Brewster Financial Planning

Latest statistics and disclosures from Brewster Financial Planning's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IWB, EFA, BIV, IWM, BSV, and represent 83.10% of Brewster Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: BSV, BIV, VTEB, SUB, ICF, AAPL, IWM, EFA, SCHO, EAGG.
  • Started 1 new stock position in AAPL.
  • Reduced shares in these 2 stocks: IWB, VEU.
  • Brewster Financial Planning was a net buyer of stock by $3.3M.
  • Brewster Financial Planning has $159M in assets under management (AUM), dropping by 7.28%.
  • Central Index Key (CIK): 0001898145

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Portfolio Holdings for Brewster Financial Planning

Brewster Financial Planning holds 27 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 27.3 $43M 119k 365.48
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Ishares Tr Msci Eafe Etf (EFA) 18.9 $30M 322k 93.37
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Vanguard Bd Index Fds Intermed Term (BIV) 13.4 $21M +3% 272k 78.09
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Ishares Tr Russell 2000 Etf (IWM) 12.1 $19M 80k 241.96
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Vanguard Bd Index Fds Short Trm Bond (BSV) 11.4 $18M +5% 231k 78.91
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Ishares Tr Select Us Reit (ICF) 6.3 $10M +3% 164k 61.62
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $2.5M +34% 49k 50.07
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Ishares Tr Shrt Nat Mun Etf (SUB) 1.4 $2.3M +36% 21k 106.78
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Ishares Tr Esg Awr Us Agrgt (EAGG) 1.3 $2.1M 43k 48.03
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $1.4M 37k 38.57
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $1.1M 16k 71.37
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $1.1M 11k 92.98
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $799k 26k 31.38
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Ishares Tr Esg Aware Msci (ESML) 0.5 $747k 17k 45.08
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $699k 4.8k 145.60
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $486k 1.5k 328.17
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Loews Corporation (L) 0.3 $482k 4.8k 100.39
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Wells Fargo & Company (WFC) 0.3 $408k 4.9k 83.82
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $387k 7.6k 50.63
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Marathon Petroleum Corp (MPC) 0.2 $371k 1.9k 192.74
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Spdr Series Trust Portfoli S&p1500 (SPTM) 0.2 $308k 3.8k 80.65
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Ishares Tr Esg Adv Ttl Usd (EUSB) 0.2 $307k +2% 7.0k 43.92
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $304k 604.00 502.74
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Chevron Corporation (CVX) 0.2 $300k 1.9k 155.29
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Alphabet Cap Stk Cl C (GOOG) 0.2 $292k 1.2k 243.55
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $286k +7% 12k 24.40
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Apple (AAPL) 0.1 $214k NEW 839.00 254.63
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Past Filings by Brewster Financial Planning

SEC 13F filings are viewable for Brewster Financial Planning going back to 2021