Brewster Financial Planning LLC — 13F holdings

Brewster Financial Planning LLC reported 31 holdings worth $181M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. IWB ISHARES TR — $48.6M (26.8%)
  2. EFA ISHARES TR — $33.7M (18.6%)
  3. IWM ISHARES TR — $22.2M (12.2%)
  4. BIV VANGUARD BD INDEX FDS — $22.0M (12.1%)
  5. BSV VANGUARD BD INDEX FDS — $18.9M (10.4%)
  6. ICF ISHARES TR — $11.6M (6.4%)
  7. SUB ISHARES TR — $3.69M (2.0%)
  8. VTEB VANGUARD MUN BD FDS — $3.65M (2.0%)
  9. EAGG ISHARES TR — $3.11M (1.7%)
  10. DIMENSIONAL ETF TRUST — $1.58M (0.9%)