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  Name: Brewster Financial Planning LLC
  City: BROOKLYN
  State: NY
  Zip: 11215
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $116,258,000
  Total Value Change : $5,700,000
  Securities Held Change : 0
   
All Securities Held : 16
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 4
  Unchanged Positions : 7
  Decreased Positions : 5

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 3 - $74.25 $14,943,000 198,180 12.85% 540,000 9,609 0.123    Closed - End Fund - Debt
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 5 - $76.25 $13,208,000 172,273 11.36% 687,000 9,709 0.033    Closed - End Fund - E...
   (ICF)1 Year Chart         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...
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 15 - $48.00 $289,000 6,037 0.25% 10,000 168 0    N/A

      4 Records Found
  1    
Page 1 of 1
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