13F HOLDINGS REPORT
Brewster Financial Planning LLC
Quarter ended Q4 2025 · Filed January 14, 2026 · Accession 0001898145-26-000001
Total Value
$162.7M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287622 | 117,456 | $43.9M | 26.95% |
| 2 | ISHARES TR | 464287465 | 322,130 | $30.9M | 19.01% |
| 3 | VANGUARD BD INDEX FDS | 921937819 | 281,086 | $21.9M | 13.45% |
| 4 | ISHARES TR | 464287655 | 79,198 | $19.5M | 11.98% |
| 5 | VANGUARD BD INDEX FDS | 921937827 | 236,460 | $18.6M | 11.45% |
| 6 | ISHARES TR | 464287564 | 169,259 | $10.1M | 6.21% |
| 7 | VANGUARD MUN BD FDS | 922907746 | 55,892 | $2.8M | 1.73% |
| 8 | ISHARES TR | 464288158 | 24,831 | $2.6M | 1.63% |
| 9 | ISHARES TR | 46435U549 | 48,782 | $2.3M | 1.43% |
| 10 | DIMENSIONAL ETF TRUST | 25434V708 | 35,885 | $1.4M | 0.87% |
| 11 | VANGUARD INTL EQUITY INDEX F | 922042775 | 15,854 | $1.2M | 0.72% |
| 12 | ISHARES TR | 46435G516 | 11,174 | $1.1M | 0.65% |
| 13 | DIMENSIONAL ETF TRUST | 25434V880 | 25,155 | $823,324 | 0.51% |
| 14 | ISHARES TR | 46435U663 | 16,685 | $767,177 | 0.47% |
| 15 | ISHARES TR | 46435G425 | 4,743 | $706,613 | 0.43% |
| 16 | LOEWS CORP | L | 4,802 | $505,699 | 0.31% |
| 17 | VANGUARD INDEX FDS | 922908769 | 1,481 | $496,535 | 0.31% |
| 18 | WELLS FARGO CO NEW | 949746101 | 4,893 | $456,070 | 0.28% |
| 19 | VANGUARD MALVERN FDS | 922020805 | 8,086 | $399,934 | 0.25% |
| 20 | ALPHABET INC | GOOG | 1,184 | $371,540 | 0.23% |
| 21 | ISHARES TR | 46436E619 | 7,233 | $317,602 | 0.20% |
| 22 | SPDR SERIES TRUST | 78464A805 | 3,821 | $315,233 | 0.19% |
| 23 | MARATHON PETE CORP | MARA | 1,927 | $313,389 | 0.19% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 604 | $303,601 | 0.19% |
| 25 | CHEVRON CORP NEW | CVX | 1,934 | $294,761 | 0.18% |
| 26 | SCHWAB STRATEGIC TR | 808524862 | 12,005 | $292,562 | 0.18% |