Brewster Financial Planning

Brewster Financial Planning as of Sept. 30, 2025

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