Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Brewster Financial Planning Llc > Profile

Instuitional Investor - Brewster Financial Planning Llc

Fund Profile
Filing Period:
Fund Name: Brewster Financial Planning Llc
Portfolio Value $132,018,485
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 120,074 $38,683,040 29.3%
2.
Ishares Trust
 IEF 305,097 $23,068,367 17.47%
3.
Vanguard Bond Index Funds
 BND 231,817 $17,323,685 13.12%
4.
Ishares Trust
 IEF 72,427 $16,003,468 12.12%
5.
Vanguard Bond Index Funds
 BND 203,698 $15,739,745 11.92%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)