The Analysis of Brooklyn FI, LLC's Holdings

Currently, Brooklyn FI, LLC holds 80 types of securities in its portfolio with a total value $467.3M. In the most recent quarter, they have increased their positions in VTI (+10.9K shares, valued at $3.6M), IEFA (+22.8K shares, valued at $2.0M), ITOT (+12.9K shares, valued at $1.9M); decreased their positions in IWV (-8.4K shares, valued at $3.3M), JPST (-27.6K shares, valued at $1.4M), BRK.A (-1 shares, valued at $754.8K); initiated new positions in SPYM (+10.3K shares, valued at $827.8K), BAC (+5.4K shares, valued at $297.3K), MTB (+1.5K shares, valued at $292.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS149.4K shares7.84%2025-12-312026-01-21

VEA VANGUARD TAX-MANAGED FDS715.8K shares1.98%2025-12-312026-01-21

VANGUARD INDEX FDS VANGUARD INDEX FDS56.5K shares-0.72%2025-12-312026-01-21

IWV ISHARES TR67.9K shares-11.02%2025-12-312026-01-21

VWO VANGUARD INTL EQUITY INDEX F339.0K shares-0.78%2025-12-312026-01-21

VBR VANGUARD INDEX FDS79.7K shares-2.85%2025-12-312026-01-21

VXUS VANGUARD STAR FDS207.6K shares-1.85%2025-12-312026-01-21

MUB ISHARES TR139.6K shares-0.00%2025-12-312026-01-21

Sponsored

SCHF SCHWAB STRATEGIC TR583.9K shares12.09%2025-12-312026-01-21

IEFA ISHARES TR151.9K shares17.62%2025-12-312026-01-21

VTEB VANGUARD MUN BD FDS268.3K shares1.54%2025-12-312026-01-21

BNDX VANGUARD CHARLOTTE FDS257.1K shares5.11%2025-12-312026-01-21

SCHB SCHWAB STRATEGIC TR444.0K shares0.49%2025-12-312026-01-21

REET ISHARES TR464.1K shares18.62%2025-12-312026-01-21

ITOT ISHARES TR73.9K shares21.24%2025-12-312026-01-21

VB VANGUARD INDEX FDS39.0K shares10.18%2025-12-312026-01-21

Sponsored

SCHC SCHWAB STRATEGIC TR218.2K shares8.72%2025-12-312026-01-21

IEMG ISHARES INC146.9K shares2.73%2025-12-312026-01-21

BND VANGUARD BD INDEX FDS133.1K shares11.06%2025-12-312026-01-21

VSS VANGUARD INTL EQUITY INDEX F63.2K shares1.56%2025-12-312026-01-21

SCZ ISHARES TR103.9K shares-0.03%2025-12-312026-01-21

SPEM SPDR INDEX SHS FDS144.2K shares19.94%2025-12-312026-01-21

VTWO VANGUARD SCOTTSDALE FDS59.5K shares7.47%2025-12-312026-01-21

IWN ISHARES TR32.2K shares-2.68%2025-12-312026-01-21

Sponsored

IAGG ISHARES TR104.0K shares-11.12%2025-12-312026-01-21

VV VANGUARD INDEX FDS15.9K shares22.65%2025-12-312026-01-21

RDDT REDDIT INC21.5K shares-8.50%2025-12-312026-01-21

ALPHABET INC ALPHABET INC14.8K shares12.47%2025-12-312026-01-21

ESGV VANGUARD WORLD FD35.6K shares1.52%2025-12-312026-01-21

JPST J P MORGAN EXCHANGE TRADED F83.0K shares-24.99%2025-12-312026-01-21

STIP ISHARES TR34.7K shares27.75%2025-12-312026-01-21

RWO SPDR INDEX SHS FDS77.0K shares22.35%2025-12-312026-01-21

Sponsored

SCHH SCHWAB STRATEGIC TR154.8K shares-3.13%2025-12-312026-01-21

VSGX VANGUARD WORLD FD43.0K shares2.14%2025-12-312026-01-21

DFUS DIMENSIONAL ETF TRUST40.4K shares11.14%2025-12-312026-01-21

ESGU ISHARES TR18.8K shares-1.42%2025-12-312026-01-21

VONE VANGUARD SCOTTSDALE FDS8.9K shares7.55%2025-12-312026-01-21

ESGD ISHARES TR26.9K shares6.01%2025-12-312026-01-21

DFAC DIMENSIONAL ETF TRUST60.0K shares0.00%2025-12-312026-01-21

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares-25.00%2025-12-312026-01-21

Sponsored

VNQ VANGUARD INDEX FDS19.8K shares-25.23%2025-12-312026-01-21

MGC VANGUARD WORLD FD6.5K shares0.66%2025-12-312026-01-21

SPY SPDR S&P 500 ETF TR2.1K shares23.09%2025-12-312026-01-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.7K shares-0.33%2025-12-312026-01-21

IVV ISHARES TR1.8K shares4.01%2025-12-312026-01-21

ALPHABET INC ALPHABET INC3.6K shares-0.33%2025-12-312026-01-21

AAPL APPLE INC3.5K shares2.85%2025-12-312026-01-21

ESGE ISHARES INC21.2K shares1.38%2025-12-312026-01-21

Sponsored

MSFT MICROSOFT CORP1.8K shares-12.01%2025-12-312026-01-21

VTWV VANGUARD SCOTTSDALE FDS5.3K shares11.07%2025-12-312026-01-21

SPYM SPDR SERIES TRUST10.3K sharesnew addition2025-12-312026-01-21

CVX CHEVRON CORP NEW4.7K shares68.45%2025-12-312026-01-21

DSI ISHARES TR5.4K shares-12.61%2025-12-312026-01-21

VCIT VANGUARD SCOTTSDALE FDS8.0K shares5.90%2025-12-312026-01-21

TSM TAIWAN SEMICONDUCTOR MFG LTD2.0K shares0.00%2025-12-312026-01-21

META META PLATFORMS INC883 shares25.07%2025-12-312026-01-21

Sponsored

NVDA NVIDIA CORPORATION3.1K shares-40.51%2025-12-312026-01-21

FNDC SCHWAB STRATEGIC TR11.7K shares0.00%2025-12-312026-01-21

VOE VANGUARD INDEX FDS2.9K shares37.90%2025-12-312026-01-21

AMZN AMAZON COM INC2.1K shares-12.48%2025-12-312026-01-21

INVESCO QQQ TR INVESCO QQQ TR771 shares4.33%2025-12-312026-01-21

ESML ISHARES TR10.1K shares15.78%2025-12-312026-01-21

VTV VANGUARD INDEX FDS2.3K shares42.54%2025-12-312026-01-21

USHY ISHARES TR11.1K shares3.91%2025-12-312026-01-21

Sponsored

JNJ JOHNSON & JOHNSON2.0K shares-6.84%2025-12-312026-01-21

SPTI SPDR SERIES TRUST13.1K shares6.23%2025-12-312026-01-21

IJH ISHARES TR5.3K shares11.10%2025-12-312026-01-21

IVE ISHARES TR1.6K shares0.00%2025-12-312026-01-21

TSLA TESLA INC668 shares-23.04%2025-12-312026-01-21

BAC BANK AMERICA CORP5.4K sharesnew addition2025-12-312026-01-21

MTB M & T BK CORP1.5K sharesnew addition2025-12-312026-01-21

NUEM NUSHARES ETF TR7.7K shares0.00%2025-12-312026-01-21

Sponsored

COF CAPITAL ONE FINL CORP1.1K shares-3.83%2025-12-312026-01-21

TFI SPDR SERIES TRUST5.5K sharesnew addition2025-12-312026-01-21

ICE INTERCONTINENTAL EXCHANGE IN1.5K shares5.01%2025-12-312026-01-21

SOXX ISHARES TR767 shares0.00%2025-12-312026-01-21

VO VANGUARD INDEX FDS776 sharesnew addition2025-12-312026-01-21

SCHW SCHWAB CHARLES CORP2.3K shares-3.92%2025-12-312026-01-21

SCHP SCHWAB STRATEGIC TR8.2K shares0.00%2025-12-312026-01-21

BARK BARK INC169.3K shares-15.13%2025-12-312026-01-21

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available