58 is the total number of securities Brooklyn FI, LLC has owned. The longest Brooklyn FI, LLC has owned a single stock is 8 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IWV | ISHARES TR | 8 | 8 | 7.07% | 9.50% | 11.03% | Q4 2021 | Q3 2023 | 8 |
VTI | VANGUARD INDEX FDS | 8 | 8 | 5.74% | 8.58% | 9.88% | Q4 2021 | Q3 2023 | 8 |
VTEB | VANGUARD MUN BD FDS | 8 | 8 | 4.61% | 8.46% | 12.55% | Q4 2021 | Q3 2023 | 8 |
VEA | VANGUARD TAX-MANAGED I... | 8 | 8 | 5.92% | 7.98% | 11.57% | Q4 2021 | Q3 2023 | 8 |
IWN | ISHARES TR | 8 | 8 | 4.17% | 7.19% | 9.56% | Q4 2021 | Q3 2023 | 8 |
VWO | VANGUARD INTL EQUITY I... | 8 | 8 | 4.05% | 6.55% | 8.64% | Q4 2021 | Q3 2023 | 8 |
VBR | VANGUARD INDEX FDS | 8 | 8 | 3.53% | 5.97% | 8.21% | Q4 2021 | Q3 2023 | 8 |
VXUS | VANGUARD STAR FDS | 8 | 8 | 4.12% | 5.16% | 7.50% | Q4 2021 | Q3 2023 | 8 |
BNDX | VANGUARD CHARLOTTE FDS | 8 | 8 | 3.66% | 4.98% | 5.82% | Q4 2021 | Q3 2023 | 8 |
VSS | VANGUARD INTL EQUITY I... | 8 | 8 | 3.17% | 4.13% | 5.17% | Q4 2021 | Q3 2023 | 8 |
SPEM | SPDR INDEX SHS FDS | 8 | 8 | 1.13% | 3.55% | 5.96% | Q4 2021 | Q3 2023 | 8 |
REET | ISHARES TR | 8 | 8 | 1.73% | 2.26% | 2.73% | Q4 2021 | Q3 2023 | 8 |
SCHB | SCHWAB STRATEGIC TR | 8 | 8 | 0.79% | 2.15% | 7.10% | Q4 2021 | Q3 2023 | 8 |
MUB | ISHARES TR | 8 | 8 | 0.22% | 1.93% | 3.42% | Q4 2021 | Q3 2023 | 8 |
SCZ | ISHARES TR | 8 | 8 | 0.53% | 1.62% | 2.50% | Q4 2021 | Q3 2023 | 8 |
SUB | ISHARES TR | 8 | 8 | 0.21% | 1.59% | 2.48% | Q4 2021 | Q3 2023 | 8 |
RWO | SPDR INDEX SHS FDS | 8 | 8 | 1.08% | 1.57% | 2.20% | Q4 2021 | Q3 2023 | 8 |
SCHC | SCHWAB STRATEGIC TR | 8 | 8 | 1.02% | 1.55% | 2.92% | Q4 2021 | Q3 2023 | 8 |
BND | VANGUARD BD INDEX FDS | 8 | 8 | 1.15% | 1.46% | 1.88% | Q4 2021 | Q3 2023 | 8 |
IEMG | ISHARES INC | 8 | 8 | 0.38% | 1.38% | 2.86% | Q4 2021 | Q3 2023 | 8 |
IEFA | ISHARES TR | 8 | 8 | 0.28% | 1.19% | 2.79% | Q4 2021 | Q3 2023 | 8 |
SCHF | SCHWAB STRATEGIC TR | 8 | 8 | 0.51% | 1.13% | 2.24% | Q4 2021 | Q3 2023 | 8 |
VSGX | VANGUARD WORLD FD | 8 | 8 | 0.62% | 1.02% | 1.48% | Q4 2021 | Q3 2023 | 8 |
ESGV | VANGUARD WORLD FD | 8 | 8 | 0.46% | 0.96% | 1.50% | Q4 2021 | Q3 2023 | 8 |
ESGD | ISHARES TR | 8 | 8 | 0.55% | 0.83% | 1.34% | Q4 2021 | Q3 2023 | 8 |
ESGU | ISHARES TR | 8 | 8 | 0.31% | 0.65% | 1.58% | Q4 2021 | Q3 2023 | 8 |
ESGE | ISHARES INC | 8 | 8 | 0.17% | 0.45% | 0.91% | Q4 2021 | Q3 2023 | 8 |
DSI | ISHARES TR | 8 | 8 | 0.30% | 0.44% | 0.60% | Q4 2021 | Q3 2023 | 8 |
STIP | ISHARES TR | 8 | 8 | 0.22% | 0.42% | 0.80% | Q4 2021 | Q3 2023 | 8 |
VOE | VANGUARD INDEX FDS | 8 | 8 | 0.14% | 0.28% | 0.40% | Q4 2021 | Q3 2023 | 8 |
ESML | ISHARES TR | 7 | 7 | 0.22% | 0.76% | 1.06% | Q4 2021 | Q2 2023 | 7 |
PEG | PUBLIC SVC ENTERPRISE ... | 7 | 7 | 0.12% | 0.20% | 0.24% | Q4 2021 | Q2 2023 | 7 |
IAGG | ISHARES TR | 4 | 2 | 0.65% | 1.26% | 1.91% | Q1 2022 | Q3 2023 | 6 |
QQQ | INVESCO QQQ TR | 3 | 3 | 0.12% | 0.24% | 0.33% | Q4 2021 | Q3 2023 | 6 |
IGSB | ISHARES TR | 3 | 3 | 0.13% | 0.22% | 0.29% | Q4 2021 | Q2 2023 | 6 |
VB | VANGUARD INDEX FDS | 3 | 2 | 0.51% | 1.12% | 2.12% | Q2 2022 | Q3 2023 | 5 |
VOO | VANGUARD INDEX FDS | 3 | 2 | 0.35% | 0.81% | 1.26% | Q2 2022 | Q3 2023 | 5 |
JPST | J P MORGAN EXCHANGE TR... | 3 | 2 | 0.20% | 0.43% | 0.65% | Q2 2022 | Q3 2023 | 5 |
DFUS | DIMENSIONAL ETF TRUST | 5 | 5 | 0.17% | 0.23% | 0.30% | Q1 2022 | Q1 2023 | 5 |
SPTI | SPDR SER TR | 3 | 2 | 0.12% | 0.21% | 0.27% | Q4 2021 | Q2 2023 | 5 |
VCIT | VANGUARD SCOTTSDALE FDS | 3 | 1 | 0.31% | 0.32% | 0.34% | Q4 2021 | Q1 2023 | 4 |
BARK | BARK INC | 2 | 1 | 0.13% | 0.29% | 0.40% | Q1 2022 | Q3 2023 | 4 |
VTV | VANGUARD INDEX FDS | 2 | 1 | 0.15% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 4 |
SPY | SPDR S&P 500 ETF TR | 2 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q1 2023 | 3 |
VNQ | VANGUARD INDEX FDS | 1 | 1 | 0.34% | 0.60% | 0.85% | Q1 2022 | Q3 2023 | 2 |
S | SENTINELONE INC | 2 | 2 | 0.43% | 0.45% | 0.47% | Q2 2023 | Q3 2023 | 2 |
NUEM | NUSHARES ETF TR | 1 | 1 | 0.21% | 0.25% | 0.30% | Q1 2022 | Q2 2023 | 2 |
ASAN | ASANA INC | 1 | 1 | 0.21% | 0.22% | 0.24% | Q3 2022 | Q1 2023 | 2 |
EL | LAUDER ESTEE COS INC | 1 | 1 | 0.20% | 0.21% | 0.21% | Q4 2021 | Q1 2023 | 2 |
DFAT | DIMENSIONAL ETF TRUST | 1 | 1 | 0.19% | 0.20% | 0.21% | Q1 2022 | Q1 2023 | 2 |
USMC | PRINCIPAL EXCHANGE-TRA... | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q1 2023 | 2 |
GOOGL | ALPHABET INC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q3 2022 | Q4 2022 | 2 |
AAPL | APPLE INC | 1 | 1 | 0.11% | 0.16% | 0.20% | Q2 2022 | Q3 2023 | 2 |
NVDA | NVIDIA CORPORATION | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
PZT | INVESCO EXCH TRADED FD... | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
JNJ | JOHNSON & JOHNSON | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
GOOG | ALPHABET INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
BETTER HOME & FINANCE ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
Download |
The securities at the top of the list , including ISHARES TR, VANGUARD INDEX FDS, and VANGUARD MUN BD FDS, are the highest-conviction holdings of Brooklyn FI, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Brooklyn FI, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Brooklyn FI, LLC owns currently or has owned in the past.