Brewster Financial Planning LLC - Portfolio overview

Brewster Financial Planning LLC has 27 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

1. IWB - ISHARES TR, 25.84%
2. EFA - ISHARES TR, 19.19%
3. BIV - VANGUARD BD INDEX FDS, 13.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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