Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Brewster Financial Planning LLC (CIK 1898145) reported $165.3M across 26 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWB ($42.8M, 25.88%), EFA ($31.8M, 19.22%), BIV ($22.3M, 13.48%), IWM ($20.2M, 12.24%), BSV ($18.8M, 11.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $42.8M | 25.88% | 119,982 | Added |
| 2 | EFA | ISHARES TR | $31.8M | 19.22% | 327,140 | Added |
| 3 | BIV | VANGUARD BD INDEX FDS | $22.3M | 13.48% | 288,668 | Added |
| 4 | IWM | ISHARES TR | $20.2M | 12.24% | 81,627 | Added |
| 5 | BSV | VANGUARD BD INDEX FDS | $18.8M | 11.39% | 240,196 | Added |
| 6 | ICF | ISHARES TR | $10.9M | 6.62% | 176,916 | Added |
| 7 | VTEB | VANGUARD MUN BD FDS | $3.1M | 1.88% | 62,210 | Added |
| 8 | SUB | ISHARES TR | $2.9M | 1.77% | 27,438 | Added |
| 9 | EAGG | ISHARES TR | $2.3M | 1.40% | 48,632 | Trimmed |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $1.4M | 0.84% | 35,885 | Hold |
| 11 | VEU | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.72% | 15,854 | Hold |
| 12 | ESGD | ISHARES TR | $1.1M | 0.64% | 11,149 | Trimmed |
| 13 | DFAX | DIMENSIONAL ETF TRUST | $842,762 | 0.51% | 24,809 | Trimmed |
| 14 | ESML | ISHARES TR | $777,852 | 0.47% | 16,543 | Trimmed |
| 15 | ESGU | ISHARES TR | $670,756 | 0.41% | 4,743 | Hold |
| 16 | L | LOEWS CORP | $512,566 | 0.31% | 4,802 | Hold |
| 17 | MPC | MARATHON PETE CORP | $470,535 | 0.28% | 1,927 | Hold |
| 18 | VTI | VANGUARD INDEX FDS | $470,629 | 0.28% | 1,467 | Trimmed |
| 19 | WFC | WELLS FARGO & CO | $391,404 | 0.24% | 4,917 | Added |
| 20 | VTIP | VANGUARD MALVERN FDS | $403,896 | 0.24% | 8,086 | Hold |
| 21 | CVX | CHEVRON CORPORATION | $399,111 | 0.24% | 1,929 | Trimmed |
| 22 | GOOG | ALPHABET INC | $339,643 | 0.21% | 1,184 | Hold |
| 23 | EUSB | ISHARES TR | $314,636 | 0.19% | 7,233 | Hold |
| 24 | SPTM | SPDR SERIES TRUST | $302,089 | 0.18% | 3,821 | Hold |
| 25 | SCHO | SCHWAB STRATEGIC TR | $291,362 | 0.18% | 12,005 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31