Brewster Financial Planning LLC — Q3 2025 13F Holdings

Name: Brewster Financial Planning LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001898145

Total reported value

$165.3M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IWB	Ishares Russell 1000 ETF	ETF-Other	27.28%	-1.07%	-0.90%
2	EFA	Ishares Msci Eafe ETF	ETF-Other	18.90%	+0.21%	+0.44%
3	BIV	Vanguard Intermediate-term B	ETF-Other	13.37%	+0.03%	+3.28%
4	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	12.11%	+0.26%	+0.74%
5	BSV	Vanguard Short-term Bond ETF	ETF-Other	11.45%	-0.06%	+5.40%
6	ICF	Ishares Select U.s. Reit ETF	ETF-Other	6.34%	+0.41%	+3.47%
7	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	1.55%	+0.15%	+34.14%
8	SUB	Ishares Short-term National	ETF-Other	1.43%	+0.14%	+36.23%
9	EAGG	Ishares Esg Aware US Aggrega	ETF-Other	1.31%	-0.03%	+0.34%
10	DFAC	Dimensional US Core Equity 2	ETF-Other	0.89%	-0.03%	—
11	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.70%	—	-0.09%
12	ESGD	Ishares Trust Ishares Esg Aw	ETF-Other	0.66%	-0.01%	—
13	DFAX	Dimensional World Ex US Core	ETF-Other	0.50%	—	—
14	ESML	Ishares Esg Aware Msci USA S	ETF-Other	0.47%	—	—
15	ESGU	Ishares Esg Aware Msci USA	ETF-Other	0.44%	-0.02%	—
16	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.31%	-0.03%	—
17	L	Loews CORP	Stock-Financials	0.30%	—	—
18	WFC	Wells Fargo & Co	Stock-Financials	0.26%	-0.04%	+0.47%
19	VTIP	Vanguard Short-term Tips	ETF-Other	0.24%	-0.01%	—
20	MPC	Marathon Petroleum CORP	Stock-Energy	0.23%	+0.09%	—
21	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-Other	0.19%	-0.01%	—
22	EUSB	Ishr Esg Advn Universal Bd-$	ETF-Other	0.19%	-0.01%	+2.07%
23	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.19%	-0.01%	—
24	CVX	Chevron CORP	Stock-Energy	0.19%	+0.06%	—
25	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.18%	-0.02%	—
26	SCHO	Schwab Short-term US Treas	ETF-Other	0.18%	—	+7.95%
27	AAPL	Apple INC	Stock-Tech	0.13%	—	—

Holding changes this quarter

Position changes disclosed by Brewster Financial Planning LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IWM	Ishares Russell 2000 ETF	+1.2%	+0.74%	Add
2	IWB	Ishares Russell 1000 ETF	+0.4%	-0.90%	Trim
3	VTEB	Vanguard Tax-exempt Bond ETF	+0.4%	+34.14%	Add
4	SUB	Ishares Short-term National	+0.3%	+36.23%	Add
5	L	Loews CORP	+0.1%	—	Add
6	EUSB	Ishr Esg Advn Universal Bd-$	0%	+2.07%	Add
7	VEU	Vanguard Ftse All-world Ex-u	0%	-0.09%	Add
8	MPC	Marathon Petroleum CORP	0%	—	Unchanged
9	DFAX	Dimensional World Ex US Core	0%	—	Unchanged
10	ESML	Ishares Esg Aware Msci USA S	0%	—	Add
11	VTI	Vanguard Total Stock Mkt ETF	0%	—	Unchanged
12	WFC	Wells Fargo & Co	—	+0.47%	Add
13	ESGU	Ishares Esg Aware Msci USA	0%	—	Trim
14	SPTM	Ss Spdr P S&p 1500 Comp ETF	0%	—	Trim
15	DFAC	Dimensional US Core Equity 2	0%	—	Trim
16	SCHO	Schwab Short-term US Treas	0%	+7.95%	Add
17	ESGD	Ishares Trust Ishares Esg Aw	0%	—	Unchanged
18	VTIP	Vanguard Short-term Tips	0%	—	Unchanged
19	CVX	Chevron CORP	-0.1%	—	Unchanged
20	BRK-B	Berkshire Hathaway Inc-cl B	-0.1%	—	Unchanged
21	EFA	Ishares Msci Eafe ETF	-0.2%	+0.44%	Add
22	EAGG	Ishares Esg Aware US Aggrega	-0.2%	+0.34%	Trim
23	BSV	Vanguard Short-term Bond ETF	-0.6%	+5.40%	Add
24	ICF	Ishares Select U.s. Reit ETF	-0.7%	+3.47%	Add
25	BIV	Vanguard Intermediate-term B	-0.9%	+3.28%	Add
26	GOOG	Alphabet Inc-cl C	—	NEW	New buy
27	AAPL	Apple INC	—	NEW	New buy