Brewster Financial Planning LLC 13F 持仓 · 2026年Q2
Brewster Financial Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 30 只证券，申报市值合计 1.82 亿美元。前几大持仓：IWB（26.76%）、EFA（18.57%）、IWM（13.33%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $48.7M | 26.76% | 119,018 | 减持 |
| 2 | EFA | ISHARES TR | $33.8M | 18.57% | 325,592 | 减持 |
| 3 | IWM | ISHARES TR | $24.3M | 13.33% | 80,832 | 减持 |
| 4 | BIV | VANGUARD BD INDEX FDS | $22.3M | 12.26% | 291,009 | 增持 |
| 5 | BSV | VANGUARD BD INDEX FDS | $18.8M | 10.34% | 241,799 | 增持 |
| 6 | ICF | ISHARES TR | $12.3M | 6.75% | 181,727 | 增持 |
| 7 | VTEB | VANGUARD MUN BD FDS | $3.6M | 1.97% | 71,104 | 增持 |
| 8 | SUB | ISHARES TR | $3.4M | 1.87% | 32,011 | 增持 |
| 9 | EAGG | ISHARES TR | $2.3M | 1.28% | 49,055 | 增持 |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $1.6M | 0.87% | 35,885 | 持平 |
| 11 | VEU | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.72% | 15,731 | 减持 |
| 12 | ESGD | ISHARES TR | $1.2M | 0.64% | 11,260 | 增持 |
| 13 | DFAX | DIMENSIONAL ETF TRUST | $903,944 | 0.50% | 24,537 | 减持 |
| 14 | ESML | ISHARES TR | $918,091 | 0.50% | 16,415 | 减持 |
| 15 | VT | VANGUARD INTL EQUITY INDEX F | $776,746 | 0.43% | 4,949 | 新建仓 |
| 16 | ESGU | ISHARES TR | $765,649 | 0.42% | 4,678 | 减持 |
| 17 | L | LOEWS CORP | $528,352 | 0.29% | 4,667 | 减持 |
| 18 | VTI | VANGUARD INDEX FDS | $505,105 | 0.28% | 1,365 | 减持 |
| 19 | MPC | MARATHON PETE CORP | $469,666 | 0.26% | 1,837 | 减持 |
| 20 | VTIP | VANGUARD MALVERN FDS | $432,029 | 0.24% | 8,601 | 增持 |
| 21 | GOOG | ALPHABET INC | $418,343 | 0.23% | 1,184 | 持平 |
| 22 | WFC | WELLS FARGO & CO | $408,352 | 0.22% | 4,941 | 增持 |
| 23 | SPTM | SPDR SERIES TRUST | $341,734 | 0.19% | 3,764 | 减持 |
| 24 | CVX | CHEVRON CORPORATION | $323,067 | 0.18% | 1,949 | 增持 |
| 25 | EUSB | ISHARES TR | $322,877 | 0.18% | 7,431 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR