BF

Brooklyn FI, LLC

13F
Brooklyn FI, LLC
Last update 2024-10-29 60 Stocks (3 new)
Value $284.00 Mil Turnover 8 %
Countries:
Top Holdings: VTI(10.19%)VEA(9.84%)IWV(8.45%)VOO(8.28%)VBR(4.80%)
Summary Stock Picks Current Portfolio
Brooklyn FI, LLC Top Holdings of 2024-09-30 View Full List
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
102,172
28,931.0
+2.72%
10.190
+0.27%
0.010
+3.24%
+0.65%
434,682.1
 
VEA 		Vanguard FTSE Developed Markets ETF
529,196
27,946.8
+1.66%
9.840
+0.16%
0.020
-6.85%
+0.90%
138,033.9
 
IWV 		iShares Russell 3000 ETF
73,459
24,001.3
-0.12%
8.450
-0.01%
0.160
+3.29%
+0.72%
15,671.9
 
VOO 		Vanguard S&P 500 ETF
44,567
23,516.8
+2.63%
8.280
+0.21%
0.000
+2.90%
+0.62%
536,457.9
 
VBR 		Vanguard Small Cap Value ETF
67,862
13,625.3
+0.23%
4.800
+0.01%
0.040
+0.28%
+0.14%
30,318.5
 
VTEB 		Vanguard Tax-Exempt Bond ETF
251,546
12,859.0
+16.07%
4.530
+0.63%
0.040
-1.75%
-0.42%
35,014.7
 
MUB 		iShares National Muni Bond ETF
108,749
11,813.4
-2.24%
4.160
-0.10%
0.030
-1.70%
-0.42%
40,274.7
 
VWO 		Vanguard FTSE Emerging Markets ETF
234,711
11,230.9
+7.63%
3.960
+0.28%
0.010
-9.30%
-1.07%
81,259.7
 
VXUS 		Vanguard Total International Stock
160,418
10,385.5
-0.09%
3.660
0%
0.010
-7.31%
+0.46%
77,033.4
 
VSS 		Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
70,785
8,916.1
+4.92%
3.140
+0.15%
0.100
-8.32%
-0.86%
8,680.7
 

Brooklyn FI, LLC's Historical Top Holdings Breakdowns

Brooklyn FI, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTEB 		Vanguard Tax-Exempt Bond ETF2023-03-31Add
+10.74%
●
49.16 ($49.98) 50.78
$49.92
-0.12%
Add 642.96%
243,365
210,609
VOO 		Vanguard S&P 500 ETF2024-06-30Add
+7.20%
●
455.1 ($481.2) 504.28
$542.14
12.66%
Add 557.87%
43,426
36,825
IWV 		iShares Russell 3000 ETF2023-03-31Add
+5.64%
●
218.03 ($230.06) 241.29
$336.67
46.34%
Add 107.22%
42,320
21,897
VEA 		Vanguard FTSE Developed Markets ETF2023-03-31Add
+5.37%
●
42.04 ($44.41) 46
$48.25
8.65%
Add 208.12%
167,671
113,253
VTI 		Vanguard Total Stock Market ETF2023-06-30Add
+5.02%
●
199.99 ($207.79) 220.28
$291.68
40.37%
Add 103.45%
82,254
41,825
VBR 		Vanguard Small Cap Value ETF2023-06-30Add
+4.75%
●
149.91 ($156.67) 165.4
$198.46
26.67%
Add 142.31%
89,556
52,596
SPEM 		SPDR Portfolio Emerging Markets ETF2023-06-30Add
+4.22%
●
32.78 ($33.82) 35.3
$38.04
12.48%
Add 766.06%
254,760
225,344
VEA 		Vanguard FTSE Developed Markets ETF2023-06-30Add
+4.01%
●
44.22 ($45.62) 46.9
$48.25
5.77%
Add 94.88%
326,761
159,090
VWO 		Vanguard FTSE Emerging Markets ETF2023-03-31Add
+3.88%
●
38.42 ($40.72) 43.15
$43.57
7.00%
Add 119.25%
155,540
84,598
BNDX 		Vanguard Total International Bond ETF2023-03-31Add
+3.81%
●
47.45 ($48.31) 49.16
$48.74
0.89%
Add 194.06%
112,894
74,503

Brooklyn FI, LLC Total Holding History ($B)

To

Brooklyn FI, LLC's Asset Allocation

To

Brooklyn FI, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Brooklyn FI, LLC's Hypothetical Growth since 2024-09-30

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

  • 1

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