Beckerman Institutional

Beckerman Institutional as of March 31, 2025

Portfolio Holdings for Beckerman Institutional

Beckerman Institutional holds 102 positions in its portfolio as reported in the March 2025 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) 11.9 $16M 31k 532.58
Doubleline Etf Trust Opportunistic Co (DBND) 5.9 $8.1M 175k 46.17
Ishares Tr Core Msci Intl (IDEV) 4.9 $6.8M 99k 68.89
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 4.4 $6.1M 64k 95.97
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.2 $5.8M 187k 31.23
World Gold Tr Spdr Gld Minis (GLDM) 2.9 $4.1M 66k 61.89
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.6 $3.6M 108k 32.99
Alphabet Cap Stk Cl A (GOOGL) 2.5 $3.5M 23k 154.64
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.1 $2.9M 105k 27.96
Wisdomtree Tr Emg Mkts Smcap (DGS) 2.0 $2.8M 59k 48.31
Vanguard Index Fds Mid Cap Etf (VO) 1.9 $2.7M 10k 258.62
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.9 $2.6M 26k 103.48
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.7 $2.4M 97k 24.34
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.6 $2.3M 44k 52.38
Fidelity Covington Trust Msci Hlth Care I (FHLC) 1.6 $2.2M 33k 68.31
J P Morgan Exchange Traded F Income Etf (JPIE) 1.5 $2.1M 46k 46.08
Dimensional Etf Trust Internatnal Val (DFIV) 1.5 $2.0M 52k 39.36
Tcw Etf Trust Flexible Income (FLXR) 1.5 $2.0M 51k 39.18
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.4 $2.0M 38k 51.48
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.2 $1.7M 34k 49.74
Simplify Exchange Traded Fun Mbs Etf (MTBA) 1.2 $1.7M 34k 50.13
Ishares Tr Core Div Grwth (DGRO) 1.2 $1.7M 27k 61.77
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 1.2 $1.6M 24k 68.08
Ishares Msci Emrg Chn (EMXC) 1.1 $1.5M 28k 55.10
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.1 $1.5M 39k 38.43
Ishares Tr Core Msci Eafe (IEFA) 1.1 $1.5M 20k 75.63
Meta Platforms Cl A (META) 1.0 $1.4M 2.5k 576.37
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $1.4M 13k 104.54
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.0 $1.3M 38k 35.87
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.0 $1.3M 51k 25.89
Bancroft Fund (BCV) 1.0 $1.3M 76k 17.41
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.9 $1.3M 23k 56.25
Tri-Continental Corporation (TY) 0.9 $1.3M 42k 30.68
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.9 $1.3M 22k 57.12
Jpmorgan Chase Finl Cal Lkd 44 (AMJB) 0.9 $1.2M 38k 32.47
Ishares Tr Us Aer Def Etf (ITA) 0.9 $1.2M 8.0k 153.09
Apple (AAPL) 0.9 $1.2M 5.4k 222.18
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.7 $1.0M 41k 24.74
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.7 $958k 35k 27.47
Wisdomtree Tr Em Ex St-owned (XSOE) 0.7 $912k 30k 30.87
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.6 $833k 11k 78.44
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $798k 16k 50.82
Ishares Tr Us Home Cons Etf (ITB) 0.6 $782k 8.2k 95.19
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.6 $773k 10k 75.41
Spdr Ser Tr Portfolio S&p500 (SPYM) 0.6 $773k 12k 65.78
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.6 $762k 19k 40.28
Pimco Etf Tr Muni Income Opp (MINO) 0.6 $760k 17k 44.74
Pimco Etf Tr Multisector Bd (PYLD) 0.5 $726k 28k 26.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $718k 2.6k 274.99
Nfj Dividend Interest (NFJ) 0.5 $717k 59k 12.14
Microsoft Corporation (MSFT) 0.5 $711k 1.9k 375.40
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $707k 5.8k 121.94
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.5 $674k 20k 33.45
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.5 $673k 7.6k 88.05
Blackrock Esg Cap Allc Term Shs Ben Int (ECAT) 0.5 $666k 42k 15.77
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $655k 1.3k 514.13
JPMorgan Chase & Co. (JPM) 0.4 $613k 2.5k 245.10
Philip Morris International (PM) 0.4 $605k 3.8k 158.83
Intercontinental Exchange (ICE) 0.4 $604k 3.5k 172.57
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $594k 5.1k 115.56
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $579k 12k 49.94
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $578k 3.1k 186.21
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.4 $566k 16k 35.65
Vanguard World Comm Srvc Etf (VOX) 0.4 $558k 3.8k 148.44
Ishares Gold Tr Ishares New (IAU) 0.4 $539k 9.1k 58.95
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $531k 2.7k 194.08
Vanguard Index Fds Large Cap Etf (VV) 0.4 $503k 2.0k 257.03
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) 0.4 $484k 17k 28.64
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $463k 4.8k 97.43
Bank of America Corporation (BAC) 0.3 $457k 11k 41.75
Ishares Tr Core S&p500 Etf (IVV) 0.3 $447k 796.00 561.56
Pfizer (PFE) 0.3 $447k 18k 25.35
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $441k 2.7k 160.66
Vanguard World Inf Tech Etf (VGT) 0.3 $427k 787.00 542.57
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.3 $421k 8.9k 47.54
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.3 $406k 10k 40.45
Spdr Gold Tr Gold Shs (GLD) 0.3 $401k 1.4k 288.28
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.3 $396k 5.7k 69.56
Gabelli mutual funds - (GGZ) 0.3 $364k 30k 12.00
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $362k 4.0k 90.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $355k 634.00 559.94
Coca-Cola Company (KO) 0.3 $353k 4.9k 71.70
Ishares Tr Ishares Biotech (IBB) 0.3 $352k 2.8k 127.95
Ishares Core Msci Emkt (IEMG) 0.2 $326k 6.0k 53.98
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $311k 6.1k 51.14
Intuitive Surgical Com New (ISRG) 0.2 $299k 604.00 495.03
Ishares Tr Core Msci Total (IXUS) 0.2 $298k 4.3k 69.89
Goldman Sachs (GS) 0.2 $296k 541.00 547.13
Altria (MO) 0.2 $291k 4.8k 60.11
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $290k 4.6k 63.58
Capital One Financial (COF) 0.2 $281k 1.6k 179.21
Pimco NY Muni Income Fund II (PNI) 0.2 $277k 39k 7.08
Amazon (AMZN) 0.2 $263k 1.4k 190.17
Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.2 $259k 5.5k 47.32
Alphabet Cap Stk Cl C (GOOG) 0.2 $233k 1.5k 156.27
Ishares Tr Short Treas Bd (SHV) 0.2 $232k 2.1k 110.53
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.2 $226k 4.2k 53.42
At&t (T) 0.1 $207k 7.3k 28.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $201k 429.00 468.53
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) 0.1 $200k 6.2k 32.33
Royce Global Value Tr (RGT) 0.1 $135k 13k 10.47
Ellsworth Fund (ECF) 0.1 $116k 13k 9.07