Brewster Financial Planning LLC 13F Holdings
CIK 0001898145 · BROOKLYN, NY
As of Sep 30, 2025, Brewster Financial Planning LLC reported 27 positions worth
CIK 0001898145 · BROOKLYN, NY
As of Sep 30, 2025, Brewster Financial Planning LLC reported 27 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF | IWB | — | 118,692 | $43.4M | 27.28% |
| ISHARES MSCI EAFE ETF | EFA | — | 321,842 | $30.1M | 18.90% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 272,155 | $21.3M | 13.37% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 79,580 | 9.3M | 12.11% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 230,714 | 8.2M | 11.45% |
| ISHARES SELECT US REIT ETF | ICF | — | 163,512 | 0.1M | 6.34% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 49,290 | $2.5M | 1.55% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 21,247 | $2.3M | 1.43% |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | EAGG | — | 43,448 | $2.1M | 1.31% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 36,521 | .4M | 0.89% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 15,625 | .1M | 0.70% |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | — | 11,371 | .1M | 0.66% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 25,469 | $799.2K | 0.50% |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | ESML | — | 16,575 | $747.2K | 0.47% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 4,802 | $699.2K | 0.44% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 1,481 | $486.0K | 0.31% |
| LOEWS CORP | L | Financial Services | 4,802 | $482.1K | 0.30% |
| WELLS FARGO & COMPANY | WFC | Financial Services | 4,871 | $408.3K | 0.26% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 7,637 | $386.7K | 0.24% |
| MARATHON PETROLEUM CORP | MPC | Energy | 1,927 | $371.4K | 0.23% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 3,821 | $308.2K | 0.19% |
| ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF | EUSB | — | 6,999 | $307.4K | 0.19% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 604 | $303.7K | 0.19% |
| CHEVRON CORP | CHV | Energy | 1,929 | $299.6K | 0.19% |
| ALPHABET INC | GOOG | Equity | 1,200 | $292.3K | 0.18% |