13F 机构持仓

Brooklyn FI, LLC

NEW YORK NY · SEC CIK 0001916123

2026Q22026Q1 更早 9 个季度 🔒
$4.76亿2026Q1 申报市值
78持仓数
52.6%前十大占比 · 第一大 9.8%
1 / 2新建仓 / 清仓
申报市值走势$5.47亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VEA 9.8%
VTI 9.3%
VOO 6.8%
IWV 6.1%
VWO 4.0%
VBR 3.9%
VXUS 3.4%
SCHF 3.2%
IEFA 3.1%
VTEB 3.0%

2026Q1 买入最多 按季末市值估算

IWV 加仓+$367.90万
VONE 加仓+$314.89万
SCHB 加仓+$308.37万
IAGG 加仓+$243.60万
VBR 加仓+$125.29万

2026Q1 卖出最多 按季末市值估算

VTI 减仓-$383.01万
VOO 减仓-$147.83万
BNDX 减仓-$128.60万
MUB 减仓-$73.89万
RDDT 减仓-$56.55万

2026Q1 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
VEA VANGUARD TAX-MANAGED FDS $4,682.68万9.84%730,755 14,9492.1% $95.79万 加仓
VTI VANGUARD INDEX FDS $4,408.63万9.26%137,422 -11,939-8.0% -$383.01万 减仓
VOO VANGUARD INDEX FDS $3,229.81万6.79%54,051 -2,474-4.4% -$147.83万 减仓
IWV ISHARES TR $2,886.08万6.06%77,859 9,92514.6% $367.90万 加仓
VWO VANGUARD INTL EQUITY INDEX F $1,890.41万3.97%349,752 10,7123.2% $57.90万 加仓
VBR VANGUARD INDEX FDS $1,857.83万3.90%85,516 5,7677.2% $125.29万 加仓
VXUS VANGUARD STAR FDS $1,637.12万3.44%212,310 4,6632.2% $35.96万 加仓
SCHF SCHWAB STRATEGIC TR $1,519.30万3.19%613,858 29,9775.1% $74.19万 加仓
IEFA ISHARES TR $1,465.48万3.08%161,877 9,9466.5% $90.04万 加仓
VTEB VANGUARD MUN BD FDS $1,441.42万3.03%288,920 20,6137.7% $102.84万 加仓
SCHB SCHWAB STRATEGIC TR $1,422.77万2.99%566,840 122,85827.7% $308.37万 加仓
MUB ISHARES TR $1,407.58万2.96%132,603 -6,961-5.0% -$73.89万 减仓
REET ISHARES TR $1,267.87万2.66%504,122 39,9858.6% $100.56万 加仓
SCHC SCHWAB STRATEGIC TR $1,143.27万2.40%244,602 26,36412.1% $123.23万 加仓
BNDX VANGUARD CHARLOTTE FDS $1,106.63万2.33%230,308 -26,764-10.4% -$128.60万 减仓
ITOT ISHARES TR $1,083.26万2.28%76,056 2,1833.0% $31.09万 加仓
IEMG ISHARES INC $1,057.29万2.22%151,583 4,7073.2% $32.83万 加仓
VB VANGUARD INDEX FDS $1,054.12万2.22%40,246 1,2533.2% $32.82万 加仓
BND VANGUARD BD INDEX FDS $1,033.67万2.17%140,368 7,2515.4% $53.40万 加仓
VSS VANGUARD INTL EQUITY INDEX F $891.37万1.87%61,141 -2,087-3.3% -$30.43万 减仓
SCZ ISHARES TR $800.46万1.68%102,087 -1,769-1.7% -$13.87万 减仓
IAGG ISHARES TR $764.24万1.61%152,725 48,68146.8% $243.60万 加仓
SPEM SPDR INDEX SHS FDS $699.98万1.47%149,217 4,9873.5% $23.39万 加仓
VTWO VANGUARD SCOTTSDALE FDS $609.75万1.28%60,872 1,3322.2% $13.34万 加仓
IWN ISHARES TR $583.20万1.23%30,761 -1,438-4.5% -$27.26万 减仓
VONE VANGUARD SCOTTSDALE FDS $576.37万1.21%19,530 10,670120.4% $314.89万 加仓
VV VANGUARD INDEX FDS $496.96万1.04%16,629 6904.3% $20.62万 加仓
RWO SPDR INDEX SHS FDS $426.62万0.90%93,209 16,21521.1% $74.22万 加仓
GOOG ALPHABET INC $421.13万0.88%14,681 -83-0.6% -$2.38万 减仓
ESGV VANGUARD WORLD FD $396.27万0.83%35,296 -266-0.7% -$2.99万 减仓
JPST J P MORGAN EXCHANGE TRADED F $395.90万0.83%78,225 -4,777-5.8% -$24.18万 减仓
STIP ISHARES TR $342.20万0.72%33,085 -1,579-4.6% -$16.33万 减仓
SCHH SCHWAB STRATEGIC TR $335.15万0.70%155,955 1,1520.7% $2.48万 加仓
VSGX VANGUARD WORLD FD $310.05万0.65%43,224 1980.5% $1.42万 加仓
DFUS DIMENSIONAL ETF TRUST $281.32万0.59%39,673 -710-1.8% -$5.03万 减仓
ESGU ISHARES TR $264.27万0.56%18,687 -159-0.8% -$2.25万 减仓
ESGD ISHARES TR $255.68万0.54%26,739 -197-0.7% -$1.88万 减仓
RDDT REDDIT INC $233.21万0.49%17,320 -4,200-19.5% -$56.55万 减仓
— DIMENSIONAL ETF TRUST $233.03万0.49%59,966 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC DEL $215.44万0.45%3 00.0% — 不变
MGC VANGUARD WORLD FD $214.84万0.45%9,090 2,63740.9% $62.33万 加仓
VNQ VANGUARD INDEX FDS $171.24万0.36%19,306 -471-2.4% -$4.18万 减仓
SPY STATE STR SPDR S&P 500 ETF T $156.75万0.33%2,410 29914.2% $19.45万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $130.77万0.27%2,729 -9-0.3% -$4,313 减仓
IVV ISHARES TR $118.69万0.25%1,817 30.2% $1,960 加仓
GOOGL ALPHABET INC $100.86万0.21%3,508 -138-3.8% -$3.97万 减仓
CVX CHEVRON CORPORATION $96.64万0.20%4,671 00.0% — 不变
ESGE ISHARES INC $94.56万0.20%20,797 -381-1.8% -$1.73万 减仓
AAPL APPLE INC $90.79万0.19%3,577 1113.2% $2.82万 加仓
VTWV VANGUARD SCOTTSDALE FDS $88.28万0.19%5,279 -58-1.1% -$9,699 减仓
VCIT VANGUARD SCOTTSDALE FDS $80.37万0.17%9,712 1,74521.9% $14.44万 加仓
SPYM SPDR SERIES TRUST $79.53万0.17%10,391 720.7% $5,511 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $66.81万0.14%1,977 00.0% — 不变
DSI ISHARES TR $65.32万0.14%5,390 00.0% — 不变
MSFT MICROSOFT CORP $65.08万0.14%1,758 -74-4.0% -$2.74万 减仓
NVDA NVIDIA CORPORATION $54.61万0.11%3,132 331.1% $5,754 加仓
FNDC SCHWAB STRATEGIC TR $54.08万0.11%11,665 00.0% — 不变
VOE VANGUARD INDEX FDS $52.83万0.11%2,867 00.0% — 不变
QQQ INVESCO QQQ TR $52.42万0.11%908 13717.8% $7.91万 加仓
META META PLATFORMS INC $51.21万0.11%895 121.4% $6,866 加仓
VTV VANGUARD INDEX FDS $47.91万0.10%2,442 934.0% $1.82万 加仓
ESML ISHARES TR $47.84万0.10%10,175 710.7% $3,338 加仓
JNJ JOHNSON & JOHNSON $46.59万0.10%1,906 -55-2.8% -$1.34万 减仓
SPTI SPDR SERIES TRUST $43.90万0.09%15,317 2,24917.2% $6.45万 加仓
AMZN AMAZON COM INC $43.76万0.09%2,101 462.2% $9,580 加仓
USHY ISHARES TR $43.61万0.09%11,837 7226.5% $2.66万 加仓
IJH ISHARES TR $36.51万0.08%5,407 1412.7% $9,522 加仓
IVE ISHARES TR $33.17万0.07%1,571 110.7% $2,323 加仓
NUEM NUSHARES ETF TR $28.37万0.06%7,723 00.0% — 不变
SOXX ISHARES TR $25.21万0.05%767 00.0% — 不变
TSLA TESLA INC $25.02万0.05%673 50.7% $1,859 加仓
TFI SPDR SERIES TRUST $24.77万0.05%5,463 00.0% — 不变
VO VANGUARD INDEX FDS $22.29万0.05%776 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $21.80万0.05%8,192 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $21.58万0.05%1,372 -95-6.5% -$1.49万 减仓
SCHW SCHWAB CHARLES CORP $21.16万0.04%2,252 00.0% — 不变
COF CAPITAL ONE FINL CORP $20.14万0.04%1,104 00.0% — 不变
IWM ISHARES TR $20.04万0.04%808 808— $20.04万 新建仓
BAC BANK AMERICA CORP $00.00%0 —— — 申报中断
MTB M & T BK CORP $00.00%0 -1,452-100.0% -$29.25万 清仓
— BARK INC $00.00%0 -169,284-100.0% -$10.20万 清仓