Beckerman Institutional, LLC
- SEC CIK
- 0002043468
- Latest filing
- Aug 11, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 5, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 102
- +4 vs. Q4 2024
- Portfolio value
- $138.1M
- +$13.2M (+10.6%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 30,801 | $16.4M | 11.9% | +2,573+9.1% | Added | History |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 175,201 | $8.09M | 5.9% | +7,023+4.2% | Added | – |
| iShares Tr46435G326 | CORE MSCI INTL | 98,828 | $6.81M | 4.9% | +4,797+5.1% | Added | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 63,841 | $6.13M | 4.4% | +2,366+3.8% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 186,481 | $5.82M | 4.2% | +16,562+9.7% | Added | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 65,799 | $4.07M | 2.9% | +3,342+5.4% | Added | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 107,840 | $3.56M | 2.6% | −149−0.1% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 22,536 | $3.48M | 2.5% | +1,569+7.5% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 104,885 | $2.93M | 2.1% | +4,817+4.8% | Added | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 58,459 | $2.82M | 2.0% | +3,850+7.1% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,297 | $2.66M | 1.9% | +930+9.9% | Added | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 25,484 | $2.64M | 1.9% | +1,882+8.0% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 97,379 | $2.37M | 1.7% | +7,092+7.9% | Added | – |
| iShares Flexible Income Active ETF092528603 | ETF | 43,473 | $2.28M | 1.6% | +5,147+13.4% | Added | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 32,574 | $2.23M | 1.6% | +3,160+10.7% | Added | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 45,944 | $2.12M | 1.5% | +4,107+9.8% | Added | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 51,901 | $2.04M | 1.5% | +18,937+57.4% | Added | – |
| TCW ETF Trust29287L700 | FLEXIBLE INCOME | 51,127 | $2.00M | 1.5% | +51,127 | New | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 38,131 | $1.96M | 1.4% | +2,432+6.8% | Added | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 34,135 | $1.70M | 1.2% | −250−0.7% | Reduced | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 33,633 | $1.69M | 1.2% | +2,200+7.0% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 26,794 | $1.66M | 1.2% | +20.0% | Added | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 24,220 | $1.65M | 1.2% | 00.0% | Unchanged | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 27,786 | $1.53M | 1.1% | +2,749+11.0% | Added | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 38,823 | $1.49M | 1.1% | −777−2.0% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 19,530 | $1.48M | 1.1% | +1,059+5.7% | Added | – |
| METAMeta Platforms, Inc. | Stock | 2,488 | $1.43M | 1.0% | +6+0.2% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 13,162 | $1.38M | 1.0% | +369+2.9% | Added | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 37,549 | $1.35M | 1.0% | +3,821+11.3% | Added | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 51,412 | $1.33M | 1.0% | +3,589+7.5% | Added | – |
| BCVBancroft Fund Ltd | COM | 75,763 | $1.32M | 1.0% | +8,954+13.4% | Added | History |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 23,252 | $1.31M | 0.9% | −71−0.3% | Reduced | – |
| TYTRI-CONTINENTAL Corp | COM | 41,653 | $1.28M | 0.9% | +21+0.1% | Added | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 21,900 | $1.25M | 0.9% | −2,066−8.6% | Reduced | – |
| AMJBJPMorgan Chase & Co | CAL LKD 44 ADDED | 37,973 | $1.23M | 0.9% | +4,354+13.0% | Added | History |
| iShares Tr464288760 | US AER DEF ETF | 8,002 | $1.23M | 0.9% | +270+3.5% | Added | – |
| AAPLApple Inc. | Stock | 5,374 | $1.19M | 0.9% | −213−3.8% | Reduced | History |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 41,184 | $1.02M | 0.7% | −4,720−10.3% | Reduced | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 34,874 | $958.0K | 0.7% | +4,307+14.1% | Added | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 29,542 | $912.0K | 0.7% | +163+0.6% | Added | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 10,619 | $833.0K | 0.6% | 00.0% | Unchanged | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,702 | $798.0K | 0.6% | +214+1.4% | Added | – |
| iShares Tr464288752 | US HOME CONS ETF | 8,215 | $782.0K | 0.6% | +610+8.0% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 11,751 | $773.0K | 0.6% | +507+4.5% | Added | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 10,250 | $773.0K | 0.6% | +10,250 | New | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 18,919 | $762.0K | 0.6% | +3,754+24.8% | Added | – |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 16,987 | $760.0K | 0.6% | +3,914+29.9% | Added | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 27,564 | $726.0K | 0.5% | +3,570+14.9% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,611 | $718.0K | 0.5% | +96+3.8% | Added | – |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 59,077 | $717.0K | 0.5% | +964+1.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,894 | $711.0K | 0.5% | −57−2.9% | Reduced | History |
| iShares Tr464287150 | CORE S&P TTL STK | 5,798 | $707.0K | 0.5% | 00.0% | Unchanged | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 20,147 | $674.0K | 0.5% | +1,378+7.3% | Added | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 7,643 | $673.0K | 0.5% | −761−9.1% | Reduced | – |
| ECATBlackRock ESG Capital Allocation Term Trust | SHS BEN INT | 42,245 | $666.0K | 0.5% | −9,340−18.1% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,274 | $655.0K | 0.5% | +133+11.7% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 2,501 | $613.0K | 0.4% | −83−3.2% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 3,809 | $605.0K | 0.4% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 3,500 | $604.0K | 0.4% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 5,140 | $594.0K | 0.4% | +65+1.3% | Added | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 11,595 | $579.0K | 0.4% | +880+8.2% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,104 | $578.0K | 0.4% | +162+5.5% | Added | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 15,878 | $566.0K | 0.4% | 00.0% | Unchanged | – |
| Vanguard Communication Services ETF92204A884 | ETF | 3,759 | $558.0K | 0.4% | −51−1.3% | Reduced | – |
| IAUiShares Gold Trust | ETF | 9,143 | $539.0K | 0.4% | +113+1.3% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,736 | $531.0K | 0.4% | +600+28.1% | Added | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,957 | $503.0K | 0.4% | 00.0% | Unchanged | – |
| Franklin Templeton ETF Tr35473P678 | FTSE UNTD KGDM | 16,899 | $484.0K | 0.4% | +2,030+13.7% | Added | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 4,752 | $463.0K | 0.3% | +638+15.5% | Added | – |
| BACBank of America Corp | Stock | 10,945 | $457.0K | 0.3% | −511−4.5% | Reduced | History |
| PFEPfizer Inc | Stock | 17,635 | $447.0K | 0.3% | +1,097+6.6% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 796 | $447.0K | 0.3% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,745 | $441.0K | 0.3% | +10.0% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 787 | $427.0K | 0.3% | +71+9.9% | Added | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 8,856 | $421.0K | 0.3% | +45+0.5% | Added | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 10,036 | $406.0K | 0.3% | 00.0% | Unchanged | – |
| GLDSPDR Gold Trust | ETF | 1,391 | $401.0K | 0.3% | +123+9.7% | Added | History |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 5,693 | $396.0K | 0.3% | +113+2.0% | Added | – |
| GGZGabelli Global Small & Mid Cap Value Trust | COM | 30,325 | $364.0K | 0.3% | +30,325 | New | History |
| Vanguard Real Estate ETF922908553 | ETF | 4,000 | $362.0K | 0.3% | +182+4.8% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 634 | $355.0K | 0.3% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 4,923 | $353.0K | 0.3% | +418+9.3% | Added | History |
| iShares Tr464287556 | ISHARES BIOTECH | 2,751 | $352.0K | 0.3% | +21+0.8% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,039 | $326.0K | 0.2% | +195+3.3% | Added | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 6,081 | $311.0K | 0.2% | 00.0% | Unchanged | – |
| ISRGIntuitive Surgical Inc | COM NEW | 604 | $299.0K | 0.2% | 00.0% | Unchanged | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,264 | $298.0K | 0.2% | +97+2.3% | Added | – |
| GSGoldman Sachs Group Inc | Stock | 541 | $296.0K | 0.2% | +120+28.5% | Added | History |
| MOAltria Group, Inc. | Stock | 4,841 | $291.0K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464288273 | EAFE SML CP ETF | 4,561 | $290.0K | 0.2% | −875−16.1% | Reduced | – |
| COFCapital One Financial Corp | Stock | 1,568 | $281.0K | 0.2% | 00.0% | Unchanged | History |
| PNIPIMCO New York Municipal Income Fund II | COM | 39,104 | $277.0K | 0.2% | +16,389+72.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,383 | $263.0K | 0.2% | −15−1.1% | Reduced | History |
| Ssga Active Tr78470P200 | ST STR TOTAL ETF | 5,473 | $259.0K | 0.2% | −520−8.7% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 1,491 | $233.0K | 0.2% | +36+2.5% | Added | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,099 | $232.0K | 0.2% | +55+2.7% | Added | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 4,231 | $226.0K | 0.2% | +3+0.1% | Added | – |
| TAT&T Inc. | Stock | 7,306 | $207.0K | 0.1% | +7,306 | New | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 429 | $201.0K | 0.1% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C425 | US EQT ULTRA BFR | 6,186 | $200.0K | 0.1% | +6,186 | New | – |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.