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Beckerman Institutional

Latest statistics and disclosures from Beckerman Institutional's latest quarterly 13F-HR filing:

Top 5 stock holdings are BRK.B, DBND, IDEV, LDUR, DFAI, and represent 29.85% of Beckerman Institutional's stock portfolio.
Added to shares of these 10 stocks: DBND, SCHD, SCHO, DFIV, MTBA, PULS, BINC, DFAI, JPM, JPIE.
Started 3 new stock positions in PLTR, QQQ, KO.
Reduced shares in these 10 stocks: ECAT, TEAF, SHV, VOO, AAPL, DFAU, TOTL, META, GOOGL, GOOG.
Sold out of its position in TEAF.
Beckerman Institutional was a net buyer of stock by $11M.
Beckerman Institutional has $125M in assets under management (AUM), dropping by 5.17%.
Central Index Key (CIK): 0002043468

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Portfolio Holdings for Beckerman Institutional

Beckerman Institutional holds 98 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B)	10.2	$13M		28k	453.27	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	6.1	$7.6M	+37%	168k	45.29	View chart
Ishares Tr Core Msci Intl (IDEV)	4.9	$6.1M		94k	64.47	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	4.7	$5.8M	+4%	62k	95.00	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.0	$5.0M	+8%	170k	29.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.2	$4.0M		21k	189.30	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.0	$3.7M	+7%	108k	34.59	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.6	$3.2M		63k	51.99	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.2	$2.7M	+217%	100k	27.32	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	2.1	$2.7M	+6%	55k	48.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.0	$2.5M	+7%	9.4k	264.12	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.9	$2.4M	+4%	24k	100.58	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.7	$2.2M	+142%	90k	24.06	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.6	$2.0M	+31%	38k	52.03	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.6	$2.0M	+4%	36k	55.66	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	1.5	$1.9M		29k	65.34	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.5	$1.9M	+19%	42k	45.63	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	1.5	$1.8M		24k	76.05	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.4	$1.7M	+49%	34k	49.56	View chart
Ishares Tr Core Div Grwth (DGRO)	1.3	$1.6M		27k	61.32	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.3	$1.6M	-3%	40k	40.48	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	1.3	$1.6M	+72%	31k	49.69	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$1.5M	+7%	13k	115.22	View chart
Meta Platforms Cl A (META)	1.2	$1.5M	-3%	2.5k	585.41	View chart
Apple (AAPL)	1.1	$1.4M	-5%	5.6k	250.40	View chart
Ishares Msci Emrg Chn (EMXC)	1.1	$1.4M	+8%	25k	55.44	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.1	$1.4M		24k	57.54	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	1.1	$1.4M		23k	58.70	View chart
Tri-Continental Corporation (TY)	1.1	$1.3M		42k	31.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$1.3M		19k	70.27	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.0	$1.2M	+6%	48k	25.36	View chart
Bancroft Fund (BCV)	0.9	$1.2M		67k	17.71	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.9	$1.2M	+253%	33k	35.49	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.9	$1.2M	+8%	34k	34.33	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.9	$1.1M	+12%	46k	24.66	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.9	$1.1M	+3%	7.7k	145.37	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	0.8	$992k	+3%	34k	29.51	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.7	$927k		11k	87.30	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.7	$895k		29k	30.46	View chart
Blackrock Esg Cap Allc Term Shs Ben Int (ECAT)	0.7	$846k	-32%	52k	16.40	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.7	$826k	+2%	31k	27.02	View chart
Microsoft Corporation (MSFT)	0.7	$822k	+9%	2.0k	421.32	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.6	$786k		7.6k	103.35	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$779k		8.4k	92.69	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$775k		11k	68.93	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$746k		5.8k	128.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$741k		16k	47.84	View chart
Nfj Dividend Interest (NFJ)	0.6	$734k		58k	12.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$729k		2.5k	289.86	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$622k	+32%	24k	25.92	View chart
JPMorgan Chase & Co. (JPM)	0.5	$619k	+120%	2.6k	239.55	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$615k	-15%	1.1k	539.00	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.5	$597k	-9%	15k	39.37	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN)	0.5	$593k		19k	31.59	View chart
Vanguard World Comm Srvc Etf (VOX)	0.5	$590k		3.8k	154.86	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.5	$589k	+25%	13k	45.05	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$583k	+7%	2.9k	198.16	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.5	$581k	+3%	5.1k	114.48	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$529k		16k	33.32	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$528k		2.0k	269.80	View chart
Intercontinental Exchange (ICE)	0.4	$522k		3.5k	149.14	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$519k	+9%	11k	48.44	View chart
Bank of America Corporation (BAC)	0.4	$503k	+50%	12k	43.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$469k		796.00	589.20	View chart
Philip Morris International (PM)	0.4	$458k		3.8k	120.24	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$447k	+29%	9.0k	49.50	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$447k		4.1k	108.65	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$445k		716.00	621.51	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$444k	+31%	2.7k	161.81	View chart
Pfizer (PFE)	0.4	$439k	+27%	17k	26.54	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$421k	+24%	8.8k	47.78	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$418k		2.1k	195.69	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.3	$405k		10k	40.35	View chart
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)	0.3	$389k		15k	26.16	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.3	$383k		5.6k	68.64	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$372k		634.00	586.75	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$361k		2.7k	132.23	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$340k	+18%	3.8k	89.05	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.3	$333k		6.1k	54.76	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$330k	-5%	5.4k	60.71	View chart
Intuitive Surgical Com New (ISRG)	0.3	$315k		604.00	521.52	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$307k		1.3k	242.11	View chart
Amazon (AMZN)	0.2	$307k		1.4k	219.60	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$305k		5.8k	52.19	View chart
Palantir Technologies Cl A (PLTR)	0.2	$304k	NEW	4.0k	75.55	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	0.2	$281k	+9%	6.0k	46.89	View chart
Coca-Cola Company (KO)	0.2	$280k	NEW	4.5k	62.15	View chart
Capital One Financial (COF)	0.2	$280k	+2%	1.6k	178.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$277k	-7%	1.5k	190.38	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$276k		4.2k	66.23	View chart
Altria (MO)	0.2	$253k		4.8k	52.26	View chart
Goldman Sachs (GS)	0.2	$241k		421.00	572.45	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$225k	-33%	2.0k	110.08	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$221k		4.2k	52.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$219k	NEW	429.00	510.49	View chart
Pimco NY Muni Income Fund II (PNI)	0.1	$163k	+49%	23k	7.18	View chart
Royce Global Value Tr (RGT)	0.1	$138k		13k	10.71	View chart
Ellsworth Fund (ECF)	0.1	$124k		13k	9.69	View chart

Past Filings by Beckerman Institutional

SEC 13F filings are viewable for Beckerman Institutional going back to 2024

Beckerman Institutional 2024 Q4 filed Jan. 29, 2025
Beckerman Institutional 2024 Q3 filed Nov. 1, 2024

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