Brewster Financial Planning

Brewster Financial Planning as of Dec. 31, 2024

Portfolio Holdings for Brewster Financial Planning

Brewster Financial Planning holds 26 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 29.3 $39M 120k 322.16
Ishares Tr Msci Eafe Etf (EFA) 17.5 $23M 305k 75.61
Vanguard Bd Index Fds Intermed Term (BIV) 13.1 $17M 232k 74.73
Ishares Tr Russell 2000 Etf (IWM) 12.1 $16M 72k 220.96
Vanguard Bd Index Fds Short Trm Bond (BSV) 11.9 $16M 204k 77.27
Ishares Tr Cohen Steer Reit (ICF) 6.9 $9.1M 151k 60.26
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.5 $2.0M 43k 46.44
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.0 $1.3M 37k 34.59
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $1.2M 24k 50.13
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $1.1M 10k 105.48
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $897k 12k 76.14
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $870k 15k 57.41
Ishares Tr Esg Aware Msci (ESML) 0.5 $681k 16k 42.05
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $638k 5.0k 128.82
Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $627k 25k 24.86
Wells Fargo & Company (WFC) 0.3 $338k 4.8k 70.24
Loews Corporation (L) 0.2 $305k 3.6k 84.69
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $281k 3.9k 71.43
Chevron Corporation (CVX) 0.2 $279k 1.9k 144.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $274k 604.00 453.28
Marathon Petroleum Corp (MPC) 0.2 $269k 1.9k 139.50
Apple (AAPL) 0.2 $254k 1.0k 250.42
Alphabet Cap Stk Cl C (GOOG) 0.2 $229k 1.2k 190.44
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $219k 756.00 289.81
Ishares Tr Core S&p500 Etf (IVV) 0.2 $206k 350.00 588.68
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.2 $202k 4.8k 42.48