account_balance

Investment manager · 13F filer · SEC CIK 1916123

Brooklyn FI, LLC

Reported value$654Mas of Sep 30, 2026
Positions127 28 new, 335 sold out
Top 10 weight50.3%VEA alone is 10%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 9.7% Added +19%
VTI Vanguard Index FDS 8.5% Added +3%
VOO Vanguard Index FDS 7.7% Added +29%
IWV iShares Tr 5.1% Trimmed −3%
TFLO iShares Tr 4.4% New
VWO Vanguard Intl Equity Index F 3.4% Added +10%
VBR Vanguard Index FDS 3.3% Held
SCHF Schwab Strategic Tr 2.8% Added +6%
VTEB Vanguard Mun Bd FDS 2.7% Added +12%
SCHB Schwab Strategic Tr 2.7% Added +2%
VXUS Vanguard Star FDS 2.4% Trimmed −12%
IEFA iShares Tr 2.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Aug 4, 2026 filing
add_circleNew
  • TFLO $28.5M
  • DFUS $3.32M
  • VSGX $3.21M
  • VGSH $2.94M
arrow_upwardAdded
  • VTIP +98806%
  • SUB +11017%
  • EMXC +2065%
  • SCHX +416%
arrow_downwardTrimmed
  • DFAC −45%
  • STIP −28%
  • VONE −16%
  • VXUS −12%
remove_circleSold out
  • TFI $246K
  • SCHP $219K
  • Vanguard Inst 500 Idx Tr D $209K
  • DFAT $173K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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