Brewster Financial Planning LLC
26 holdingsFiling period: 2026-03-31Current AUM: $179.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | 120.0K | $42.8M | $49.0M | 27.31% | +2.5K | 2026-03-31 |
| 2 | EFA | ISHARES TR | 327.1K | $31.8M | $34.5M | 19.25% | +5.0K | 2026-03-31 |
| 3 | BIV | VANGUARD BD INDEX FDS | 288.7K | $22.3M | $21.8M | 12.15% | +7.6K | 2026-03-31 |
| 4 | IWM | ISHARES TR | 81.6K | $20.2M | $23.8M | 13.25% | +2.4K | 2026-03-31 |
| 5 | BSV | VANGUARD BD INDEX FDS | 240.2K | $18.8M | $18.6M | 10.39% | +3.7K | 2026-03-31 |
| 6 | ICF | ISHARES TR | 176.9K | $10.9M | $12.2M | 6.80% | +7.7K | 2026-03-31 |
| 7 | VTEB | VANGUARD MUN BD FDS | 62.2K | $3.1M | $3.1M | 1.72% | +6.3K | 2026-03-31 |
| 8 | SUB | ISHARES TR | 27.4K | $2.9M | $2.9M | 1.62% | +2.6K | 2026-03-31 |
| 9 | EAGG | ISHARES TR | 48.6K | $2.3M | $2.3M | 1.26% | -150 | 2026-03-31 |
| 10 | DFAC | DIMENSIONAL ETF TRUST | 35.9K | $1.4M | $1.6M | 0.89% | -- | 2026-03-31 |
| 11 | VEU | VANGUARD INTL EQUITY INDEX F | 15.9K | $1.2M | $1.3M | 0.73% | -- | 2026-03-31 |
| 12 | ESGD | ISHARES TR | 11.1K | $1.1M | $1.2M | 0.65% | -25 | 2026-03-31 |
| 13 | DFAX | DIMENSIONAL ETF TRUST | 24.8K | $842K | $905K | 0.50% | -346 | 2026-03-31 |
| 14 | ESML | ISHARES TR | 16.5K | $777K | $888K | 0.49% | -142 | 2026-03-31 |
| 15 | ESGU | ISHARES TR | 4.7K | $670K | $775K | 0.43% | -- | 2026-03-31 |
| 16 | L | LOEWS CORP | 4.8K | $512K | $556K | 0.31% | -- | 2026-03-31 |
| 17 | MPC | MARATHON PETE CORP | 1.9K | $470K | $609K | 0.34% | -- | 2026-03-31 |
| 18 | VTI | VANGUARD INDEX FDS | 1.5K | $470K | $539K | 0.30% | -14 | 2026-03-31 |
| 19 | VTIP | VANGUARD MALVERN FDS | 8.1K | $403K | $401K | 0.22% | -- | 2026-03-31 |
| 20 | CVX | CHEVRON CORPORATION | 1.9K | $399K | $380K | 0.21% | -5 | 2026-03-31 |
| 21 | WFC | WELLS FARGO & CO | 4.9K | $391K | $425K | 0.24% | +24 | 2026-03-31 |
| 22 | GOOG | ALPHABET INC | 1.2K | $339K | $421K | 0.23% | -- | 2026-03-31 |
| 23 | EUSB | ISHARES TR | 7.2K | $314K | $309K | 0.17% | -- | 2026-03-31 |
| 24 | SPTM | SPDR SERIES TRUST | 3.8K | $302K | $347K | 0.19% | -- | 2026-03-31 |
| 25 | SCHO | SCHWAB STRATEGIC TR | 12.0K | $291K | $289K | 0.16% | -- | 2026-03-31 |
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