Beckerman Institutional, LLC
- SEC CIK
- 0002043468
- Latest filing
- Aug 11, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 29, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 98
- +2 vs. Q3 2024
- Portfolio value
- $124.9M
- +$6.14M (+5.2%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 28,228 | $12.8M | 10.2% | +186+0.7% | Added | History |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 168,178 | $7.62M | 6.1% | +46,218+37.9% | Added | – |
| iShares Tr46435G326 | CORE MSCI INTL | 94,031 | $6.06M | 4.9% | −245−0.3% | Reduced | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 61,475 | $5.84M | 4.7% | +2,899+4.9% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 169,919 | $4.96M | 4.0% | +13,781+8.8% | Added | – |
| GOOGLAlphabet Inc. | Stock | 20,967 | $3.97M | 3.2% | −214−1.0% | Reduced | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 107,989 | $3.73M | 3.0% | +7,185+7.1% | Added | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 62,457 | $3.25M | 2.6% | +881+1.4% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 100,068 | $2.73M | 2.2% | +5,517+5.8% | AddedConverted for a 3-for-1 split | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 54,609 | $2.67M | 2.1% | +3,552+7.0% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,367 | $2.47M | 2.0% | +643+7.4% | Added | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 23,602 | $2.37M | 1.9% | +1,075+4.8% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 90,287 | $2.17M | 1.7% | +15,915+21.4% | AddedConverted for a 2-for-1 split | – |
| iShares Flexible Income Active ETF092528603 | ETF | 38,326 | $1.99M | 1.6% | +9,128+31.3% | Added | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 35,699 | $1.99M | 1.6% | +1,634+4.8% | Added | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 29,414 | $1.92M | 1.5% | −65−0.2% | Reduced | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 41,837 | $1.91M | 1.5% | +6,930+19.9% | Added | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 24,220 | $1.84M | 1.5% | −195−0.8% | Reduced | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 34,385 | $1.70M | 1.4% | +11,318+49.1% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 26,792 | $1.64M | 1.3% | −303−1.1% | Reduced | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 39,600 | $1.60M | 1.3% | −1,494−3.6% | Reduced | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 31,433 | $1.56M | 1.3% | +13,171+72.1% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 12,793 | $1.47M | 1.2% | +910+7.7% | Added | – |
| METAMeta Platforms, Inc. | Stock | 2,482 | $1.45M | 1.2% | −84−3.3% | Reduced | History |
| AAPLApple Inc. | Stock | 5,587 | $1.40M | 1.1% | −336−5.7% | Reduced | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 25,037 | $1.39M | 1.1% | +2,000+8.7% | Added | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 23,966 | $1.38M | 1.1% | +258+1.1% | Added | – |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 23,323 | $1.37M | 1.1% | +104+0.4% | Added | – |
| TYTRI-CONTINENTAL Corp | COM | 41,632 | $1.32M | 1.1% | +708+1.7% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 18,471 | $1.30M | 1.0% | +47+0.3% | Added | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 47,823 | $1.21M | 1.0% | +3,033+6.8% | Added | – |
| BCVBancroft Fund Ltd | COM | 66,809 | $1.18M | 0.9% | −451−0.7% | Reduced | History |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 32,964 | $1.17M | 0.9% | +23,645+253.7% | Added | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 33,728 | $1.16M | 0.9% | +2,780+9.0% | Added | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 45,904 | $1.13M | 0.9% | +5,009+12.2% | Added | – |
| iShares Tr464288760 | US AER DEF ETF | 7,732 | $1.12M | 0.9% | +234+3.1% | Added | – |
| AMJBJPMorgan Chase & Co | CAL LKD 44 ADDED | 33,619 | $992.0K | 0.8% | +1,024+3.1% | Added | History |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 10,619 | $927.0K | 0.7% | +51+0.5% | Added | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 29,379 | $895.0K | 0.7% | −166−0.6% | Reduced | – |
| ECATBlackRock ESG Capital Allocation Term Trust | SHS BEN INT | 51,585 | $846.0K | 0.7% | −24,650−32.3% | Reduced | History |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 30,567 | $826.0K | 0.7% | +831+2.8% | Added | – |
| MSFTMicrosoft Corp | Stock | 1,951 | $822.0K | 0.7% | +174+9.8% | Added | History |
| iShares Tr464288752 | US HOME CONS ETF | 7,605 | $786.0K | 0.6% | −127−1.6% | Reduced | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 8,404 | $779.0K | 0.6% | +19+0.2% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 11,244 | $775.0K | 0.6% | +29+0.3% | Added | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,798 | $746.0K | 0.6% | 00.0% | Unchanged | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,488 | $741.0K | 0.6% | −132−0.8% | Reduced | – |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 58,113 | $734.0K | 0.6% | +626+1.1% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,515 | $729.0K | 0.6% | −34−1.3% | Reduced | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 23,994 | $622.0K | 0.5% | +5,931+32.8% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 2,584 | $619.0K | 0.5% | +1,412+120.5% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,141 | $615.0K | 0.5% | −205−15.2% | Reduced | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 15,165 | $597.0K | 0.5% | −1,530−9.2% | Reduced | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 18,769 | $593.0K | 0.5% | −218−1.1% | Reduced | – |
| Vanguard Communication Services ETF92204A884 | ETF | 3,810 | $590.0K | 0.5% | −17−0.4% | Reduced | – |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 13,073 | $589.0K | 0.5% | +2,636+25.3% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,942 | $583.0K | 0.5% | +200+7.3% | Added | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 5,075 | $581.0K | 0.5% | +151+3.1% | Added | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 15,878 | $529.0K | 0.4% | 00.0% | Unchanged | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,957 | $528.0K | 0.4% | 00.0% | Unchanged | – |
| ICEIntercontinental Exchange, Inc. | Stock | 3,500 | $522.0K | 0.4% | 00.0% | Unchanged | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 10,715 | $519.0K | 0.4% | +954+9.8% | Added | – |
| BACBank of America Corp | Stock | 11,456 | $503.0K | 0.4% | +3,830+50.2% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 796 | $469.0K | 0.4% | 00.0% | Unchanged | – |
| PMPhilip Morris International Inc. | Stock | 3,809 | $458.0K | 0.4% | 00.0% | Unchanged | History |
| IAUiShares Gold Trust | ETF | 9,030 | $447.0K | 0.4% | +2,034+29.1% | Added | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 4,114 | $447.0K | 0.4% | −15−0.4% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 716 | $445.0K | 0.4% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,744 | $444.0K | 0.4% | +650+31.0% | Added | – |
| PFEPfizer Inc | Stock | 16,538 | $439.0K | 0.4% | +3,540+27.2% | Added | History |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 8,811 | $421.0K | 0.3% | +1,747+24.7% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,136 | $418.0K | 0.3% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 10,036 | $405.0K | 0.3% | 00.0% | Unchanged | – |
| Franklin Templeton ETF Tr35473P678 | FTSE UNTD KGDM | 14,869 | $389.0K | 0.3% | +95+0.6% | Added | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 5,580 | $383.0K | 0.3% | +53+1.0% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 634 | $372.0K | 0.3% | 00.0% | Unchanged | History |
| iShares Tr464287556 | ISHARES BIOTECH | 2,730 | $361.0K | 0.3% | +9+0.3% | Added | – |
| Vanguard Real Estate ETF922908553 | ETF | 3,818 | $340.0K | 0.3% | +600+18.6% | Added | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 6,081 | $333.0K | 0.3% | 00.0% | Unchanged | – |
| iShares Tr464288273 | EAFE SML CP ETF | 5,436 | $330.0K | 0.3% | −309−5.4% | Reduced | – |
| ISRGIntuitive Surgical Inc | COM NEW | 604 | $315.0K | 0.3% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,398 | $307.0K | 0.2% | −10−0.7% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 1,268 | $307.0K | 0.2% | 00.0% | Unchanged | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,844 | $305.0K | 0.2% | −8−0.1% | Reduced | – |
| PLTRPalantir Technologies Inc. | Stock | 4,024 | $304.0K | 0.2% | +4,024 | New | History |
| Ssga Active Tr78470P200 | ST STR TOTAL ETF | 5,993 | $281.0K | 0.2% | +540+9.9% | Added | – |
| KOCoca Cola Co | Stock | 4,505 | $280.0K | 0.2% | +4,505 | New | History |
| COFCapital One Financial Corp | Stock | 1,568 | $280.0K | 0.2% | +34+2.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,455 | $277.0K | 0.2% | −112−7.1% | Reduced | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,167 | $276.0K | 0.2% | +63+1.5% | Added | – |
| MOAltria Group, Inc. | Stock | 4,841 | $253.0K | 0.2% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 421 | $241.0K | 0.2% | +6+1.4% | Added | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,044 | $225.0K | 0.2% | −1,042−33.8% | Reduced | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 4,228 | $221.0K | 0.2% | +3+0.1% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 429 | $219.0K | 0.2% | +429 | New | – |
| PNIPIMCO New York Municipal Income Fund II | COM | 22,715 | $163.0K | 0.1% | +7,488+49.2% | Added | History |
| RGTRoyce Global Trust, Inc. | COM | 12,891 | $138.0K | 0.1% | 00.0% | Unchanged | History |
| ECFEllsworth Growth & Income Fund Ltd | COM | 12,794 | $124.0K | 0.1% | +126+1.0% | Added | History |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.