Brewster Financial Planning LLC Portfolio Holdings by Sector
Brewster Financial Planning LLC
- $132 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IWB EFA BIV IWM BSV ICF EAGG DFAC 16 stocks |
$129,016
98.35% of portfolio
|
  11  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$337
0.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$305
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$279
0.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$273
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$268
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$253
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$228
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$219
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|