Top 50 Brooklyn FI, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 9.84% | 730.8K | $46.8M | +2.09%(+14.95K) | $49.15(+44.05%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 9.26% | 137.4K | $44.1M | -7.99%(-11.94K) | $248.09(+48.64%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.79% | 54.1K | $32.3M | -4.38%(-2.47K) | $485.83(+40.96%) | 2026-03-31 | |
| IWV | ISHARES TR | 6.06% | 77.9K | $28.9M | +14.61%(+9.93K) | $259.78(+63.70%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.97% | 349.8K | $18.9M | +3.16%(+10.71K) | $43.75(+34.95%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 3.9% | 85.5K | $18.6M | +7.23%(+5.77K) | $172.02(+41.39%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 3.44% | 212.3K | $16.4M | +2.25%(+4.66K) | $57.08(+48.62%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 3.19% | 613.9K | $15.2M | +5.13%(+29.98K) | $19.45(+41.24%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.08% | 161.9K | $14.7M | +6.55%(+9.95K) | $77.58(+25.42%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 3.03% | 288.9K | $14.4M | +7.68%(+20.61K) | $50.04(+0.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.00% | +33.08% |
| Top 20 Holdings Unweighted | +8.42% | +27.44% |
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