Beckerman Institutional

Beckerman Institutional as of Dec. 31, 2024

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