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CIK: 0001898145
Total reported value
$181.5M
$181.5M
26 檔
61.1%
According to the latest 13F quarterly dataset, Brewster Financial Planning LLC managed an equity portfolio of $181.5M at the end of Q4 2024, spanning 26 distinct U.S. exchange-listed positions.
During Q4 2024, Brewster Financial Planning LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 29.30% | — | -2.62% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 17.47% | -0.01% | +3.55% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 13.12% | -0.11% | +5.77% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 12.12% | -1.11% | +2.13% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 11.92% | +0.10% | +6.19% | |
| 6 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 6.88% | -0.38% | +4.02% | |
| 7 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.51% | +0.44% | +75.84% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.98% | — | — | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.91% | +0.04% | +84.98% | |
| 10 | SUB | Ishares Short-term National | ETF-Other | 0.81% | +0.16% | +128.57% | |
| 11 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.68% | +0.21% | +130.31% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.66% | -0.01% | +1.88% | |
| 13 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.52% | +0.14% | +64.76% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.48% | +0.29% | -6.60% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.47% | — | -3.25% | |
| 16 | WFC | Wells Fargo & Co | Stock-Financials | 0.26% | — | — | |
| 17 | L | Loews CORP | Stock-Financials | 0.23% | -0.03% | — | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.21% | -0.01% | -13.57% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 0.21% | +0.04% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | — | — | |
| 21 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.20% | +0.08% | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.19% | — | — | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | -0.01% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.17% | +0.04% | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | — | |
| 26 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.15% | — | — |
According to official SEC Form 13F filings, Brewster Financial Planning LLC reported a total U.S. public equity portfolio value of $181.5M across 26 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWB, EFA, BIV) accounted for 61.1% of total reported equity market value during Q4 2024.
During Q4 2024, Brewster Financial Planning LLC's top holdings by market value included IWB (29.3%)、EFA (17.5%)、BIV (13.1%). The largest single position, IWB, represented 29.3% of total portfolio value.
In Q4 2024, Brewster Financial Planning LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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