Beckerman Institutional, LLC
- SEC CIK
- 0002043468
- 最新申報
- 2026/8/11
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/6 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 115
- 較 2025 年第 2 季 +7
- 總值
- $1.70 億
- 較 2025 年第 2 季 +$1,927 萬 (+12.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 31,637 | $1,590 萬 | 9.4% | +470+1.5% | 加碼 | 歷史 |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 201,856 | $939.2 萬 | 5.5% | +12,934+6.8% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 248,522 | $903.4 萬 | 5.3% | +33,054+15.3% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 95,532 | $765.9 萬 | 4.5% | −1,751−1.8% | 減碼 | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 67,494 | $648.9 萬 | 3.8% | +2,061+3.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 23,325 | $567.1 萬 | 3.3% | +858+3.8% | 加碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 63,111 | $482.5 萬 | 2.8% | −796−1.2% | 減碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 123,996 | $478.3 萬 | 2.8% | +5,007+4.2% | 加碼 | – |
| TCW ETF Trust29287L700 | FLEXIBLE INCOME | 118,222 | $470.5 萬 | 2.8% | +21,987+22.8% | 加碼 | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 64,450 | $368.0 萬 | 2.2% | +3,192+5.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,580 | $340.1 萬 | 2.0% | +312+2.8% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 121,158 | $330.8 萬 | 1.9% | +6,718+5.9% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 68,120 | $314.2 萬 | 1.8% | +4,916+7.8% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 126,705 | $309.2 萬 | 1.8% | +10,959+9.5% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 27,392 | $283.1 萬 | 1.7% | +238+0.9% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 43,293 | $252.0 萬 | 1.5% | +2,067+5.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 53,989 | $250.6 萬 | 1.5% | +3,585+7.1% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 43,154 | $229.8 萬 | 1.4% | +1,978+4.8% | 加碼 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 33,847 | $226.3 萬 | 1.3% | +1,003+3.1% | 加碼 | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 43,629 | $219.7 萬 | 1.3% | +8,049+22.6% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 32,085 | $216.6 萬 | 1.3% | +2,108+7.0% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 46,736 | $212.7 萬 | 1.3% | +4,981+11.9% | 加碼 | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 23,834 | $212.4 萬 | 1.3% | −386−1.6% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 62,829 | $198.1 萬 | 1.2% | +6,252+11.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,531 | $185.9 萬 | 1.1% | −2−0.1% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 26,595 | $181.1 萬 | 1.1% | −47−0.2% | 減碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 8,521 | $178.3 萬 | 1.0% | +583+7.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 6,972 | $177.5 萬 | 1.0% | +1,498+27.4% | 加碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 34,856 | $173.7 萬 | 1.0% | +2,471+7.6% | 加碼 | – |
| BCVBancroft Fund Ltd | COM | 74,919 | $163.9 萬 | 1.0% | −860−1.1% | 減碼 | 歷史 |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 58,818 | $163.6 萬 | 1.0% | +9,026+18.1% | 加碼 | – |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 22,673 | $160.9 萬 | 0.9% | +566+2.6% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 18,232 | $159.2 萬 | 0.9% | −1,074−5.6% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 33,823 | $154.8 萬 | 0.9% | −412−1.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,928 | $151.6 萬 | 0.9% | +992+51.2% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 41,017 | $139.5 萬 | 0.8% | −483−1.2% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,165 | $132.7 萬 | 0.8% | −833−6.9% | 減碼 | – |
| AMJBJPMorgan Chase & Co | CAL LKD 44 ADDED | 38,318 | $113.1 萬 | 0.7% | +876+2.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 19,547 | $111.6 萬 | 0.7% | −437−2.2% | 減碼 | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 28,587 | $108.4 萬 | 0.6% | −891−3.0% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,400 | $107.3 萬 | 0.6% | +999+41.6% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,917 | $95.7 萬 | 0.6% | +306+11.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 11,850 | $92.8 萬 | 0.5% | +99+0.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,648 | $87.8 萬 | 0.5% | +10.0% | 加碼 | – |
| iShares Tr464288752 | US HOME CONS ETF | 8,007 | $85.9 萬 | 0.5% | −208−2.5% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 9,679 | $85.8 萬 | 0.5% | −8−0.1% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 16,691 | $84.5 萬 | 0.5% | +5,096+43.9% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,798 | $84.4 萬 | 0.5% | 00.0% | 不變 | – |
| GGZGabelli Global Small & Mid Cap Value Trust | COM | 57,943 | $83.7 萬 | 0.5% | +16,069+38.4% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 29,945 | $80.4 萬 | 0.5% | +3,959+15.2% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,277 | $78.2 萬 | 0.5% | +3+0.2% | 加碼 | – |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 16,987 | $77.0 萬 | 0.5% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 16,414 | $76.0 萬 | 0.4% | +8,300+102.3% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 5,139 | $73.3 萬 | 0.4% | −10.0% | 減碼 | – |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 56,155 | $73.1 萬 | 0.4% | −1,915−3.3% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 9,836 | $71.6 萬 | 0.4% | +1,957+24.8% | 加碼 | 歷史 |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 17,399 | $71.5 萬 | 0.4% | −2,077−10.7% | 減碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 3,707 | $69.6 萬 | 0.4% | −52−1.4% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 7,019 | $69.6 萬 | 0.4% | −319−4.3% | 減碼 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 16,646 | $67.5 萬 | 0.4% | −1,586−8.7% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,024 | $63.1 萬 | 0.4% | +10.0% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 3,809 | $61.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ECATBlackRock ESG Capital Allocation Term Trust | SHS BEN INT | 36,816 | $60.4 萬 | 0.4% | −2,103−5.4% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,957 | $60.2 萬 | 0.4% | 00.0% | 不變 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 14,647 | $60.2 萬 | 0.4% | −1,067−6.8% | 減碼 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 3,500 | $59.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 773 | $57.6 萬 | 0.3% | +1+0.1% | 加碼 | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 7,500 | $56.7 萬 | 0.3% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 10,866 | $56.1 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,592 | $55.9 萬 | 0.3% | −144−5.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 797 | $53.3 萬 | 0.3% | +1+0.1% | 加碼 | – |
| Franklin Templeton ETF Tr35473P678 | FTSE UNTD KGDM | 16,346 | $52.8 萬 | 0.3% | −20−0.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 2,366 | $52.0 萬 | 0.3% | +954+67.6% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 4,608 | $51.0 萬 | 0.3% | −88−1.9% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 2,008 | $46.5 萬 | 0.3% | +2,008 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 10,036 | $45.4 萬 | 0.3% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 1,269 | $45.1 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 17,537 | $44.7 萬 | 0.3% | +93+0.5% | 加碼 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 5,673 | $43.3 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 8,887 | $42.6 萬 | 0.3% | −170−1.9% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,390 | $41.7 萬 | 0.2% | +2+0.1% | 加碼 | – |
| KOCoca Cola Co | Stock | 6,243 | $41.4 萬 | 0.2% | +1,320+26.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,195 | $40.7 萬 | 0.2% | +2,195 | 新進 | 歷史 |
| Capital Group New Geography14021N105 | SHS | 12,664 | $39.1 萬 | 0.2% | +1,912+17.8% | 加碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 7,148 | $37.4 萬 | 0.2% | +975+15.8% | 加碼 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 2,550 | $36.8 萬 | 0.2% | −132−4.9% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,001 | $36.6 萬 | 0.2% | +10.0% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 450 | $35.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,392 | $35.5 萬 | 0.2% | −480−8.2% | 減碼 | – |
| VVisa Inc. | Stock | 1,024 | $35.0 萬 | 0.2% | +1,024 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 6,081 | $34.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,101 | $33.9 萬 | 0.2% | −12−0.3% | 減碼 | – |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 8,725 | $33.6 萬 | 0.2% | +8,725 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,377 | $33.5 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,551 | $33.0 萬 | 0.2% | −28−1.8% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 1,881 | $32.1 萬 | 0.2% | +1,881 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 4,841 | $32.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,668 | $31.9 萬 | 0.2% | +4,668 | 新進 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,891 | $30.7 萬 | 0.2% | +3,891 | 新進 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 3,998 | $30.7 萬 | 0.2% | −28−0.7% | 減碼 | – |
2025 年第 2 季之後清倉（3 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。