Sponsored

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

Currently, Brewster Financial Planning LLC holds 30 types of securities in its portfolio with a total value $182.1M. In the most recent quarter, they have increased their positions in VT (+4.9K shares, valued at $776.7K), SUB (+4.6K shares, valued at $486.9K), VTEB (+8.9K shares, valued at $449.9K); decreased their positions in IWB (-964 shares, valued at $394.8K), IWM (-795 shares, valued at $238.9K), EFA (-1.5K shares, valued at $160.8K); initiated new positions in VT (+4.9K shares, valued at $776.7K), SCHP (+10.5K shares, valued at $278.0K), BNDX (+4.9K shares, valued at $238.3K).

1M P&L

-64.2K-0.03%

3M P&L

+5.2M+2.91%

HY P&L

+12.6M+7.36%

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/A179.2M

98.7%

2Insurance - Property & Casualty528.4K

0.3%

3Oil & Gas Refining & Marketing469.7K

0.3%

Top Industries by Stock Count

1N/A23 stocks

79.3%

2Internet Content & Information1 stocks

3.4%

3Insurance - Diversified1 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWB ISHARES TR119.0K shares-0.80%2026-06-302026-07-14

EFA ISHARES TR325.6K shares-0.47%2026-06-302026-07-14

IWM ISHARES TR80.8K shares-0.97%2026-06-302026-07-14

BIV VANGUARD BD INDEX FDS291.0K shares0.81%2026-06-302026-07-14

BSV VANGUARD BD INDEX FDS241.8K shares0.67%2026-06-302026-07-14

ICF ISHARES TR181.7K shares2.72%2026-06-302026-07-14

VTEB VANGUARD MUN BD FDS71.1K shares14.30%2026-06-302026-07-14

SUB ISHARES TR32.0K shares16.67%2026-06-302026-07-14

Sponsored

EAGG ISHARES TR49.1K shares0.87%2026-06-302026-07-14

DFAC DIMENSIONAL ETF TRUST35.9K shares0.00%2026-06-302026-07-14

VEU VANGUARD INTL EQUITY INDEX F15.7K shares-0.78%2026-06-302026-07-14

ESGD ISHARES TR11.3K shares1.00%2026-06-302026-07-14

ESML ISHARES TR16.4K shares-0.77%2026-06-302026-07-14

DFAX DIMENSIONAL ETF TRUST24.5K shares-1.10%2026-06-302026-07-14

VT VANGUARD INTL EQUITY INDEX F4.9K sharesnew addition2026-06-302026-07-14

ESGU ISHARES TR4.7K shares-1.37%2026-06-302026-07-14

Sponsored

L LOEWS CORP4.7K shares-2.81%2026-06-302026-07-14

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares-6.95%2026-06-302026-07-14

MPC MARATHON PETE CORP1.8K shares-4.67%2026-06-302026-07-14

VTIP VANGUARD MALVERN FDS8.6K shares6.37%2026-06-302026-07-14

GOOG ALPHABET INC1.2K shares0.00%2026-06-302026-07-14

WFC WELLS FARGO & CO4.9K shares0.49%2026-06-302026-07-14

SPTM SPDR SERIES TRUST3.8K shares-1.49%2026-06-302026-07-14

CVX CHEVRON CORPORATION1.9K shares1.04%2026-06-302026-07-14

Sponsored

EUSB ISHARES TR7.4K shares2.74%2026-06-302026-07-14

BRK.B BERKSHIRE HATHAWAY INC DEL604 shares0.00%2026-06-302026-07-14

SCHO SCHWAB STRATEGIC TR12.0K shares0.00%2026-06-302026-07-14

SCHP SCHWAB STRATEGIC TR10.5K sharesnew addition2026-06-302026-07-14

BNDX VANGUARD CHARLOTTE FDS4.9K sharesnew addition2026-06-302026-07-14

ESGE ISHARES INC3.9K sharesnew addition2026-06-302026-07-14

IWB

ISHARES TR

-0.80%

Shares119.0K

Event2026-06-30

Filed2026-07-14

EFA

ISHARES TR

-0.47%

Shares325.6K

Event2026-06-30

Filed2026-07-14

IWM

ISHARES TR

-0.97%

Shares80.8K

Event2026-06-30

Filed2026-07-14

BIV

VANGUARD BD INDEX FDS

0.81%

Shares291.0K

Event2026-06-30

Filed2026-07-14

BSV

VANGUARD BD INDEX FDS

0.67%

Shares241.8K

Event2026-06-30

Filed2026-07-14

ICF

ISHARES TR

2.72%

Shares181.7K

Event2026-06-30

Filed2026-07-14

VTEB

VANGUARD MUN BD FDS

14.30%

Shares71.1K

Event2026-06-30

Filed2026-07-14

SUB

ISHARES TR

16.67%

Shares32.0K

Event2026-06-30

Filed2026-07-14

EAGG

ISHARES TR

0.87%

Shares49.1K

Event2026-06-30

Filed2026-07-14

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares35.9K

Event2026-06-30

Filed2026-07-14

VEU

VANGUARD INTL EQUITY INDEX F

-0.78%

Shares15.7K

Event2026-06-30

Filed2026-07-14

ESGD

ISHARES TR

1.00%

Shares11.3K

Event2026-06-30

Filed2026-07-14

ESML

ISHARES TR

-0.77%

Shares16.4K

Event2026-06-30

Filed2026-07-14

DFAX

DIMENSIONAL ETF TRUST

-1.10%

Shares24.5K

Event2026-06-30

Filed2026-07-14

VANGUARD INTL EQUITY INDEX F

New

Shares4.9K

Event2026-06-30

Filed2026-07-14

ESGU

ISHARES TR

-1.37%

Shares4.7K

Event2026-06-30

Filed2026-07-14

LOEWS CORP

-2.81%

Shares4.7K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-6.95%

Shares1.4K

Event2026-06-30

Filed2026-07-14

MPC

MARATHON PETE CORP

-4.67%

Shares1.8K

Event2026-06-30

Filed2026-07-14

VTIP

VANGUARD MALVERN FDS

6.37%

Shares8.6K

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

WFC

WELLS FARGO & CO

0.49%

Shares4.9K

Event2026-06-30

Filed2026-07-14

SPTM

SPDR SERIES TRUST

-1.49%

Shares3.8K

Event2026-06-30

Filed2026-07-14

CVX

CHEVRON CORPORATION

1.04%

Shares1.9K

Event2026-06-30

Filed2026-07-14

EUSB

ISHARES TR

2.74%

Shares7.4K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares604

Event2026-06-30

Filed2026-07-14

SCHO

SCHWAB STRATEGIC TR

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-14

SCHP

SCHWAB STRATEGIC TR

New

Shares10.5K

Event2026-06-30

Filed2026-07-14

BNDX

VANGUARD CHARLOTTE FDS

New

Shares4.9K

Event2026-06-30

Filed2026-07-14

ESGE

ISHARES INC

New

Shares3.9K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available