Brewster Financial Planning LLC
CIK 1898145 · Holdings on Sep 30, 2026 · First reported Oct 13, 2026
Top ten holdings
Q3 2026- IWB26.76%
- EFA18.56%
- IWM12.22%
- BIV12.15%
- BSV10.44%
- ICF6.37%
- SUB2.03%
- VTEB2.01%
- EAGG1.72%
- DFAC0.87%
Share classes counted separately93.13%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IWMWeight decreased · -1.11 pp13.33% → 12.22%Shares -1.01K (-1.25%)
- EAGGWeight increased · +0.44 pp1.28% → 1.72%Shares +19.76K (+40.28%)
- ICFWeight decreased · -0.38 pp6.75% → 6.37%Shares +2.18K (+1.20%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $48.56M | 26.76% | 116.70K shares | 26.76% → 26.76%+0.00 pp -2.32K (-1.95%) | Reduced | ↗▾ |
| 02 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $33.69M | 18.56% | 324.26K shares | 18.57% → 18.56%-0.01 pp -1.33K (-0.41%) | Reduced | ↗▾ |
| 03 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $22.18M | 12.22% | 79.82K shares | 13.33% → 12.22%-1.11 pp -1.01K (-1.25%) | Reduced | ↗▾ |
| 04 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $22.04M | 12.15% | 302.53K shares | 12.26% → 12.15%-0.11 pp +11.52K (+3.96%) | Added | ↗▾ |
| 05 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $18.94M | 10.44% | 247.92K shares | 10.34% → 10.44%+0.10 pp +6.12K (+2.53%) | Added | ↗▾ |
| 06 | ICFISHARES SELECT U.S. REIT ETFSELECT US REIT View history and evidence | $11.57M | 6.37% | 183.91K shares | 6.75% → 6.37%-0.38 pp +2.18K (+1.20%) | Added | ↗▾ |
| 07 | SUBISHARES SHORT-TERM NATIONALSHRT NAT MUN ETF View history and evidence | $3.69M | 2.03% | 35.26K shares | 1.87% → 2.03%+0.16 pp +3.25K (+10.14%) | Added | ↗▾ |
| 08 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $3.65M | 2.01% | 77.09K shares | 1.97% → 2.01%+0.04 pp +5.99K (+8.42%) | Added | ↗▾ |
| 09 | EAGGISHARES ESG AWARE US AGGREGAESG AWR US AGRGT View history and evidence | $3.11M | 1.72% | 68.82K shares | 1.28% → 1.72%+0.44 pp +19.76K (+40.28%) | Added | ↗▾ |
| 10 | DFACDIMENSIONAL US CORE EQUITY 2US COR EQU 2 ETF View history and evidence | $1.58M | 0.87% | 35.45K shares | 0.87% → 0.87%+0.00 pp -436 (-1.21%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1898145 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 13, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 181483977
}Research all 31 reported holdings.
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