Brewster Financial Planning

Brewster Financial Planning as of March 31, 2025

Portfolio Holdings for Brewster Financial Planning

Brewster Financial Planning holds 25 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 26.9 $36M 119k 306.74
Ishares Tr Msci Eafe Etf (EFA) 19.1 $26M 315k 81.73
Vanguard Bd Index Fds Intermed Term (BIV) 14.3 $19M 252k 76.57
Vanguard Bd Index Fds Short Trm Bond (BSV) 12.0 $16M 208k 78.28
Ishares Tr Russell 2000 Etf (IWM) 10.9 $15M 74k 199.49
Ishares Tr Cohen Steer Reit (ICF) 7.0 $9.5M 154k 61.53
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.5 $2.1M 44k 47.48
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $1.6M 33k 49.62
Ishares Tr Shrt Nat Mun Etf (SUB) 1.1 $1.5M 14k 105.60
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $1.2M 37k 32.99
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $929k 11k 81.69
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $919k 15k 60.66
Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $667k 26k 26.20
Ishares Tr Esg Aware Msci (ESML) 0.5 $622k 16k 38.41
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $604k 5.0k 121.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $407k 1.5k 274.84
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $381k 7.6k 49.90
Wells Fargo & Company (WFC) 0.3 $346k 4.8k 71.79
Loews Corporation (L) 0.2 $331k 3.6k 91.91
Chevron Corporation (CVX) 0.2 $323k 1.9k 167.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $322k 604.00 532.58
Marathon Petroleum Corp (MPC) 0.2 $281k 1.9k 145.69
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $267k 3.9k 68.01
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $264k 11k 24.34
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.2 $206k 4.8k 43.32