Brewster Financial Planning LLC
30 holdingsFiling period: 2026-06-30Current AUM: $180.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | 119.0K | $48.7M | $49.2M | 27.26% | -964 | 2026-06-30 |
| 2 | EFA | ISHARES TR | 325.6K | $33.8M | $34.3M | 19.03% | -1,548 | 2026-06-30 |
| 3 | IWM | ISHARES TR | 80.8K | $24.3M | $23.0M | 12.78% | -795 | 2026-06-30 |
| 4 | BIV | VANGUARD BD INDEX FDS | 291.0K | $22.3M | $21.5M | 11.93% | +2.3K | 2026-06-30 |
| 5 | BSV | VANGUARD BD INDEX FDS | 241.8K | $18.8M | $18.5M | 10.28% | +1.6K | 2026-06-30 |
| 6 | ICF | ISHARES TR | 181.7K | $12.3M | $11.9M | 6.58% | +4.8K | 2026-06-30 |
| 7 | VTEB | VANGUARD MUN BD FDS | 71.1K | $3.6M | $3.4M | 1.90% | +8.9K | 2026-06-30 |
| 8 | SUB | ISHARES TR | 32.0K | $3.4M | $3.4M | 1.87% | +4.6K | 2026-06-30 |
| 9 | EAGG | ISHARES TR | 49.1K | $2.3M | $2.3M | 1.25% | +423 | 2026-06-30 |
| 10 | DFAC | DIMENSIONAL ETF TRUST | 35.9K | $1.6M | $1.6M | 0.89% | -- | 2026-06-30 |
| 11 | VEU | VANGUARD INTL EQUITY INDEX F | 15.7K | $1.3M | $1.3M | 0.73% | -123 | 2026-06-30 |
| 12 | ESGD | ISHARES TR | 11.3K | $1.2M | $1.2M | 0.65% | +111 | 2026-06-30 |
| 13 | ESML | ISHARES TR | 16.4K | $918K | $873K | 0.48% | -128 | 2026-06-30 |
| 14 | DFAX | DIMENSIONAL ETF TRUST | 24.5K | $903K | $917K | 0.51% | -272 | 2026-06-30 |
| 15 | VT | VANGUARD INTL EQUITY INDEX F | 4.9K | $776K | $781K | 0.43% | -- | 2026-06-30 |
| 16 | ESGU | ISHARES TR | 4.7K | $765K | $772K | 0.43% | -65 | 2026-06-30 |
| 17 | L | LOEWS CORP | 4.7K | $528K | $509K | 0.28% | -135 | 2026-06-30 |
| 18 | VTI | VANGUARD INDEX FDS | 1.4K | $505K | $509K | 0.28% | -102 | 2026-06-30 |
| 19 | MPC | MARATHON PETE CORP | 1.8K | $469K | $754K | 0.42% | -90 | 2026-06-30 |
| 20 | VTIP | VANGUARD MALVERN FDS | 8.6K | $432K | $426K | 0.24% | +515 | 2026-06-30 |
| 21 | GOOG | ALPHABET INC | 1.2K | $418K | $404K | 0.22% | -- | 2026-06-30 |
| 22 | WFC | WELLS FARGO & CO | 4.9K | $408K | $443K | 0.25% | +24 | 2026-06-30 |
| 23 | SPTM | SPDR SERIES TRUST | 3.8K | $341K | $344K | 0.19% | -57 | 2026-06-30 |
| 24 | CVX | CHEVRON CORPORATION | 1.9K | $323K | $424K | 0.24% | +20 | 2026-06-30 |
| 25 | EUSB | ISHARES TR | 7.4K | $322K | $312K | 0.17% | +198 | 2026-06-30 |
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