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 82.21% of Brewster Financial Planning's stock portfolio.
  • Added to shares of these 9 stocks: IWB, IWM, BIV, EFA, ICF, VTEB, BSV, SUB, WFC.
  • Reduced shares in these 6 stocks: DFAX, EAGG, ESML, VTI, ESGD, CVX.
  • Brewster Financial Planning was a net buyer of stock by $3.9M.
  • Brewster Financial Planning has $165M in assets under management (AUM), dropping by 1.60%.
  • Central Index Key (CIK): 0001898145

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Portfolio Holdings for Brewster Financial Planning

Brewster Financial Planning holds 26 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 25.9 $43M +2% 120k 356.56
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Ishares Tr Msci Eafe Etf (EFA) 19.2 $32M 327k 97.13
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Vanguard Bd Index Fds Intermed Term (BIV) 13.5 $22M +2% 289k 77.18
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Ishares Tr Russell 2000 Etf (IWM) 12.2 $20M +3% 82k 248.00
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Vanguard Bd Index Fds Short Trm Bond (BSV) 11.4 $19M 240k 78.41
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Ishares Tr Select Us Reit (ICF) 6.6 $11M +4% 177k 61.89
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.9 $3.1M +11% 62k 49.89
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Ishares Tr Shrt Nat Mun Etf (SUB) 1.8 $2.9M +10% 27k 106.50
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Ishares Tr Esg Awr Us Agrgt (EAGG) 1.4 $2.3M 49k 47.55
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.8 $1.4M 36k 38.86
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $1.2M 16k 75.10
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.6 $1.1M 11k 95.62
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $843k 25k 33.97
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Ishares Tr Esg Aware Msci (ESML) 0.5 $778k 17k 47.02
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $671k 4.7k 141.42
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Loews Corporation (L) 0.3 $513k 4.8k 106.74
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $471k 1.5k 320.81
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Marathon Petroleum Corp (MPC) 0.3 $471k 1.9k 244.18
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $404k 8.1k 49.95
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Chevron Corporation (CVX) 0.2 $399k 1.9k 206.90
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Wells Fargo & Company (WFC) 0.2 $391k 4.9k 79.60
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Alphabet Cap Stk Cl C (GOOG) 0.2 $340k 1.2k 286.86
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Ishares Tr Esg Advanced Uni (EUSB) 0.2 $315k 7.2k 43.50
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Spdr Series Trust State Street Spd (SPTM) 0.2 $302k 3.8k 79.06
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $291k 12k 24.27
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $289k 604.00 479.20
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Past Filings by Brewster Financial Planning

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

View all past filings