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Beckerman Institutional

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

Central Index Key (CIK): 0002043468

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Positions held by Beckerman Institutional consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Beckerman Institutional

Beckerman Institutional holds 96 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B)	10.9	$13M	28k	460.27	View chart
Ishares Tr Core Msci Intl (IDEV)	5.6	$6.7M	94k	70.83	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	4.9	$5.8M	122k	47.36	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	4.7	$5.6M	59k	95.96	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.2	$5.0M	156k	31.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.0	$3.5M	21k	165.86	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.9	$3.5M	101k	34.29	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.7	$3.2M	62k	52.13	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	2.3	$2.7M	51k	53.70	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.2	$2.7M	32k	84.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.9	$2.3M	8.7k	263.87	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.9	$2.3M	23k	101.30	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	1.8	$2.1M	30k	72.80	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.6	$1.9M	34k	55.63	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.5	$1.8M	37k	48.97	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	1.5	$1.7M	24k	71.60	View chart
Ishares Tr Core Div Grwth (DGRO)	1.4	$1.7M	27k	62.71	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.4	$1.6M	41k	39.69	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.4	$1.6M	35k	46.38	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	1.3	$1.6M	29k	53.53	View chart
Meta Platforms Cl A (META)	1.2	$1.5M	2.6k	572.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$1.4M	18k	78.05	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$1.4M	24k	59.52	View chart
Ishares Msci Emrg Chn (EMXC)	1.2	$1.4M	23k	61.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$1.4M	12k	116.97	View chart
Apple (AAPL)	1.2	$1.4M	5.9k	232.99	View chart
Tri-Continental Corporation (TY)	1.1	$1.4M	41k	33.04	View chart
Blackrock Esg Cap Allc Term Shs Ben Int (ECAT)	1.1	$1.4M	76k	17.73	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	1.1	$1.3M	23k	55.08	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.0	$1.2M	45k	27.42	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.0	$1.2M	31k	38.52	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.0	$1.1M	23k	49.77	View chart
Bancroft Fund (BCV)	0.9	$1.1M	67k	16.77	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.9	$1.1M	7.5k	149.64	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.9	$1.0M	41k	25.14	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.8	$983k	7.7k	127.13	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.8	$976k	30k	33.03	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.8	$940k	18k	51.47	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	0.8	$928k	33k	28.47	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.8	$918k	11k	86.87	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.7	$877k	30k	29.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$825k	16k	52.82	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.7	$813k	8.4k	96.96	View chart
Microsoft Corporation (MSFT)	0.6	$765k	1.8k	430.50	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$757k	11k	67.50	View chart
Nfj Dividend Interest (NFJ)	0.6	$750k	58k	13.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$728k	5.8k	125.56	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$722k	2.5k	283.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$710k	1.3k	527.49	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.6	$691k	17k	41.39	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN)	0.6	$667k	19k	35.13	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.5	$620k	4.9k	125.91	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.5	$574k	16k	36.15	View chart
Intercontinental Exchange (ICE)	0.5	$562k	3.5k	160.57	View chart
Vanguard World Comm Srvc Etf (VOX)	0.5	$556k	3.8k	145.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$551k	2.7k	200.95	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$515k	2.0k	263.16	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$482k	10k	46.18	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$481k	9.8k	49.28	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$481k	18k	26.63	View chart
Philip Morris International (PM)	0.4	$462k	3.8k	121.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$459k	796.00	576.63	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$445k	4.1k	107.77	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$423k	2.1k	198.03	View chart
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)	0.4	$422k	15k	28.56	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$420k	716.00	586.59	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.3	$408k	10k	40.65	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$396k	2.7k	145.53	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$389k	5.7k	67.71	View chart
Pfizer (PFE)	0.3	$376k	13k	28.93	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$364k	634.00	574.13	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$355k	9.3k	38.09	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.3	$353k	5.5k	63.87	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$351k	2.1k	167.62	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$348k	7.0k	49.74	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$343k	7.1k	48.56	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$341k	3.1k	110.50	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$336k	5.9k	57.42	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.3	$333k	6.1k	54.76	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$313k	3.2k	97.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$308k	1.3k	242.90	View chart
Bank of America Corporation (BAC)	0.3	$303k	7.6k	39.73	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$298k	4.1k	72.61	View chart
Intuitive Surgical Com New (ISRG)	0.3	$297k	604.00	491.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$262k	1.6k	167.20	View chart
Amazon (AMZN)	0.2	$262k	1.4k	186.08	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	0.2	$259k	5.5k	47.50	View chart
JPMorgan Chase & Co. (JPM)	0.2	$247k	1.2k	210.75	View chart
Altria (MO)	0.2	$247k	4.8k	51.02	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$231k	4.2k	54.67	View chart
Capital One Financial (COF)	0.2	$230k	1.5k	149.93	View chart
Goldman Sachs (GS)	0.2	$206k	415.00	496.39	View chart
Royce Global Value Tr (RGT)	0.1	$150k	13k	11.64	View chart
Ecofin Sustainable And Socia Com Sh Ben Int (TEAF)	0.1	$134k	10k	13.03	View chart
Pimco NY Muni Income Fund II (PNI)	0.1	$120k	15k	7.88	View chart
Ellsworth Fund (ECF)	0.1	$114k	13k	9.00	View chart

Past Filings by Beckerman Institutional

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

Beckerman Institutional 2024 Q3 filed Nov. 1, 2024

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