Brooklyn FI, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BF Brooklyn FI, LLC | Institutional Filer | ▲ 1.84% | $475.9M | 78 |
Current Portfolio Holdings
Showing all 78 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | — | 731K | $46.8M | 9.84% |
| 2 | VTI | VANGUARD INDEX FDS | — | 137K | $44.1M | 9.26% |
| 3 | VOO | VANGUARD INDEX FDS | — | 54K | $32.3M | 6.79% |
| 4 | IWV | ISHARES TR | — | 78K | $28.9M | 6.06% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | — | 350K | $18.9M | 3.97% |
| 6 | VBR | VANGUARD INDEX FDS | — | 86K | $18.6M | 3.90% |
| 7 | VXUS | VANGUARD STAR FDS | — | 212K | $16.4M | 3.44% |
| 8 | SCHF | SCHWAB STRATEGIC TR | — | 614K | $15.2M | 3.19% |
| 9 | IEFA | ISHARES TR | — | 162K | $14.7M | 3.08% |
| 10 | VTEB | VANGUARD MUN BD FDS | — | 289K | $14.4M | 3.03% |
| 11 | SCHB | SCHWAB STRATEGIC TR | — | 567K | $14.2M | 2.99% |
| 12 | MUB | ISHARES TR | — | 133K | $14.1M | 2.96% |
| 13 | REET | ISHARES TR | — | 504K | $12.7M | 2.66% |
| 14 | SCHC | SCHWAB STRATEGIC TR | — | 245K | $11.4M | 2.40% |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | — | 230K | $11.1M | 2.33% |
Showing 1 to 15 of 78 holdings