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Brewster Financial Planning LLC Portfolio
$181.5M across 31 positions as of 2026-09-30, with 93% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+7.5%
-7.0% a year vs the S&P 500
3 years
+12.6%
-8.7% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
4 of 19
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.6% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +8.8% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.6% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.4% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +6.6% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -0.7% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -2.2% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IWBiShares Russell 1000 ETF | $48.6M | 26.8% | 116,700 |
| EFAiShares MSCI EAFE ETF | $33.7M | 18.6% | 324,259 |
| IWMiShares Russell 2000 Index Fund | $22.2M | 12.2% | 79,819 |
| BIVVanguard Intermediate-Term Bond ETF | $22M | 12.1% | 302,532 |
| BSVVanguard Short-Term Bond ETF | $18.9M | 10.4% | 247,918 |
| ISHARES TR | $11.6M | 6.4% | 183,905 |
| SUBiShares Short-Term National Muni Bond ETF | $3.7M | 2.0% | 35,257 |
| VTEBVanguard Tax-Exempt Bond ETF | $3.7M | 2.0% | 77,089 |
| EAGGiShares ESG Aware U.S. Aggregate Bond ETF | $3.1M | 1.7% | 68,816 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $1.6M | 0.9% | 35,449 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $1.5M | 0.8% | 14,932 |
| VEUVanguard FTSE All World Ex US ETF | $1.3M | 0.7% | 15,609 |
| ESGUiShares ESG Aware MSCI USA ETF | $1.3M | 0.7% | 7,698 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $1.2M | 0.6% | 22,424 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $908.4K | 0.5% | 24,537 |
| VTVanguard Total World Stock Index ETF | $781.2K | 0.4% | 4,949 |
| MPCMarathon Petroleum Corp | $616.1K | 0.3% | 1,558 |
| VTIVanguard Total Stock Market ETF | $574.5K | 0.3% | 1,535 |
| LLoews Corp | $470.8K | 0.3% | 4,508 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $430.3K | 0.2% | 8,743 |
| GOOGAlphabet Inc | $403.4K | 0.2% | 1,184 |
| WFCWells Fargo & Co | $397.5K | 0.2% | 4,966 |
| CVXChevron Corp | $393.9K | 0.2% | 1,929 |
| EUSBiShares ESG Advanced Universal USD Bond ETF | $330.3K | 0.2% | 7,945 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $327.1K | 0.2% | 3,554 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $322.2K | 0.2% | 13,505 |
| BRK.BBerkshire Hathaway Inc | $300.8K | 0.2% | 604 |
| SCHPSCHWAB STRATEGIC TR | $283.1K | 0.2% | 11,264 |
| BNDXVanguard Total International Bond ETF | $244.7K | 0.1% | 5,220 |
| ESGEiShares ESG Aware MSCI EM ETF | $206.5K | 0.1% | 3,812 |
| JPMJPMorgan Chase & Co | $201.5K | 0.1% | 609 |
Quarter ending 2026-09-30.
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