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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 $110,557,348
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 128,841 $33,789,841 30.56%
2.
Ishares Trust
 IEF 290,639 $21,899,631 19.8%
3.
Vanguard Bond Index Funds
 BND 188,571 $14,403,053 13.02%
4.
Ishares Trust
 IEF 70,238 $14,097,468 12.75%
5.
Vanguard Bond Index Funds
 BND 162,564 $12,520,680 11.32%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)