Latest Brewster Financial Planning LLC Stock Portfolio

About Brewster Financial Planning LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Brewster Financial Planning LLC reported an equity portfolio of $129 Millions as of 30 Sep, 2024.

The top stock holdings of Brewster Financial Planning LLC are IJR, IJR, BIV. The fund has invested 30.1% of it's portfolio in ISHARES TR and 19.1% of portfolio in ISHARES TR.

They significantly reduced their stock positions in ISHARES TR (AGT) and ISHARES TR (IJR). Brewster Financial Planning LLC opened new stock positions in ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), VANGUARD MUN BD FDS (VTEB) and VANGUARD MALVERN FDS (VTIP).

Brewster Financial Planning LLC Annual Return Estimates Vs S&P 500

New Buys

Ticker	$ Bought
ishares tr	201,887

New stocks bought by Brewster Financial Planning LLC

Additions

Ticker	% Inc.
ishares tr	130
vanguard mun bd fds	38.1
vanguard malvern fds	6.81
vanguard bd index fds	5.69
vanguard bd index fds	4.44
ishares tr	1.34
ishares tr	0.97
vanguard intl equity index f	0.46

Additions to existing portfolio by Brewster Financial Planning LLC

Reductions

Ticker	% Reduced
ishares tr	-1.72
ishares tr	-0.46

Brewster Financial Planning LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Brewster Financial Planning LLC

Sector Distribution

Sector	%
Others	100

Market Cap. Distribution

Category	%
UNALLOCATED	100

Stocks belong to which Index?

Index	%
Others	100

Top 5 Winners (%)		%
IJR	ishares tr	15.0 %
IJR	ishares tr	8.8 %
IJR	ishares tr	6.7 %
IJR	ishares tr	5.7 %
IJR	ishares tr	2.4 %

Top 5 Winners ($)		$
IJR	ishares tr	2.1 M
IJR	ishares tr	1.5 M
IJR	ishares tr	1.3 M
IJR	ishares tr	1.2 M
IJR	ishares tr	0.0 M

Top 5 Losers (%)		%

Top 5 Losers ($)		$

Brewster Financial Planning LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Brewster Financial Planning LLC

Last Reported on: 10 Oct, 2024

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares tr	0.36	4,421	469,466	added	130

AGT	ishares tr	0.52	5,304	669,259	reduced	-1.72

AGT	ishares tr	0.33	5,113	430,362	unchanged	0.00

BGRN	ishares tr	0.92	24,417	1,186,420	added	0.97

BGRN	ishares tr	0.32	9,830	411,091	unchanged	0.00

BIL	spdr ser tr	0.25	4,547	318,563	unchanged	0.00

BIV	vanguard bd index fds	13.32	219,179	17,177,100	added	4.44

BIV	vanguard bd index fds	11.70	191,825	15,094,700	added	5.69

DFAC	dimensional etf trust	0.99	37,270	1,277,990	unchanged	0.00

DFAC	dimensional etf trust	0.55	26,051	703,638	unchanged	0.00

IJR	ishares tr	30.06	123,303	38,765,200	reduced	-0.46

IJR	ishares tr	19.11	294,643	24,641,000	added	1.34

IJR	ishares tr	12.15	70,918	15,665,100	added	0.3

IJR	ishares tr	7.40	144,816	9,544,850	added	0.35

IJR	ishares tr	0.16	350	201,887	new

VB	vanguard index fds	0.17	756	214,069	unchanged	0.00

VEU	vanguard intl equity index f	0.73	14,866	936,558	added	0.46

VTEB	vanguard mun bd fds	0.52	13,012	665,174	added	38.1

VTIP	vanguard malvern fds	0.25	6,448	317,951	added	6.81

	berkshire hathaway inc del	0.22	604	277,998	unchanged	0.00