Beckerman Institutional, LLC
- SEC CIK
- 0002043468
- Latest filing
- Aug 11, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 1, 2024. Long positions only.
- Positions
- 96
- No filing for Q2 2024
- Portfolio value
- $118.7M
- No filing for Q2 2024
Beckerman Institutional, LLC did not file a 13F for Q2 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ECFEllsworth Growth & Income Fund Ltd | COM | 12,668 | $114.0K | 0.1% | – | – | History |
| PNIPIMCO New York Municipal Income Fund II | COM | 15,227 | $120.0K | 0.1% | – | – | History |
| TEAFTortoise Sustainable & Social Impact Term Fund | Closed-End Fund | 10,287 | $134.0K | 0.1% | – | – | History |
| RGTRoyce Global Trust, Inc. | COM | 12,891 | $150.0K | 0.1% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 415 | $206.0K | 0.2% | – | – | History |
| COFCapital One Financial Corp | Stock | 1,534 | $230.0K | 0.2% | – | – | History |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 4,225 | $231.0K | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,172 | $247.0K | 0.2% | – | – | History |
| MOAltria Group, Inc. | Stock | 4,841 | $247.0K | 0.2% | – | – | History |
| Ssga Active Tr78470P200 | ST STR TOTAL ETF | 5,453 | $259.0K | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,408 | $262.0K | 0.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 1,567 | $262.0K | 0.2% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 604 | $297.0K | 0.3% | – | – | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,104 | $298.0K | 0.3% | – | – | – |
| BACBank of America Corp | Stock | 7,626 | $303.0K | 0.3% | – | – | History |
| GLDSPDR Gold Trust | ETF | 1,268 | $308.0K | 0.3% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 3,218 | $313.0K | 0.3% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 6,081 | $333.0K | 0.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,852 | $336.0K | 0.3% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,086 | $341.0K | 0.3% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 7,064 | $343.0K | 0.3% | – | – | – |
| IAUiShares Gold Trust | ETF | 6,996 | $348.0K | 0.3% | – | – | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,094 | $351.0K | 0.3% | – | – | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 5,527 | $353.0K | 0.3% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 9,319 | $355.0K | 0.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 634 | $364.0K | 0.3% | – | – | History |
| PFEPfizer Inc | Stock | 12,998 | $376.0K | 0.3% | – | – | History |
| iShares Tr464288273 | EAFE SML CP ETF | 5,745 | $389.0K | 0.3% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 2,721 | $396.0K | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 10,036 | $408.0K | 0.3% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 716 | $420.0K | 0.4% | – | – | – |
| Franklin Templeton ETF Tr35473P678 | FTSE UNTD KGDM | 14,774 | $422.0K | 0.4% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,136 | $423.0K | 0.4% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 4,129 | $445.0K | 0.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 796 | $459.0K | 0.4% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 3,809 | $462.0K | 0.4% | – | – | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 9,761 | $481.0K | 0.4% | – | – | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 18,063 | $481.0K | 0.4% | – | – | – |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 10,437 | $482.0K | 0.4% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,957 | $515.0K | 0.4% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,742 | $551.0K | 0.5% | – | – | – |
| Vanguard Communication Services ETF92204A884 | ETF | 3,827 | $556.0K | 0.5% | – | – | – |
| ICEIntercontinental Exchange, Inc. | Stock | 3,500 | $562.0K | 0.5% | – | – | History |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 15,878 | $574.0K | 0.5% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 4,924 | $620.0K | 0.5% | – | – | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 18,987 | $667.0K | 0.6% | – | – | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 16,695 | $691.0K | 0.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,346 | $710.0K | 0.6% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,549 | $722.0K | 0.6% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,798 | $728.0K | 0.6% | – | – | – |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 57,487 | $750.0K | 0.6% | – | – | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 11,215 | $757.0K | 0.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,777 | $765.0K | 0.6% | – | – | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 8,385 | $813.0K | 0.7% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,620 | $825.0K | 0.7% | – | – | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 29,736 | $877.0K | 0.7% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 10,568 | $918.0K | 0.8% | – | – | – |
| AMJBJPMorgan Chase & Co | CAL LKD 44 ADDED | 32,595 | $928.0K | 0.8% | – | – | History |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 18,262 | $940.0K | 0.8% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 29,545 | $976.0K | 0.8% | – | – | – |
| iShares Tr464288752 | US HOME CONS ETF | 7,732 | $983.0K | 0.8% | – | – | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 40,895 | $1.03M | 0.9% | – | – | – |
| iShares Tr464288760 | US AER DEF ETF | 7,498 | $1.12M | 0.9% | – | – | – |
| BCVBancroft Fund Ltd | COM | 67,260 | $1.13M | 0.9% | – | – | History |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 23,067 | $1.15M | 1.0% | – | – | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 30,948 | $1.19M | 1.0% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 44,790 | $1.23M | 1.0% | – | – | – |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 23,219 | $1.28M | 1.1% | – | – | – |
| ECATBlackRock ESG Capital Allocation Term Trust | SHS BEN INT | 76,235 | $1.35M | 1.1% | – | – | History |
| TYTRI-CONTINENTAL Corp | COM | 40,924 | $1.35M | 1.1% | – | – | History |
| AAPLApple Inc. | Stock | 5,923 | $1.38M | 1.2% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,883 | $1.39M | 1.2% | – | – | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 23,037 | $1.41M | 1.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 23,708 | $1.41M | 1.2% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 18,424 | $1.44M | 1.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,566 | $1.47M | 1.2% | – | – | History |
| iShares Flexible Income Active ETF092528603 | ETF | 29,198 | $1.56M | 1.3% | – | – | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 34,907 | $1.62M | 1.4% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 41,094 | $1.63M | 1.4% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 27,095 | $1.70M | 1.4% | – | – | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 24,415 | $1.75M | 1.5% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 37,186 | $1.82M | 1.5% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 34,065 | $1.90M | 1.6% | – | – | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 29,479 | $2.15M | 1.8% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 22,527 | $2.28M | 1.9% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,724 | $2.30M | 1.9% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 31,517 | $2.66M | 2.2% | – | – | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 51,057 | $2.74M | 2.3% | – | – | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 61,576 | $3.21M | 2.7% | – | – | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 100,804 | $3.46M | 2.9% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 21,181 | $3.51M | 3.0% | – | – | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 156,138 | $4.96M | 4.2% | – | – | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 58,576 | $5.62M | 4.7% | – | – | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 121,960 | $5.78M | 4.9% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 94,276 | $6.68M | 5.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 28,042 | $12.9M | 10.9% | – | – | History |