Brewster Financial Planning LLC Portfolio Holdings by Sector
Brewster Financial Planning LLC
- $161 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWB EFA BIV IWM BSV ICF VTEB SUB 17 stocks |
$157,329
98.3% of portfolio
|
  11  
|
  5  
|
- | - |
0
Calls
0
Puts
|
|
$501
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$488
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$408
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$385
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$338
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$307
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$299
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|