Brewster Financial Planning

Brewster Financial Planning as of June 30, 2025

Portfolio Holdings for Brewster Financial Planning

Brewster Financial Planning holds 26 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 27.4 $41M 120k 339.57
Ishares Tr Msci Eafe Etf (EFA) 19.3 $29M 320k 89.39
Vanguard Bd Index Fds Intermed Term (BIV) 13.7 $20M 264k 77.34
Vanguard Bd Index Fds Short Trm Bond (BSV) 11.6 $17M 219k 78.70
Ishares Tr Russell 2000 Etf (IWM) 11.5 $17M 79k 215.79
Ishares Tr Select Us Reit (ICF) 6.5 $9.7M 158k 61.16
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.4 $2.1M 43k 47.54
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $1.8M 37k 49.03
Ishares Tr Shrt Nat Mun Etf (SUB) 1.1 $1.7M 16k 106.34
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $1.3M 37k 35.84
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $1.1M 16k 67.22
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $1.0M 11k 89.22
Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $748k 26k 29.37
Ishares Tr Esg Aware Msci (ESML) 0.5 $685k 17k 41.33
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $650k 4.8k 135.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $450k 1.5k 303.93
Loews Corporation (L) 0.3 $440k 4.8k 91.66
Wells Fargo & Company (WFC) 0.3 $388k 4.8k 80.12
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $384k 7.6k 50.27
Marathon Petroleum Corp (MPC) 0.2 $320k 1.9k 166.11
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.2 $299k 6.9k 43.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $293k 604.00 485.77
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.2 $286k 3.8k 74.89
Chevron Corporation (CVX) 0.2 $276k 1.9k 143.19
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $265k 11k 24.38
Alphabet Cap Stk Cl C (GOOG) 0.1 $213k 1.2k 177.39