Brewster Financial Planning LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 17, 2024), Brewster Financial Planning LLC reported 16 stock positions worth $116.3 million. Its top holding was iShares Russell 1000 ETF (IWB) at 31.1% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 19.8%) and Vanguard Intermediate-Term B (BIV, 12.9%). Compared with Q4 2023, it added to 4 and reduced 5. The biggest buy was Vanguard Short-Term Bond ETF (BSV, shares +6%) and the biggest sale iShares Russell 2000 ETF (IWM, shares −0%).

Most Recent 13F
Q2 2026
Location
BROOKLYN, NY
CIK
0001898145
Portfolio Value
$116.3M (Q1 2024)
SEC Filing
0001898145-24-000002 ↗ filed Apr 17, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $116.3M $116.3M Q1 2024 Q2 2024: $118.9M Q2 2024 Q3 2024: $129.0M Q3 2024 Q4 2024: $132.0M Q4 2024 Q1 2025: $135.3M Q1 2025 Q2 2025: $148.2M Q2 2025 Q3 2025: $159.0M Q3 2025 Q4 2025: $162.7M Q4 2025 Q1 2026: $165.3M Q1 2026 Q2 2026: $182.1M Q2 2026

Holdings 16 stocks · $116.3M
IWB iShares Russell 1000 ETF 31.14% 125,692 $36.2M Reduce -2.4%
EFA iShares MSCI Eafe ETF 19.83% 288,747 $23.1M Reduce -0.7%
BIV Vanguard Intermediate-Term B 12.85% 198,180 $14.9M Add +5.1%
IWM iShares Russell 2000 ETF 12.65% 69,935 $14.7M Reduce -0.4%
BSV Vanguard Short-Term Bond ETF 11.36% 172,273 $13.2M Add +6.0%
ICF iShares Select U.S. REIT ETF 6.89% 138,892 $8.0M Add +1.5%
DFAC Dimensional US Core Equity 2 1.05% 38,044 $1.2M No change
EAGG iShares ESG Aware US Aggrega 0.96% 23,772 $1.1M No change
VEU Vanguard Ftse All-World Ex-U 0.75% 14,832 $870K No change
DFAX Dimensional World Ex US Core 0.57% 26,051 $663K No change
ESGU iShares ESG Aware MSCI USA 0.53% 5,397 $620K Reduce -0.8%
ESGD iShares Trust iShares ESG Aw 0.35% 5,034 $402K No change
ESML iShares ESG Aware MSCI USA S 0.32% 9,354 $377K No change
SPTM SS SPDR P S&P 1500 Comp ETF 0.28% 5,119 $328K Reduce -2.9%
VTIP Vanguard Short-Term Tips 0.25% 6,037 $289K Add +2.9%
BRK.B Berkshire Hathaway Inc. Class B 0.21% 570 $240K No change

Portfolio Sells Q4 2023 → Q1 2024
IWM iShares Russell 2000 ETF Reduce -0.4% 12.65% −0.10
SPTM SS SPDR P S&P 1500 Comp ETF Reduce -2.9% 0.28% +0.00
ESGU iShares ESG Aware MSCI USA Reduce -0.8% 0.53% +0.02
EFA iShares MSCI Eafe ETF Reduce -0.7% 19.83% +0.03
IWB iShares Russell 1000 ETF Reduce -2.4% 31.14% +0.58

Portfolio Buys Q4 2023 → Q1 2024
BSV Vanguard Short-Term Bond ETF Add +6.0% 11.36% +0.04
VTIP Vanguard Short-Term Tips Add +2.9% 0.25% −0.00
BIV Vanguard Intermediate-Term B Add +5.1% 12.85% −0.17
ICF iShares Select U.S. REIT ETF Add +1.5% 6.89% −0.37

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 30$182.1MIWB, EFA, IWM, BIV, BSV
Q1 2026 26$165.3MIWB, EFA, BIV, IWM, BSV
Q4 2025 26$162.7MIWB, EFA, BIV, IWM, BSV
Q3 2025 27$159.0MIWB, EFA, BIV, IWM, BSV
Q2 2025 26$148.2MIWB, EFA, BIV, BSV, IWM
Q1 2025 25$135.3MIWB, EFA, BIV, BSV, IWM
Q4 2024 26$132.0MIWB, EFA, BIV, IWM, BSV
Q3 2024Amended 20$129.0MIWB, EFA, BIV, IWM, BSV
Q2 2024 19$118.9MIWB, EFA, BIV, IWM, BSV
Q1 2024 16$116.3MIWB, EFA, BIV, IWM, BSV