Beckerman Institutional

Beckerman Institutional as of June 30, 2026

Portfolio Holdings for Beckerman Institutional

Beckerman Institutional holds 124 positions in its portfolio as reported in the June 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) 8.1 $17M 34k 500.38
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 6.2 $13M 314k 41.25
Doubleline Etf Trust Oppo Core Bd Etf (DBND) 5.1 $11M 236k 45.59
Alphabet Cap Stk Cl A (GOOGL) 3.9 $8.3M 23k 357.39
Ishares Tr Core Msci Intl (IDEV) 3.9 $8.1M 92k 89.01
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 3.0 $6.2M 141k 44.36
Tcw Etf Trust Flexible Income (FLXR) 2.7 $5.7M 146k 39.21
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 2.4 $5.1M 54k 95.61
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.2 $4.6M 146k 31.71
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 2.1 $4.4M 58k 75.68
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $4.4M 54k 80.57
Dimensional Etf Trust Internatnal Val (DFIV) 2.1 $4.3M 80k 54.02
Wisdomtree Tr Emg Mkts Smcap (DGS) 1.9 $4.1M 63k 64.71
Ishares Msci Emrg Chn (EMXC) 1.9 $4.0M 39k 102.30
World Gold Tr Spdr Gld Minis (GLDM) 1.8 $3.8M 48k 79.42
Pimco Etf Tr Active Bd Etf (BOND) 1.8 $3.8M 41k 92.21
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.6 $3.3M 47k 69.90
Simplify Exchange Traded Fun Mbs Etf (MTBA) 1.5 $3.2M 66k 49.07
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.5 $3.2M 131k 24.14
J P Morgan Exchange Traded F Income Etf (JPIE) 1.4 $3.0M 65k 46.05
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.4 $2.9M 28k 102.16
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.4 $2.9M 72k 40.21
Fidelity Covington Trust Msci Hlth Care I (FHLC) 1.3 $2.8M 36k 77.25
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 1.3 $2.7M 51k 52.34
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.3 $2.7M 56k 48.12
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 1.2 $2.4M 24k 103.22
Fidelity Covington Trust Msci Rl Est Etf (FREL) 1.1 $2.3M 77k 29.30
Ishares Tr Core Div Grwth (DGRO) 1.0 $2.0M 27k 75.79
Apple (AAPL) 1.0 $2.0M 7.0k 289.37
Ishares Tr Us Aer Def Etf (ITA) 1.0 $2.0M 8.2k 242.44
Bancroft Fund (BCV) 0.9 $1.9M 73k 25.99
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.8 $1.7M 34k 51.69
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.8 $1.7M 34k 49.55
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.7M 11k 148.32
Ishares Tr Core Msci Eafe (IEFA) 0.8 $1.6M 17k 96.58
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.7 $1.5M 22k 69.48
Spdr Series Trust ST STR SP600 SML (SPSM) 0.7 $1.5M 26k 57.67
NVIDIA Corporation (NVDA) 0.7 $1.5M 7.5k 200.09
Jpmorgan Chase Finl Cal Lkd 44 (AMJB) 0.7 $1.4M 42k 34.49
Meta Platforms Cl A (META) 0.7 $1.4M 2.5k 563.27
Tri-Continental Corporation (TY) 0.7 $1.4M 40k 34.42
Wisdomtree Tr Em Ex St-owned (XSOE) 0.7 $1.4M 28k 49.18
Microsoft Corporation (MSFT) 0.6 $1.3M 3.4k 372.92
JPMorgan Chase & Co. (JPM) 0.5 $1.1M 3.4k 327.40
Capital Group New Geography SHS (CGNG) 0.5 $1.1M 29k 37.46
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.1M 2.9k 370.10
Spdr Series Trust St Str P500etf (SPYM) 0.5 $1.1M 12k 87.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $1.1M 15k 71.25
Spdr Series Trust ST STR SP600SM C (SLYV) 0.5 $1.0M 9.6k 109.11
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $1.0M 18k 56.48
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.5 $965k 18k 52.60
Gabelli mutual funds - (GGZ) 0.4 $933k 57k 16.28
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $926k 5.6k 164.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $874k 1.3k 686.72
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $837k 17k 50.23
Nfj Dividend Interest (NFJ) 0.4 $835k 55k 15.19
Ishares Tr Core S&p500 Etf (IVV) 0.4 $821k 1.1k 748.85
Pimco Etf Tr Multisector Bd (PYLD) 0.4 $805k 30k 26.52
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $793k 5.1k 154.29
Ishares Tr Us Home Cons Etf (ITB) 0.4 $743k 7.1k 104.48
Vanguard World Inf Tech Etf (VGT) 0.4 $738k 6.2k 119.52
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.4 $736k 16k 44.98
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $735k 3.0k 242.91
Pimco Etf Tr Muni Income Opp (MINO) 0.3 $717k 16k 45.76
Micron Technology (MU) 0.3 $709k 614.00 1154.29
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $704k 6.8k 103.98
Philip Morris International (PM) 0.3 $689k 3.8k 180.91
Pimco Etf Tr Sr Ln Active Etf (LONZ) 0.3 $683k 14k 49.31
Vanguard World Comm Srvc Etf (VOX) 0.3 $682k 3.7k 183.95
Vanguard Index Fds Large Cap Etf (VV) 0.3 $673k 2.0k 343.91
Ssga Active Etf Tr St Str Total Etf (TOTL) 0.3 $639k 16k 39.47
Ishares Gold Tr Ishares New (IAU) 0.3 $637k 8.4k 75.51
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $624k 4.6k 136.69
Bank of America Corporation (BAC) 0.3 $614k 11k 56.98
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $613k 2.6k 236.62
Royce Global Value Tr (RGT) 0.3 $612k 43k 14.23
Amazon (AMZN) 0.3 $602k 2.5k 238.32
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.3 $571k 13k 45.70
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) 0.3 $569k 16k 35.29
Ishares Core Msci Emkt (IEMG) 0.3 $558k 6.7k 82.83
Johnson & Johnson (JNJ) 0.3 $557k 2.2k 253.93
Pimco NY Muni Income Fund II (PNI) 0.3 $537k 76k 7.09
Blackrock Esg Cap Allc Term Shs Ben Int (ECAT) 0.3 $536k 34k 15.72
Cisco Systems (CSCO) 0.2 $518k 4.4k 117.46
Abbvie (ABBV) 0.2 $510k 2.0k 251.64
Coca-Cola Company (KO) 0.2 $507k 6.2k 81.27
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.2 $498k 9.3k 53.50
Alphabet Cap Stk Cl C (GOOG) 0.2 $484k 1.4k 353.25
Pfizer (PFE) 0.2 $482k 20k 24.08
Ishares Tr Ishares Biotech (IBB) 0.2 $481k 2.5k 190.19
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $472k 2.4k 197.43
Spdr Gold Tr Gold Shs (GLD) 0.2 $461k 1.3k 368.08
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.2 $455k 8.4k 54.03
Goldman Sachs (GS) 0.2 $450k 445.00 1011.67
Intercontinental Exchange (ICE) 0.2 $431k 3.5k 123.11
Advanced Micro Devices (AMD) 0.2 $426k 734.00 580.91
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.2 $420k 8.7k 48.34
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.2 $415k 5.4k 76.57
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) 0.2 $414k 10k 40.01
Spdr Series Trust St Str P400mid (SPMD) 0.2 $411k 6.1k 67.56
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $394k 4.1k 96.41
Ishares Tr Core Msci Total (IXUS) 0.2 $389k 4.1k 95.44
Invesco Exch Traded Fd Tr Ii Nasdaq Biotech (IBBQ) 0.2 $374k 12k 32.66
Visa Com Cl A (V) 0.2 $351k 1.0k 343.09
Altria (MO) 0.2 $348k 4.8k 71.95
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $335k 448.00 746.77
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $313k 3.8k 82.27
Wal-Mart Stores (WMT) 0.1 $312k 2.8k 113.28
Capital One Financial (COF) 0.1 $311k 1.6k 200.62
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $303k 3.9k 77.91
salesforce (CRM) 0.1 $302k 1.9k 156.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $301k 411.00 733.22
Spdr Series Trust St Str Sp Aero (XAR) 0.1 $277k 977.00 283.79
Vanguard Index Fds Value Etf (VTV) 0.1 $241k 1.1k 217.93
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) 0.1 $239k 6.2k 38.65
Proshares Tr Shor S&p 500 New (SH) 0.1 $229k 6.9k 33.02
Franklin Templeton Etf Tr Income Focus Etf (INCM) 0.1 $225k 7.8k 28.85
Intuitive Surgical Com New (ISRG) 0.1 $224k 564.00 397.68
Dell Technologies CL C (DELL) 0.1 $222k 515.00 431.49
Blackstone Group Inc Com Cl A (BX) 0.1 $222k 1.9k 117.67
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $213k 1.1k 188.04
Ishares Tr Select Divid Etf (DVY) 0.1 $205k 1.3k 156.06
Ellsworth Fund (ECF) 0.1 $169k 13k 13.21
Tortoise Capital Series Trus Energy Etf (TNGY) 0.1 $109k 11k 9.71