Brewster Financial Planning LLC ETFs

Brewster Financial Planning LLC

$129 Million
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWB Ishares Tr Russell 1000 ETF	$0	$38.8 Million 30.06% of portfolio	123,303	Q3 2024 Reduced 0.46%
EFA Ishares Tr Msci Eafe ETF	$0	$24.6 Million 19.11% of portfolio	294,643	Q3 2024 Added 1.34%
BIV Vanguard Bd Index Fd Inc Inter	$0	$17.2 Million 13.32% of portfolio	219,179	Q3 2024 Added 4.44%
IWM Ishares Russell 2000 ETF	$0	$15.7 Million 12.15% of portfolio	70,918	Q3 2024 Added 0.3%
BSV Vanguard Bd Index Fd Inc Short	$0	$15.1 Million 11.7% of portfolio	191,825	Q3 2024 Added 5.69%
ICF Ishares Tr	$0	$9.54 Million 7.4% of portfolio	144,816	Q3 2024 Added 0.35%
DFAC Dimensional ETF Tr U S Core Eq	$0	$1.28 Million 0.99% of portfolio	37,270	Q2 2024 Reduced 2.03%
EAGG Ishares Esg Aware U.S. Aggrega	$0	$1.19 Million 0.92% of portfolio	24,417	Q3 2024 Added 0.97%
VEU Vanguard Ftse All World Ex Us	$0	$936,000 0.73% of portfolio	14,866	Q3 2024 Added 0.46%
ESGU Ishares Trust Ishares Esg Awar	$0	$669,000 0.52% of portfolio	5,304	Q3 2024 Reduced 1.72%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$665,000 0.52% of portfolio	13,012	Q3 2024 Added 38.1%
SUB Ishares Short Term National Mu	$0	$469,000 0.36% of portfolio	4,421	Q3 2024 Added 130.38%
ESGD Ishares Trust Ishares Esg Awar	$0	$430,000 0.33% of portfolio	5,113	Q2 2024 Added 1.57%
ESML Ishares Esg Aware Msci Usa Sma	$0	$411,000 0.32% of portfolio	9,830	Q2 2024 Added 5.09%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$318,000 0.25% of portfolio	4,547	Q2 2024 Reduced 11.17%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$317,000 0.25% of portfolio	6,448	Q3 2024 Added 6.81%
IVV Ishares Core S&P 500 ETF	$0	$201,000 0.16% of portfolio	350	Q3 2024 New

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