Brewster Financial Planning LLC
BROOKLYN NY · SEC CIK 0001898145
$1.82亿2026Q2 申报市值
30持仓数
94.0%前十大占比 · 第一大 26.8%
4 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VT 新建仓+$77.67万
SUB 加仓+$48.69万
VTEB 加仓+$44.99万
ICF 加仓+$32.54万
SCHP 新建仓+$27.80万
2026Q2 卖出最多 按季末市值估算
IWB 减仓-$39.48万
IWM 减仓-$23.89万
EFA 减仓-$16.08万
VTI 减仓-$3.77万
MPC 减仓-$2.30万
2026Q2 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 | $4,873.79万 | 26.76% | 119,018 | -964 | -0.8% | -$39.48万 | 减仓 |
| EFA | ISHARES TR | $3,382.25万 | 18.57% | 325,592 | -1,548 | -0.5% | -$16.08万 | 减仓 |
| IWM | ISHARES TR | $2,428.60万 | 13.33% | 80,832 | -795 | -1.0% | -$23.89万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $2,232.04万 | 12.26% | 291,009 | 2,341 | 0.8% | $17.96万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,883.86万 | 10.34% | 241,799 | 1,603 | 0.7% | $12.49万 | 加仓 |
| ICF | ISHARES TR | $1,229.02万 | 6.75% | 181,727 | 4,811 | 2.7% | $32.54万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $359.64万 | 1.97% | 71,104 | 8,894 | 14.3% | $44.99万 | 加仓 |
| SUB | ISHARES TR | $340.82万 | 1.87% | 32,011 | 4,573 | 16.7% | $48.69万 | 加仓 |
| EAGG | ISHARES TR | $232.57万 | 1.28% | 49,055 | 423 | 0.9% | $2.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $159.19万 | 0.87% | 35,885 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $131.75万 | 0.72% | 15,731 | -123 | -0.8% | -$1.03万 | 减仓 |
| ESGD | ISHARES TR | $115.76万 | 0.64% | 11,260 | 111 | 1.0% | $1.14万 | 加仓 |
| ESML | ISHARES TR | $91.81万 | 0.50% | 16,415 | -128 | -0.8% | -$7,159 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $90.39万 | 0.50% | 24,537 | -272 | -1.1% | -$1.00万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $77.67万 | 0.43% | 4,949 | 4,949 | — | $77.67万 | 新建仓 |
| ESGU | ISHARES TR | $76.56万 | 0.42% | 4,678 | -65 | -1.4% | -$1.06万 | 减仓 |
| L | LOEWS CORP | $52.84万 | 0.29% | 4,667 | -135 | -2.8% | -$1.53万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $50.51万 | 0.28% | 1,365 | -102 | -7.0% | -$3.77万 | 减仓 |
| MPC | MARATHON PETE CORP | $46.97万 | 0.26% | 1,837 | -90 | -4.7% | -$2.30万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $43.20万 | 0.24% | 8,601 | 515 | 6.4% | $2.59万 | 加仓 |
| GOOG | ALPHABET INC | $41.83万 | 0.23% | 1,184 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $40.84万 | 0.22% | 4,941 | 24 | 0.5% | $1,983 | 加仓 |
| SPTM | SPDR SERIES TRUST | $34.17万 | 0.19% | 3,764 | -57 | -1.5% | -$5,175 | 减仓 |
| CVX | CHEVRON CORPORATION | $32.31万 | 0.18% | 1,949 | 20 | 1.0% | $3,315 | 加仓 |
| EUSB | ISHARES TR | $32.29万 | 0.18% | 7,431 | 198 | 2.7% | $8,603 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.22万 | 0.17% | 604 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $28.98万 | 0.16% | 12,005 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $27.80万 | 0.15% | 10,492 | 10,492 | — | $27.80万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $23.83万 | 0.13% | 4,921 | 4,921 | — | $23.83万 | 新建仓 |
| ESGE | ISHARES INC | $21.31万 | 0.12% | 3,896 | 3,896 | — | $21.31万 | 新建仓 |