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The Analysis of Brewster Financial Planning LLC's Holdings & P&L

Currently, Brewster Financial Planning LLC holds 26 types of securities in its portfolio with a total value $165.3M. In the most recent quarter, they have increased their positions in IWB (+2.5K shares, valued at $900.7K), IWM (+2.4K shares, valued at $602.4K), BIV (+7.6K shares, valued at $585.2K); decreased their positions in DFAX (-346 shares, valued at $11.8K), EAGG (-150 shares, valued at $7.1K), ESML (-142 shares, valued at $6.7K).

1M P&L

+4.0M+2.29%

3M P&L

+4.5M+2.63%

HY P&L

+13.6M+8.32%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A162.9M

98.9%

2Insurance - Property & Casualty512.6K

0.3%

3Oil & Gas Refining & Marketing470.5K

0.3%

Top Industries by Stock Count

1N/A20 stocks

83.3%

2Oil & Gas Integrated1 stocks

4.2%

3Insurance - Property & Casualty1 stocks

4.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWB ISHARES TR120.0K shares2.15%2026-03-312026-05-04

EFA ISHARES TR327.1K shares1.56%2026-03-312026-05-04

BIV VANGUARD BD INDEX FDS288.7K shares2.70%2026-03-312026-05-04

IWM ISHARES TR81.6K shares3.07%2026-03-312026-05-04

BSV VANGUARD BD INDEX FDS240.2K shares1.58%2026-03-312026-05-04

ICF ISHARES TR176.9K shares4.52%2026-03-312026-05-04

VTEB VANGUARD MUN BD FDS62.2K shares11.30%2026-03-312026-05-04

SUB ISHARES TR27.4K shares10.50%2026-03-312026-05-04

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EAGG ISHARES TR48.6K shares-0.31%2026-03-312026-05-04

DFAC DIMENSIONAL ETF TRUST35.9K shares0.00%2026-03-312026-05-04

VEU VANGUARD INTL EQUITY INDEX F15.9K shares0.00%2026-03-312026-05-04

ESGD ISHARES TR11.1K shares-0.22%2026-03-312026-05-04

DFAX DIMENSIONAL ETF TRUST24.8K shares-1.38%2026-03-312026-05-04

ESML ISHARES TR16.5K shares-0.85%2026-03-312026-05-04

ESGU ISHARES TR4.7K shares0.00%2026-03-312026-05-04

L LOEWS CORP4.8K shares0.00%2026-03-312026-05-04

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VTI VANGUARD INDEX FDS1.5K shares-0.95%2026-03-312026-05-04

MPC MARATHON PETE CORP1.9K shares0.00%2026-03-312026-05-04

VTIP VANGUARD MALVERN FDS8.1K shares0.00%2026-03-312026-05-04

CVX CHEVRON CORPORATION1.9K shares-0.26%2026-03-312026-05-04

WFC WELLS FARGO & CO4.9K shares0.49%2026-03-312026-05-04

ALPHABET INC ALPHABET INC1.2K shares0.00%2026-03-312026-05-04

EUSB ISHARES TR7.2K shares0.00%2026-03-312026-05-04

SPTM SPDR SERIES TRUST3.8K shares0.00%2026-03-312026-05-04

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SCHO SCHWAB STRATEGIC TR12.0K shares0.00%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL604 shares0.00%2026-03-312026-05-04

IWB

ISHARES TR

2.15%

Shares120.0K

Event2026-03-31

Filed2026-05-04

EFA

ISHARES TR

1.56%

Shares327.1K

Event2026-03-31

Filed2026-05-04

BIV

VANGUARD BD INDEX FDS

2.70%

Shares288.7K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

3.07%

Shares81.6K

Event2026-03-31

Filed2026-05-04

BSV

VANGUARD BD INDEX FDS

1.58%

Shares240.2K

Event2026-03-31

Filed2026-05-04

ICF

ISHARES TR

4.52%

Shares176.9K

Event2026-03-31

Filed2026-05-04

VTEB

VANGUARD MUN BD FDS

11.30%

Shares62.2K

Event2026-03-31

Filed2026-05-04

SUB

ISHARES TR

10.50%

Shares27.4K

Event2026-03-31

Filed2026-05-04

EAGG

ISHARES TR

-0.31%

Shares48.6K

Event2026-03-31

Filed2026-05-04

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares35.9K

Event2026-03-31

Filed2026-05-04

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares15.9K

Event2026-03-31

Filed2026-05-04

ESGD

ISHARES TR

-0.22%

Shares11.1K

Event2026-03-31

Filed2026-05-04

DFAX

DIMENSIONAL ETF TRUST

-1.38%

Shares24.8K

Event2026-03-31

Filed2026-05-04

ESML

ISHARES TR

-0.85%

Shares16.5K

Event2026-03-31

Filed2026-05-04

ESGU

ISHARES TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-04

LOEWS CORP

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

-0.95%

Shares1.5K

Event2026-03-31

Filed2026-05-04

MPC

MARATHON PETE CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-04

VTIP

VANGUARD MALVERN FDS

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

-0.26%

Shares1.9K

Event2026-03-31

Filed2026-05-04

WFC

WELLS FARGO & CO

0.49%

Shares4.9K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04

EUSB

ISHARES TR

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-04

SPTM

SPDR SERIES TRUST

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-04

SCHO

SCHWAB STRATEGIC TR

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares604

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available