Brewster Financial Planning LLC Portfolio Holdings

Brewster Financial Planning LLC

  • $129 Million
  • Q3 2024

Brewster Financial Planning LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 Million distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $38.8M, Ishares Tr Msci Eafe ETF with a value of $24.6M, Vanguard Bd Index Fd Inc Inter with a value of $17.2M, Ishares Russell 2000 ETF with a value of $15.7M, and Vanguard Bd Index Fd Inc Short with a value of $15.1M.

Below you can find more details about Brewster Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Million
ETFs: $128 Million
Financial Services: $277,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $129 Million
  • Prior Value $129 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR/A
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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