Brewster Financial Planning LLC
CIK: 0001898145SEC EDGAR →
Portfolio Value
$162.7M
Holdings
26
As of
Q4 2025
New Positions
1
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 117,456 | $43.9M | 26.95% |
| 2 | ISHARES TR | 322,130 | $30.9M | 19.01% |
| 3 | VANGUARD BD INDEX FDS | 281,086 | $21.9M | 13.45% |
| 4 | ISHARES TR | 79,198 | $19.5M | 11.98% |
| 5 | VANGUARD BD INDEX FDS | 236,460 | $18.6M | 11.45% |
| 6 | ISHARES TR | 169,259 | $10.1M | 6.21% |
| 7 | VANGUARD MUN BD FDS | 55,892 | $2.8M | 1.73% |
| 8 | ISHARES TR | 24,831 | $2.6M | 1.63% |
| 9 | ISHARES TR | 48,782 | $2.3M | 1.43% |
| 10 | DIMENSIONAL ETF TRUST | 35,885 | $1.4M | 0.87% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 22 | $161.4M | 99.2% |
| Energy | 2 | $607K | 0.4% |
| Communication Services | 1 | $371K | 0.2% |
| Unknown | 1 | $303K | 0.2% |