13F HOLDINGS REPORT
Brewster Financial Planning LLC
Quarter ended Q1 2024 · Filed April 17, 2024 · Accession 0001898145-24-000002
Total Value
$116.3M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287622 | 125,692 | $36.2M | 31.14% |
| 2 | ISHARES TR | 464287465 | 288,747 | $23.1M | 19.83% |
| 3 | VANGUARD BD INDEX FDS | 921937819 | 198,180 | $14.9M | 12.85% |
| 4 | ISHARES TR | 464287655 | 69,935 | $14.7M | 12.65% |
| 5 | VANGUARD BD INDEX FDS | 921937827 | 172,273 | $13.2M | 11.36% |
| 6 | ISHARES TR | 464287564 | 138,892 | $8.0M | 6.89% |
| 7 | DIMENSIONAL ETF TRUST | 25434V708 | 38,044 | $1.2M | 1.05% |
| 8 | ISHARES TR | 46435U549 | 23,772 | $1.1M | 0.96% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042775 | 14,832 | $869,897 | 0.75% |
| 10 | DIMENSIONAL ETF TRUST | 25434V880 | 26,051 | $662,738 | 0.57% |
| 11 | ISHARES TR | 46435G425 | 5,397 | $620,440 | 0.53% |
| 12 | ISHARES TR | 46435G516 | 5,034 | $402,267 | 0.35% |
| 13 | ISHARES TR | 46435U663 | 9,354 | $376,686 | 0.32% |
| 14 | SPDR SER TR | 78464A805 | 5,119 | $328,384 | 0.28% |
| 15 | VANGUARD MALVERN FDS | 922020805 | 6,037 | $289,112 | 0.25% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 570 | $239,697 | 0.21% |