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Brooklyn FI, LLC

Portfolio Manager
Brooklyn FI, LLC
Performance
-0.73% (2026 Q1)
AUM (13F)
$475.87M
# of Holdings
78
Performance Rank
Allocation (Top 20)
76.66%

Brooklyn FI, LLC Holdings Map

Top 50 Brooklyn FI, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VEA
VANGUARD TAX-MANAGED FDS
9.84%730.8K$46.8M
+2.09%(+14.95K)
2025-Q1: 646.6K shares2025-Q2: 585.1K shares2025-Q3: 701.9K shares2025-Q4: 715.8K shares2026-Q1: 730.8K shares
$49.15(+44.05%)
2026-03-31
VTI
VANGUARD INDEX FDS
9.26%137.4K$44.1M
-7.99%(-11.94K)
2025-Q1: 112.9K shares2025-Q2: 120.3K shares2025-Q3: 138.5K shares2025-Q4: 149.4K shares2026-Q1: 137.4K shares
$248.09(+48.64%)
2026-03-31
VOO
VANGUARD INDEX FDS
6.79%54.1K$32.3M
-4.38%(-2.47K)
2025-Q1: 45.1K shares2025-Q2: 53.7K shares2025-Q3: 56.9K shares2025-Q4: 56.5K shares2026-Q1: 54.1K shares
$485.83(+40.96%)
2026-03-31
IWV
ISHARES TR
6.06%77.9K$28.9M
+14.61%(+9.93K)
2025-Q1: 76.0K shares2025-Q2: 77.3K shares2025-Q3: 76.3K shares2025-Q4: 67.9K shares2026-Q1: 77.9K shares
$259.78(+63.70%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
3.97%349.8K$18.9M
+3.16%(+10.71K)
2025-Q1: 273.4K shares2025-Q2: 292.8K shares2025-Q3: 341.7K shares2025-Q4: 339.0K shares2026-Q1: 349.8K shares
$43.75(+34.95%)
2026-03-31
VBR
VANGUARD INDEX FDS
3.9%85.5K$18.6M
+7.23%(+5.77K)
2025-Q1: 72.8K shares2025-Q2: 74.5K shares2025-Q3: 82.1K shares2025-Q4: 79.7K shares2026-Q1: 85.5K shares
$172.02(+41.39%)
2026-03-31
VXUS
VANGUARD STAR FDS
3.44%212.3K$16.4M
+2.25%(+4.66K)
2025-Q1: 181.3K shares2025-Q2: 214.1K shares2025-Q3: 211.6K shares2025-Q4: 207.6K shares2026-Q1: 212.3K shares
$57.08(+48.62%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
3.19%613.9K$15.2M
+5.13%(+29.98K)
2025-Q1: 632.1K shares2025-Q2: 531.7K shares2025-Q3: 520.9K shares2025-Q4: 583.9K shares2026-Q1: 613.9K shares
$19.45(+41.24%)
2026-03-31
IEFA
ISHARES TR
3.08%161.9K$14.7M
+6.55%(+9.95K)
2025-Q1: 66.1K shares2025-Q2: 129.4K shares2025-Q3: 129.2K shares2025-Q4: 151.9K shares2026-Q1: 161.9K shares
$77.58(+25.42%)
2026-03-31
VTEB
VANGUARD MUN BD FDS
3.03%288.9K$14.4M
+7.68%(+20.61K)
2025-Q1: 291.8K shares2025-Q2: 216.1K shares2025-Q3: 264.2K shares2025-Q4: 268.3K shares2026-Q1: 288.9K shares
$50.04(+0.97%)
2026-03-31

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