Brooklyn FI, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Brooklyn FI, LLC held in its portfolio 78 assets valued at $467,267,929 (i.e. $467.27M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($50.08M), VANGUARD TAX-MANAGED FDS ($44.72M), and VANGUARD INDEX FDS ($35.45M).
The chart below shows the top 10 valuable assets, and the table below shows the top 78 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Brooklyn FI, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 149361 | 50076137 | TOTAL STK MKT |
| VANGUARD TAX-MANAGED FDS | 715806 | 44716412 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 56525 | 35448454 | S&P 500 ETF SHS |
| ISHARES TR | 67934 | 26280268 | RUSSELL 3000 ETF |
| VANGUARD INTL EQUITY INDEX F | 339040 | 18226772 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 79749 | 16890078 | SM CP VAL ETF |
| VANGUARD STAR FDS | 207647 | 15664890 | VG TL INTL STK F |
| ISHARES TR | 139564 | 14948700 | NATIONAL MUN ETF |
| SCHWAB STRATEGIC TR | 583881 | 14036499 | INTL EQTY ETF |
| ISHARES TR | 151931 | 13591780 | CORE MSCI EAFE |
| VANGUARD MUN BD FDS | 268307 | 13493159 | TAX EXEMPT BD |
| VANGUARD CHARLOTTE FDS | 257072 | 12421719 | TOTAL INT BD ETF |
| SCHWAB STRATEGIC TR | 443982 | 11645659 | US BRD MKT ETF |
| ISHARES TR | 464137 | 11580218 | GLOBAL REIT ETF |
| ISHARES TR | 73873 | 10984117 | CORE S&P TTL STK |
| VANGUARD INDEX FDS | 38993 | 10058244 | SMALL CP ETF |
| SCHWAB STRATEGIC TR | 218238 | 9936376 | INTL SCEQT ETF |
| ISHARES INC | 146876 | 9872978 | CORE MSCI EMKT |
| VANGUARD BD INDEX FDS | 133117 | 9859986 | TOTAL BND MRKT |
| VANGUARD INTL EQUITY INDEX F | 63228 | 9062469 | FTSE SMCAP ETF |
| ISHARES TR | 103856 | 8051956 | EAFE SML CP ETF |
| SPDR INDEX SHS FDS | 144230 | 6751389 | PORTFOLIO EMG MK |
| VANGUARD SCOTTSDALE FDS | 59540 | 5925421 | VNG RUS2000IDX |
| ISHARES TR | 32199 | 5834781 | RUS 2000 VAL ETF |
| ISHARES TR | 104044 | 5203240 | CORE INTL AGGR |
| VANGUARD INDEX FDS | 15939 | 5017597 | LARGE CAP ETF |
| REDDIT INC | 21520 | 4946802 | CL A |
| ALPHABET INC | 14764 | 4632793 | CAP STK CL C |
| VANGUARD WORLD FD | 35562 | 4301580 | ESG US STK ETF |
| J P MORGAN EXCHANGE TRADED F | 83002 | 4199071 | ULTRA SHRT ETF |
| ISHARES TR | 34664 | 3549247 | 0-5 YR TIPS ETF |
| SPDR INDEX SHS FDS | 76994 | 3466270 | DJ GLB RL ES ETF |
| SCHWAB STRATEGIC TR | 154803 | 3233835 | US REIT ETF |
| VANGUARD WORLD FD | 43026 | 3081522 | ESG INTL STK ETF |
| DIMENSIONAL ETF TRUST | 40383 | 2995207 | US EQUITY MARKET |
| ISHARES TR | 18846 | 2807697 | ESG AWR MSCI USA |
| VANGUARD SCOTTSDALE FDS | 8860 | 2738094 | VNG RUS1000IDX |
| ISHARES TR | 26936 | 2561344 | ESG AW MSCI EAFE |
| DIMENSIONAL ETF TRUST | 59966 | 2374054 | US CORE EQUITY 2 |
| BERKSHIRE HATHAWAY INC DEL | 3 | 2264400 | CL A |
| VANGUARD INDEX FDS | 19777 | 1750067 | REAL ESTATE ETF |
| VANGUARD WORLD FD | 6453 | 1620800 | MEGA CAP INDEX |
| SPDR SERIES TRUST | 28850 | 1454385 | STATE STREET SPD |
| SPDR S&P 500 ETF TR | 2111 | 1439670 | TR UNIT |
| BERKSHIRE HATHAWAY INC DEL | 2738 | 1376256 | CL B NEW |
| ISHARES TR | 1814 | 1242481 | CORE S&P500 ETF |
| ALPHABET INC | 3646 | 1141042 | CAP STK CL A |
| APPLE INC | 3466 | 942240 | COM |
| ISHARES INC | 21178 | 935432 | ESG AWR MSCI EM |
| MICROSOFT CORP | 1832 | 885992 | COM |
| VANGUARD SCOTTSDALE FDS | 5337 | 853546 | VNG RUS2000VAL |
| CHEVRON CORP NEW | 4671 | 711907 | COM |
| ISHARES TR | 5390 | 694394 | ESG MSCI KLD 400 |
| VANGUARD SCOTTSDALE FDS | 7967 | 667236 | INT-TERM CORP |
| TAIWAN SEMICONDUCTOR MFG LTD | 1977 | 600791 | SPONSORED ADS |
| META PLATFORMS INC | 883 | 582859 | CL A |
| NVIDIA CORPORATION | 3099 | 577876 | COM |
| SCHWAB STRATEGIC TR | 11665 | 519676 | FUNDAMENTAL INTL |
| VANGUARD INDEX FDS | 2867 | 508520 | MCAP VL IDXVIP |
| AMAZON COM INC | 2055 | 474335 | COM |
| INVESCO QQQ TR | 771 | 473706 | UNIT SER 1 |
| ISHARES TR | 10104 | 464582 | ESG AWARE MSCI |
| VANGUARD INDEX FDS | 2349 | 448636 | VALUE ETF |
| ISHARES TR | 11115 | 415645 | BROAD USD HIGH |
| JOHNSON & JOHNSON | 1961 | 405829 | COM |
| ISHARES TR | 5266 | 347556 | CORE S&P MCP ETF |
| ISHARES TR | 1560 | 330829 | S&P 500 VAL ETF |
| TESLA INC | 668 | 300413 | COM |
| BANK AMERICA CORP | 5406 | 297330 | COM |
| M & T BK CORP | 1452 | 292549 | COM |
| NUSHARES ETF TR | 7723 | 274784 | NUVEEN ESG EMRGN |
| CAPITAL ONE FINL CORP | 1104 | 267565 | COM |
| INTERCONTINENTAL EXCHANGE IN | 1467 | 237595 | COM |
| ISHARES TR | 767 | 230982 | ISHARES SEMICDTR |
| VANGUARD INDEX FDS | 776 | 225211 | MID CAP ETF |
| SCHWAB CHARLES CORP | 2252 | 224997 | COM |
| SCHWAB STRATEGIC TR | 8192 | 217006 | US TIPS ETF |
| BARK INC | 169284 | 101994 | COM |
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