Brewster Financial Planning

Brewster Financial Planning as of March 31, 2026

Portfolio Holdings for Brewster Financial Planning

Brewster Financial Planning holds 26 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 25.9 $43M 120k 356.56
Ishares Tr Msci Eafe Etf (EFA) 19.2 $32M 327k 97.13
Vanguard Bd Index Fds Intermed Term (BIV) 13.5 $22M 289k 77.18
Ishares Tr Russell 2000 Etf (IWM) 12.2 $20M 82k 248.00
Vanguard Bd Index Fds Short Trm Bond (BSV) 11.4 $19M 240k 78.41
Ishares Tr Select Us Reit (ICF) 6.6 $11M 177k 61.89
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.9 $3.1M 62k 49.89
Ishares Tr Shrt Nat Mun Etf (SUB) 1.8 $2.9M 27k 106.50
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.4 $2.3M 49k 47.55
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.8 $1.4M 36k 38.86
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $1.2M 16k 75.10
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.6 $1.1M 11k 95.62
Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $843k 25k 33.97
Ishares Tr Esg Aware Msci (ESML) 0.5 $778k 17k 47.02
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $671k 4.7k 141.42
Loews Corporation (L) 0.3 $513k 4.8k 106.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $471k 1.5k 320.81
Marathon Petroleum Corp (MPC) 0.3 $471k 1.9k 244.18
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $404k 8.1k 49.95
Chevron Corporation (CVX) 0.2 $399k 1.9k 206.90
Wells Fargo & Company (WFC) 0.2 $391k 4.9k 79.60
Alphabet Cap Stk Cl C (GOOG) 0.2 $340k 1.2k 286.86
Ishares Tr Esg Advanced Uni (EUSB) 0.2 $315k 7.2k 43.50
Spdr Series Trust State Street Spd (SPTM) 0.2 $302k 3.8k 79.06
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $291k 12k 24.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $289k 604.00 479.20