Brewster Financial Planning LLC Top Holdings and 13F Report (2025) About Brewster Financial Planning LLCInvestment ActivityBrewster Financial Planning LLC has $148.22 million in total holdings as of June 30, 2025.Brewster Financial Planning LLC owns shares of 26 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 3.17% of the portfolio was purchased this quarter.About 0.04% of the portfolio was sold this quarter.This quarter, Brewster Financial Planning LLC has purchased 25 new stocks and bought additional shares in 13 stocks.Brewster Financial Planning LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Russell 1000 ETF $40,668,941iShares MSCI EAFE ETF $28,643,485Vanguard Intermediate-Term Bond ETF $20,379,864Vanguard Short-Term Bond ETF $17,227,588iShares Russell 2000 ETF $17,046,114 Largest New Holdings this Quarter 02079K107 - Alphabet $212,868 Holding Largest Purchases this Quarter iShares Russell 2000 ETF 5,119 shares (about $1.10M)Vanguard Short-Term Bond ETF 11,193 shares (about $880.89K)Vanguard Intermediate-Term Bond ETF 11,175 shares (about $864.27K)iShares MSCI EAFE ETF 5,035 shares (about $450.08K)iShares Russell 1000 ETF 1,048 shares (about $355.87K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 749 shares (about $26.84K)iShares ESG Aware MSCI USA ETF 152 shares (about $20.57K)iShares ESG Aware U.S. Aggregate Bond ETF 175 shares (about $8.32K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 109 shares (about $8.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrewster Financial Planning LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWBiShares Russell 1000 ETF$40,668,941$355,869 ▲0.9%119,76627.4%ETFEFAiShares MSCI EAFE ETF$28,643,485$450,078 ▲1.6%320,43319.3%FinanceBIVVanguard Intermediate-Term Bond ETF$20,379,864$864,275 ▲4.4%263,51013.7%ETFBSVVanguard Short-Term Bond ETF$17,227,588$880,889 ▲5.4%218,90211.6%ETFIWMiShares Russell 2000 ETF$17,046,114$1,104,629 ▲6.9%78,99411.5%FinanceICFiShares Select U.S. REIT ETF$9,665,447$223,602 ▲2.4%158,0356.5%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,058,482$8,320 ▼-0.4%43,3001.4%ETFVTEBVanguard Tax-Exempt Bond ETF$1,801,608$200,288 ▲12.5%36,7451.2%ETFSUBiShares Short-Term National Muni Bond ETF$1,658,479$159,510 ▲10.6%15,5961.1%ETFDFACDimensional U.S. Core Equity 2 ETF$1,308,913$26,844 ▼-2.0%36,5210.9%ETFVEUVanguard FTSE All-World ex-US ETF$1,051,254$33,207 ▲3.3%15,6390.7%ETFESGDiShares ESG Aware MSCI EAFE ETF$1,014,5210.0%11,3710.7%ManufacturingDFAXDimensional World ex U.S. Core Equity 2 ETF$748,0250.0%25,4690.5%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$685,045$15,664 ▲2.3%16,5750.5%ETFESGUiShares ESG Aware MSCI USA ETF$649,711$20,566 ▼-3.1%4,8020.4%ManufacturingVTIVanguard Total Stock Market ETF$450,1210.0%1,4810.3%ETFLLoews$440,152$109,992 ▲33.3%4,8020.3%FinanceWFCWells Fargo & Company$388,436$1,763 ▲0.5%4,8480.3%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$383,9120.0%7,6370.3%ManufacturingMPCMarathon Petroleum$320,0940.0%1,9270.2%EnergyEUSBiShares ESG Advanced Total USD Bond Market ETF$298,623$91,237 ▲44.0%6,8570.2%ETFBRK.BBerkshire Hathaway$293,4060.0%6040.2%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$286,155$8,163 ▼-2.8%3,8210.2%ETFCVXChevron$276,2140.0%1,9290.2%EnergySCHOSchwab Short-Term U.S. Treasury ETF$264,6210.0%10,8540.2%ETFGOOGAlphabet$212,868$212,868 ▲New Holding1,2000.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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