Brooklyn Fi, LLC Purchases in Q1 2025

Brooklyn Fi, LLC

  • $318 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
66K
+ 11.37%
$47.4 - $52.99 $3.13M - $3.5M
647K $32.9M
MGC
Vanguard Mega Cap ETF

ETFs
18.3K
+ 729.11%
$199.2 - $222.69 $3.64M - $4.07M
20.8K $4.19M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
121K
+ 23.62%
$18.36 - $20.51 $2.22M - $2.48M
632K $12.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
21.6K
+ 13.49%
$58.01 - $64.46 $1.25M - $1.39M
181K $11.3M
MUB
Ishares National Muni Bond ETF

ETFs
14.8K
+ 13.33%
$104.71 - $107.69 $1.55M - $1.6M
126K $13.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
11.1K
+ 65.76%
$120.29 - $134.6 $1.33M - $1.49M
27.9K $3.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
19.4K
+ 7.63%
$42.5 - $46.71 $824K - $906K
273K $12.4M
IEMG
Ishares Inc

ETFs
17.4K
+ 15.55%
N/A
129K $6.92M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
20.2K
+ 7.42%
$49.25 - $50.66 $993K - $1.02M
292K $14.5M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
6.53K
+ 8.61%
$110.75 - $119.78 $723K - $782K
82.3K $9.51M
BNDX
Vanguard Total International B

ETFs
14.8K
+ 8.33%
$48.33 - $49.5 $713K - $730K
192K $9.37M
SCHC
Schwab Strategic Tr Intl Small

ETFs
14.6K
+ 14.81%
$33.57 - $37.22 $491K - $544K
113K $4.07M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.76K
+ 7.78%
$71.17 - $73.66 $481K - $498K
93.7K $6.88M
VTWV
Vanguard Russell 2000 Value Et

ETFs
4.39K
New
$131.51 - $149.24 $578K - $656K
4.39K $584K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.4K
+ 10.41%
$37.07 - $40.63 $421K - $461K
120K $4.74M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.78K
+ 4.43%
$59.28 - $66.1 $224K - $250K
89.2K $5.67M
RWO
Spdr Dow Jones Global Real Est

ETFs
9.96K
+ 18.23%
$41.41 - $45.24 $412K - $450K
64.6K $2.82M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
9.07K
+ 8.26%
$49.42 - $50.43 $448K - $457K
119K $5.94M
MSFT
Microsoft Corp

Technology
1.15K
New
$375.39 - $447.2 $433K - $516K
1.15K $433K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.58K
+ 18.67%
$100.59 - $103.47 $360K - $370K
22.8K $2.35M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.63K
+ 14.82%
$50.39 - $50.66 $384K - $386K
59.1K $2.99M
VNQ
Vanguard Specialized Funds Van

ETFs
3.07K
+ 14.05%
$85.55 - $94.34 $262K - $289K
24.9K $2.25M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.81K
+ 104.85%
$32.42 - $36.13 $253K - $282K
15.3K $503K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
36K
+ 7.82%
$21.23 - $23.75 $763K - $854K
496K $10.7M
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.19K
New
$25.69 - $26.89 $210K - $220K
8.19K $220K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
6.53K
+ 5.43%
$20.2 - $22.24 $132K - $145K
127K $2.73M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
836
+ 5.14%
$75.32 - $84.77 $63K - $70.9K
17.1K $1.4M
AAPL
Apple Inc.

Technology
491
+ 36.78%
$209.68 - $247.1 $103K - $121K
1.83K $405K
JNJ
Johnson & Johnson

Healthcare
49
+ 2.51%
$142.06 - $167.7 $6.96K - $8.22K
2K $332K
VBR
Vanguard Small Cap Value ETF

ETFs
4.54K
+ 6.64%
$183.02 - $207.75 $831K - $943K
72.8K $13.6M
META
Meta Platforms, Inc.

Communication Services
58
+ 11.18%
$576.36 - $736.67 $33.4K - $42.7K
577 $332K
SLS
Sellas Life Sciences Group, Inc.

Healthcare
10.1K
New
$0.92 - $1.62 $9.33K - $16.4K
10.1K $10K
VONE
Vanguard Russell 1000 ETF

ETFs
0
New
$250.16 - $278.79 $0 - $0
0 $0
NVDA
Nvidia Corp

Technology
805
+ 21.81%
$106.98 - $149.43 $86.1K - $120K
4.5K $487K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
160
+ 3.44%
$57.21 - $65.8 $9.15K - $10.5K
4.81K $280K
QQQ
Invesco Qqq Trust, Series 1

ETFs
43
+ 6.21%
$468.34 - $539.52 $20.1K - $23.2K
735 $344K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
546
+ 4.97%
$120.24 - $134.3 $65.7K - $73.3K
11.5K $1.41M
AMZN
Amazon Com Inc

Consumer Cyclical
188
+ 10.42%
$190.26 - $242.06 $35.8K - $45.5K
1.99K $378K
IWV
Ishares Russell 3000 ETF

ETFs
3.59K
+ 4.96%
$313.1 - $349.83 $1.12M - $1.26M
76K $24.1M
GOOGL
Alphabet Inc.

Communication Services
128
+ 5.12%
$154.33 - $206.19 $19.8K - $26.4K
2.63K $406K
VB
Vanguard Small Cap ETF

ETFs
1.67K
+ 6.75%
$217.89 - $252.64 $364K - $422K
26.4K $5.86M
TSLA
Tesla, Inc.

Consumer Cyclical
83
+ 9.68%
$222.15 - $428.22 $18.4K - $35.5K
940 $243K
GOOG
Alphabet Inc.

Communication Services
130
+ 2.28%
$156.06 - $207.71 $20.3K - $27K
5.84K $912K
VTWO
Vanguard Russell 2000 ETF

ETFs
1.86K
+ 4.53%
$80.08 - $92.93 $149K - $173K
42.9K $3.46M
VTI
Vanguard Total Stock Market Et

ETFs
4.53K
+ 4.18%
$271.18 - $303.12 $1.23M - $1.37M
113K $31M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
455
+ 1.02%
$507.05 - $563.67 $231K - $256K
45.1K $23.2M
Activity Summary
Buys All Purchases 47 New Holdings 5 Increased Positions 42 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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