BFP
Brewster Financial Planning Portfolio holdings
AUM
$163M
1-Year Est. Return
13.18%
This Fund
S&P 500
1 Year Est. Return
+13.18%
AUM
$163M
AUM Growth
+$3.71M
(+2.3%)
Holding
27
Top Buys
| 1 | +$696K | |
| 2 | +$453K | |
| 3 | +$382K | |
| 4 |
iShares Select U.S. REIT ETF
ICF
|
+$343K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$332K |
Top Sells
| 1 | +$462K | |
| 2 | +$214K | |
| 3 | +$94K | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$25.2K |
| 5 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
+$18.7K |
Sector Composition
| 1 | Financials | 0.78% |
| 2 | Energy | 0.37% |
| 3 | Communication Services | 0.23% |
| 4 | Technology | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Schwab Short-Term US Treasury ETF
SCHO
$12.1B
| $293K | 0.18% |
12,005
+288
|
|
||
27
Apple
AAPL
$4.05T
| – | – |
-839
|
|