Brewster Financial Planning LLC Portfolio Holdings by Sector
Brewster Financial Planning LLC
- $129 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWB EFA BIV IWM BSV ICF DFAC EAGG 17 stocks |
$127,764
99.62% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$277
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$214
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|