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BF

Brooklyn FI Portfolio holdings

AUM $476M
1-Year Est. Return 17.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$476M
AUM Growth
+$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.29M
3
+$3.22M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$2.45M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.29M

Top Sells

1
+$4.01M
2
+$1.55M
3
+$1.3M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$748K
5
RDDT icon
Reddit
RDDT
+$715K

Sector Composition

1 Communication Services 1.69%
2 Financials 0.86%
3 Technology 0.58%
4 Energy 0.2%
5 Consumer Discretionary 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VONE icon
26
Vanguard Russell 1000 ETF
VONE
$8.09B
$5.76M 1.21%
19,530
+10,670
VV icon
27
Vanguard Large-Cap ETF
VV
$52.7B
$4.97M 1.04%
16,629
+690
RWO icon
28
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.24B
$4.27M 0.9%
93,209
+16,215
GOOG icon
29
Alphabet (Google) Class C
GOOG
$4.43T
$4.21M 0.89%
14,681
-83
ESGV icon
30
Vanguard ESG US Stock ETF
ESGV
$13.2B
$3.96M 0.83%
35,296
-266
JPST icon
31
JPMorgan Ultra-Short Income ETF
JPST
$38.8B
$3.96M 0.83%
78,225
-4,777
STIP icon
32
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$3.42M 0.72%
33,085
-1,579
SCHH icon
33
Schwab US REIT ETF
SCHH
$10.2B
$3.35M 0.7%
155,955
+1,152
VSGX icon
34
Vanguard ESG International Stock ETF
VSGX
$6.81B
$3.1M 0.65%
43,224
+198
DFUS icon
35
Dimensional US Equity ETF
DFUS
$20.6B
$2.81M 0.59%
39,673
-710
ESGU icon
36
iShares ESG Aware MSCI USA ETF
ESGU
$17.5B
$2.64M 0.56%
18,687
-159
ESGD icon
37
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$2.56M 0.54%
26,739
-197
RDDT icon
38
Reddit
RDDT
$32.7B
$2.33M 0.49%
17,320
-4,200
DFAC icon
39
Dimensional US Core Equity 2 ETF
DFAC
$47.2B
$2.33M 0.49%
59,966
BRK.A icon
40
Berkshire Hathaway Class A
BRK.A
$1.06T
$2.15M 0.45%
3
MGC icon
41
Vanguard Mega Cap 300 Index ETF
MGC
$10.1B
$2.15M 0.45%
9,090
+2,637
VNQ icon
42
Vanguard Real Estate ETF
VNQ
$37.6B
$1.71M 0.36%
19,306
-471
SPY icon
43
State Street SPDR S&P 500 ETF Trust
SPY
$792B
$1.57M 0.33%
2,410
+299
BRK.B icon
44
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.31M 0.27%
2,729
-9
IVV icon
45
iShares Core S&P 500 ETF
IVV
$820B
$1.19M 0.25%
1,817
+3
GOOGL icon
46
Alphabet (Google) Class A
GOOGL
$4.45T
$1.01M 0.21%
3,508
-138
CVX icon
47
Chevron
CVX
$357B
$966K 0.2%
4,671
ESGE icon
48
iShares ESG Aware MSCI EM ETF
ESGE
$7B
$946K 0.2%
20,797
-381
AAPL icon
49
Apple
AAPL
$4.38T
$908K 0.19%
3,577
+111
VTWV icon
50
Vanguard Russell 2000 Value ETF
VTWV
$1.23B
$883K 0.19%
5,279
-58
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