Brewster Financial Planning LLC Long-Term Concentrated

Name: Brewster Financial Planning LLC Q2 2026 13F Filing | 13F Explorer
Creator: Brewster Financial Planning LLC
Published: 2026-07-14

Location: Brooklyn, NY

CIK: 0001898145 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 14, 2026

Total Value: $182M (100.0% shares, 0.0% debt)

Holdings (30)

New Positions (4)

VT VANGUARD INTL EQUITY INDEX F 0.4%

Value $777K Shares 4,949 Est. Cost $156.95 Unrealized —

SCHP SCHWAB STRATEGIC TR 0.2%

Value $278K Shares 10,492 Est. Cost $26.50 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 0.1%

Value $238K Shares 4,921 Est. Cost $48.43 Unrealized —

ESGE ISHARES INC 0.1%

Value $213K Shares 3,896 Est. Cost $54.69 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VT	VANGUARD INTL EQUITY INDEX F	4,949	$777K	0.4%	$156.95	—	TT WRLD ST ETF	922042742
SCHP	SCHWAB STRATEGIC TR	10,492	$278K	0.2%	$26.50	—	US TIPS ETF	808524870
BNDX	VANGUARD CHARLOTTE FDS	4,921	$238K	0.1%	$48.43	—	TOTAL INT BD ETF	92203J407
ESGE	ISHARES INC	3,896	$213K	0.1%	$54.69	—	ESG AWR MSCI EM	46434G863

Increased Positions (6)

ICF ISHARES TR 6.7%

Value $12.29M (+12.2%) Shares 181,727 (+2.7%) Est. Cost $70.75 Unrealized —

VTEB VANGUARD MUN BD FDS 2.0%

Value $3.596M (+15.9%) Shares 71,104 (+14.3%) Est. Cost $50.09 Unrealized —

SUB ISHARES TR 1.9%

Value $3.408M (+16.6%) Shares 32,011 (+16.7%) Est. Cost $106.13 Unrealized —

CVX CHEVRON CORPORATION 0.2%

Value $323K (-19.1%) Shares 1,949 (+1.0%) Est. Cost $145.71 Unrealized —

VTIP VANGUARD MALVERN FDS 0.2%

Value $432K (+7.0%) Shares 8,601 (+6.4%) Est. Cost $49.90 Unrealized —

EUSB ISHARES TR 0.2%

Value $323K (+2.6%) Shares 7,431 (+2.7%) Est. Cost $42.88 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ICF	ISHARES TR	181,727 (+2.7%)	$12.29M (+12.2%)	6.7%	$70.75	—	SELECT US REIT	464287564
VTEB	VANGUARD MUN BD FDS	71,104 (+14.3%)	$3.596M (+15.9%)	2.0%	$50.09	—	TAX EXEMPT BD	922907746
SUB	ISHARES TR	32,011 (+16.7%)	$3.408M (+16.6%)	1.9%	$106.13	—	SHRT NAT MUN ETF	464288158
CVX	CHEVRON CORPORATION	1,949 (+1.0%)	$323K (-19.1%)	0.2%	$145.71	—	COM	166764100
VTIP	VANGUARD MALVERN FDS	8,601 (+6.4%)	$432K (+7.0%)	0.2%	$49.90	—	STRM INFPROIDX	922020805
EUSB	ISHARES TR	7,431 (+2.7%)	$323K (+2.6%)	0.2%	$42.88	—	ESG ADVAN ETF	46436E619

Decreased Positions (6)

ESGU ISHARES TR 0.4%

Value $766K (+14.1%) Shares 4,678 (-1.4%) Est. Cost $97.46 Unrealized —

DFAX DIMENSIONAL ETF TRUST 0.5%

Value $904K (+7.3%) Shares 24,537 (-1.1%) Est. Cost $25.99 Unrealized —

SPTM SPDR SERIES TRUST 0.2%

Value $342K (+13.1%) Shares 3,764 (-1.5%) Est. Cost $58.50 Unrealized —

VTI VANGUARD INDEX FDS 0.3%

Value $505K (+7.3%) Shares 1,365 (-7.0%) Est. Cost $271.10 Unrealized —

L LOEWS CORP 0.3%

Value $528K (+3.1%) Shares 4,667 (-2.8%) Est. Cost $83.52 Unrealized —

MPC MARATHON PETE CORP 0.3%

Value $470K (-0.2%) Shares 1,837 (-4.7%) Est. Cost $148.83 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ESGU	ISHARES TR	4,678 (-1.4%)	$766K (+14.1%)	0.4%	$97.46	—	ESG AWR MSCI USA	46435G425
DFAX	DIMENSIONAL ETF TRUST	24,537 (-1.1%)	$904K (+7.3%)	0.5%	$25.99	—	WORLD EX US CORE	25434V880
SPTM	SPDR SERIES TRUST	3,764 (-1.5%)	$342K (+13.1%)	0.2%	$58.50	—	ST STR PR SP1500	78464A805
VTI	VANGUARD INDEX FDS	1,365 (-7.0%)	$505K (+7.3%)	0.3%	$271.10	—	TOTAL STK MKT	922908769
L	LOEWS CORP	4,667 (-2.8%)	$528K (+3.1%)	0.3%	$83.52	—	COM	540424108
MPC	MARATHON PETE CORP	1,837 (-4.7%)	$470K (-0.2%)	0.3%	$148.83	—	COM	56585A102

Unchanged Positions (14)

IWB ISHARES TR 26.8%

Value $48.74M Shares 119,018 Est. Cost $264.94 Unrealized —

IWM ISHARES TR 13.3%

Value $24.29M Shares 80,832 Est. Cost $220.23 Unrealized —

EFA ISHARES TR 18.6%

Value $33.82M Shares 325,592 Est. Cost $78.12 Unrealized —

DFAC DIMENSIONAL ETF TRUST 0.9%

Value $1.592M Shares 35,885 Est. Cost $28.92 Unrealized —

ESML ISHARES TR 0.5%

Value $918K Shares 16,415 Est. Cost $37.50 Unrealized —

VEU VANGUARD INTL EQUITY INDEX F 0.7%

Value $1.317M Shares 15,731 Est. Cost $58.16 Unrealized —

ESGD ISHARES TR 0.6%

Value $1.158M Shares 11,260 Est. Cost $74.79 Unrealized —

GOOG ALPHABET INC 0.2%

Value $418K Shares 1,184 Est. Cost $164.85 Unrealized —

BIV VANGUARD BD INDEX FDS 12.3%

Value $22.32M Shares 291,009 Est. Cost $82.26 Unrealized —

WFC WELLS FARGO & CO 0.2%

Value $408K Shares 4,941 Est. Cost $66.67 Unrealized —

EAGG ISHARES TR 1.3%

Value $2.326M Shares 49,055 Est. Cost $47.81 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%

Value $302K Shares 604 Est. Cost $354.24 Unrealized —

BSV VANGUARD BD INDEX FDS 10.3%

Value $18.84M Shares 241,799 Est. Cost $79.64 Unrealized —

SCHO SCHWAB STRATEGIC TR 0.2%

Value $290K Shares 12,005 Est. Cost $24.35 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IWB	ISHARES TR	119,018	$48.74M	26.8%	$264.94	—	RUS 1000 ETF	464287622
IWM	ISHARES TR	80,832	$24.29M	13.3%	$220.23	—	RUSSELL 2000 ETF	464287655
EFA	ISHARES TR	325,592	$33.82M	18.6%	$78.12	—	MSCI EAFE ETF	464287465
DFAC	DIMENSIONAL ETF TRUST	35,885	$1.592M	0.9%	$28.92	—	US COR EQU 2 ETF	25434V708
ESML	ISHARES TR	16,415	$918K	0.5%	$37.50	—	ESG AWARE MSCI	46435U663
VEU	VANGUARD INTL EQUITY INDEX F	15,731	$1.317M	0.7%	$58.16	—	ALLWRLD EX US	922042775
ESGD	ISHARES TR	11,260	$1.158M	0.6%	$74.79	—	ESG AW MSCI EAFE	46435G516
GOOG	ALPHABET INC	1,184	$418K	0.2%	$164.85	—	CAP STK CL C	02079K107
BIV	VANGUARD BD INDEX FDS	291,009	$22.32M	12.3%	$82.26	—	INTERMED TERM	921937819
WFC	WELLS FARGO & CO	4,941	$408K	0.2%	$66.67	—	COM	949746101
EAGG	ISHARES TR	49,055	$2.326M	1.3%	$47.81	—	ESG AWR US AGRGT	46435U549
BRK/B	BERKSHIRE HATHAWAY INC DEL	604	$302K	0.2%	$354.24	—	CL B NEW	084670702
BSV	VANGUARD BD INDEX FDS	241,799	$18.84M	10.3%	$79.64	—	SHORT TRM BOND	921937827
SCHO	SCHWAB STRATEGIC TR	12,005	$290K	0.2%	$24.35	—	SHT TM US TRES	808524862