StockDriftsStockDriftsTop 26 Brewster Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | 25.88% | 120.0K | $42.8M | +2.15%(+2.53K) | $254.58(+58.82%) | 2026-03-31 | |
| EFA | ISHARES TR | 19.22% | 327.1K | $31.8M | +1.56%(+5.01K) | $77.77(+33.51%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 13.48% | 288.7K | $22.3M | +2.70%(+7.58K) | $82.82(-7.49%) | 2026-03-31 | |
| IWM | ISHARES TR | 12.24% | 81.6K | $20.2M | +3.07%(+2.43K) | $217.43(+30.00%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 11.39% | 240.2K | $18.8M | +1.58%(+3.74K) | $79.94(-2.43%) | 2026-03-31 | |
| ICF | ISHARES TR | 6.62% | 176.9K | $10.9M | +4.52%(+7.66K) | $67.08(+0.56%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 1.88% | 62.2K | $3.1M | +11.30%(+6.32K) | $50.07(+0.05%) | 2026-03-31 | |
| SUB | ISHARES TR | 1.77% | 27.4K | $2.9M | +10.50%(+2.61K) | $106.01(+0.24%) | 2026-03-31 | |
| EAGG | ISHARES TR | 1.4% | 48.6K | $2.3M | -0.31%(-150) | $48.31(-2.18%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.84% | 35.9K | $1.4M | +0.00%(+0) | $27.72(+55.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.35% | +30.75% |
| Top 20 Holdings Unweighted | +9.47% | +31.19% |
Sign up free to track Brewster Financial Planning LLC, compare funds side by side, and get alerts the moment positions change.