account_balance

Investment manager · 13F filer · SEC CIK 1898145

Brewster Financial Planning LLC

Reported value$181Mas of Sep 30, 2026
Positions31 1 new, 0 sold out
Top 10 weight93.1%IWB alone is 27%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IWB iShares Tr 26.8% Held
EFA iShares Tr 18.6% Held
IWM iShares Tr 12.2% Held
BIV Vanguard Bd Index FDS 12.1% Added +4%
BSV Vanguard Bd Index FDS 10.4% Added +3%
ICF iShares Tr 6.4% Held
SUB iShares Tr 2.0% Added +10%
VTEB Vanguard Mun Bd FDS 2.0% Added +8%
EAGG iShares Tr 1.7% Added +40%
DFAC Dimensional ETF Trust 0.9% Held
ESGD iShares Tr 0.8% Added +33%
VEU Vanguard Intl Equity Index F 0.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 14, 2026 filing
add_circleNew
arrow_upwardAdded
  • ESGU +65%
  • EAGG +40%
  • ESML +37%
  • ESGD +33%
arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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