Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BREWSTER FINANCIAL PLANNING LLC | 04-17-2024 | 03-31-2024 | 16 | 116,258,187 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 ETF | 1 | $36,203,067 | 125,692 | 0.03 | 0.03 | -3,149 | -2.44 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 2 | $23,059,317 | 288,747 | 0.02 | 0.02 | -1,892 | -0.65 | 03-31-2024 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 3 | $14,942,772 | 198,180 | 0.01 | 0.01 | 9,609 | 5.10 | 03-31-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 4 | $14,707,329 | 69,935 | 0.01 | 0.01 | -303 | -0.43 | 03-31-2024 |
