Beckerman Institutional

Beckerman Institutional as of March 31, 2026

Portfolio Holdings for Beckerman Institutional

Beckerman Institutional holds 121 positions in its portfolio as reported in the March 2026 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) 8.5 $16M 33k 479.19
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 6.1 $12M 295k 38.96
Doubleline Etf Trust Opportunistic Co (DBND) 5.4 $10M 222k 45.81
Ishares Tr Core Msci Intl (IDEV) 4.1 $7.7M 92k 83.57
Alphabet Cap Stk Cl A (GOOGL) 3.5 $6.7M 23k 287.58
Tcw Etf Trust Flexible Income (FLXR) 2.9 $5.4M 138k 39.27
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 2.7 $5.2M 54k 95.82
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.7 $5.1M 130k 38.86
World Gold Tr Spdr Gld Minis (GLDM) 2.5 $4.8M 51k 92.69
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.3 $4.3M 141k 30.68
Dimensional Etf Trust Internatnal Val (DFIV) 2.1 $4.0M 76k 52.78
Wisdomtree Tr Emg Mkts Smcap (DGS) 2.1 $3.9M 65k 60.10
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 1.9 $3.6M 48k 75.65
Vanguard Index Fds Mid Cap Etf (VO) 1.9 $3.5M 12k 287.16
Simplify Exchange Traded Fun Mbs Etf (MTBA) 1.7 $3.2M 65k 49.46
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.7 $3.2M 132k 24.27
Ishares Msci Emrg Chn (EMXC) 1.5 $2.9M 37k 78.66
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.5 $2.9M 46k 62.45
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.5 $2.9M 28k 103.43
J P Morgan Exchange Traded F Income Etf (JPIE) 1.5 $2.8M 61k 46.07
Pimco Etf Tr Active Bd Etf (BOND) 1.4 $2.7M 29k 92.28
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.3 $2.5M 49k 51.93
Fidelity Covington Trust Msci Hlth Care I (FHLC) 1.3 $2.4M 34k 70.36
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.3 $2.4M 51k 46.74
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.2 $2.3M 68k 33.86
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 1.1 $2.0M 24k 84.91
Fidelity Covington Trust Msci Rl Est Etf (FREL) 1.0 $1.9M 70k 26.91
Ishares Tr Core Div Grwth (DGRO) 1.0 $1.9M 27k 70.18
Ishares Tr Us Aer Def Etf (ITA) 1.0 $1.8M 8.4k 218.76
Apple (AAPL) 0.9 $1.8M 7.0k 253.80
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.9 $1.7M 34k 49.50
Bancroft Fund (BCV) 0.8 $1.6M 74k 21.54
Ishares Tr Core Msci Eafe (IEFA) 0.8 $1.6M 17k 90.53
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.8 $1.5M 22k 68.12
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.8 $1.5M 33k 45.12
Meta Platforms Cl A (META) 0.8 $1.4M 2.5k 572.10
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.4M 11k 124.32
Jpmorgan Chase Finl Cal Lkd 44 (AMJB) 0.7 $1.4M 40k 34.57
Tri-Continental Corporation (TY) 0.7 $1.3M 40k 31.59
Microsoft Corporation (MSFT) 0.6 $1.2M 3.3k 370.07
Wisdomtree Tr Em Ex St-owned (XSOE) 0.6 $1.1M 28k 40.10
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $1.0M 18k 56.68
JPMorgan Chase & Co. (JPM) 0.5 $1.0M 3.4k 294.22
Spdr Series Trust State Street Spd (SPSM) 0.5 $986k 20k 48.32
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $945k 15k 64.08
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $938k 2.9k 320.86
Spdr Series Trust State Street Spd (SPYM) 0.5 $915k 12k 76.54
Spdr Series Trust State Street Spd (SLYV) 0.5 $905k 9.6k 94.58
Gabelli mutual funds - (GGZ) 0.5 $864k 58k 15.02
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $832k 17k 49.95
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $826k 5.8k 142.43
Pimco Etf Tr Multisector Bd (PYLD) 0.4 $795k 30k 26.20
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.4 $781k 15k 52.19
Ishares Gold Tr Ishares New (IAU) 0.4 $762k 8.6k 88.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $759k 1.3k 597.47
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.4 $752k 17k 43.37
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $749k 5.1k 145.79
Pimco Etf Tr Muni Income Opp (MINO) 0.4 $713k 16k 45.17
Nfj Dividend Interest (NFJ) 0.4 $699k 55k 12.61
Ishares Tr Us Home Cons Etf (ITB) 0.4 $689k 7.6k 90.55
Pimco Etf Tr Sr Ln Active Etf (LONZ) 0.4 $684k 14k 49.38
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.4 $679k 7.0k 96.71
Vanguard World Comm Srvc Etf (VOX) 0.4 $667k 3.7k 179.84
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $657k 3.0k 217.18
Ishares Tr Core S&p500 Etf (IVV) 0.3 $656k 1.0k 653.08
Ssga Active Etf Tr State Street Dou (TOTL) 0.3 $645k 16k 39.73
Capital Group New Geography SHS (CGNG) 0.3 $642k 20k 31.57
Philip Morris International (PM) 0.3 $630k 3.8k 165.34
Vanguard Index Fds Large Cap Etf (VV) 0.3 $585k 2.0k 298.85
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) 0.3 $561k 16k 34.76
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $557k 2.6k 215.06
Intercontinental Exchange (ICE) 0.3 $551k 3.5k 157.28
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $541k 4.6k 118.46
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.3 $539k 13k 43.13
Vanguard World Inf Tech Etf (VGT) 0.3 $539k 773.00 696.99
Spdr Gold Tr Gold Shs (GLD) 0.3 $538k 1.3k 429.95
Johnson & Johnson (JNJ) 0.3 $537k 2.2k 244.40
Bank of America Corporation (BAC) 0.3 $530k 11k 48.75
Amazon (AMZN) 0.3 $526k 2.5k 208.26
Pimco NY Muni Income Fund II (PNI) 0.3 $519k 76k 6.85
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.3 $501k 9.3k 53.77
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.3 $477k 10k 47.53
Coca-Cola Company (KO) 0.3 $475k 6.2k 76.05
Blackrock Esg Cap Allc Term Shs Ben Int (ECAT) 0.2 $470k 35k 13.58
Ishares Gold Tr Shares Represent (IAUM) 0.2 $469k 10k 46.70
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.2 $456k 9.5k 47.93
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $440k 2.4k 184.13
Abbvie (ABBV) 0.2 $437k 2.0k 217.49
Ishares Tr Ishares Biotech (IBB) 0.2 $427k 2.5k 168.85
Pfizer (PFE) 0.2 $405k 14k 28.08
Ishares Core Msci Emkt (IEMG) 0.2 $398k 5.7k 69.74
Alphabet Cap Stk Cl C (GOOG) 0.2 $396k 1.4k 286.79
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.2 $380k 5.4k 70.21
Goldman Sachs (GS) 0.2 $377k 445.00 846.25
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $363k 4.1k 88.68
Spdr Series Trust State Street Spd (SPMD) 0.2 $360k 6.1k 59.22
salesforce (CRM) 0.2 $359k 1.9k 186.66
Ishares Tr Core Msci Total (IXUS) 0.2 $355k 4.1k 86.63
Wal-Mart Stores (WMT) 0.2 $348k 2.8k 124.30
Cisco Systems (CSCO) 0.2 $342k 4.4k 77.59
Invesco Exch Traded Fd Tr Ii Nasdaq Biotech (IBBQ) 0.2 $320k 11k 28.99
Altria (MO) 0.2 $320k 4.8k 65.99
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $314k 4.0k 78.41
Visa Com Cl A (V) 0.2 $310k 1.0k 302.24
Royce Global Value Tr (RGT) 0.2 $305k 23k 13.36
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $305k 3.9k 78.41
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $291k 448.00 650.34
Capital One Financial (COF) 0.2 $283k 1.6k 182.43
Intuitive Surgical Com New (ISRG) 0.1 $269k 584.00 460.99
Proshares Tr Short S&p 500 Ne (SH) 0.1 $263k 6.9k 37.93
Spdr Series Trust State Street Spd (XAR) 0.1 $252k 992.00 253.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $236k 411.00 574.69
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) 0.1 $225k 6.2k 36.30
FedEx Corporation (FDX) 0.1 $219k 615.00 356.19
Vanguard Index Fds Value Etf (VTV) 0.1 $217k 1.1k 196.20
Blackstone Group Inc Com Cl A (BX) 0.1 $216k 1.9k 114.99
At&t (T) 0.1 $212k 7.3k 28.99
Netflix (NFLX) 0.1 $210k 2.2k 96.15
Micron Technology (MU) 0.1 $207k 614.00 337.84
Ellsworth Fund (ECF) 0.1 $143k 13k 11.15
Tortoise Capital Series Trus Energy Etf (TNGY) 0.1 $117k 11k 10.43