13F HOLDINGS REPORT
Brewster Financial Planning LLC
Quarter ended Q2 2025 · Filed July 15, 2025 · Accession 0001898145-25-000004
Total Value
$148.2M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287622 | 119,766 | $40.7M | 27.44% |
| 2 | ISHARES TR | 464287465 | 320,433 | $28.6M | 19.32% |
| 3 | VANGUARD BD INDEX FDS | 921937819 | 263,510 | $20.4M | 13.75% |
| 4 | VANGUARD BD INDEX FDS | 921937827 | 218,902 | $17.2M | 11.62% |
| 5 | ISHARES TR | 464287655 | 78,994 | $17.0M | 11.50% |
| 6 | ISHARES TR | 464287564 | 158,035 | $9.7M | 6.52% |
| 7 | ISHARES TR | 46435U549 | 43,300 | $2.1M | 1.39% |
| 8 | VANGUARD MUN BD FDS | 922907746 | 36,745 | $1.8M | 1.22% |
| 9 | ISHARES TR | 464288158 | 15,596 | $1.7M | 1.12% |
| 10 | DIMENSIONAL ETF TRUST | 25434V708 | 36,521 | $1.3M | 0.88% |
| 11 | VANGUARD INTL EQUITY INDEX F | 922042775 | 15,639 | $1.1M | 0.71% |
| 12 | ISHARES TR | 46435G516 | 11,371 | $1.0M | 0.68% |
| 13 | DIMENSIONAL ETF TRUST | 25434V880 | 25,469 | $748,025 | 0.50% |
| 14 | ISHARES TR | 46435U663 | 16,575 | $685,045 | 0.46% |
| 15 | ISHARES TR | 46435G425 | 4,802 | $649,711 | 0.44% |
| 16 | VANGUARD INDEX FDS | 922908769 | 1,481 | $450,121 | 0.30% |
| 17 | LOEWS CORP | L | 4,802 | $440,152 | 0.30% |
| 18 | WELLS FARGO CO NEW | 949746101 | 4,848 | $388,436 | 0.26% |
| 19 | VANGUARD MALVERN FDS | 922020805 | 7,637 | $383,912 | 0.26% |
| 20 | MARATHON PETE CORP | MARA | 1,927 | $320,094 | 0.22% |
| 21 | ISHARES TR | 46436E619 | 6,857 | $298,623 | 0.20% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 604 | $293,406 | 0.20% |
| 23 | SPDR SERIES TRUST | 78464A805 | 3,821 | $286,155 | 0.19% |
| 24 | CHEVRON CORP NEW | CVX | 1,929 | $276,214 | 0.19% |
| 25 | SCHWAB STRATEGIC TR | 808524862 | 10,854 | $264,621 | 0.18% |
| 26 | ALPHABET INC | GOOG | 1,200 | $212,868 | 0.14% |