Latest Brewster Financial Planning LLC Stock Portfolio
$116Million
Equity Portfolio Value
Last Reported on: 17 Apr, 2024
About Brewster Financial Planning LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Brewster Financial Planning LLC reported an equity portfolio of $116.3 Millions as of 31 Mar, 2024.
The top stock holdings of Brewster Financial Planning LLC are AGG, AGG, BIV. The fund has invested 31.1% of it's portfolio in ISHARES TR and 19.8% of portfolio in ISHARES TR.
They significantly reduced their stock positions in SPDR SER TR (BIL), ISHARES TR (AGG) and ISHARES TR (AGT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), VANGUARD MALVERN FDS (VTIP) and ISHARES TR (AGG).
The top stock holdings of Brewster Financial Planning LLC are AGG, AGG, BIV. The fund has invested 31.1% of it's portfolio in ISHARES TR and 19.8% of portfolio in ISHARES TR.
They significantly reduced their stock positions in SPDR SER TR (BIL), ISHARES TR (AGG) and ISHARES TR (AGT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), VANGUARD MALVERN FDS (VTIP) and ISHARES TR (AGG).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| VANGUARD BD INDEX FDS | 5.97 |
| VANGUARD BD INDEX FDS | 5.1 |
| VANGUARD MALVERN FDS | 2.86 |
| ISHARES TR | 1.54 |
Additions to existing portfolio by Brewster Financial Planning LLC
Reductions
| Ticker | % Reduced |
|---|---|
| SPDR SER TR | -2.94 |
| ISHARES TR | -2.44 |
| ISHARES TR | -0.85 |
| ISHARES TR | -0.65 |
| ISHARES TR | -0.43 |
Brewster Financial Planning LLC reduced stake in above stock
Sold off
Current Stock Holdings of Brewster Financial Planning LLC
Last Reported on: 17 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 31.14 | 125,692 | 36,203,100 | REDUCED | -2.44 | |
| AGG | ISHARES TR | 19.84 | 288,747 | 23,059,300 | REDUCED | -0.65 | |
| AGG | ISHARES TR | 12.65 | 69,935 | 14,707,300 | REDUCED | -0.43 | |
| AGG | ISHARES TR | 6.89 | 138,892 | 8,014,090 | ADDED | 1.54 | |
| AGT | ISHARES TR | 0.53 | 5,397 | 620,440 | REDUCED | -0.85 | |
| AGT | ISHARES TR | 0.35 | 5,034 | 402,267 | UNCHANGED | 0.00 | |
| BGRN | ISHARES TR | 0.96 | 23,772 | 1,118,710 | UNCHANGED | 0.00 | |
| BGRN | ISHARES TR | 0.32 | 9,354 | 376,686 | UNCHANGED | 0.00 | |
| BIL | SPDR SER TR | 0.28 | 5,119 | 328,384 | REDUCED | -2.94 | |
| BIV | VANGUARD BD INDEX FDS | 12.85 | 198,180 | 14,942,800 | ADDED | 5.1 | |
| BIV | VANGUARD BD INDEX FDS | 11.36 | 172,273 | 13,208,200 | ADDED | 5.97 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.05 | 38,044 | 1,215,510 | UNCHANGED | 0.00 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.57 | 26,051 | 662,738 | UNCHANGED | 0.00 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.75 | 14,832 | 869,897 | UNCHANGED | 0.00 | |
| VTIP | VANGUARD MALVERN FDS | 0.25 | 6,037 | 289,112 | ADDED | 2.86 | |
| BERKSHIRE HATHAWAY INC DEL | 0.21 | 570 | 239,697 | UNCHANGED | 0.00 |