Brooklyn Fi, LLC Incresed Positions in Q3 2025

Brooklyn Fi, LLC

  • $438 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
18.2K
+ 15.15%
$303.93 - $329.86 $5.54M - $6.01M
138K $45.5M
VEA
Vanguard Ftse Developed Market

ETFs
117K
+ 19.96%
$56.02 - $60.3 $6.54M - $7.04M
702K $42.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.26K
+ 6.08%
$567.77 - $614.76 $1.85M - $2.01M
56.9K $34.9M
SCHC
Schwab Strategic Tr Intl Small

ETFs
82.1K
+ 69.21%
$42.28 - $45.71 $3.47M - $3.75M
201K $9.14M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
48.9K
+ 16.69%
$49.43 - $54.52 $2.42M - $2.67M
342K $18.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
48.1K
+ 22.26%
$48.5 - $50.19 $2.33M - $2.41M
264K $13.2M
VBR
Vanguard Small Cap Value ETF

ETFs
7.6K
+ 10.21%
$195.41 - $212.37 $1.49M - $1.61M
82.1K $17.1M
REET
Ishares Global Reit ETF

ETFs
81.3K
+ 26.24%
$24.45 - $25.91 $1.99M - $2.11M
391K $10M
BNDX
Vanguard Total International B

ETFs
32.1K
+ 15.11%
$49.0 - $49.51 $1.57M - $1.59M
245K $12.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
19.7K
+ 19.72%
$72.57 - $74.72 $1.43M - $1.48M
120K $8.91M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3K
+ 5.18%
$135.0 - $146.02 $405K - $438K
60.9K $8.87M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.59K
+ 15.06%
$109.47 - $119.06 $502K - $546K
35K $4.15M
MGC
Vanguard Mega Cap ETF

ETFs
2.47K
+ 62.67%
$224.2 - $245.55 $554K - $607K
6.41K $1.56M
VB
Vanguard Small Cap ETF

ETFs
226
+ 0.64%
$237.58 - $259.17 $53.7K - $58.6K
35.4K $9M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6K
+ 30.9%
$87.05 - $93.19 $522K - $559K
25.4K $2.36M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
9.6K
+ 85.03%
$39.06 - $43.42 $375K - $417K
20.9K $907K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.46K
+ 3.59%
$64.58 - $69.94 $94.3K - $102K
42.1K $2.92M
AAPL
Apple Inc.

Technology
447
+ 15.29%
$202.38 - $256.87 $90.5K - $115K
3.37K $858K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
319
+ 1.7%
$134.94 - $145.86 $43K - $46.5K
19.1K $2.78M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
575
+ 41.01%
$224.68 - $282.71 $129K - $163K
1.98K $552K
DFUS
Dimensional ETF Tr U S Equity

ETFs
439
+ 1.22%
$67.01 - $72.84 $29.4K - $32K
36.3K $2.63M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.92K
+ 57.8%
$37.14 - $37.85 $146K - $148K
10.7K $404K
RWO
Spdr Dow Jones Global Real Est

ETFs
1.03K
+ 1.66%
$43.53 - $46.27 $44.8K - $47.6K
62.9K $2.88M
SPY
Spdr S&P 500 ETF Trust

ETFs
83
+ 5.09%
$617.65 - $666.84 $51.3K - $55.3K
1.72K $1.14M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.42K
+ 1.54%
$20.76 - $21.78 $50.3K - $52.8K
160K $3.45M
TSLA
Tesla, Inc.

Consumer Cyclical
14
+ 1.64%
$293.94 - $444.72 $4.12K - $6.23K
868 $386K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.12K
+ 17.53%
$81.75 - $84.54 $91.7K - $94.9K
7.52K $632K
VNQ
Vanguard Specialized Funds Van

ETFs
431
+ 1.66%
$88.47 - $93.24 $38.1K - $40.2K
26.5K $2.42M
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 0.46%
$620.67 - $670.08 $4.97K - $5.36K
1.74K $1.17M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.59K
+ 26.65%
$28.38 - $29.05 $73.5K - $75.2K
12.3K $355K
JNJ
Johnson & Johnson

Healthcare
7
+ 0.33%
$155.17 - $185.42 $1.09K - $1.3K
2.11K $390K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
496
+ 6.03%
$41.34 - $45.65 $20.5K - $22.6K
8.73K $393K
IEMG
Ishares Inc

ETFs
972
+ 0.68%
N/A
143K $7.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.68%
$546.99 - $602.2 $2.73K - $3.01K
739 $443K
VOE
Vanguard Mid Cap Value Index F

ETFs
13
+ 0.63%
$164.63 - $174.58 $2.14K - $2.27K
2.08K $362K
Activity Summary
Buys All Purchases 39 New Holdings 3 Increased Positions 36 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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