Brooklyn Fi, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $18.3 Billion distributed in 221 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 $1.98B, Vanguard Ftse Developed Market with a value of $1.72B, Vanguard Index Fds S&P 500 ETF with a value of $1.57B, Ishares Russell 3000 ETF with a value of $1.56B, and Vanguard Small Cap Value ETF with a value of $872M.

Examining the 13F form we can see an increase of $18B in the current position value, from $283M to 18.3B.

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 $18.3 Billion
ETFs: $17.8 Billion
Technology: $194 Million
Communication Services: $123 Million
Consumer Cyclical: $95.3 Million
Healthcare: $34.2 Million
Consumer Defensive: $14.9 Million
Financial Services: $11.7 Million
Industrials: $5.17 Million
Other: $5.93 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 221
  • Current Value $18.3 Billion
  • Prior Value $283 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 161 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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