Brewster Financial Planning LLC Top Holdings and 13F Report (2025) About Brewster Financial Planning LLCInvestment ActivityBrewster Financial Planning LLC has $135.28 million in total holdings as of March 31, 2025.Brewster Financial Planning LLC owns shares of 25 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 3.68% of the portfolio was purchased this quarter.About 0.84% of the portfolio was sold this quarter.This quarter, Brewster Financial Planning LLC has purchased 26 new stocks and bought additional shares in 11 stocks.Brewster Financial Planning LLC sold shares of 2 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Russell 1000 ETF $36,415,560iShares MSCI EAFE ETF $25,777,460Vanguard Intermediate-Term Bond ETF $19,321,291Vanguard Short-Term Bond ETF $16,259,461iShares Russell 2000 ETF $14,737,322 Largest New Holdings this Quarter 922020805 - Vanguard Short-Term Inflation-Protected Securities ETF $381,087 Holding808524862 - Schwab Short-Term U.S. Treasury ETF $264,187 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 20,518 shares (about $1.57M)iShares MSCI EAFE ETF 10,301 shares (about $841.90K)Vanguard Tax-Exempt Bond ETF 8,590 shares (about $426.24K)iShares Short-Term National Muni Bond ETF 3,991 shares (about $421.45K)Vanguard Short-Term Inflation-Protected Securities ETF 7,637 shares (about $381.09K) Largest Sales this Quarter iShares Russell 1000 ETF 1,356 shares (about $415.94K)iShares ESG Aware MSCI EAFE ETF 405 shares (about $33.08K) 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$36,415,560$415,939 ▼-1.1%118,71826.9%ETFEFAiShares MSCI EAFE ETF$25,777,460$841,900 ▲3.4%315,39819.1%FinanceBIVVanguard Intermediate-Term Bond ETF$19,321,291$1,571,063 ▲8.9%252,33514.3%ETFBSVVanguard Short-Term Bond ETF$16,259,461$313,981 ▲2.0%207,70912.0%ETFIWMiShares Russell 2000 ETF$14,737,322$288,861 ▲2.0%73,87510.9%FinanceICFiShares Select U.S. REIT ETF$9,498,966$229,815 ▲2.5%154,3797.0%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,064,193$25,639 ▲1.3%43,4751.5%ETFVTEBVanguard Tax-Exempt Bond ETF$1,620,590$426,236 ▲35.7%32,6601.2%ETFSUBiShares Short-Term National Muni Bond ETF$1,488,538$421,450 ▲39.5%14,0961.1%ETFDFACDimensional U.S. Core Equity 2 ETF$1,229,5380.0%37,2700.9%ETFESGDiShares ESG Aware MSCI EAFE ETF$928,897$33,084 ▼-3.4%11,3710.7%ManufacturingVEUVanguard FTSE All-World ex-US ETF$918,6960.0%15,1450.7%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$667,288$6,917 ▲1.0%25,4690.5%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$622,0890.0%16,1960.5%ETFESGUiShares ESG Aware MSCI USA ETF$603,9430.0%4,9540.4%ManufacturingVTIVanguard Total Stock Market ETF$407,039$199,259 ▲95.9%1,4810.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$381,087$381,087 ▲New Holding7,6370.3%ManufacturingWFCWells Fargo & Company$346,448$1,579 ▲0.5%4,8260.3%FinanceLLoews$331,0600.0%3,6020.2%FinanceCVXChevron$322,7030.0%1,9290.2%EnergyBRK.BBerkshire Hathaway$321,6790.0%6040.2%FinanceMPCMarathon Petroleum$280,7450.0%1,9270.2%EnergySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$267,2800.0%3,9300.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$264,187$264,187 ▲New Holding10,8540.2%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$206,2900.0%4,7620.2%ETFAAPLApple$0$253,676 ▼-100.0%00.0%Computer and TechnologyGOOGAlphabet$0$228,528 ▼-100.0%00.0%Computer and TechnologyIVViShares Core S&P 500 ETF$0$206,038 ▼-100.0%00.0%ETFShowing 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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