Brewster Financial Planning

Brewster Financial Planning as of Dec. 31, 2025

Portfolio Holdings for Brewster Financial Planning

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 27.0 $44M 118k 373.44
Ishares Tr Msci Eafe Etf (EFA) 19.0 $31M 322k 96.03
Vanguard Bd Index Fds Intermed Term (BIV) 13.5 $22M 281k 77.88
Ishares Tr Russell 2000 Etf (IWM) 12.0 $20M 79k 246.16
Vanguard Bd Index Fds Short Trm Bond (BSV) 11.5 $19M 237k 78.81
Ishares Tr Select Us Reit (ICF) 6.2 $10M 169k 59.67
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.7 $2.8M 56k 50.29
Ishares Tr Shrt Nat Mun Etf (SUB) 1.6 $2.6M 25k 106.70
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.4 $2.3M 49k 47.85
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $1.4M 36k 39.59
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $1.2M 16k 73.56
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $1.1M 11k 95.09
Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $823k 25k 32.73
Ishares Tr Esg Aware Msci (ESML) 0.5 $767k 17k 45.98
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $707k 4.7k 148.98
Loews Corporation (L) 0.3 $506k 4.8k 105.31
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $497k 1.5k 335.27
Wells Fargo & Company (WFC) 0.3 $456k 4.9k 93.21
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $400k 8.1k 49.46
Alphabet Cap Stk Cl C (GOOG) 0.2 $372k 1.2k 313.80
Ishares Tr Esg Advanced Uni (EUSB) 0.2 $318k 7.2k 43.91
Spdr Series Trust State Street Spd (SPTM) 0.2 $315k 3.8k 82.50
Marathon Petroleum Corp (MPC) 0.2 $313k 1.9k 162.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $304k 604.00 502.65
Chevron Corporation (CVX) 0.2 $295k 1.9k 152.41
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $293k 12k 24.37