Brewster Financial Planning LLC Top Holdings and 13F Report (2026) About Brewster Financial Planning LLCInvestment ActivityBrewster Financial Planning LLC has $181.48 million in total holdings as of September 30, 2026.Brewster Financial Planning LLC owns shares of 31 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 2.49% of the portfolio was purchased this quarter.About 0.86% of the portfolio was sold this quarter.This quarter, Brewster Financial Planning LLC has purchased 30 new stocks and bought additional shares in 16 stocks.Brewster Financial Planning LLC sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Russell 1000 ETF $48,562,371iShares MSCI EAFE ETF $33,687,268iShares Russell 2000 ETF $22,180,900Vanguard Intermediate-Term Bond ETF $22,042,482Vanguard Short-Term Bond ETF $18,940,936 Largest New Holdings this Quarter 46625H100 - JPMorgan Chase & Co. $201,476 Holding Largest Purchases this Quarter iShares ESG Aware U.S. Aggregate Bond ETF 19,761 shares (about $894.19K)Vanguard Intermediate-Term Bond ETF 11,523 shares (about $839.57K)iShares ESG Aware MSCI USA ETF 3,020 shares (about $503.74K)Vanguard Short-Term Bond ETF 6,119 shares (about $467.49K)iShares ESG Aware MSCI EAFE ETF 3,672 shares (about $378.40K) Largest Sales this Quarter iShares Russell 1000 ETF 2,318 shares (about $964.59K)iShares Russell 2000 ETF 1,013 shares (about $281.50K)iShares MSCI EAFE ETF 1,333 shares (about $138.49K)Marathon Petroleum 279 shares (about $110.32K)Dimensional U.S. Core Equity 2 ETF 436 shares (about $19.38K) 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$48,562,371$964,589 ▼-1.9%116,70026.8%ETFEFAiShares MSCI EAFE ETF$33,687,268$138,485 ▼-0.4%324,25918.6%ETFIWMiShares Russell 2000 ETF$22,180,900$281,503 ▼-1.3%79,81912.2%ETFBIVVanguard Intermediate-Term Bond ETF$22,042,482$839,566 ▲4.0%302,53212.1%ETFBSVVanguard Short-Term Bond ETF$18,940,936$467,492 ▲2.5%247,91810.4%ETFICFiShares Select U.S. REIT ETF$11,567,645$136,996 ▲1.2%183,9056.4%ETFSUBiShares Short-Term National Muni Bond ETF$3,685,767$339,337 ▲10.1%35,2572.0%ETFVTEBVanguard Tax-Exempt Bond ETF$3,650,936$283,450 ▲8.4%77,0892.0%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$3,113,924$894,185 ▲40.3%68,8161.7%ETFDFACDimensional U.S. Core Equity 2 ETF$1,575,709$19,380 ▼-1.2%35,4490.9%ETFESGDiShares ESG Aware MSCI EAFE ETF$1,538,743$378,400 ▲32.6%14,9320.8%ETFVEUVanguard FTSE All-World ex-US ETF$1,295,079$10,122 ▼-0.8%15,6090.7%ETFESGUiShares ESG Aware MSCI USA ETF$1,284,027$503,736 ▲64.6%7,6980.7%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,166,048$312,468 ▲36.6%22,4240.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$908,3600.0%24,5370.5%ETFVTVanguard Total World Stock ETF$781,2000.0%4,9490.4%ETFMPCMarathon Petroleum$616,065$110,322 ▼-15.2%1,5580.3%EnergyVTIVanguard Total Stock Market ETF$574,459$63,621 ▲12.5%1,5350.3%ETFLLoews$470,771$16,604 ▼-3.4%4,5080.3%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$430,331$6,989 ▲1.7%8,7430.2%ETFGOOGAlphabet$403,4370.0%1,1840.2%Communication ServicesWFCWells Fargo & Company$397,524$2,001 ▲0.5%4,9660.2%FinanceCVXChevron$393,922$4,084 ▼-1.0%1,9290.2%EnergyEUSBiShares ESG Advanced Total USD Bond Market ETF$330,274$21,367 ▲6.9%7,9450.2%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$327,146$19,331 ▼-5.6%3,5540.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$322,230$35,790 ▲12.5%13,5050.2%ETFBRK.BBerkshire Hathaway$300,7620.0%6040.2%FinanceSCHPSchwab U.S. TIPS ETF$283,065$19,400 ▲7.4%11,2640.2%ETFBNDXVanguard Total International Bond ETF$244,662$14,014 ▲6.1%5,2200.1%ETFESGEiShares ESG Aware MSCI EM ETF$206,458$4,549 ▼-2.2%3,8120.1%ETFJPMJPMorgan Chase & Co.$201,476$201,476 ▲New Holding6090.1%FinanceShowing largest 100 holdings. 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