S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
Critical asset just had biggest fall on record (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
Critical asset just had biggest fall on record (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
Critical asset just had biggest fall on record (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
Critical asset just had biggest fall on record (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan

Brewster Financial Planning LLC Top Holdings and 13F Report (2024)

About Brewster Financial Planning LLC

Investment Activity

  • Brewster Financial Planning LLC has $110.56 million in total holdings as of December 31, 2023.
  • Brewster Financial Planning LLC owns shares of 16 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 1.14% of the portfolio was purchased this quarter.
  • About 0.26% of the portfolio was sold this quarter.
  • This quarter, Brewster Financial Planning LLC has purchased 15 new stocks and bought additional shares in 9 stocks.
  • Brewster Financial Planning LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

Berkshire Hathaway
$203,297 Holding

Largest Purchases this Quarter

Vanguard Intermediate-Term Bond ETF
2,885 shares (about $220.36K)
Berkshire Hathaway
570 shares (about $203.30K)
iShares Russell 1000 ETF
743 shares (about $194.86K)
iShares Cohen & Steers REIT ETF
3,287 shares (about $193.05K)
iShares Russell 2000 ETF
951 shares (about $190.88K)

Largest Sales this Quarter

iShares ESG Aware MSCI EAFE ETF
1,724 shares (about $130.23K)
iShares ESG Aware MSCI USA Small-Cap ETF
2,961 shares (about $112.55K)
iShares ESG Aware MSCI USA ETF
317 shares (about $33.26K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBrewster Financial Planning LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$33,789,841$194,859 0.6%128,84130.6%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$21,899,631$179,031 0.8%290,63919.8%Finance
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$14,403,053$220,356 1.6%188,57113.0%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$14,097,468$190,875 1.4%70,23812.8%Finance
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$12,520,680$51,064 0.4%162,56411.3%ETF
iShares Cohen & Steers REIT ETF stock logo
ICF
iShares Cohen & Steers REIT ETF
$8,033,760$193,046 2.5%136,7917.3%ETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$1,134,876$10,551 0.9%23,7721.0%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$1,112,0270.0%38,0441.0%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$832,669$12,968 1.6%14,8320.8%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$636,166$3,053 0.5%26,0510.6%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$571,080$33,260 -5.5%5,4430.5%Manufacturing
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$380,269$130,231 -25.5%5,0340.3%Manufacturing
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$355,546$112,548 -24.0%9,3540.3%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$308,266$10,521 -3.3%5,2740.3%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$278,7190.0%5,8690.3%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$203,297$203,297 New Holding5700.2%Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: