Beckerman Institutional

Beckerman Institutional as of Dec. 31, 2025

Portfolio Holdings for Beckerman Institutional

Beckerman Institutional holds 115 positions in its portfolio as reported in the December 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) 9.1 $16M 32k 502.64
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 5.8 $10M 273k 38.11
Doubleline Etf Trust Opportunistic Co (DBND) 5.5 $9.8M 211k 46.36
Ishares Tr Core Msci Intl (IDEV) 4.3 $7.6M 92k 82.48
Alphabet Cap Stk Cl A (GOOGL) 4.1 $7.3M 23k 313.02
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 3.0 $5.3M 55k 95.94
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.9 $5.1M 128k 39.59
World Gold Tr Spdr Gld Minis (GLDM) 2.8 $5.1M 59k 85.37
Tcw Etf Trust Flexible Income (FLXR) 2.8 $5.0M 126k 39.60
Wisdomtree Tr Emg Mkts Smcap (DGS) 2.1 $3.8M 66k 57.24
Dimensional Etf Trust Internatnal Val (DFIV) 2.0 $3.6M 72k 49.90
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.0 $3.5M 128k 27.43
Vanguard Index Fds Mid Cap Etf (VO) 1.9 $3.5M 12k 290.20
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.7 $3.1M 127k 24.37
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.6 $2.8M 27k 102.39
J P Morgan Exchange Traded F Income Etf (JPIE) 1.6 $2.8M 60k 46.29
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.5 $2.6M 45k 59.54
Fidelity Covington Trust Msci Hlth Care I (FHLC) 1.4 $2.5M 34k 74.28
Ishares Msci Emrg Chn (EMXC) 1.4 $2.5M 34k 72.68
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.3 $2.4M 45k 52.77
Simplify Exchange Traded Fun Mbs Etf (MTBA) 1.2 $2.2M 44k 50.41
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 1.2 $2.2M 24k 91.40
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.2 $2.2M 48k 45.53
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.2 $2.1M 65k 32.57
Apple (AAPL) 1.1 $1.9M 7.0k 271.87
Ishares Tr Core Div Grwth (DGRO) 1.0 $1.8M 27k 69.42
Ishares Tr Us Aer Def Etf (ITA) 1.0 $1.8M 8.5k 214.70
Fidelity Covington Trust Msci Rl Est Etf (FREL) 1.0 $1.8M 65k 26.89
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.0 $1.7M 35k 49.59
Meta Platforms Cl A (META) 0.9 $1.6M 2.5k 660.04
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.9 $1.6M 23k 73.28
Bancroft Fund (BCV) 0.9 $1.6M 74k 22.10
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.9 $1.6M 34k 46.80
Pimco Etf Tr Active Bd Etf (BOND) 0.9 $1.5M 16k 93.08
Ishares Tr Core Msci Eafe (IEFA) 0.8 $1.5M 17k 89.46
Microsoft Corporation (MSFT) 0.8 $1.4M 2.9k 483.42
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.3M 11k 120.19
Tri-Continental Corporation (TY) 0.7 $1.3M 41k 32.66
Jpmorgan Chase Finl Cal Lkd 44 (AMJB) 0.6 $1.2M 39k 29.91
Wisdomtree Tr Em Ex St-owned (XSOE) 0.6 $1.1M 28k 39.02
JPMorgan Chase & Co. (JPM) 0.6 $1.1M 3.4k 322.28
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $1.1M 19k 57.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $978k 2.9k 335.32
Spdr Series Trust State Street Spd (SPYM) 0.5 $959k 12k 80.22
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $921k 15k 62.47
Gabelli mutual funds - (GGZ) 0.5 $883k 59k 15.00
Spdr Series Trust State Street Spd (SLYV) 0.5 $870k 9.6k 90.97
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $862k 5.8k 148.69
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $826k 17k 49.46
Spdr Series Trust State Street Spd (SPSM) 0.5 $824k 18k 46.86
Pimco Etf Tr Multisector Bd (PYLD) 0.5 $810k 30k 26.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $801k 1.3k 627.05
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $737k 5.1k 143.33
Ishares Tr Us Home Cons Etf (ITB) 0.4 $733k 7.6k 96.30
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.4 $732k 17k 42.19
Ishares Gold Tr Ishares New (IAU) 0.4 $728k 9.0k 81.17
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.4 $727k 7.0k 103.57
Nfj Dividend Interest (NFJ) 0.4 $720k 56k 12.89
Vanguard World Comm Srvc Etf (VOX) 0.4 $718k 3.7k 193.63
Pimco Etf Tr Muni Income Opp (MINO) 0.4 $716k 16k 45.32
Pimco Etf Tr Sr Ln Active Etf (LONZ) 0.4 $685k 14k 50.28
Ssga Active Etf Tr State Street Dou (TOTL) 0.4 $662k 16k 40.25
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.4 $642k 12k 52.41
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $640k 3.0k 211.72
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.4 $626k 15k 42.94
Vanguard Index Fds Large Cap Etf (VV) 0.3 $616k 2.0k 314.80
Philip Morris International (PM) 0.3 $611k 3.8k 160.40
Bank of America Corporation (BAC) 0.3 $598k 11k 55.00
Vanguard World Inf Tech Etf (VGT) 0.3 $582k 773.00 752.92
Amazon (AMZN) 0.3 $578k 2.5k 230.81
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $570k 2.6k 219.78
Intercontinental Exchange (ICE) 0.3 $567k 3.5k 161.96
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.3 $566k 7.5k 75.43
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) 0.3 $552k 16k 33.75
Blackrock Esg Cap Allc Term Shs Ben Int (ECAT) 0.3 $548k 36k 15.38
Ishares Tr Core S&p500 Etf (IVV) 0.3 $546k 797.00 684.66
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $520k 4.6k 113.73
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.3 $503k 9.3k 54.07
Spdr Gold Tr Gold Shs (GLD) 0.3 $499k 1.3k 396.00
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.3 $471k 10k 46.92
Abbvie (ABBV) 0.3 $459k 2.0k 228.49
Johnson & Johnson (JNJ) 0.3 $454k 2.2k 206.92
Coca-Cola Company (KO) 0.2 $436k 6.2k 69.91
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.2 $435k 5.6k 77.75
Alphabet Cap Stk Cl C (GOOG) 0.2 $432k 1.4k 313.71
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.2 $427k 8.9k 48.17
Ishares Tr Ishares Biotech (IBB) 0.2 $427k 2.5k 168.77
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $424k 2.4k 177.22
Capital Group New Geography SHS (CGNG) 0.2 $420k 13k 31.93
Goldman Sachs (GS) 0.2 $391k 445.00 879.27
Ishares Gold Tr Shares Represent (IAUM) 0.2 $386k 9.0k 42.99
Capital One Financial (COF) 0.2 $376k 1.6k 242.36
Pfizer (PFE) 0.2 $366k 15k 24.90
Ishares Core Msci Emkt (IEMG) 0.2 $363k 5.4k 67.21
Visa Com Cl A (V) 0.2 $359k 1.0k 350.71
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $354k 4.0k 88.47
Spdr Series Trust State Street Spd (SPMD) 0.2 $352k 6.1k 57.91
Ishares Tr Core Msci Total (IXUS) 0.2 $347k 4.1k 84.63
Cisco Systems (CSCO) 0.2 $340k 4.4k 77.03
Intuitive Surgical Com New (ISRG) 0.2 $331k 584.00 566.36
Wal-Mart Stores (WMT) 0.2 $314k 2.8k 111.43
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $310k 4.0k 77.53
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $307k 3.9k 78.81
Invesco Exch Traded Fd Tr Ii Nasdaq Biotech (IBBQ) 0.2 $306k 11k 28.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $306k 448.00 681.92
Blackstone Group Inc Com Cl A (BX) 0.2 $290k 1.9k 154.14
Altria (MO) 0.2 $279k 4.8k 57.66
salesforce (CRM) 0.2 $278k 1.1k 264.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $264k 431.00 611.77
Palantir Technologies Cl A (PLTR) 0.1 $240k 1.3k 177.80
Spdr Series Trust State Street Spd (XAR) 0.1 $236k 977.00 241.24
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) 0.1 $228k 6.2k 36.78
Royce Global Value Tr (RGT) 0.1 $169k 13k 13.11
Ellsworth Fund (ECF) 0.1 $149k 13k 11.63
Tortoise Capital Series Trus Energy Fd (TNGY) 0.1 $101k 11k 9.04