13F HOLDINGS REPORT
Brewster Financial Planning LLC
Quarter ended Q3 2025 · Filed October 8, 2025 · Accession 0001898145-25-000006
Total Value
$159.0M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287622 | 118,692 | $43.4M | 27.28% |
| 2 | ISHARES TR | 464287465 | 321,842 | $30.1M | 18.90% |
| 3 | VANGUARD BD INDEX FDS | 921937819 | 272,155 | $21.3M | 13.37% |
| 4 | ISHARES TR | 464287655 | 79,580 | $19.3M | 12.11% |
| 5 | VANGUARD BD INDEX FDS | 921937827 | 230,714 | $18.2M | 11.45% |
| 6 | ISHARES TR | 464287564 | 163,512 | $10.1M | 6.34% |
| 7 | VANGUARD MUN BD FDS | 922907746 | 49,290 | $2.5M | 1.55% |
| 8 | ISHARES TR | 464288158 | 21,247 | $2.3M | 1.43% |
| 9 | ISHARES TR | 46435U549 | 43,448 | $2.1M | 1.31% |
| 10 | DIMENSIONAL ETF TRUST | 25434V708 | 36,521 | $1.4M | 0.89% |
| 11 | VANGUARD INTL EQUITY INDEX F | 922042775 | 15,625 | $1.1M | 0.70% |
| 12 | ISHARES TR | 46435G516 | 11,371 | $1.1M | 0.66% |
| 13 | DIMENSIONAL ETF TRUST | 25434V880 | 25,469 | $799,218 | 0.50% |
| 14 | ISHARES TR | 46435U663 | 16,575 | $747,201 | 0.47% |
| 15 | ISHARES TR | 46435G425 | 4,802 | $699,172 | 0.44% |
| 16 | VANGUARD INDEX FDS | 922908769 | 1,481 | $486,020 | 0.31% |
| 17 | LOEWS CORP | L | 4,802 | $482,073 | 0.30% |
| 18 | WELLS FARGO CO NEW | 949746101 | 4,871 | $408,308 | 0.26% |
| 19 | VANGUARD MALVERN FDS | 922020805 | 7,637 | $386,662 | 0.24% |
| 20 | MARATHON PETE CORP | MARA | 1,927 | $371,410 | 0.23% |
| 21 | SPDR SERIES TRUST | 78464A805 | 3,821 | $308,164 | 0.19% |
| 22 | ISHARES TR | 46436E619 | 6,999 | $307,397 | 0.19% |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 604 | $303,655 | 0.19% |
| 24 | CHEVRON CORP NEW | CVX | 1,929 | $299,555 | 0.19% |
| 25 | ALPHABET INC | GOOG | 1,200 | $292,260 | 0.18% |
| 26 | SCHWAB STRATEGIC TR | 808524862 | 11,717 | $285,895 | 0.18% |
| 27 | APPLE INC | AAPL | 839 | $213,635 | 0.13% |