Brewster Financial Planning LLC
BROOKLYN NY · SEC CIK 0001898145
$1.65亿2026Q1 申报市值
26持仓数
94.7%前十大占比 · 第一大 25.9%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IWB 加仓+$90.07万
IWM 加仓+$60.24万
BIV 加仓+$58.52万
EFA 加仓+$48.66万
ICF 加仓+$47.39万
2026Q1 卖出最多 按季末市值估算
DFAX 减仓-$1.18万
EAGG 减仓-$7,133
ESML 减仓-$6,677
VTI 减仓-$4,491
ESGD 减仓-$2,391
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | $4,278.08万 | 25.88% | 119,982 | 2,526 | 2.2% | $90.07万 | 加仓 |
| EFA | ISHARES TR | $3,177.51万 | 19.22% | 327,140 | 5,010 | 1.6% | $48.66万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $2,227.94万 | 13.48% | 288,668 | 7,582 | 2.7% | $58.52万 | 加仓 |
| IWM | ISHARES TR | $2,024.35万 | 12.24% | 81,627 | 2,429 | 3.1% | $60.24万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,883.38万 | 11.39% | 240,196 | 3,736 | 1.6% | $29.29万 | 加仓 |
| ICF | ISHARES TR | $1,094.94万 | 6.62% | 176,916 | 7,657 | 4.5% | $47.39万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $310.37万 | 1.88% | 62,210 | 6,318 | 11.3% | $31.52万 | 加仓 |
| SUB | ISHARES TR | $292.21万 | 1.77% | 27,438 | 2,607 | 10.5% | $27.76万 | 加仓 |
| EAGG | ISHARES TR | $231.25万 | 1.40% | 48,632 | -150 | -0.3% | -$7,133 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $139.45万 | 0.84% | 35,885 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $119.06万 | 0.72% | 15,854 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $106.61万 | 0.64% | 11,149 | -25 | -0.2% | -$2,391 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $84.28万 | 0.51% | 24,809 | -346 | -1.4% | -$1.18万 | 减仓 |
| ESML | ISHARES TR | $77.79万 | 0.47% | 16,543 | -142 | -0.9% | -$6,677 | 减仓 |
| ESGU | ISHARES TR | $67.08万 | 0.41% | 4,743 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $51.26万 | 0.31% | 4,802 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $47.06万 | 0.28% | 1,467 | -14 | -0.9% | -$4,491 | 减仓 |
| MPC | MARATHON PETE CORP | $47.05万 | 0.28% | 1,927 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $40.39万 | 0.24% | 8,086 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $39.91万 | 0.24% | 1,929 | -5 | -0.3% | -$1,035 | 减仓 |
| WFC | WELLS FARGO & CO | $39.14万 | 0.24% | 4,917 | 24 | 0.5% | $1,910 | 加仓 |
| GOOG | ALPHABET INC | $33.96万 | 0.21% | 1,184 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES TR | $31.46万 | 0.19% | 7,233 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $30.21万 | 0.18% | 3,821 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $29.14万 | 0.18% | 12,005 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.94万 | 0.18% | 604 | 0 | 0.0% | — | 不变 |