Brooklyn Fi, LLC New Holdings in Q4 2024

Brooklyn Fi, LLC

  • $18.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
318K
New
$33.92 - $36.6 $10.8M - $11.7M
318K $11M
MSFT
Microsoft Corp

Technology
25.1K
New
$406.35 - $454.46 $10.2M - $11.4M
25.1K $10.6M
VUG
Vanguard Growth ETF

ETFs
24.7K
New
$378.79 - $428.11 $9.34M - $10.6M
24.7K $10.1M
SOXX
Ishares Semiconductor ETF

ETFs
42.2K
New
$211.27 - $239.8 $8.92M - $10.1M
42.2K $9.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
157K
New
$54.54 - $61.04 $8.55M - $9.57M
157K $8.72M
IVE
Ishares S&P 500 Value ETF

ETFs
45.5K
New
$189.5 - $206.17 $8.63M - $9.39M
45.5K $8.69M
HPQ
Hp Inc

Technology
255K
New
$32.46 - $39.3 $8.27M - $10M
255K $8.32M
ASAN
Asana, Inc.

Technology
401K
New
$11.17 - $27.52 $4.48M - $11M
401K $8.14M
SUB
Ishares Short Term National Mu

ETFs
73.1K
New
$104.94 - $106.2 $7.68M - $7.77M
73.1K $7.72M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
183K
New
$41.09 - $45.94 $7.52M - $8.41M
183K $7.7M
DFIV
Dimensional ETF Tr

ETFs
203K
New
$34.86 - $37.97 $7.08M - $7.72M
203K $7.21M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
50.4K
New
$101.51 - $140.63 $5.12M - $7.09M
50.4K $6.33M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
182K
New
$33.39 - $37.66 $6.07M - $6.85M
182K $6.07M
RSP
Invesco S&P 500 Equal Weight E

ETFs
34.4K
New
$174.22 - $187.62 $6M - $6.46M
34.4K $6.03M
A
Agilent Technologies, Inc.

Healthcare
42.5K
New
$125.69 - $146.56 $5.34M - $6.23M
42.5K $5.71M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
48.5K
New
$113.92 - $127.38 $5.53M - $6.18M
48.5K $5.59M
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
59.2K
New
$89.73 - $95.76 $5.31M - $5.67M
59.2K $5.42M
HPE
Hewlett Packard Enterprise CO

Technology
245K
New
$19.31 - $23.95 $4.74M - $5.88M
245K $5.24M
ETSY
Etsy Inc

Consumer Cyclical
98.1K
New
$47.48 - $61.61 $4.66M - $6.05M
98.1K $5.19M
JHMD
John Hancock ETF Tr Multifacto

ETFs
161K
New
$32.06 - $35.14 $5.15M - $5.64M
161K $5.15M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
73.6K
New
N/A
73.6K $4.59M
ICVT
Ishares Tr Convertible Bond Et

ETFs
53.9K
New
$83.09 - $89.28 $4.48M - $4.82M
53.9K $4.58M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
3.52K
New
$1124.26 - $1344.96 $3.96M - $4.73M
3.52K $4.44M
XT
Ishares Tr Exponential Technol

ETFs
72.1K
New
$58.7 - $62.72 $4.23M - $4.52M
72.1K $4.31M
CRWD
Crowd Strike Holdings, Inc.

Technology
11.8K
New
$275.15 - $388.2 $3.25M - $4.59M
11.8K $4.05M
MGK
Vanguard Mega Cap Growth ETF

ETFs
10.8K
New
$316.94 - $357.88 $3.43M - $3.87M
10.8K $3.71M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
50.4K
New
$69.3 - $74.3 $3.49M - $3.74M
50.4K $3.6M
AVGO
Broadcom Inc.

Technology
15.4K
New
$159.67 - $250.0 $2.45M - $3.84M
15.4K $3.56M
IVV
Ishares Core S&P 500 ETF

ETFs
5.86K
New
$570.51 - $610.59 $3.35M - $3.58M
5.86K $3.45M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
16.1K
New
$201.32 - $217.44 $3.25M - $3.51M
16.1K $3.34M
KEYS
Keysight Technologies, Inc.

Technology
20.6K
New
$149.01 - $172.53 $3.07M - $3.56M
20.6K $3.31M
AMD
Advanced Micro Devices Inc

Technology
26.8K
New
$118.88 - $172.8 $3.19M - $4.63M
26.8K $3.24M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
118K
New
$26.55 - $27.32 $3.13M - $3.22M
118K $3.15M
IYW
Ishares Dj Us Tech ETF

ETFs
19.2K
New
$148.14 - $166.23 $2.84M - $3.19M
19.2K $3.06M
CRM
Salesforce, Inc.

Technology
9.15K
New
$270.87 - $367.87 $2.48M - $3.37M
9.15K $3.06M
DUHP
Dimensional ETF Tr Dimensional

ETFs
87.7K
New
$33.62 - $35.69 $2.95M - $3.13M
87.7K $2.96M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
38.5K
New
$74.5 - $78.37 $2.87M - $3.02M
38.5K $2.88M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
31.3K
New
$88.59 - $94.57 $2.77M - $2.96M
31.3K $2.78M
MRK
Merck & Co., Inc.

Healthcare
27.9K
New
$96.31 - $114.76 $2.69M - $3.2M
27.9K $2.78M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
57.6K
New
$44.2 - $49.46 $2.55M - $2.85M
57.6K $2.64M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
64.1K
New
$40.38 - $44.35 $2.59M - $2.84M
64.1K $2.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.46K
New
$442.29 - $483.08 $2.42M - $2.64M
5.46K $2.48M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
78K
New
N/A
78K $2.46M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
70.1K
New
$34.13 - $37.35 $2.39M - $2.62M
70.1K $2.39M
WMT
Walmart Inc.

Consumer Defensive
26.3K
New
$79.1 - $95.7 $2.08M - $2.52M
26.3K $2.38M
VIG
Vanguard Dividend Appreciation

ETFs
13K
New
N/A
13K $2.37M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
22K
New
$104.52 - $115.08 $2.3M - $2.54M
22K $2.32M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
83K
New
$26.93 - $84.95 $2.24M - $7.05M
83K $2.27M
HD
Home Depot, Inc.

Consumer Cyclical
5.67K
New
$385.02 - $431.37 $2.18M - $2.44M
5.67K $2.2M
Activity Summary
Buys All Purchases 221 New Holdings 161 Increased Positions 60 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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