Beckerman Institutional

Beckerman Institutional as of June 30, 2025

Portfolio Holdings for Beckerman Institutional

Beckerman Institutional holds 108 positions in its portfolio as reported in the June 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) 10.1 $15M 31k 485.77
Doubleline Etf Trust Opportunistic Co (DBND) 5.8 $8.7M 189k 46.24
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.9 $7.4M 216k 34.57
Ishares Tr Core Msci Intl (IDEV) 4.9 $7.4M 97k 76.04
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 4.2 $6.3M 65k 95.82
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.8 $4.3M 119k 35.84
World Gold Tr Spdr Gld Minis (GLDM) 2.8 $4.2M 64k 65.52
Alphabet Cap Stk Cl A (GOOGL) 2.6 $4.0M 23k 176.21
Tcw Etf Trust Flexible Income (FLXR) 2.5 $3.8M 96k 39.45
Wisdomtree Tr Emg Mkts Smcap (DGS) 2.2 $3.4M 61k 55.24
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $3.2M 11k 279.82
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.0 $3.0M 114k 26.50
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.9 $2.8M 116k 24.38
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.9 $2.8M 27k 102.89
Dimensional Etf Trust Internatnal Val (DFIV) 1.8 $2.7M 63k 42.83
J P Morgan Exchange Traded F Income Etf (JPIE) 1.6 $2.3M 50k 46.33
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.5 $2.2M 41k 53.97
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.4 $2.2M 41k 52.85
Fidelity Covington Trust Msci Hlth Care I (FHLC) 1.4 $2.1M 33k 63.94
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 1.3 $1.9M 24k 80.10
Ishares Msci Emrg Chn (EMXC) 1.3 $1.9M 30k 63.15
Meta Platforms Cl A (META) 1.2 $1.9M 2.5k 737.86
Simplify Exchange Traded Fun Mbs Etf (MTBA) 1.2 $1.8M 36k 50.08
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.2 $1.8M 42k 42.58
Ishares Tr Core Div Grwth (DGRO) 1.1 $1.7M 27k 63.96
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.1 $1.6M 57k 28.95
Ishares Tr Core Msci Eafe (IEFA) 1.1 $1.6M 19k 83.50
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.1 $1.6M 32k 49.75
Ishares Tr Us Aer Def Etf (ITA) 1.0 $1.5M 7.9k 188.59
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.0 $1.4M 34k 42.35
Fidelity Covington Trust Msci Commntn Svc (FCOM) 1.0 $1.4M 22k 64.82
Bancroft Fund (BCV) 1.0 $1.4M 76k 18.90
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.9 $1.3M 50k 27.03
Tri-Continental Corporation (TY) 0.9 $1.3M 42k 31.66
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $1.3M 12k 109.27
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.8 $1.1M 20k 56.85
Jpmorgan Chase Finl Cal Lkd 44 (AMJB) 0.8 $1.1M 37k 30.26
Apple (AAPL) 0.7 $1.1M 5.5k 205.15
Wisdomtree Tr Em Ex St-owned (XSOE) 0.7 $1.0M 30k 34.47
Microsoft Corporation (MSFT) 0.6 $963k 1.9k 497.42
Spdr Series Trust Portfolio S&p500 (SPLG) 0.6 $854k 12k 72.67
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $835k 15k 57.01
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $794k 2.6k 304.10
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $783k 5.8k 135.05
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.5 $773k 9.7k 79.80
Ishares Tr Us Home Cons Etf (ITB) 0.5 $765k 8.2k 93.12
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.5 $758k 20k 38.92
Pimco Etf Tr Muni Income Opp (MINO) 0.5 $751k 17k 44.21
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.5 $731k 18k 40.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $724k 1.3k 568.29
Nfj Dividend Interest (NFJ) 0.5 $720k 58k 12.40
JPMorgan Chase & Co. (JPM) 0.5 $696k 2.4k 289.88
Philip Morris International (PM) 0.5 $694k 3.8k 182.20
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.5 $691k 5.1k 134.44
Pimco Etf Tr Multisector Bd (PYLD) 0.5 $690k 26k 26.55
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.5 $688k 7.3k 93.76
Vanguard World Comm Srvc Etf (VOX) 0.4 $643k 3.8k 171.06
Intercontinental Exchange (ICE) 0.4 $642k 3.5k 183.43
Blackrock Esg Cap Allc Term Shs Ben Int (ECAT) 0.4 $625k 39k 16.06
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.4 $623k 16k 39.65
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $590k 3.0k 195.17
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $583k 12k 50.28
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.4 $567k 7.5k 75.60
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $560k 2.7k 204.68
Gabelli mutual funds - (GGZ) 0.4 $558k 42k 13.33
Vanguard Index Fds Large Cap Etf (VV) 0.4 $558k 2.0k 285.13
Bank of America Corporation (BAC) 0.3 $514k 11k 47.31
Vanguard World Inf Tech Etf (VGT) 0.3 $512k 772.00 663.21
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) 0.3 $501k 16k 30.61
Ishares Tr Core S&p500 Etf (IVV) 0.3 $494k 796.00 620.60
Ishares Gold Tr Ishares New (IAU) 0.3 $491k 7.9k 62.32
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $467k 4.7k 99.45
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.3 $430k 9.1k 47.48
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.3 $424k 10k 42.25
Pfizer (PFE) 0.3 $423k 17k 24.25
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.3 $420k 5.7k 74.03
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $393k 2.4k 164.57
Pimco NY Muni Income Fund II (PNI) 0.3 $388k 58k 6.72
Spdr Gold Tr Gold Shs (GLD) 0.3 $387k 1.3k 305.20
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 0.2 $374k 15k 24.92
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $356k 4.0k 89.00
Ishares Core Msci Emkt (IEMG) 0.2 $352k 5.9k 59.95
Coca-Cola Company (KO) 0.2 $348k 4.9k 70.69
Spdr Series Trust Portfolio S&p600 (SPSM) 0.2 $346k 8.1k 42.64
Ishares Tr Ishares Biotech (IBB) 0.2 $339k 2.7k 126.40
Capital One Financial (COF) 0.2 $336k 1.6k 212.79
Spdr Series Trust Portfolio S&p400 (SPMD) 0.2 $331k 6.1k 54.43
Intuitive Surgical Com New (ISRG) 0.2 $328k 604.00 543.05
Goldman Sachs (GS) 0.2 $319k 450.00 708.89
Ishares Tr Core Msci Total (IXUS) 0.2 $318k 4.1k 77.32
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $317k 6.2k 51.35
Amazon (AMZN) 0.2 $310k 1.4k 219.55
Capital Group New Geography SHS (CGNG) 0.2 $310k 11k 28.83
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $293k 4.0k 72.78
Altria (MO) 0.2 $284k 4.8k 58.67
Palantir Technologies Cl A (PLTR) 0.2 $276k 2.0k 136.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $274k 443.00 618.51
Alphabet Cap Stk Cl C (GOOG) 0.2 $244k 1.4k 177.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $237k 429.00 552.45
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.2 $227k 4.2k 53.61
Ishares Tr Short Treas Bd (SHV) 0.1 $217k 2.0k 110.26
At&t (T) 0.1 $212k 7.3k 29.00
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) 0.1 $212k 6.2k 34.27
Spdr Series Trust Aerospace Def (XAR) 0.1 $206k 977.00 210.85
Stryker Corporation (SYK) 0.1 $201k 507.00 396.45
Royce Global Value Tr (RGT) 0.1 $155k 13k 12.02
Ellsworth Fund (ECF) 0.1 $131k 13k 10.24
Tortoise Capital Series Trus Energy Fd (TNGY) 0.1 $102k 11k 9.13