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Home > Institutional Investor > Brooklyn Fi, Llc > Profile

Instuitional Investor - Brooklyn Fi, Llc

Fund Profile
Filing Period:
Fund Name: Brooklyn Fi, Llc
Portfolio Value $212,809,886
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 71,996 $19,708,185 9.26%
2.
Vanguard Index Fds
 79,958 $18,967,535 8.91%
3.
Vanguard Tax-Managed Fds
 360,785 $17,281,610 8.12%
4.
Vanguard Index Fds
 73,514 $13,230,338 6.21%
5.
Vanguard Intl Equity Index Funds
 VWO 321,400 $13,209,521 6.2%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)