The Analysis of Brooklyn FI, LLC's Holdings


Currently, Brooklyn FI, LLC holds 79 types of securities in its portfolio with a total value $446.1M. In the most recent quarter, they have increased their positions in VEA (+116.8K shares, valued at $7.1M), VTI (+18.2K shares, valued at $6.0M), SCHC (+82.1K shares, valued at $3.8M); decreased their positions in MUB (-15.0K shares, valued at $1.6M), VSS (-11.0K shares, valued at $1.6M), BRK.A (-1 shares, valued at $754.2K); initiated new positions in CVX (+2.8K shares, valued at $430.6K), SOXX (+767 shares, valued at $207.9K), BETR (+3.6K shares, valued at $202.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS138.5K shares15.15%2025-09-302025-11-12history
VEA VANGUARD TAX-MANAGED FDS701.9K shares19.96%2025-09-302025-11-12history
VOO VANGUARD INDEX FDS56.9K shares6.08%2025-09-302025-11-12history
IWV ISHARES TR76.3K shares-1.22%2025-09-302025-11-12history
VWO VANGUARD INTL EQUITY INDEX F341.7K shares16.69%2025-09-302025-11-12history
VBR VANGUARD INDEX FDS82.1K shares10.21%2025-09-302025-11-12history
VXUS VANGUARD STAR FDS211.6K shares-1.20%2025-09-302025-11-12history
MUB ISHARES TR139.6K shares-9.72%2025-09-302025-11-12history
Sponsored
VTEB VANGUARD MUN BD FDS264.2K shares22.26%2025-09-302025-11-12history
BNDX VANGUARD CHARLOTTE FDS244.6K shares15.11%2025-09-302025-11-12history
SCHF SCHWAB STRATEGIC TR520.9K shares-2.03%2025-09-302025-11-12history
SCHB SCHWAB STRATEGIC TR441.8K shares-2.08%2025-09-302025-11-12history
IEFA ISHARES TR129.2K shares-0.14%2025-09-302025-11-12history
REET ISHARES TR391.3K shares26.24%2025-09-302025-11-12history
IEMG ISHARES INC143.0K shares0.68%2025-09-302025-11-12history
SCHC SCHWAB STRATEGIC TR200.7K shares69.21%2025-09-302025-11-12history
Sponsored
VB VANGUARD INDEX FDS35.4K shares0.64%2025-09-302025-11-12history
BND VANGUARD BD INDEX FDS119.9K shares19.72%2025-09-302025-11-12history
VSS VANGUARD INTL EQUITY INDEX F62.3K shares-14.97%2025-09-302025-11-12history
ITOT ISHARES TR60.9K shares5.18%2025-09-302025-11-12history
SCZ ISHARES TR103.9K shares-2.55%2025-09-302025-11-12history
IAGG ISHARES TR117.1K shares-2.33%2025-09-302025-11-12history
IWN ISHARES TR33.1K shares-0.81%2025-09-302025-11-12history
SPEM SPDR INDEX SHS FDS120.2K shares-5.05%2025-09-302025-11-12history
Sponsored
VTWO VANGUARD SCOTTSDALE FDS55.4K shares-0.19%2025-09-302025-11-12history
JPST J P MORGAN EXCHANGE TRADED F110.7K shares24.10%2025-09-302025-11-12history
RDDT REDDIT INC23.5K shares-11.27%2025-09-302025-11-12history
ESGV VANGUARD WORLD FD35.0K shares15.06%2025-09-302025-11-12history
VV VANGUARD INDEX FDS13.0K shares-0.11%2025-09-302025-11-12history
SCHH SCHWAB STRATEGIC TR159.8K shares1.54%2025-09-302025-11-12history
GOOG ALPHABET INC13.1K shares-13.19%2025-09-302025-11-12history
BRK.A BERKSHIRE HATHAWAY INC DEL4 shares-20.00%2025-09-302025-11-12history
Sponsored
VSGX VANGUARD WORLD FD42.1K shares3.59%2025-09-302025-11-12history
RWO SPDR INDEX SHS FDS62.9K shares1.66%2025-09-302025-11-12history
STIP ISHARES TR27.1K shares-0.39%2025-09-302025-11-12history
ESGU ISHARES TR19.1K shares1.70%2025-09-302025-11-12history
DFUS DIMENSIONAL ETF TRUST36.3K shares1.22%2025-09-302025-11-12history
VONE VANGUARD SCOTTSDALE FDS8.2K shares-1.66%2025-09-302025-11-12history
VNQ VANGUARD INDEX FDS26.4K shares1.66%2025-09-302025-11-12history
ESGD ISHARES TR25.4K shares30.90%2025-09-302025-11-12history
Sponsored
DFAC DIMENSIONAL ETF TRUST60.0K shares0.00%2025-09-302025-11-12history
MGC VANGUARD WORLD FD6.4K shares62.67%2025-09-302025-11-12history
BRK.B BERKSHIRE HATHAWAY INC DEL2.7K shares-0.54%2025-09-302025-11-12history
IVV ISHARES TR1.7K shares0.46%2025-09-302025-11-12history
SPY SPDR S&P 500 ETF TR1.7K shares5.09%2025-09-302025-11-12history
MSFT MICROSOFT CORP2.1K shares-16.08%2025-09-302025-11-12history
NVDA NVIDIA CORPORATION5.2K shares-0.06%2025-09-302025-11-12history
ESGE ISHARES INC20.9K shares85.03%2025-09-302025-11-12history
Sponsored
GOOGL ALPHABET INC3.7K shares-0.95%2025-09-302025-11-12history
AAPL APPLE INC3.4K shares15.29%2025-09-302025-11-12history
DSI ISHARES TR6.2K shares0.00%2025-09-302025-11-12history
VTWV VANGUARD SCOTTSDALE FDS4.8K shares0.00%2025-09-302025-11-12history
VCIT VANGUARD SCOTTSDALE FDS7.5K shares17.53%2025-09-302025-11-12history
TSM TAIWAN SEMICONDUCTOR MFG LTD2.0K shares41.01%2025-09-302025-11-12history
FNDC SCHWAB STRATEGIC TR11.7K shares0.00%2025-09-302025-11-12history
META META PLATFORMS INC706 shares0.00%2025-09-302025-11-12history
Sponsored
AMZN AMAZON COM INC2.3K shares-0.13%2025-09-302025-11-12history
QQQ INVESCO QQQ TR739 shares0.68%2025-09-302025-11-12history
CVX CHEVRON CORP NEW2.8K sharesnew addition2025-09-302025-11-12history
USHY ISHARES TR10.7K shares57.80%2025-09-302025-11-12history
ESML ISHARES TR8.7K shares6.03%2025-09-302025-11-12history
JNJ JOHNSON & JOHNSON2.1K shares0.33%2025-09-302025-11-12history
TSLA TESLA INC868 shares1.64%2025-09-302025-11-12history
VOE VANGUARD INDEX FDS2.1K shares0.63%2025-09-302025-11-12history
Sponsored
SPTI SPDR SERIES TRUST12.3K shares26.65%2025-09-302025-11-12history
ELF E L F BEAUTY INC2.4K shares-27.57%2025-09-302025-11-12history
IVE ISHARES TR1.6K shares0.00%2025-09-302025-11-12history
IJH ISHARES TR4.7K shares0.00%2025-09-302025-11-12history
VTV VANGUARD INDEX FDS1.6K shares-3.23%2025-09-302025-11-12history
NUEM NUSHARES ETF TR7.7K shares0.00%2025-09-302025-11-12history
COF CAPITAL ONE FINL CORP1.1K shares0.00%2025-09-302025-11-12history
INTU INTUIT350 shares-22.39%2025-09-302025-11-12history
Sponsored
ICE INTERCONTINENTAL EXCHANGE IN1.4K shares0.00%2025-09-302025-11-12history
SCHW SCHWAB CHARLES CORP2.3K shares0.00%2025-09-302025-11-12history
SCHP SCHWAB STRATEGIC TR8.2K shares0.00%2025-09-302025-11-12history
SOXX ISHARES TR767 sharesnew addition2025-09-302025-11-12history
BETR BETTER HOME & FINANCE HOLDIN3.6K sharesnew addition2025-09-302025-11-12history
BARK BARK INC199.5K shares-13.00%2025-09-302025-11-12history
SLS SELLAS LIFE SCIENCES GROUP I10.2K shares0.00%2025-09-302025-11-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available