Beckerman Institutional, LLC
- SEC CIK
- 0002043468
- 最新申報
- 2026/8/11
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/10 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 115
- 較 2025 年第 3 季 0
- 總值
- $1.78 億
- 較 2025 年第 3 季 +$821.6 萬 (+4.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 32,278 | $1,622 萬 | 9.1% | +641+2.0% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 273,063 | $1,041 萬 | 5.8% | +24,541+9.9% | 加碼 | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 210,540 | $976.2 萬 | 5.5% | +8,684+4.3% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 91,858 | $757.6 萬 | 4.3% | −3,674−3.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 23,169 | $725.2 萬 | 4.1% | −156−0.7% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 54,923 | $526.9 萬 | 3.0% | −12,571−18.6% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 128,329 | $508.1 萬 | 2.9% | +4,333+3.5% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 59,185 | $505.3 萬 | 2.8% | −3,926−6.2% | 減碼 | 歷史 |
| TCW ETF Trust29287L700 | FLEXIBLE INCOME | 126,218 | $499.8 萬 | 2.8% | +7,996+6.8% | 加碼 | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 66,107 | $378.4 萬 | 2.1% | +1,657+2.6% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 71,711 | $357.8 萬 | 2.0% | +3,591+5.3% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 127,963 | $351.0 萬 | 2.0% | +6,805+5.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,912 | $345.7 萬 | 1.9% | +332+2.9% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 126,470 | $308.2 萬 | 1.7% | −235−0.2% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 27,196 | $278.5 萬 | 1.6% | −196−0.7% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 60,124 | $278.3 萬 | 1.6% | +6,135+11.4% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 44,469 | $264.8 萬 | 1.5% | +1,176+2.7% | 加碼 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 33,935 | $252.1 萬 | 1.4% | +88+0.3% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 33,994 | $247.1 萬 | 1.4% | +1,909+5.9% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 44,897 | $236.9 萬 | 1.3% | +1,743+4.0% | 加碼 | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 43,629 | $219.9 萬 | 1.2% | 00.0% | 不變 | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 23,834 | $217.8 萬 | 1.2% | 00.0% | 不變 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 47,800 | $217.6 萬 | 1.2% | +1,064+2.3% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 64,750 | $210.9 萬 | 1.2% | +1,921+3.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 6,972 | $189.5 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 26,599 | $184.6 萬 | 1.0% | +40.0% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 8,525 | $183.0 萬 | 1.0% | +40.0% | 加碼 | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 65,271 | $175.5 萬 | 1.0% | +6,453+11.0% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 34,614 | $171.7 萬 | 1.0% | −242−0.7% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,497 | $164.8 萬 | 0.9% | −34−1.3% | 減碼 | 歷史 |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 22,477 | $164.7 萬 | 0.9% | −196−0.9% | 減碼 | – |
| BCVBancroft Fund Ltd | COM | 73,904 | $163.3 萬 | 0.9% | −1,015−1.4% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 33,574 | $157.1 萬 | 0.9% | −249−0.7% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 16,342 | $152.1 萬 | 0.9% | +16,342 | 新進 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 16,621 | $148.7 萬 | 0.8% | −1,611−8.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,929 | $141.6 萬 | 0.8% | +10.0% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,122 | $133.7 萬 | 0.8% | −43−0.4% | 減碼 | – |
| TYTRI-CONTINENTAL Corp | COM | 40,504 | $132.3 萬 | 0.7% | −513−1.3% | 減碼 | 歷史 |
| AMJBJPMorgan Chase & Co | CAL LKD 44 ADDED | 38,625 | $115.5 萬 | 0.6% | +307+0.8% | 加碼 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 28,290 | $110.4 萬 | 0.6% | −297−1.0% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,400 | $109.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 18,574 | $106.3 萬 | 0.6% | −973−5.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,917 | $97.8 萬 | 0.5% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 11,958 | $95.9 萬 | 0.5% | +108+0.9% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,748 | $92.1 萬 | 0.5% | +100+0.7% | 加碼 | – |
| GGZGabelli Global Small & Mid Cap Value Trust | COM | 58,885 | $88.3 萬 | 0.5% | +942+1.6% | 加碼 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 9,564 | $87.0 萬 | 0.5% | −115−1.2% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,798 | $86.2 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 16,691 | $82.6 萬 | 0.5% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 17,588 | $82.4 萬 | 0.5% | +1,174+7.2% | 加碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 30,350 | $81.0 萬 | 0.5% | +405+1.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,277 | $80.1 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 5,139 | $73.7 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464288752 | US HOME CONS ETF | 7,607 | $73.3 萬 | 0.4% | −400−5.0% | 減碼 | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 17,344 | $73.2 萬 | 0.4% | −55−0.3% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 8,969 | $72.8 萬 | 0.4% | −867−8.8% | 減碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 7,019 | $72.7 萬 | 0.4% | 00.0% | 不變 | – |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 55,843 | $72.0 萬 | 0.4% | −312−0.6% | 減碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 3,707 | $71.8 萬 | 0.4% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 15,787 | $71.5 萬 | 0.4% | −1,200−7.1% | 減碼 | – |
| PIMCO ETF Tr72201R627 | SR LN ACTIVE ETF | 13,617 | $68.5 萬 | 0.4% | +13,617 | 新進 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 16,442 | $66.2 萬 | 0.4% | −204−1.2% | 減碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 12,245 | $64.2 萬 | 0.4% | +5,097+71.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,024 | $64.0 萬 | 0.4% | 00.0% | 不變 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 14,568 | $62.6 萬 | 0.4% | −79−0.5% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,957 | $61.6 萬 | 0.3% | 00.0% | 不變 | – |
| PMPhilip Morris International Inc. | Stock | 3,809 | $61.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 10,866 | $59.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 773 | $58.2 萬 | 0.3% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 2,502 | $57.7 萬 | 0.3% | +136+5.7% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,592 | $57.0 萬 | 0.3% | 00.0% | 不變 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 3,500 | $56.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 7,500 | $56.6 萬 | 0.3% | 00.0% | 不變 | – |
| Franklin Templeton ETF Tr35473P678 | FTSE UNTD KGDM | 16,346 | $55.2 萬 | 0.3% | 00.0% | 不變 | – |
| ECATBlackRock ESG Capital Allocation Term Trust | SHS BEN INT | 35,616 | $54.8 萬 | 0.3% | −1,200−3.3% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 797 | $54.6 萬 | 0.3% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 4,568 | $52.0 萬 | 0.3% | −40−0.9% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 9,308 | $50.3 萬 | 0.3% | +5,071+119.7% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 1,259 | $49.9 萬 | 0.3% | −10−0.8% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 10,036 | $47.1 萬 | 0.3% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 2,008 | $45.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,195 | $45.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 6,243 | $43.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 5,591 | $43.5 萬 | 0.2% | −82−1.4% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,377 | $43.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 8,866 | $42.7 萬 | 0.2% | −21−0.2% | 減碼 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 2,528 | $42.7 萬 | 0.2% | −22−0.9% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,390 | $42.4 萬 | 0.2% | 00.0% | 不變 | – |
| Capital Group New Geography14021N105 | SHS | 13,158 | $42.0 萬 | 0.2% | +494+3.9% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 445 | $39.1 萬 | 0.2% | −5−1.1% | 減碼 | 歷史 |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 8,977 | $38.6 萬 | 0.2% | +252+2.9% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,551 | $37.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 14,692 | $36.6 萬 | 0.2% | −2,845−16.2% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,393 | $36.2 萬 | 0.2% | +10.0% | 加碼 | – |
| VVisa Inc. | Stock | 1,024 | $35.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,001 | $35.4 萬 | 0.2% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 6,081 | $35.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,102 | $34.7 萬 | 0.2% | +10.0% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 4,410 | $34.0 萬 | 0.2% | −258−5.5% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 584 | $33.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（3 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。