Brewster Financial Planning LLC Long-Term Concentrated

Location: Brooklyn, NY

CIK: 0001898145 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 14, 2026

Total Value: $163M (100.0% shares, 0.0% debt)

Holdings (26)

IWB ISHARES TR 27.0%

Value $43.86M Shares 117,456 Est. Cost $262.97 Unrealized —

EFA ISHARES TR 19.0%

Value $30.93M Shares 322,130 Est. Cost $77.82 Unrealized —

BIV VANGUARD BD INDEX FDS 13.5%

Value $21.89M Shares 281,086 Est. Cost $82.40 Unrealized —

IWM ISHARES TR 12.0%

Value $19.5M Shares 79,198 Est. Cost $219.37 Unrealized —

BSV VANGUARD BD INDEX FDS 11.5%

Value $18.64M Shares 236,460 Est. Cost $79.66 Unrealized —

ICF ISHARES TR 6.2%

Value $10.1M Shares 169,259 Est. Cost $71.24 Unrealized —

VTEB VANGUARD MUN BD FDS 1.7%

Value $2.811M Shares 55,892 Est. Cost $50.04 Unrealized —

SUB ISHARES TR 1.6%

Value $2.649M Shares 24,831 Est. Cost $106.02 Unrealized —

EAGG ISHARES TR 1.4%

Value $2.334M Shares 48,782 Est. Cost $47.81 Unrealized —

DFAC DIMENSIONAL ETF TRUST 0.9%

Value $1.421M Shares 35,885 Est. Cost $28.92 Unrealized —

VEU VANGUARD INTL EQUITY INDEX F 0.7%

Value $1.166M Shares 15,854 Est. Cost $58.16 Unrealized —

ESGD ISHARES TR 0.7%

Value $1.063M Shares 11,174 Est. Cost $74.79 Unrealized —

DFAX DIMENSIONAL ETF TRUST 0.5%

Value $823K Shares 25,155 Est. Cost $25.99 Unrealized —

ESML ISHARES TR 0.5%

Value $767K Shares 16,685 Est. Cost $37.50 Unrealized —

ESGU ISHARES TR 0.4%

Value $707K Shares 4,743 Est. Cost $97.46 Unrealized —

L LOEWS CORP 0.3%

Value $506K Shares 4,802 Est. Cost $83.52 Unrealized +23.6%

VTI VANGUARD INDEX FDS 0.3%

Value $497K Shares 1,481 Est. Cost $271.10 Unrealized —

WFC WELLS FARGO CO NEW 0.3%

Value $456K Shares 4,893 Est. Cost $66.67 Unrealized +29.9%

VTIP VANGUARD MALVERN FDS 0.2%

Value $400K Shares 8,086 Est. Cost $49.88 Unrealized —

GOOG ALPHABET INC 0.2%

Value $372K Shares 1,184 Est. Cost $164.85 Unrealized +73.7%

EUSB ISHARES TR 0.2%

Value $318K Shares 7,233 Est. Cost $42.86 Unrealized —

SPTM SPDR SERIES TRUST 0.2%

Value $315K Shares 3,821 Est. Cost $58.50 Unrealized —

MPC MARATHON PETE CORP 0.2%

Value $313K Shares 1,927 Est. Cost $148.83 Unrealized +25.2%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%

Value $304K Shares 604 Est. Cost $354.24 Unrealized +40.5%

CVX CHEVRON CORP NEW 0.2%

Value $295K Shares 1,934 Est. Cost $145.50 Unrealized +4.1%

SCHO SCHWAB STRATEGIC TR 0.2%

Value $293K Shares 12,005 Est. Cost $24.35 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IWB	ISHARES TR	117,456	$43.86M	27.0%	$262.97	—	RUS 1000 ETF	464287622
EFA	ISHARES TR	322,130	$30.93M	19.0%	$77.82	—	MSCI EAFE ETF	464287465
BIV	VANGUARD BD INDEX FDS	281,086	$21.89M	13.5%	$82.40	—	INTERMED TERM	921937819
IWM	ISHARES TR	79,198	$19.5M	12.0%	$219.37	—	RUSSELL 2000 ETF	464287655
BSV	VANGUARD BD INDEX FDS	236,460	$18.64M	11.5%	$79.66	—	SHORT TRM BOND	921937827
ICF	ISHARES TR	169,259	$10.1M	6.2%	$71.24	—	SELECT US REIT	464287564
VTEB	VANGUARD MUN BD FDS	55,892	$2.811M	1.7%	$50.04	—	TAX EXEMPT BD	922907746
SUB	ISHARES TR	24,831	$2.649M	1.6%	$106.02	—	SHRT NAT MUN ETF	464288158
EAGG	ISHARES TR	48,782	$2.334M	1.4%	$47.81	—	ESG AWR US AGRGT	46435U549
DFAC	DIMENSIONAL ETF TRUST	35,885	$1.421M	0.9%	$28.92	—	US CORE EQUITY 2	25434V708
VEU	VANGUARD INTL EQUITY INDEX F	15,854	$1.166M	0.7%	$58.16	—	ALLWRLD EX US	922042775
ESGD	ISHARES TR	11,174	$1.063M	0.7%	$74.79	—	ESG AW MSCI EAFE	46435G516
DFAX	DIMENSIONAL ETF TRUST	25,155	$823K	0.5%	$25.99	—	WORLD EX US CORE	25434V880
ESML	ISHARES TR	16,685	$767K	0.5%	$37.50	—	ESG AWARE MSCI	46435U663
ESGU	ISHARES TR	4,743	$707K	0.4%	$97.46	—	ESG AWR MSCI USA	46435G425
L	LOEWS CORP	4,802	$506K	0.3%	$83.52	+23.6%	COM	540424108
VTI	VANGUARD INDEX FDS	1,481	$497K	0.3%	$271.10	—	TOTAL STK MKT	922908769
WFC	WELLS FARGO CO NEW	4,893	$456K	0.3%	$66.67	+29.9%	COM	949746101
VTIP	VANGUARD MALVERN FDS	8,086	$400K	0.2%	$49.88	—	STRM INFPROIDX	922020805
GOOG	ALPHABET INC	1,184	$372K	0.2%	$164.85	+73.7%	CAP STK CL C	02079K107
EUSB	ISHARES TR	7,233	$318K	0.2%	$42.86	—	ESG ADVANCED UNI	46436E619
SPTM	SPDR SERIES TRUST	3,821	$315K	0.2%	$58.50	—	STATE STREET SPD	78464A805
MPC	MARATHON PETE CORP	1,927	$313K	0.2%	$148.83	+25.2%	COM	56585A102
BRK/B	BERKSHIRE HATHAWAY INC DEL	604	$304K	0.2%	$354.24	+40.5%	CL B NEW	084670702
CVX	CHEVRON CORP NEW	1,934	$295K	0.2%	$145.50	+4.1%	COM	166764100
SCHO	SCHWAB STRATEGIC TR	12,005	$293K	0.2%	$24.35	—	SHT TM US TRES	808524862