Brewster Financial Planning LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Brewster Financial Planning LLC reported 26 stock positions worth $132.0 million. Its top holding was iShares Russell 1000 ETF (IWB) at 29.3% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 17.5%) and Vanguard Intermediate-Term B (BIV, 13.1%). Compared with Q3 2024, it opened 7 new positions, sold out of 1, added to 11 and reduced 4. The biggest buy was iShares ESG Aware US Aggrega (EAGG, shares +76%) and the biggest sale iShares Russell 1000 ETF (IWB, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- BROOKLYN, NY
- CIK
- 0001898145
- Portfolio Value
- $132.0M (Q4 2024)
- SEC Filing
- 0001898145-25-000001 ↗ filed Jan 24, 2025
Holdings Value
Holdings 26 stocks · $132.0M
| IWB iShares Russell 1000 ETF | 29.30% | 120,074 | $38.7M | Reduce -2.6% |
| EFA iShares MSCI Eafe ETF | 17.47% | 305,097 | $23.1M | Add +3.5% |
| BIV Vanguard Intermediate-Term B | 13.12% | 231,817 | $17.3M | Add +5.8% |
| IWM iShares Russell 2000 ETF | 12.12% | 72,427 | $16.0M | Add +2.1% |
| BSV Vanguard Short-Term Bond ETF | 11.92% | 203,698 | $15.7M | Add +6.2% |
| ICF iShares Select U.S. REIT ETF | 6.88% | 150,644 | $9.1M | Add +4.0% |
| EAGG iShares ESG Aware US Aggrega | 1.51% | 42,935 | $2.0M | Add +75.8% |
| DFAC Dimensional US Core Equity 2 | 0.98% | 37,270 | $1.3M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.91% | 24,070 | $1.2M | Add +85.0% |
| SUB iShares Short-Term National | 0.81% | 10,105 | $1.1M | Add +128.6% |
| ESGD iShares Trust iShares ESG Aw | 0.68% | 11,776 | $897K | Add +130.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.66% | 15,145 | $869K | Add +1.9% |
| ESML iShares ESG Aware MSCI USA S | 0.52% | 16,196 | $681K | Add +64.8% |
| ESGU iShares ESG Aware MSCI USA | 0.48% | 4,954 | $638K | Reduce -6.6% |
| DFAX Dimensional World Ex US Core | 0.47% | 25,205 | $627K | Reduce -3.3% |
| WFC Wells Fargo & Co. | 0.26% | 4,804 | $337K | New |
| L Loews Corp. | 0.23% | 3,602 | $305K | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.21% | 3,930 | $281K | Reduce -13.6% |
| CVX Chevron Corp. | 0.21% | 1,929 | $279K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 604 | $274K | No change |
| MPC Marathon Petroleum Corp. | 0.20% | 1,927 | $269K | New |
| AAPL Apple Inc. | 0.19% | 1,013 | $254K | New |
| GOOG Alphabet Inc. Class C | 0.17% | 1,200 | $229K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 756 | $219K | No change |
| IVV iShares Core S&P 500 ETF | 0.16% | 350 | $206K | No change |
| EUSB Ishr ESG Advn Universal BD-$ | 0.15% | 4,762 | $202K | New |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| EAGG iShares ESG Aware US Aggrega | Add +75.8% | 1.51% | +0.59 |
| SUB iShares Short-Term National | Add +128.6% | 0.81% | +0.44 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +85.0% | 0.91% | +0.40 |
| ESGD iShares Trust iShares ESG Aw | Add +130.3% | 0.68% | +0.35 |
| WFC Wells Fargo & Co. | New | 0.26% | +0.26 |
| L Loews Corp. | New | 0.23% | +0.23 |
| BSV Vanguard Short-Term Bond ETF | Add +6.2% | 11.92% | +0.22 |
| CVX Chevron Corp. | New | 0.21% | +0.21 |
| MPC Marathon Petroleum Corp. | New | 0.20% | +0.20 |
| ESML iShares ESG Aware MSCI USA S | Add +64.8% | 0.52% | +0.20 |
| AAPL Apple Inc. | New | 0.19% | +0.19 |
| GOOG Alphabet Inc. Class C | New | 0.17% | +0.17 |
| EUSB Ishr ESG Advn Universal BD-$ | New | 0.15% | +0.15 |
| IWM iShares Russell 2000 ETF | Add +2.1% | 12.12% | −0.02 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.9% | 0.66% | −0.07 |
| BIV Vanguard Intermediate-Term B | Add +5.8% | 13.12% | −0.20 |
| ICF iShares Select U.S. REIT ETF | Add +4.0% | 6.88% | −0.52 |
| EFA iShares MSCI Eafe ETF | Add +3.5% | 17.47% | −1.63 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 30 | $182.1M | IWB, EFA, IWM, BIV, BSV |
| Q1 2026 | 26 | $165.3M | IWB, EFA, BIV, IWM, BSV |
| Q4 2025 | 26 | $162.7M | IWB, EFA, BIV, IWM, BSV |
| Q3 2025 | 27 | $159.0M | IWB, EFA, BIV, IWM, BSV |
| Q2 2025 | 26 | $148.2M | IWB, EFA, BIV, BSV, IWM |
| Q1 2025 | 25 | $135.3M | IWB, EFA, BIV, BSV, IWM |
| Q4 2024 | 26 | $132.0M | IWB, EFA, BIV, IWM, BSV |
| Q3 2024Amended | 20 | $129.0M | IWB, EFA, BIV, IWM, BSV |
| Q2 2024 | 19 | $118.9M | IWB, EFA, BIV, IWM, BSV |
| Q1 2024 | 16 | $116.3M | IWB, EFA, BIV, IWM, BSV |