Brewster Financial Planning LLC

Est. AUM

$165.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	RUS 1000 ETF	$42.8M	119982	25.88%	SOLE
2	ISHARES TR	MSCI EAFE ETF	$31.8M	327140	19.22%	SOLE
3	VANGUARD BD INDEX FDS	INTERMED TERM	$22.3M	288668	13.48%	SOLE
4	ISHARES TR	RUSSELL 2000 ETF	$20.2M	81627	12.24%	SOLE
5	VANGUARD BD INDEX FDS	SHORT TRM BOND	$18.8M	240196	11.39%	SOLE
6	ISHARES TR	SELECT US REIT	$10.9M	176916	6.62%	SOLE
7	VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.1M	62210	1.88%	SOLE
8	ISHARES TR	SHRT NAT MUN ETF	$2.9M	27438	1.77%	SOLE
9	ISHARES TR	ESG AWR US AGRGT	$2.3M	48632	1.40%	SOLE
10	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.4M	35885	0.84%	SOLE
11	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.2M	15854	0.72%	SOLE
12	ISHARES TR	ESG AW MSCI EAFE	$1.1M	11149	0.64%	SOLE
13	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$843K	24809	0.51%	SOLE
14	ISHARES TR	ESG AWARE MSCI	$778K	16543	0.47%	SOLE
15	ISHARES TR	ESG AWR MSCI USA	$671K	4743	0.41%	SOLE
16	LOEWS CORP	COM	$513K	4802	0.31%	SOLE
17	MARATHON PETE CORP	COM	$471K	1927	0.28%	SOLE
18	VANGUARD INDEX FDS	TOTAL STK MKT	$471K	1467	0.28%	SOLE
19	VANGUARD MALVERN FDS	STRM INFPROIDX	$404K	8086	0.24%	SOLE
20	CHEVRON CORPORATION	COM	$399K	1929	0.24%	SOLE
21	WELLS FARGO & CO	COM	$391K	4917	0.24%	SOLE
22	ALPHABET INC	CAP STK CL C	$340K	1184	0.21%	SOLE
23	ISHARES TR	ESG ADVANCED UNI	$315K	7233	0.19%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$302K	3821	0.18%	SOLE
25	SCHWAB STRATEGIC TR	SHT TM US TRES	$291K	12005	0.18%	SOLE
26	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$289K	604	0.17%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.