0001898145-24-000002.txt : 20240417 0001898145-24-000002.hdr.sgml : 20240417 20240417123732 ACCESSION NUMBER: 0001898145-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240417 DATE AS OF CHANGE: 20240417 EFFECTIVENESS DATE: 20240417 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Brewster Financial Planning LLC CENTRAL INDEX KEY: 0001898145 ORGANIZATION NAME: IRS NUMBER: 061804109 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21479 FILM NUMBER: 24850017 BUSINESS ADDRESS: STREET 1: 641 PRESIDENT STREET CITY: BROOKLYN STATE: NY ZIP: 11215 BUSINESS PHONE: 6462499880 MAIL ADDRESS: STREET 1: 641 PRESIDENT STREET CITY: BROOKLYN STATE: NY ZIP: 11215 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001898145 XXXXXXXX 03-31-2024 03-31-2024 Brewster Financial Planning LLC
641 PRESIDENT STREET BROOKLYN NY 11215
13F HOLDINGS REPORT 028-21479 000125291 801-77668 N
Scott Brewster CCO & Managing Member (646) 249-9880 Scott Brewster Brooklyn NY 04-17-2024 0 16 116258187 false
INFORMATION TABLE 2 brewster_1q2024.inftbl.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 239697 570 SH SOLE 0 0 570 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 1215506 38044 SH SOLE 0 0 38044 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 662738 26051 SH SOLE 0 0 26051 ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 8014093 138892 SH SOLE 0 0 138892 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 402267 5034 SH SOLE 0 0 5034 ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 376686 9354 SH SOLE 0 0 9354 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 620440 5397 SH SOLE 0 0 5397 ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 1118711 23772 SH SOLE 0 0 23772 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 23059317 288747 SH SOLE 0 0 288747 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 36203067 125692 SH SOLE 0 0 125692 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 14707329 69935 SH SOLE 0 0 69935 SPDR SER TR PORTFOLI S&P1500 78464A805 BBG001SG6843 328384 5119 SH SOLE 0 0 5119 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 14942772 198180 SH SOLE 0 0 198180 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 13208171 172273 SH SOLE 0 0 172273 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 869897 14832 SH SOLE 0 0 14832 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 289112 6037 SH SOLE 0 0 6037