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| Name: |
Brewster Financial Planning LLC |
| City: |
BROOKLYN |
| State: |
NY |
| Zip: |
11215 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
5 |
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Viewing:
Decreased Positions |
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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 |
- |
$284.27 |
$36,203,000 |
125,692 |
31.14% |
2,413,000 |
-3,149 |
0.094 |
Closed - End Fund - E... |
|
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EFA |
iShares TR MSCI EAFE Indx FD |
2 |
- |
$79.67 |
$23,059,000 |
288,747 |
19.83% |
1,159,000 |
-1,892 |
0.04 |
Closed - End Fund - E... |
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IWM |
iShares Tr Russell 2000 Indx |
4 |
- |
$204.97 |
$14,707,000 |
69,935 |
12.65% |
610,000 |
-303 |
0.002 |
Closed - End Fund - E... |
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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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TMW |
SPDR Dow Jones Wilshire TOT... |
14 |
- |
$63.39 |
$328,000 |
5,119 |
0.28% |
20,000 |
-155 |
0.005 |
Closed - End Fund - E... |
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