| |
|
|
| Name: |
Brewster Financial Planning LLC |
| City: |
BROOKLYN |
| State: |
NY |
| Zip: |
11215 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
7 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFAC |
Dimensional U S Core Equity... |
7 |
- |
$31.38 |
$1,216,000 |
38,044 |
1.05% |
104,000 |
0 |
0.004 |
N/A |
|
|
EAGG |
Ishares Esg Us Aggregate Bo... |
8 |
- |
$46.32 |
$1,119,000 |
23,772 |
0.96% |
-16,000 |
0 |
0.01 |
N/A |
|
|
VEU |
Vanguard FTSE All-World ETF |
9 |
- |
$57.31 |
$870,000 |
14,832 |
0.75% |
37,000 |
0 |
0.003 |
Closed - End Fund - F... |
|
|
DFAX |
Dimensional Funds plc - Wor... |
10 |
- |
$25.67 |
$663,000 |
26,051 |
0.57% |
27,000 |
0 |
0.003 |
N/A |
|
|
ESGD |
Ishares Trust Ishares Msci ... |
12 |
- |
$79.86 |
$402,000 |
5,034 |
0.35% |
22,000 |
0 |
0.001 |
N/A |
|
|
ESML |
iShares MSCI USA Sml-Cp ESG... |
13 |
- |
$0.00 |
$377,000 |
9,354 |
0.32% |
21,000 |
0 |
0.01 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
16 |
- |
$406.14 |
$240,000 |
570 |
0.21% |
37,000 |
0 |
0 |
Property & Casualty I... |
|
