Brewster Financial Planning LLC Portfolio Holdings by Sector
Brewster Financial Planning LLC
- $148 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IWB EFA BIV BSV IWM ICF EAGG VTEB 17 stocks |
$144,785
98.38% of portfolio
|
  10  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$450
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$440
0.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$388
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$320
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$293
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$276
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$212
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|