,777 | 0.0% | 0.57% | +3.7% | ||
SPTM | SPDR SER TRportfoli s&p1500 | $295,562 | +7.1% | 6,250 | 0.0% | 0.31% | -2.8% | |
VTIP | VANGUARD MALVERN FDSstrm infproidx | $252,141 | -3.0% | 5,398 | 0.0% | 0.27% | -12.2% |
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.