Brooklyn Fi, LLC Portfolio Holdings

Brooklyn Fi, LLC

  • $294 Million
  • Q4 2024

Brooklyn Fi, LLC has filed its 13F form on February 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $294 Million distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $31.4M, Vanguard Ftse Developed Market with a value of $27.8M, Ishares Russell 3000 ETF with a value of $24.2M, Vanguard Index Fds S&P 500 ETF with a value of $24.1M, and Vanguard Mun Bd Fds Tax Exempt with a value of $13.6M.

Examining the 13F form we can see an decrease of $18B in the current position value, from $18.3B to 294M.

Brooklyn Fi, LLC is based out at New York, NY

Below you can find more details about Brooklyn Fi, LLC portfolio as well as his latest detailed transactions.

Portfolio value $294 Million
ETFs: $289 Million
Communication Services: $1.87 Million
Technology: $1.85 Million
Consumer Cyclical: $1.27 Million
Consumer Defensive: $421,000
Healthcare: $282,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $294 Million
  • Prior Value $18.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 27, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
Track This Portfolio

Track Brooklyn Fi, LLC Portfolio

Follow Brooklyn Fi, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brooklyn Fi, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brooklyn Fi, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email