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Brooklyn FI, LLC13F | |
| Brooklyn FI, LLC | |
| Last update 2025-07-10 | 77 Stocks (12 new) |
| Value $390.00 Mil | Turnover 15 % |
Brooklyn FI, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 120,279 | 36,556.3 | +6.51% | 9.370 | +0.57% | 0.010 | +16.43% | +6.31% | 472,004.6 | ||
VEA | Vanguard FTSE Developed Markets ETF | 585,121 | 33,357.8 | -9.51% | 8.550 | -0.96% | 0.020 | +12.02% | +17.88% | 156,855.9 | ||
VOO | Vanguard S&P 500 ETF | 53,671 | 30,486.9 | +18.91% | 7.810 | +1.24% | 0.000 | +15.74% | +6.13% | 655,038.2 | ||
IWV | iShares Russell 3000 ETF | 77,290 | 27,128.8 | +1.70% | 6.950 | +0.12% | 0.170 | +16.42% | +6.35% | 15,949.3 | ||
MUB | iShares National Muni Bond ETF | 154,586 | 16,151.1 | +22.56% | 4.140 | +0.76% | 0.040 | +1.03% | -1.17% | 38,453.6 | ||
VXUS | Vanguard Total International Stock | 214,132 | 14,794.4 | +18.10% | 3.790 | +0.58% | 0.020 | +13.45% | +17.82% | 91,532.4 | ||
VBR | Vanguard Small Cap Value ETF | 74,489 | 14,526.2 | +2.26% | 3.720 | +0.08% | 0.050 | +14.53% | +0.77% | 28,051.8 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 292,825 | 14,483.1 | +7.12% | 3.710 | +0.25% | 0.020 | +15.27% | +14.00% | 86,124.6 | ||
SCHF | Schwab International Equity ETF | 531,703 | 11,750.6 | -15.88% | 3.010 | -0.61% | 0.020 | +12.34% | +18.83% | 48,375.6 | ||
IEFA | iShares Core MSCI EAFE ETF | 129,362 | 10,799.2 | +95.57% | 2.770 | +1.35% | 0.010 | +11.80% | +19.02% | 140,660.4 |
Brooklyn FI, LLC's Historical Top Holdings Breakdowns
Brooklyn FI, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | Add Add | +1.35% | 67.83 ($79.31) 84.09 | $82.17 | 3.61% | Add 95.57% | 129,362 | 63,215 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +1.24% | 456.74 ($525.37) 568.03 | $571.86 | 8.85% | Add 18.91% | 53,671 | 8,534 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-06-30 | Reduce Reduce | -1.09% | 48.13 ($48.86) 49.85 | $48.72 | -0.29% | Reduce -25.94% | 216,125 | -75,683 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-06-30 | Add Add | +1.04% | 108.12 ($124.74) 135.04 | $135.98 | 9.01% | Add 107.86% | 57,931 | 30,061 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-06-30 | Reduce Reduce | -0.96% | 45.65 ($53.52) 57.01 | $56.37 | 5.33% | Reduce -9.51% | 585,121 | -61,469 | |
BRK.A | Berkshire Hathaway Inc | 2025-06-30 | New Buy New Buy | +0.93% | 725400 ($762376) 809350 | $705,000.00 | -7.53% | New holding | 5 | 5 | |
MUB | iShares National Muni Bond ETF | 2025-06-30 | Add Add | +0.76% | 102.31 ($103.99) 105.8 | $103.65 | -0.33% | Add 22.56% | 154,586 | 28,453 | |
VV | Vanguard Large Cap ETF | 2025-06-30 | Add Add | +0.62% | 228.25 ($263.38) 285.3 | $287.03 | 8.98% | Add 184.6% | 13,009 | 8,438 | |
SCHF | Schwab International Equity ETF | 2025-06-30 | Reduce Reduce | -0.61% | 17.76 ($20.8) 22.1 | $21.84 | 5.00% | Reduce -15.88% | 531,703 | -100,356 | |
VONE | Vanguard Russell 1000 Index Fund | 2025-06-30 | New Buy New Buy | +0.60% | 225.48 ($259.68) 280.86 | $282.76 | 8.89% | New holding | 8,377 | 8,377 |
Brooklyn FI, LLC Total Holding History ($B)
Brooklyn FI, LLC's Asset Allocation
Brooklyn FI, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Brooklyn FI, LLC's Hypothetical Growth since 2025-06-30
Brooklyn FI, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Brooklyn FI, LLC's Holdings Heat Map
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Brooklyn FI, LLC's Holdings Bubble Chart
Brooklyn FI, LLC News
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