Beckerman Institutional, LLC
- SEC CIK
- 0002043468
- 最新申報
- 2026/8/11
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/5 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 102
- 較 2024 年第 4 季 +4
- 總值
- $1.38 億
- 較 2024 年第 4 季 +$1,323 萬 (+10.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 30,801 | $1,640 萬 | 11.9% | +2,573+9.1% | 加碼 | 歷史 |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 175,201 | $808.9 萬 | 5.9% | +7,023+4.2% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 98,828 | $680.8 萬 | 4.9% | +4,797+5.1% | 加碼 | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 63,841 | $612.7 萬 | 4.4% | +2,366+3.8% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 186,481 | $582.4 萬 | 4.2% | +16,562+9.7% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 65,799 | $407.2 萬 | 2.9% | +3,342+5.4% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 107,840 | $355.8 萬 | 2.6% | −149−0.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 22,536 | $348.5 萬 | 2.5% | +1,569+7.5% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 104,885 | $293.3 萬 | 2.1% | +4,817+4.8% | 加碼 | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 58,459 | $282.4 萬 | 2.0% | +3,850+7.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,297 | $266.3 萬 | 1.9% | +930+9.9% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 25,484 | $263.7 萬 | 1.9% | +1,882+8.0% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 97,379 | $237.0 萬 | 1.7% | +7,092+7.9% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 43,473 | $227.7 萬 | 1.6% | +5,147+13.4% | 加碼 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 32,574 | $222.5 萬 | 1.6% | +3,160+10.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 45,944 | $211.7 萬 | 1.5% | +4,107+9.8% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 51,901 | $204.3 萬 | 1.5% | +18,937+57.4% | 加碼 | – |
| TCW ETF Trust29287L700 | FLEXIBLE INCOME | 51,127 | $200.3 萬 | 1.5% | +51,127 | 新進 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 38,131 | $196.3 萬 | 1.4% | +2,432+6.8% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 34,135 | $169.8 萬 | 1.2% | −250−0.7% | 減碼 | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 33,633 | $168.6 萬 | 1.2% | +2,200+7.0% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 26,794 | $165.5 萬 | 1.2% | +20.0% | 加碼 | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 24,220 | $164.9 萬 | 1.2% | 00.0% | 不變 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 27,786 | $153.1 萬 | 1.1% | +2,749+11.0% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 38,823 | $149.2 萬 | 1.1% | −777−2.0% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 19,530 | $147.7 萬 | 1.1% | +1,059+5.7% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,488 | $143.4 萬 | 1.0% | +6+0.2% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 13,162 | $137.6 萬 | 1.0% | +369+2.9% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 37,549 | $134.7 萬 | 1.0% | +3,821+11.3% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 51,412 | $133.1 萬 | 1.0% | +3,589+7.5% | 加碼 | – |
| BCVBancroft Fund Ltd | COM | 75,763 | $131.9 萬 | 1.0% | +8,954+13.4% | 加碼 | 歷史 |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 23,252 | $130.8 萬 | 0.9% | −71−0.3% | 減碼 | – |
| TYTRI-CONTINENTAL Corp | COM | 41,653 | $127.8 萬 | 0.9% | +21+0.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 21,900 | $125.1 萬 | 0.9% | −2,066−8.6% | 減碼 | – |
| AMJBJPMorgan Chase & Co | CAL LKD 44 ADDED | 37,973 | $123.3 萬 | 0.9% | +4,354+13.0% | 加碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 8,002 | $122.5 萬 | 0.9% | +270+3.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 5,374 | $119.4 萬 | 0.9% | −213−3.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 41,184 | $101.9 萬 | 0.7% | −4,720−10.3% | 減碼 | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 34,874 | $95.8 萬 | 0.7% | +4,307+14.1% | 加碼 | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 29,542 | $91.2 萬 | 0.7% | +163+0.6% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 10,619 | $83.3 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,702 | $79.8 萬 | 0.6% | +214+1.4% | 加碼 | – |
| iShares Tr464288752 | US HOME CONS ETF | 8,215 | $78.2 萬 | 0.6% | +610+8.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 11,751 | $77.3 萬 | 0.6% | +507+4.5% | 加碼 | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 10,250 | $77.3 萬 | 0.6% | +10,250 | 新進 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 18,919 | $76.2 萬 | 0.6% | +3,754+24.8% | 加碼 | – |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 16,987 | $76.0 萬 | 0.6% | +3,914+29.9% | 加碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 27,564 | $72.6 萬 | 0.5% | +3,570+14.9% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,611 | $71.8 萬 | 0.5% | +96+3.8% | 加碼 | – |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 59,077 | $71.7 萬 | 0.5% | +964+1.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,894 | $71.1 萬 | 0.5% | −57−2.9% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 5,798 | $70.7 萬 | 0.5% | 00.0% | 不變 | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 20,147 | $67.4 萬 | 0.5% | +1,378+7.3% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 7,643 | $67.3 萬 | 0.5% | −761−9.1% | 減碼 | – |
| ECATBlackRock ESG Capital Allocation Term Trust | SHS BEN INT | 42,245 | $66.6 萬 | 0.5% | −9,340−18.1% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,274 | $65.5 萬 | 0.5% | +133+11.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,501 | $61.3 萬 | 0.4% | −83−3.2% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,809 | $60.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,500 | $60.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 5,140 | $59.4 萬 | 0.4% | +65+1.3% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 11,595 | $57.9 萬 | 0.4% | +880+8.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,104 | $57.8 萬 | 0.4% | +162+5.5% | 加碼 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 15,878 | $56.6 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 3,759 | $55.8 萬 | 0.4% | −51−1.3% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 9,143 | $53.9 萬 | 0.4% | +113+1.3% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,736 | $53.1 萬 | 0.4% | +600+28.1% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,957 | $50.3 萬 | 0.4% | 00.0% | 不變 | – |
| Franklin Templeton ETF Tr35473P678 | FTSE UNTD KGDM | 16,899 | $48.4 萬 | 0.4% | +2,030+13.7% | 加碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 4,752 | $46.3 萬 | 0.3% | +638+15.5% | 加碼 | – |
| BACBank of America Corp | Stock | 10,945 | $45.7 萬 | 0.3% | −511−4.5% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 17,635 | $44.7 萬 | 0.3% | +1,097+6.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 796 | $44.7 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,745 | $44.1 萬 | 0.3% | +10.0% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 787 | $42.7 萬 | 0.3% | +71+9.9% | 加碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 8,856 | $42.1 萬 | 0.3% | +45+0.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 10,036 | $40.6 萬 | 0.3% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 1,391 | $40.1 萬 | 0.3% | +123+9.7% | 加碼 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 5,693 | $39.6 萬 | 0.3% | +113+2.0% | 加碼 | – |
| GGZGabelli Global Small & Mid Cap Value Trust | COM | 30,325 | $36.4 萬 | 0.3% | +30,325 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,000 | $36.2 萬 | 0.3% | +182+4.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 634 | $35.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 4,923 | $35.3 萬 | 0.3% | +418+9.3% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 2,751 | $35.2 萬 | 0.3% | +21+0.8% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,039 | $32.6 萬 | 0.2% | +195+3.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 6,081 | $31.1 萬 | 0.2% | 00.0% | 不變 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 604 | $29.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,264 | $29.8 萬 | 0.2% | +97+2.3% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 541 | $29.6 萬 | 0.2% | +120+28.5% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 4,841 | $29.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 4,561 | $29.0 萬 | 0.2% | −875−16.1% | 減碼 | – |
| COFCapital One Financial Corp | Stock | 1,568 | $28.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PNIPIMCO New York Municipal Income Fund II | COM | 39,104 | $27.7 萬 | 0.2% | +16,389+72.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,383 | $26.3 萬 | 0.2% | −15−1.1% | 減碼 | 歷史 |
| Ssga Active Tr78470P200 | ST STR TOTAL ETF | 5,473 | $25.9 萬 | 0.2% | −520−8.7% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,491 | $23.3 萬 | 0.2% | +36+2.5% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,099 | $23.2 萬 | 0.2% | +55+2.7% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 4,231 | $22.6 萬 | 0.2% | +3+0.1% | 加碼 | – |
| TAT&T Inc. | Stock | 7,306 | $20.7 萬 | 0.1% | +7,306 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 429 | $20.1 萬 | 0.1% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C425 | US EQT ULTRA BFR | 6,186 | $20.0 萬 | 0.1% | +6,186 | 新進 | – |
2024 年第 4 季之後清倉（1 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。