Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Brooklyn FI, LLC (CIK 1916123) reported $475.9M across 78 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($46.8M, 9.84%), VTI ($44.1M, 9.26%), VOO ($32.3M, 6.79%), IWV ($28.9M, 6.06%), VWO ($18.9M, 3.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $46.8M | 9.84% | 730,755 | Added |
| 2 | VTI | VANGUARD INDEX FDS | $44.1M | 9.26% | 137,422 | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $32.3M | 6.79% | 54,051 | Trimmed |
| 4 | IWV | ISHARES TR | $28.9M | 6.06% | 77,859 | Added |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $18.9M | 3.97% | 349,752 | Added |
| 6 | VBR | VANGUARD INDEX FDS | $18.6M | 3.90% | 85,516 | Added |
| 7 | VXUS | VANGUARD STAR FDS | $16.4M | 3.44% | 212,310 | Added |
| 8 | SCHF | SCHWAB STRATEGIC TR | $15.2M | 3.19% | 613,858 | Added |
| 9 | IEFA | ISHARES TR | $14.7M | 3.08% | 161,877 | Added |
| 10 | VTEB | VANGUARD MUN BD FDS | $14.4M | 3.03% | 288,920 | Added |
| 11 | SCHB | SCHWAB STRATEGIC TR | $14.2M | 2.99% | 566,840 | Added |
| 12 | MUB | ISHARES TR | $14.1M | 2.96% | 132,603 | Trimmed |
| 13 | REET | ISHARES TR | $12.7M | 2.66% | 504,122 | Added |
| 14 | SCHC | SCHWAB STRATEGIC TR | $11.4M | 2.40% | 244,602 | Added |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | $11.1M | 2.33% | 230,308 | Trimmed |
| 16 | ITOT | ISHARES TR | $10.8M | 2.28% | 76,056 | Added |
| 17 | VB | VANGUARD INDEX FDS | $10.5M | 2.22% | 40,246 | Added |
| 18 | IEMG | ISHARES INC | $10.6M | 2.22% | 151,583 | Added |
| 19 | BND | VANGUARD BD INDEX FDS | $10.3M | 2.17% | 140,368 | Added |
| 20 | VSS | VANGUARD INTL EQUITY INDEX F | $8.9M | 1.87% | 61,141 | Trimmed |
| 21 | SCZ | ISHARES TR | $8.0M | 1.68% | 102,087 | Trimmed |
| 22 | IAGG | ISHARES TR | $7.6M | 1.61% | 152,725 | Added |
| 23 | SPEM | SPDR INDEX SHS FDS | $7.0M | 1.47% | 149,217 | Added |
| 24 | VTWO | VANGUARD SCOTTSDALE FDS | $6.1M | 1.28% | 60,872 | Added |
| 25 | IWN | ISHARES TR | $5.8M | 1.23% | 30,761 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31