Beckerman Institutional

Beckerman Institutional as of Sept. 30, 2025

Portfolio Holdings for Beckerman Institutional

Beckerman Institutional holds 115 positions in its portfolio as reported in the September 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) 9.4 $16M 32k 502.73
Doubleline Etf Trust Opportunistic Co (DBND) 5.5 $9.4M 202k 46.53
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 5.3 $9.0M 249k 36.35
Ishares Tr Core Msci Intl (IDEV) 4.5 $7.7M 96k 80.17
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 3.8 $6.5M 68k 96.14
Alphabet Cap Stk Cl A (GOOGL) 3.3 $5.7M 23k 243.12
World Gold Tr Spdr Gld Minis (GLDM) 2.8 $4.8M 63k 76.45
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.8 $4.8M 124k 38.57
Tcw Etf Trust Flexible Income (FLXR) 2.8 $4.7M 118k 39.80
Wisdomtree Tr Emg Mkts Smcap (DGS) 2.2 $3.7M 65k 57.10
Vanguard Index Fds Mid Cap Etf (VO) 2.0 $3.4M 12k 293.72
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.9 $3.3M 121k 27.30
Dimensional Etf Trust Internatnal Val (DFIV) 1.8 $3.1M 68k 46.12
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.8 $3.1M 127k 24.40
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.7 $2.8M 27k 103.36
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.5 $2.5M 43k 58.21
J P Morgan Exchange Traded F Income Etf (JPIE) 1.5 $2.5M 54k 46.41
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.4 $2.3M 43k 53.24
Fidelity Covington Trust Msci Hlth Care I (FHLC) 1.3 $2.3M 34k 66.87
Simplify Exchange Traded Fun Mbs Etf (MTBA) 1.3 $2.2M 44k 50.35
Ishares Msci Emrg Chn (EMXC) 1.3 $2.2M 32k 67.51
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.3 $2.1M 47k 45.51
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 1.3 $2.1M 24k 89.13
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.2 $2.0M 63k 31.53
Meta Platforms Cl A (META) 1.1 $1.9M 2.5k 734.32
Ishares Tr Core Div Grwth (DGRO) 1.1 $1.8M 27k 68.08
Ishares Tr Us Aer Def Etf (ITA) 1.0 $1.8M 8.5k 209.27
Apple (AAPL) 1.0 $1.8M 7.0k 254.64
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.0 $1.7M 35k 49.83
Bancroft Fund (BCV) 1.0 $1.6M 75k 21.88
Fidelity Covington Trust Msci Rl Est Etf (FREL) 1.0 $1.6M 59k 27.81
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.9 $1.6M 23k 70.97
Ishares Tr Core Msci Eafe (IEFA) 0.9 $1.6M 18k 87.31
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.9 $1.5M 34k 45.76
Microsoft Corporation (MSFT) 0.9 $1.5M 2.9k 517.75
Tri-Continental Corporation (TY) 0.8 $1.4M 41k 34.00
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.3M 11k 118.84
Jpmorgan Chase Finl Cal Lkd 44 (AMJB) 0.7 $1.1M 38k 29.52
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.7 $1.1M 20k 57.10
Wisdomtree Tr Em Ex St-owned (XSOE) 0.6 $1.1M 29k 37.94
JPMorgan Chase & Co. (JPM) 0.6 $1.1M 3.4k 315.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $957k 2.9k 328.22
Spdr Series Trust Portfolio S&p500 (SPYM) 0.5 $928k 12k 78.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $878k 15k 59.92
Ishares Tr Us Home Cons Etf (ITB) 0.5 $859k 8.0k 107.25
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.5 $858k 9.7k 88.65
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $845k 17k 50.63
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $845k 5.8k 145.65
Gabelli mutual funds - (GGZ) 0.5 $837k 58k 14.45
Pimco Etf Tr Multisector Bd (PYLD) 0.5 $804k 30k 26.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $782k 1.3k 612.30
Pimco Etf Tr Muni Income Opp (MINO) 0.5 $770k 17k 45.31
Spdr Series Trust Portfolio S&p600 (SPSM) 0.4 $760k 16k 46.32
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $733k 5.1k 142.55
Nfj Dividend Interest (NFJ) 0.4 $731k 56k 13.01
Ishares Gold Tr Ishares New (IAU) 0.4 $716k 9.8k 72.77
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.4 $715k 17k 41.11
Vanguard World Comm Srvc Etf (VOX) 0.4 $696k 3.7k 187.73
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.4 $696k 7.0k 99.12
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.4 $675k 17k 40.57
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $631k 3.0k 208.64
Philip Morris International (PM) 0.4 $618k 3.8k 162.20
Blackrock Esg Cap Allc Term Shs Ben Int (ECAT) 0.4 $604k 37k 16.40
Vanguard Index Fds Large Cap Etf (VV) 0.4 $603k 2.0k 307.86
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.4 $602k 15k 41.11
Intercontinental Exchange (ICE) 0.3 $590k 3.5k 168.48
Vanguard World Inf Tech Etf (VGT) 0.3 $576k 773.00 745.71
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.3 $567k 7.5k 75.62
Bank of America Corporation (BAC) 0.3 $561k 11k 51.59
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $559k 2.6k 215.79
Ishares Tr Core S&p500 Etf (IVV) 0.3 $533k 797.00 668.90
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) 0.3 $528k 16k 32.31
Amazon (AMZN) 0.3 $520k 2.4k 219.60
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $510k 4.6k 110.60
Abbvie (ABBV) 0.3 $465k 2.0k 231.54
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.3 $454k 10k 45.21
Spdr Gold Tr Gold Shs (GLD) 0.3 $451k 1.3k 355.19
Pfizer (PFE) 0.3 $447k 18k 25.48
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.3 $433k 5.7k 76.35
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.3 $426k 8.9k 47.98
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $417k 2.4k 174.43
Coca-Cola Company (KO) 0.2 $414k 6.2k 66.32
Johnson & Johnson (JNJ) 0.2 $407k 2.2k 185.39
Capital Group New Geography SHS (CGNG) 0.2 $391k 13k 30.90
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $374k 7.1k 52.28
Ishares Tr Ishares Biotech (IBB) 0.2 $368k 2.6k 144.37
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $366k 4.0k 91.40
Goldman Sachs (GS) 0.2 $359k 450.00 796.60
Ishares Core Msci Emkt (IEMG) 0.2 $355k 5.4k 65.92
Visa Com Cl A (V) 0.2 $350k 1.0k 341.38
Spdr Series Trust Portfolio S&p400 (SPMD) 0.2 $348k 6.1k 57.19
Ishares Tr Core Msci Total (IXUS) 0.2 $339k 4.1k 82.59
Ishares Gold Tr Shares Represent (IAUM) 0.2 $336k 8.7k 38.50
Alphabet Cap Stk Cl C (GOOG) 0.2 $335k 1.4k 243.47
Capital One Financial (COF) 0.2 $330k 1.6k 212.58
Blackstone Group Inc Com Cl A (BX) 0.2 $321k 1.9k 170.85
Altria (MO) 0.2 $320k 4.8k 66.06
Cisco Systems (CSCO) 0.2 $319k 4.7k 68.42
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $307k 3.9k 78.91
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $307k 4.0k 76.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $298k 448.00 666.18
Wal-Mart Stores (WMT) 0.2 $291k 2.8k 103.08
Intuitive Surgical Com New (ISRG) 0.2 $261k 584.00 447.23
Invesco Exch Traded Fd Tr Ii Nasdaq Biotech (IBBQ) 0.2 $258k 11k 24.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $258k 431.00 597.84
Palantir Technologies Cl A (PLTR) 0.1 $247k 1.4k 182.47
Spdr Series Trust Aerospace Def (XAR) 0.1 $230k 977.00 234.96
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.1 $230k 4.2k 54.16
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) 0.1 $221k 6.2k 35.79
At&t (T) 0.1 $207k 7.3k 28.24
Carlyle Group (CG) 0.1 $206k 3.3k 62.70
Ishares Tr Short Treas Bd (SHV) 0.1 $203k 1.8k 110.48
Royce Global Value Tr (RGT) 0.1 $167k 13k 12.95
Ellsworth Fund (ECF) 0.1 $148k 13k 11.60
Tortoise Capital Series Trus Energy Fd (TNGY) 0.1 $101k 11k 9.07