Brewster Financial Planning LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 10, 2024), Brewster Financial Planning LLC reported 20 stock positions worth $129.0 million. Its top holding was iShares Russell 1000 ETF (IWB) at 30.1% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 19.1%) and Vanguard Intermediate-Term B (BIV, 13.3%). Compared with Q2 2024, it opened 1 new position, added to 10 and reduced 2. The biggest buy was iShares Select U.S. REIT ETF (ICF, shares +0%) and the biggest sale iShares Russell 1000 ETF (IWB, shares −0%).

Most Recent 13F
Q2 2026
Location
BROOKLYN, NY
CIK
0001898145
Portfolio Value
$129.0M (Q3 2024)
SEC Filing
0001898145-24-000006 ↗ filed Oct 10, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $116.3M Q1 2024 Q2 2024: $118.9M Q2 2024 Q3 2024: $129.0M $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 20 stocks · $129.0M
IWB iShares Russell 1000 ETF 30.06% 123,303 $38.8M Reduce -0.5%
EFA iShares MSCI Eafe ETF 19.11% 294,643 $24.6M Add +1.3%
BIV Vanguard Intermediate-Term B 13.32% 219,179 $17.2M Add +4.4%
IWM iShares Russell 2000 ETF 12.15% 70,918 $15.7M Add +0.3%
BSV Vanguard Short-Term Bond ETF 11.70% 191,825 $15.1M Add +5.7%
ICF iShares Select U.S. REIT ETF 7.40% 144,816 $9.5M Add +0.3%
DFAC Dimensional US Core Equity 2 0.99% 37,270 $1.3M No change
EAGG iShares ESG Aware US Aggrega 0.92% 24,417 $1.2M Add +1.0%
VEU Vanguard Ftse All-World Ex-U 0.73% 14,866 $937K Add +0.5%
DFAX Dimensional World Ex US Core 0.55% 26,051 $704K No change
ESGU iShares ESG Aware MSCI USA 0.52% 5,304 $669K Reduce -1.7%
VTEB Vanguard Tax-Exempt Bond ETF 0.52% 13,012 $665K Add +38.1%
SUB iShares Short-Term National 0.36% 4,421 $469K Add +130.4%
ESGD iShares Trust iShares ESG Aw 0.33% 5,113 $430K No change
ESML iShares ESG Aware MSCI USA S 0.32% 9,830 $411K No change
SPTM SS SPDR P S&P 1500 Comp ETF 0.25% 4,547 $319K No change
VTIP Vanguard Short-Term Tips 0.25% 6,448 $318K Add +6.8%
BRK.B Berkshire Hathaway Inc. Class B 0.22% 604 $278K No change
VTI VG Morningstar TS MKT ETF-US 0.17% 756 $214K No change
IVV iShares Core S&P 500 ETF 0.16% 350 $202K New

Portfolio Sells Q2 2024 → Q3 2024
IWB iShares Russell 1000 ETF Reduce -0.5% 30.06% −0.94
ESGU iShares ESG Aware MSCI USA Reduce -1.7% 0.52% −0.02

Portfolio Buys Q2 2024 → Q3 2024
ICF iShares Select U.S. REIT ETF Add +0.3% 7.40% +0.45
SUB iShares Short-Term National Add +130.4% 0.36% +0.20
IVV iShares Core S&P 500 ETF New 0.16% +0.16
VTEB Vanguard Tax-Exempt Bond ETF Add +38.1% 0.52% +0.12
BIV Vanguard Intermediate-Term B Add +4.4% 13.32% +0.10
IWM iShares Russell 2000 ETF Add +0.3% 12.15% +0.08
VTIP Vanguard Short-Term Tips Add +6.8% 0.25% 0.00
VEU Vanguard Ftse All-World Ex-U Add +0.5% 0.73% −0.00
BSV Vanguard Short-Term Bond ETF Add +5.7% 11.70% −0.01
EAGG iShares ESG Aware US Aggrega Add +1.0% 0.92% −0.03
EFA iShares MSCI Eafe ETF Add +1.3% 19.11% −0.05

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