Sign In
test

Charles Brewster

Brewster Financial Planning Llc

Assets Managed
$182.128M
Holdings
30
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
10.17%(2Q avg: 5.89%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Brewster Financial Planning Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 30 positions.

Assets under management

The assets under management (AUM) of Brewster Financial Planning Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 182.128M in assets, with a quarterly growth rate of 10.17% and a 2-quarter average growth rate of 5.89%. The portfolio is managed by Charles Brewster, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -0.8%
26.77%
$48.738M
119,018 shares@ $409.5 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -0.47%
18.58%
$33.822M
325,592 shares@ $103.89 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -0.97%
13.34%
$24.286M
80,832 shares@ $300.45 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 0.82%
12.26%
$22.32M
291,009 shares@ $76.71 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 0.67%
10.35%
$18.839M
241,799 shares@ $77.92 avg price
ICF
Ishares Cohen & Steers Reit
Recent Activity
Increased 2.72%
6.75%
$12.29M
181,727 shares@ $67.64 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 14.3%
1.98%
$3.596M
71,104 shares@ $50.59 avg price
SUB
Ishares Short-term National
Recent Activity
Increased 16.67%
1.88%
$3.408M
32,011 shares@ $106.48 avg price
EAGG
Ishares Esg Aware Us Aggrega
Recent Activity
Increased 0.87%
1.28%
$2.326M
49,055 shares@ $47.42 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
0.88%
$1.592M
35,885 shares@ $44.37 avg price

1-10 of 30