Brewster Financial Planning LLC Portfolio Holdings by Sector
Brewster Financial Planning LLC
- $159 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWB EFA BIV IWM BSV ICF VTEB SUB 17 stocks |
$155,042
98.19% of portfolio
|
  9  
|
  2  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$486
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$482
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$408
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$371
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$303
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$299
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$292
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$213
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|