Brewster Financial Planning LLC Top Holdings and 13F Report (2025) About Brewster Financial Planning LLCInvestment ActivityBrewster Financial Planning LLC has $132.02 million in total holdings as of December 31, 2024.Brewster Financial Planning LLC owns shares of 26 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 6.07% of the portfolio was purchased this quarter.About 1.11% of the portfolio was sold this quarter.This quarter, Brewster Financial Planning LLC has purchased 20 new stocks and bought additional shares in 11 stocks.Brewster Financial Planning LLC sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Russell 1000 ETF $38,683,040iShares MSCI EAFE ETF $23,068,367Vanguard Intermediate-Term Bond ETF $17,323,685iShares Russell 2000 ETF $16,003,468Vanguard Short-Term Bond ETF $15,739,745 Largest New Holdings this Quarter Wells Fargo & Company $337,456 HoldingLoews $305,054 HoldingChevron $279,397 HoldingMarathon Petroleum $268,817 HoldingApple $253,676 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 12,638 shares (about $944.44K)Vanguard Short-Term Bond ETF 11,873 shares (about $917.43K)iShares ESG Aware U.S. Aggregate Bond ETF 18,518 shares (about $859.98K)iShares MSCI EAFE ETF 10,454 shares (about $790.43K)iShares Short-Term National Muni Bond ETF 5,684 shares (about $599.55K) Largest Sales this Quarter iShares Russell 1000 ETF 3,229 shares (about $1.04M)iShares ESG Aware MSCI USA ETF 350 shares (about $45.09K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 617 shares (about $44.07K)Dimensional World ex U.S. Core Equity 2 ETF 846 shares (about $21.03K) 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$38,683,040$1,040,255 ▼-2.6%120,07429.3%ETFEFAiShares MSCI EAFE ETF$23,068,367$790,426 ▲3.5%305,09717.5%FinanceBIVVanguard Intermediate-Term Bond ETF$17,323,685$944,438 ▲5.8%231,81713.1%ETFIWMiShares Russell 2000 ETF$16,003,468$333,429 ▲2.1%72,42712.1%FinanceBSVVanguard Short-Term Bond ETF$15,739,745$917,427 ▲6.2%203,69811.9%ETFICFiShares Cohen & Steers REIT ETF$9,077,833$351,196 ▲4.0%150,6446.9%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,993,902$859,976 ▲75.8%42,9351.5%ETFDFACDimensional U.S. Core Equity 2 ETF$1,289,1700.0%37,2701.0%ETFVTEBVanguard Tax-Exempt Bond ETF$1,206,630$554,338 ▲85.0%24,0700.9%ETFSUBiShares Short-Term National Muni Bond ETF$1,065,876$599,549 ▲128.6%10,1050.8%ETFESGDiShares ESG Aware MSCI EAFE ETF$896,625$507,321 ▲130.3%11,7760.7%ManufacturingVEUVanguard FTSE All-World ex-US ETF$869,475$16,017 ▲1.9%15,1450.7%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$681,042$267,690 ▲64.8%16,1960.5%ETFESGUiShares ESG Aware MSCI USA ETF$638,175$45,087 ▼-6.6%4,9540.5%ManufacturingDFAXDimensional World ex U.S. Core Equity 2 ETF$626,597$21,032 ▼-3.2%25,2050.5%ETFWFCWells Fargo & Company$337,456$337,456 ▲New Holding4,8040.3%FinanceLLoews$305,054$305,054 ▲New Holding3,6020.2%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$280,720$44,072 ▼-13.6%3,9300.2%ETFCVXChevron$279,397$279,397 ▲New Holding1,9290.2%Oils/EnergyBRK.BBerkshire Hathaway$273,7820.0%6040.2%FinanceMPCMarathon Petroleum$268,817$268,817 ▲New Holding1,9270.2%Oils/EnergyAAPLApple$253,676$253,676 ▲New Holding1,0130.2%Computer and TechnologyGOOGAlphabet$228,528$228,528 ▲New Holding1,2000.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$219,0970.0%7560.2%ETFIVViShares Core S&P 500 ETF$206,0380.0%3500.2%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$202,290$202,290 ▲New Holding4,7620.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$0$317,951 ▼-100.0%00.0%ManufacturingShowing 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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