Brooklyn FI, LLC
CIK: 0001916123SEC EDGAR →
Portfolio Value
$467.3M
Holdings
80
As of
Q4 2025
New Positions
3
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 149,361 | $50.1M | 10.72% |
| 2 | VANGUARD TAX-MANAGED FDS | 715,806 | $44.7M | 9.57% |
| 3 | VANGUARD INDEX FDS | 56,525 | $35.4M | 7.59% |
| 4 | ISHARES TR | 67,934 | $26.3M | 5.62% |
| 5 | VANGUARD INTL EQUITY INDEX F | 339,040 | $18.2M | 3.90% |
| 6 | VANGUARD INDEX FDS | 79,749 | $16.9M | 3.61% |
| 7 | VANGUARD STAR FDS | 207,647 | $15.7M | 3.35% |
| 8 | ISHARES TR | 139,564 | $14.9M | 3.20% |
| 9 | SCHWAB STRATEGIC TR | 583,881 | $14.0M | 3.00% |
| 10 | ISHARES TR | 151,931 | $13.6M | 2.91% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 63 | $433.2M | 92.7% |
| Unknown | 4 | $17.7M | 3.8% |
| Communication Services | 4 | $11.3M | 2.4% |
| Technology | 4 | $3.0M | 0.6% |
| Consumer Cyclical | 3 | $875K | 0.2% |
| Energy | 1 | $711K | 0.2% |
| Healthcare | 1 | $405K | 0.1% |