§ 13F · FUND PROFILE
Brewster Financial Planning LLC.
AUM · $182M (13F)Positions · 30Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | 119K | $49M | 26.8% | −1% |
| 2 | EFA | ISHARES TR | 326K | $34M | 18.6% | ±0% |
| 3 | IWM | ISHARES TR | 81K | $24M | 13.3% | −1% |
| 4 | BIV | VANGUARD BD INDEX FDS | 291K | $22M | 12.3% | +1% |
| 5 | BSV | VANGUARD BD INDEX FDS | 242K | $19M | 10.3% | +1% |
| 6 | ICF | ISHARES TR | 182K | $12M | 6.7% | +3% |
| 7 | VTEB | VANGUARD MUN BD FDS | 71K | $4M | 2.0% | +14% |
| 8 | SUB | ISHARES TR | 32K | $3M | 1.9% | +17% |
| 9 | EAGG | ISHARES TR | 49K | $2M | 1.3% | +1% |
| 10 | DFAC | DIMENSIONAL ETF TRUST | 36K | $2M | 0.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BREWSTER SIGNAL
AC read
Brewster Financial Planning LLC is a Other fund managing $182 million in assets. The fund runs a portfolio of 30 positions.
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