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CIK: 0001898145
Total reported value
$181.5M
$181.5M
25 檔
62.0%
As reported in its official Q1 2025 Form 13F filing, Brewster Financial Planning LLC's tracked investment portfolio stood at $181.5M with 25 total positions.
During Q1 2025, 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 | 26.92% | — | -1.13% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 19.05% | -0.01% | +3.38% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 14.28% | -0.11% | +8.85% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 12.02% | +0.10% | +1.97% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 10.89% | -1.11% | +2.00% | |
| 6 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 7.02% | -0.38% | +2.48% | |
| 7 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.53% | +0.44% | +1.26% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.20% | +0.04% | +35.69% | |
| 9 | SUB | Ishares Short-term National | ETF-Other | 1.10% | +0.16% | +39.50% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.91% | — | — | |
| 11 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.69% | +0.21% | -3.44% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.68% | -0.01% | — | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.49% | — | +1.05% | |
| 14 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.46% | +0.14% | — | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.45% | +0.29% | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | +0.04% | +95.90% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.28% | — | — | |
| 18 | WFC | Wells Fargo & Co | Stock-Financials | 0.26% | — | +0.46% | |
| 19 | L | Loews CORP | Stock-Financials | 0.24% | -0.03% | — | |
| 20 | CVX | Chevron CORP | Stock-Energy | 0.24% | +0.04% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | — | — | |
| 22 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.21% | +0.08% | — | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.20% | -0.01% | — | |
| 24 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.20% | +0.02% | — | |
| 25 | 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 25 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IWB, EFA, BIV) accounted for 62.0% of total reported equity market value during Q1 2025.
During Q1 2025, Brewster Financial Planning LLC's top holdings by market value included IWB (26.9%)、EFA (19.1%)、BIV (14.3%). The largest single position, IWB, represented 26.9% of total portfolio value.
In Q1 2025, 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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