Brewster Financial Planning LLC: 13F holdings
CIK 18981452026Q2
| Positions | 30 |
|---|---|
| Reported value | $182.1m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IWB ISHARES TR | 119,018 | $48.7m | 26.8% |
| EFA ISHARES TR | 325,592 | $33.8m | 18.6% |
| IWM ISHARES TR | 80,832 | $24.3m | 13.3% |
| BIV VANGUARD BD INDEX FDS | 291,009 | $22.3m | 12.3% |
| BSV VANGUARD BD INDEX FDS | 241,799 | $18.8m | 10.3% |
| ICF ISHARES TR | 181,727 | $12.3m | 6.7% |
| VTEB VANGUARD MUN BD FDS | 71,104 | $3.6m | 2.0% |
| SUB ISHARES TR | 32,011 | $3.4m | 1.9% |
| EAGG ISHARES TR | 49,055 | $2.3m | 1.3% |
| DIMENSIONAL ETF TRUST | 35,885 | $1.6m | 0.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1898145")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.