Brewster Financial Planning LLC - Q3 2023 holdings

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$99.9 Million is the total value of Brewster Financial Planning LLC's 15 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
BIV BuyVANGUARD BD INDEX FDSintermed term$13,426,955
+3.4%
185,686
+7.6%
13.44%
+7.2%
IWM BuyISHARES TRrussell 2000 etf$12,245,783
-5.3%
69,287
+0.4%
12.26%
-1.8%
BSV BuyVANGUARD BD INDEX FDSshort trm bond$12,170,099
+3.0%
161,901
+3.6%
12.18%
+6.8%
ICF BuyISHARES TRcohen steer reit$6,696,582
-8.3%
133,504
+1.5%
6.70%
-5.0%
BuyDIMENSIONAL ETF TRUSTworld ex us core$583,854
-2.4%
25,926
+1.0%
0.58%
+1.2%
VTIP BuyVANGUARD MALVERN FDSstrm infproidx$277,487
+4.6%
5,869
+4.9%
0.28%
+8.6%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-10-17
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR8Q3 202331.7%
ISHARES TR8Q3 202321.4%
VANGUARD BD INDEX FDS8Q3 202314.2%
ISHARES TR8Q3 202313.1%
VANGUARD BD INDEX FDS8Q3 202313.6%
ISHARES TR8Q3 20238.6%
DIMENSIONAL ETF TRUST8Q3 20231.0%
VANGUARD INTL EQUITY INDEX F8Q3 20230.8%
DIMENSIONAL ETF TRUST8Q3 20230.6%
ISHARES TR8Q3 20231.1%

View Brewster Financial Planning LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-17
13F-HR2024-01-17
13F-HR2023-10-17
13F-HR2023-07-17
13F-HR2023-04-27
13F-HR2023-01-13
13F-HR2022-10-27
13F-HR2022-07-26
13F-HR2022-04-21
13F-HR2022-01-24

View Brewster Financial Planning LLC's complete filings history.

All filings

View complete filings history.

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