13F HOLDINGS REPORT
Brewster Financial Planning LLC
Quarter ended Q1 2025 · Filed April 22, 2025 · Accession 0001898145-25-000003
Total Value
$135.3M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287622 | 118,718 | $36.4M | 26.92% |
| 2 | ISHARES TR | 464287465 | 315,398 | $25.8M | 19.05% |
| 3 | VANGUARD BD INDEX FDS | 921937819 | 252,335 | $19.3M | 14.28% |
| 4 | VANGUARD BD INDEX FDS | 921937827 | 207,709 | $16.3M | 12.02% |
| 5 | ISHARES TR | 464287655 | 73,875 | $14.7M | 10.89% |
| 6 | ISHARES TR | 464287564 | 154,379 | $9.5M | 7.02% |
| 7 | ISHARES TR | 46435U549 | 43,475 | $2.1M | 1.53% |
| 8 | VANGUARD MUN BD FDS | 922907746 | 32,660 | $1.6M | 1.20% |
| 9 | ISHARES TR | 464288158 | 14,096 | $1.5M | 1.10% |
| 10 | DIMENSIONAL ETF TRUST | 25434V708 | 37,270 | $1.2M | 0.91% |
| 11 | ISHARES TR | 46435G516 | 11,371 | $928,897 | 0.69% |
| 12 | VANGUARD INTL EQUITY INDEX F | 922042775 | 15,145 | $918,696 | 0.68% |
| 13 | DIMENSIONAL ETF TRUST | 25434V880 | 25,469 | $667,288 | 0.49% |
| 14 | ISHARES TR | 46435U663 | 16,196 | $622,089 | 0.46% |
| 15 | ISHARES TR | 46435G425 | 4,954 | $603,943 | 0.45% |
| 16 | VANGUARD INDEX FDS | 922908769 | 1,481 | $407,039 | 0.30% |
| 17 | VANGUARD MALVERN FDS | 922020805 | 7,637 | $381,087 | 0.28% |
| 18 | WELLS FARGO CO NEW | 949746101 | 4,826 | $346,448 | 0.26% |
| 19 | LOEWS CORP | L | 3,602 | $331,060 | 0.24% |
| 20 | CHEVRON CORP NEW | CVX | 1,929 | $322,703 | 0.24% |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 604 | $321,679 | 0.24% |
| 22 | MARATHON PETE CORP | MARA | 1,927 | $280,745 | 0.21% |
| 23 | SPDR SER TR | 78464A805 | 3,930 | $267,280 | 0.20% |
| 24 | SCHWAB STRATEGIC TR | 808524862 | 10,854 | $264,187 | 0.20% |
| 25 | ISHARES TR | 46436E619 | 4,762 | $206,290 | 0.15% |