Beckerman Institutional, LLC
- SEC CIK
- 0002043468
- 最新申報
- 2026/8/11
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/5 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 108
- 較 2025 年第 1 季 +6
- 總值
- $1.51 億
- 較 2025 年第 1 季 +$1,249 萬 (+9.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 31,167 | $1,514 萬 | 10.1% | +366+1.2% | 加碼 | 歷史 |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 188,922 | $873.6 萬 | 5.8% | +13,721+7.8% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 215,468 | $744.9 萬 | 4.9% | +28,987+15.5% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 97,283 | $739.7 萬 | 4.9% | −1,545−1.6% | 減碼 | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 65,433 | $627.0 萬 | 4.2% | +1,592+2.5% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 118,989 | $426.5 萬 | 2.8% | +11,149+10.3% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 63,907 | $418.7 萬 | 2.8% | −1,892−2.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 22,467 | $395.9 萬 | 2.6% | −69−0.3% | 減碼 | 歷史 |
| TCW ETF Trust29287L700 | FLEXIBLE INCOME | 96,235 | $379.6 萬 | 2.5% | +45,108+88.2% | 加碼 | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 61,258 | $338.4 萬 | 2.2% | +2,799+4.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,268 | $315.3 萬 | 2.1% | +971+9.4% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 114,440 | $303.3 萬 | 2.0% | +9,555+9.1% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 115,746 | $282.2 萬 | 1.9% | +18,367+18.9% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 27,154 | $279.4 萬 | 1.9% | +1,670+6.6% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 63,204 | $270.7 萬 | 1.8% | +11,303+21.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 50,404 | $233.5 萬 | 1.6% | +4,460+9.7% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 41,226 | $222.5 萬 | 1.5% | +3,095+8.1% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 41,176 | $217.6 萬 | 1.4% | −2,297−5.3% | 減碼 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 32,844 | $210.0 萬 | 1.4% | +270+0.8% | 加碼 | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 24,220 | $194.0 萬 | 1.3% | 00.0% | 不變 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 29,977 | $189.3 萬 | 1.3% | +2,191+7.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,533 | $186.9 萬 | 1.2% | +45+1.8% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 35,580 | $178.2 萬 | 1.2% | +1,947+5.8% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 41,755 | $177.8 萬 | 1.2% | +4,206+11.2% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 26,642 | $170.4 萬 | 1.1% | −152−0.6% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 56,577 | $163.8 萬 | 1.1% | +5,165+10.0% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 19,306 | $161.2 萬 | 1.1% | −224−1.1% | 減碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 32,385 | $161.1 萬 | 1.1% | −1,750−5.1% | 減碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 7,938 | $149.7 萬 | 1.0% | −64−0.8% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 34,235 | $145.0 萬 | 1.0% | −4,588−11.8% | 減碼 | – |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 22,107 | $143.3 萬 | 1.0% | −1,145−4.9% | 減碼 | – |
| BCVBancroft Fund Ltd | COM | 75,779 | $143.2 萬 | 1.0% | +160.0% | 加碼 | 歷史 |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 49,792 | $134.6 萬 | 0.9% | +14,918+42.8% | 加碼 | – |
| TYTRI-CONTINENTAL Corp | COM | 41,500 | $131.4 萬 | 0.9% | −153−0.4% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,998 | $131.1 萬 | 0.9% | −1,164−8.8% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 19,984 | $113.6 萬 | 0.8% | −1,916−8.7% | 減碼 | – |
| AMJBJPMorgan Chase & Co | CAL LKD 44 ADDED | 37,442 | $113.3 萬 | 0.8% | −531−1.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 5,474 | $112.3 萬 | 0.7% | +100+1.9% | 加碼 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 29,478 | $101.6 萬 | 0.7% | −64−0.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,936 | $96.3 萬 | 0.6% | +42+2.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 11,751 | $85.4 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,647 | $83.5 萬 | 0.6% | −1,055−6.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,611 | $79.4 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,798 | $78.3 萬 | 0.5% | 00.0% | 不變 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 9,687 | $77.3 萬 | 0.5% | −932−8.8% | 減碼 | – |
| iShares Tr464288752 | US HOME CONS ETF | 8,215 | $76.5 萬 | 0.5% | 00.0% | 不變 | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 19,476 | $75.8 萬 | 0.5% | −671−3.3% | 減碼 | – |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 16,987 | $75.1 萬 | 0.5% | 00.0% | 不變 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 18,232 | $73.1 萬 | 0.5% | −687−3.6% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,274 | $72.4 萬 | 0.5% | 00.0% | 不變 | – |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 58,070 | $72.0 萬 | 0.5% | −1,007−1.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,401 | $69.6 萬 | 0.5% | −100−4.0% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,809 | $69.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 5,140 | $69.1 萬 | 0.5% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 25,986 | $69.0 萬 | 0.5% | −1,578−5.7% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 7,338 | $68.8 萬 | 0.5% | −305−4.0% | 減碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 3,759 | $64.3 萬 | 0.4% | 00.0% | 不變 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 3,500 | $64.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ECATBlackRock ESG Capital Allocation Term Trust | SHS BEN INT | 38,919 | $62.5 萬 | 0.4% | −3,326−7.9% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 15,714 | $62.3 萬 | 0.4% | −164−1.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,023 | $59.0 萬 | 0.4% | −81−2.6% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 11,595 | $58.3 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 7,500 | $56.7 萬 | 0.4% | −2,750−26.8% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,736 | $56.0 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,957 | $55.8 萬 | 0.4% | 00.0% | 不變 | – |
| GGZGabelli Global Small & Mid Cap Value Trust | COM | 41,874 | $55.8 萬 | 0.4% | +11,549+38.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 10,865 | $51.4 萬 | 0.3% | −80−0.7% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 772 | $51.2 萬 | 0.3% | −15−1.9% | 減碼 | – |
| Franklin Templeton ETF Tr35473P678 | FTSE UNTD KGDM | 16,366 | $50.1 萬 | 0.3% | −533−3.2% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 796 | $49.4 萬 | 0.3% | 00.0% | 不變 | – |
| IAUiShares Gold Trust | ETF | 7,879 | $49.1 萬 | 0.3% | −1,264−13.8% | 減碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 4,696 | $46.7 萬 | 0.3% | −56−1.2% | 減碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 9,057 | $43.0 萬 | 0.3% | +201+2.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 10,036 | $42.4 萬 | 0.3% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 17,444 | $42.3 萬 | 0.3% | −191−1.1% | 減碼 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 5,673 | $42.0 萬 | 0.3% | −20−0.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,388 | $39.3 萬 | 0.3% | −357−13.0% | 減碼 | – |
| PNIPIMCO New York Municipal Income Fund II | COM | 57,744 | $38.8 萬 | 0.3% | +18,640+47.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,268 | $38.7 萬 | 0.3% | −123−8.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 15,007 | $37.4 萬 | 0.2% | −26,177−63.6% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,000 | $35.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,872 | $35.2 萬 | 0.2% | −167−2.8% | 減碼 | – |
| KOCoca Cola Co | Stock | 4,923 | $34.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 8,114 | $34.6 萬 | 0.2% | +8,114 | 新進 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 2,682 | $33.9 萬 | 0.2% | −69−2.5% | 減碼 | – |
| COFCapital One Financial Corp | Stock | 1,579 | $33.6 萬 | 0.2% | +11+0.7% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 6,081 | $33.1 萬 | 0.2% | 00.0% | 不變 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 604 | $32.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 450 | $31.9 萬 | 0.2% | −91−16.8% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,113 | $31.8 萬 | 0.2% | −151−3.5% | 減碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 6,173 | $31.7 萬 | 0.2% | +6,173 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 1,412 | $31.0 萬 | 0.2% | +29+2.1% | 加碼 | 歷史 |
| Capital Group New Geography14021N105 | SHS | 10,752 | $31.0 萬 | 0.2% | +10,752 | 新進 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 4,026 | $29.3 萬 | 0.2% | −535−11.7% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 4,841 | $28.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,026 | $27.6 萬 | 0.2% | +2,026 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 443 | $27.4 萬 | 0.2% | −191−30.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,376 | $24.4 萬 | 0.2% | −115−7.7% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 429 | $23.7 萬 | 0.2% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 4,234 | $22.7 萬 | 0.2% | +3+0.1% | 加碼 | – |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Ssga Active Tr78470P200 | ST STR TOTAL ETF | 5,473 | $25.9 萬 | 0.2% | – |