The Analysis of Brewster Financial Planning LLC's Holdings


Currently, Brewster Financial Planning LLC holds 26 types of securities in its portfolio with a total value $162.7M. In the most recent quarter, they have increased their positions in BIV (+8.9K shares, valued at $695.5K), BSV (+5.7K shares, valued at $452.8K), SUB (+3.6K shares, valued at $382.4K); decreased their positions in IWB (-1.2K shares, valued at $461.6K), IWM (-382 shares, valued at $94.0K), DFAC (-636 shares, valued at $25.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IWB ISHARES TR117.5K shares-1.04%2025-12-312026-01-14history
EFA ISHARES TR322.1K shares0.09%2025-12-312026-01-14history
BIV VANGUARD BD INDEX FDS281.1K shares3.28%2025-12-312026-01-14history
IWM ISHARES TR79.2K shares-0.48%2025-12-312026-01-14history
BSV VANGUARD BD INDEX FDS236.5K shares2.49%2025-12-312026-01-14history
ICF ISHARES TR169.3K shares3.51%2025-12-312026-01-14history
VTEB VANGUARD MUN BD FDS55.9K shares13.39%2025-12-312026-01-14history
SUB ISHARES TR24.8K shares16.87%2025-12-312026-01-14history
Sponsored
EAGG ISHARES TR48.8K shares12.28%2025-12-312026-01-14history
DFAC DIMENSIONAL ETF TRUST35.9K shares-1.74%2025-12-312026-01-14history
VEU VANGUARD INTL EQUITY INDEX F15.9K shares1.47%2025-12-312026-01-14history
ESGD ISHARES TR11.2K shares-1.73%2025-12-312026-01-14history
DFAX DIMENSIONAL ETF TRUST25.2K shares-1.23%2025-12-312026-01-14history
ESML ISHARES TR16.7K shares0.66%2025-12-312026-01-14history
ESGU ISHARES TR4.7K shares-1.23%2025-12-312026-01-14history
L LOEWS CORP4.8K shares0.00%2025-12-312026-01-14history
Sponsored
VTI VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-01-14history
WFC WELLS FARGO CO NEW4.9K shares0.45%2025-12-312026-01-14history
VTIP VANGUARD MALVERN FDS8.1K shares5.88%2025-12-312026-01-14history
ALPHABET INC ALPHABET INC1.2K shares-1.33%2025-12-312026-01-14history
EUSB ISHARES TR7.2K shares3.34%2025-12-312026-01-14history
SPTM SPDR SERIES TRUST3.8K shares0.00%2025-12-312026-01-14history
MPC MARATHON PETE CORP1.9K shares0.00%2025-12-312026-01-14history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL604 shares0.00%2025-12-312026-01-14history
Sponsored
CVX CHEVRON CORP NEW1.9K shares0.26%2025-12-312026-01-14history
SCHO SCHWAB STRATEGIC TR12.0K shares2.46%2025-12-312026-01-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available