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| Name: |
Brewster Financial Planning LLC |
| City: |
BROOKLYN |
| State: |
NY |
| Zip: |
11215 |
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data |
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| Holdings
Found :
16 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IWB |
ishares trust Russell 1000 |
1 |
- |
$276.80 |
$36,203,000 |
125,692 |
31.14% |
2,413,000 |
-3,149 |
0.094 |
Closed - End Fund - E... |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
2 |
- |
$77.34 |
$23,059,000 |
288,747 |
19.83% |
1,159,000 |
-1,892 |
0.04 |
Closed - End Fund - E... |
|
|
BIV |
Vanguard Intermediate-Term ... |
3 |
- |
$73.18 |
$14,943,000 |
198,180 |
12.85% |
540,000 |
9,609 |
0.123 |
Closed - End Fund - Debt |
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IWM |
iShares Tr Russell 2000 Indx |
4 |
- |
$196.48 |
$14,707,000 |
69,935 |
12.65% |
610,000 |
-303 |
0.002 |
Closed - End Fund - E... |
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BSV |
Vanguard Short-Term Bond |
5 |
- |
$75.92 |
$13,208,000 |
172,273 |
11.36% |
687,000 |
9,709 |
0.033 |
Closed - End Fund - E... |
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ICF |
iShares Tr Cohen & Steers |
6 |
- |
$0.00 |
$8,014,000 |
138,892 |
6.89% |
-20,000 |
2,101 |
0.078 |
Closed - End Fund - E... |
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DFAC |
Dimensional U S Core Equity... |
7 |
- |
$30.60 |
$1,216,000 |
38,044 |
1.05% |
104,000 |
0 |
0.004 |
N/A |
|
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EAGG |
Ishares Esg Us Aggregate Bo... |
8 |
- |
$45.65 |
$1,119,000 |
23,772 |
0.96% |
-16,000 |
0 |
0.01 |
N/A |
|
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VEU |
Vanguard FTSE All-World ETF |
9 |
- |
$57.31 |
$870,000 |
14,832 |
0.75% |
37,000 |
0 |
0.003 |
Closed - End Fund - F... |
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DFAX |
Dimensional Funds plc - Wor... |
10 |
- |
$24.96 |
$663,000 |
26,051 |
0.57% |
27,000 |
0 |
0.003 |
N/A |
|
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ESGU |
Ishares Msci Usa Esg Optimized |
11 |
- |
$0.00 |
$620,000 |
5,397 |
0.53% |
49,000 |
-46 |
0 |
N/A |
|
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ESGD |
Ishares Trust Ishares Msci ... |
12 |
- |
$77.49 |
$402,000 |
5,034 |
0.35% |
22,000 |
0 |
0.001 |
N/A |
|
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ESML |
iShares MSCI USA Sml-Cp ESG... |
13 |
- |
$0.00 |
$377,000 |
9,354 |
0.32% |
21,000 |
0 |
0.01 |
N/A |
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TMW |
SPDR Dow Jones Wilshire TOT... |
14 |
- |
$61.68 |
$328,000 |
5,119 |
0.28% |
20,000 |
-155 |
0.005 |
Closed - End Fund - E... |
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VTIP |
Vanguard Short Term Inflati... |
15 |
- |
$47.82 |
$289,000 |
6,037 |
0.25% |
10,000 |
168 |
0 |
N/A |
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BRK.B |
Berkshire Hathaway B |
16 |
- |
$404.91 |
$240,000 |
570 |
0.21% |
37,000 |
0 |
0 |
Property & Casualty I... |
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