Brewster Financial Planning LLC — Q4 2025 13F Holdings

Name: Brewster Financial Planning LLC — 13F Holdings, Q4 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	26.95%	-1.07%	-1.04%
2	EFA	Ishares Msci Eafe ETF	ETF-Other	19.01%	+0.21%	+0.09%
3	BIV	Vanguard Intermediate-term B	ETF-Other	13.45%	+0.03%	+3.28%
4	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	11.98%	+0.26%	-0.48%
5	BSV	Vanguard Short-term Bond ETF	ETF-Other	11.45%	-0.06%	+2.49%
6	ICF	Ishares Select U.s. Reit ETF	ETF-Other	6.21%	+0.41%	+3.51%
7	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	1.73%	+0.15%	+13.39%
8	SUB	Ishares Short-term National	ETF-Other	1.63%	+0.14%	+16.87%
9	EAGG	Ishares Esg Aware US Aggrega	ETF-Other	1.43%	-0.03%	+12.28%
10	DFAC	Dimensional US Core Equity 2	ETF-Other	0.87%	-0.03%	-1.74%
11	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.72%	—	+1.47%
12	ESGD	Ishares Trust Ishares Esg Aw	ETF-Other	0.65%	-0.01%	-1.73%
13	DFAX	Dimensional World Ex US Core	ETF-Other	0.51%	—	-1.23%
14	ESML	Ishares Esg Aware Msci USA S	ETF-Other	0.47%	—	+0.66%
15	ESGU	Ishares Esg Aware Msci USA	ETF-Other	0.43%	-0.02%	-1.23%
16	L	Loews CORP	Stock-Financials	0.31%	—	—
17	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.31%	-0.03%	—
18	WFC	Wells Fargo & Co	Stock-Financials	0.28%	-0.04%	+0.45%
19	VTIP	Vanguard Short-term Tips	ETF-Other	0.25%	-0.01%	+5.88%
20	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.23%	-0.02%	-1.33%
21	EUSB	Ishr Esg Advn Universal Bd-$	ETF-Other	0.20%	-0.01%	+3.34%
22	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-Other	0.19%	-0.01%	—
23	MPC	Marathon Petroleum CORP	Stock-Energy	0.19%	+0.09%	—
24	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.19%	-0.01%	—
25	CVX	Chevron CORP	Stock-Energy	0.18%	+0.06%	+0.26%
26	SCHO	Schwab Short-term US Treas	ETF-Other	0.18%	—	+2.46%

Holding changes this quarter

Position changes disclosed by Brewster Financial Planning LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SUB	Ishares Short-term National	+0.2%	+16.87%	Add
2	VTEB	Vanguard Tax-exempt Bond ETF	+0.2%	+13.39%	Add
3	EAGG	Ishares Esg Aware US Aggrega	+0.1%	+12.28%	Add
4	EFA	Ishares Msci Eafe ETF	+0.1%	+0.09%	Add
5	BIV	Vanguard Intermediate-term B	+0.1%	+3.28%	Add
6	GOOG	Alphabet Inc-cl C	+0.1%	-1.33%	Trim
7	VEU	Vanguard Ftse All-world Ex-u	0%	+1.47%	Add
8	WFC	Wells Fargo & Co	0%	+0.45%	Add
9	DFAX	Dimensional World Ex US Core	0%	-1.23%	Trim
10	L	Loews CORP	0%	—	Unchanged
11	VTIP	Vanguard Short-term Tips	0%	+5.88%	Add
12	EUSB	Ishr Esg Advn Universal Bd-$	0%	+3.34%	Add
13	BSV	Vanguard Short-term Bond ETF	—	+2.49%	Add
14	ESML	Ishares Esg Aware Msci USA S	—	+0.66%	Add
15	VTI	Vanguard Total Stock Mkt ETF	—	—	Unchanged
16	SPTM	Ss Spdr P S&p 1500 Comp ETF	—	—	Unchanged
17	SCHO	Schwab Short-term US Treas	—	+2.46%	Add
18	BRK-B	Berkshire Hathaway Inc-cl B	—	—	Unchanged
19	ESGU	Ishares Esg Aware Msci USA	0%	-1.23%	Trim
20	ESGD	Ishares Trust Ishares Esg Aw	0%	-1.73%	Trim
21	CVX	Chevron CORP	0%	+0.26%	Add
22	DFAC	Dimensional US Core Equity 2	0%	-1.74%	Trim
23	MPC	Marathon Petroleum CORP	0%	—	Unchanged
24	IWM	Ishares Russell 2000 ETF	-0.1%	-0.48%	Trim
25	ICF	Ishares Select U.s. Reit ETF	-0.1%	+3.51%	Add
26	IWB	Ishares Russell 1000 ETF	-0.3%	-1.04%	Trim
27	AAPL	Apple INC	—	EXIT	Sold out