Brooklyn FI, LLC 13F 持仓 · 2026年Q2
Brooklyn FI 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 349 只证券,申报市值合计 5.47 亿美元。前几大持仓:VEA(9.74%)、VTI(9.64%)、VOO(6.98%)。本季前 25 大持仓中:增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard FTSE Developed Markets ETF | $53.3M | 9.74% | 756,154 | 增持 |
| 2 | VTI | Vanguard Total Stock Market ETF | $52.7M | 9.64% | 142,919 | 增持 |
| 3 | VOO | Vanguard S&P 500 ETF | $38.2M | 6.98% | 55,607 | 增持 |
| 4 | IWV | iShares Russell 3000 ETF | $33.6M | 6.15% | 79,177 | 增持 |
| 5 | VBR | Vanguard Small-Cap Value ETF | $21.5M | 3.92% | 88,025 | 增持 |
| 6 | VWO | Vanguard FTSE Emerging Markets ETF | $21.1M | 3.86% | 358,719 | 增持 |
| 7 | VXUS | Vanguard Total International Stock ETF | $18.0M | 3.29% | 212,940 | 增持 |
| 8 | SCHF | Schwab International Equity ETF | $17.4M | 3.18% | 635,710 | 增持 |
| 9 | SCHB | Schwab US Broad Market ETF | $16.6M | 3.04% | 575,667 | 增持 |
| 10 | VTEB | Vanguard Tax-Exempt Bond ETF | $16.2M | 2.96% | 325,018 | 增持 |
| 11 | IEFA | iShares Core MSCI EAFE ETF | $15.2M | 2.79% | 156,898 | 减持 |
| 12 | REET | iShares Global REIT ETF | $14.9M | 2.72% | 523,222 | 增持 |
| 13 | BNDX | Vanguard Total International Bond ETF | $14.1M | 2.58% | 295,211 | 增持 |
| 14 | MUB | iShares National Muni Bond ETF | $14.0M | 2.57% | 132,488 | 减持 |
| 15 | SCHC | Schwab International Small-Cap Eq ETF | $12.6M | 2.30% | 260,222 | 增持 |
| 16 | ITOT | iShares Core S&P Total US Stock Mkt ETF | $12.4M | 2.28% | 75,966 | 减持 |
| 17 | VB | Vanguard Small-Cap ETF | $12.0M | 2.20% | 40,724 | 增持 |
| 18 | IEMG | iShares Core MSCI Emerging Markets ETF | $12.0M | 2.19% | 151,615 | 增持 |
| 19 | BND | Vanguard Total Bond Market ETF | $11.5M | 2.11% | 159,442 | 增持 |
| 20 | VSS | Vanguard FTSE All-Wld ex-US SmCp ETF | $9.2M | 1.68% | 60,312 | 减持 |
| 21 | SCZ | iShares MSCI EAFE Small-Cap ETF | $8.5M | 1.55% | 102,259 | 增持 |
| 22 | SPEM | SPDR Portfolio Emerging Markets ETF | $7.9M | 1.45% | 155,359 | 增持 |
| 23 | IAGG | iShares Core International Aggt Bd ETF | $7.5M | 1.37% | 150,691 | 减持 |
| 24 | VTWO | Vanguard Russell 2000 ETF | $7.2M | 1.32% | 60,947 | 增持 |
| 25 | IWN | iShares Russell 2000 Value ETF | $6.7M | 1.22% | 30,065 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR