Institutional Fund
Brewster Financial Planning LLC
Brooklyn, NYCIK 18981455 filings on record
Portfolio Value
$165.33M
Q1 2026
Holdings
26
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+1.6%
from $162.73M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr25.9%
- Ishares Tr19.2%
- Vanguard Bd Index Fds13.5%
- Ishares Tr12.2%
- Vanguard Bd Index Fds11.4%
- Ishares Tr6.6%
- Other11.2%
Portfolio Holdings
26 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 120.0K | $42.78M | 25.9% | +2.5K | Added |
| 2 | Ishares Tr | 327.1K | $31.78M | 19.2% | +5.0K | Added |
| 3 | Vanguard Bd Index Fds | 288.7K | $22.28M | 13.5% | +7.6K | Added |
| 4 | Ishares Tr | 81.6K | $20.24M | 12.2% | +2.4K | Added |
| 5 | Vanguard Bd Index Fds | 240.2K | $18.83M | 11.4% | +3.7K | Added |
| 6 | Ishares Tr | 176.9K | $10.95M | 6.6% | +7.7K | Added |
| 7 | Vanguard Mun Bd Fds | 62.2K | $3.10M | 1.9% | +6.3K | Added |
| 8 | Ishares Tr | 27.4K | $2.92M | 1.8% | +2.6K | Added |
| 9 | Ishares Tr | 48.6K | $2.31M | 1.4% | −150 | Reduced |
| 10 | Dimensional ETF Trust | 35.9K | $1.39M | 0.8% | 0 | Held |
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