Brewster Financial Planning LLC Portfolio Holdings by Sector
Brewster Financial Planning LLC
- $135 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IWB EFA BIV BSV IWM ICF EAGG VTEB 17 stocks |
$132,391
98.51% of portfolio
|
  10  
|
  2  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$407
0.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$346
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$331
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$322
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$321
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$280
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|