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The Analysis of Beckerman Institutional, LLC's Holdings & P&L

Currently, Beckerman Institutional, LLC holds 121 types of securities in its portfolio with a total value $188.2M. In the most recent quarter, they have increased their positions in VBIL (+40.1K shares, valued at $3.0M), BOND (+12.5K shares, valued at $1.2M), MTBA (+21.2K shares, valued at $1.1M); decreased their positions in GLDM (-7.8K shares, valued at $726.8K), LDUR (-1.1K shares, valued at $101.2K), GSIE (-2.1K shares, valued at $89.2K); initiated new positions in N/A (+75.7K shares, valued at $518.6K), N/A (+6.9K shares, valued at $263.1K), FDX (+615 shares, valued at $219.1K).

1M P&L

+2.9M+1.86%

3M P&L

-13.6M-7.92%

HY P&L

-2.7M-1.65%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A149.0M

92.0%

2Consumer Electronics1.8M

1.1%

3Banks - Diversified1.5M

0.9%

Top Industries by Stock Count

1N/A87 stocks

78.4%

2Drug Manufacturers - General3 stocks

2.7%

3Tobacco2 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL33.4K shares3.40%2026-03-312026-05-04

DFAI DIMENSIONAL ETF TRUST294.5K shares7.84%2026-03-312026-05-04

DBND DOUBLELINE ETF TRUST222.3K shares5.56%2026-03-312026-05-04

IDEV ISHARES TR92.0K shares0.14%2026-03-312026-05-04

ALPHABET INC ALPHABET INC23.2K shares0.19%2026-03-312026-05-04

FLXR TCW ETF TRUST138.2K shares9.48%2026-03-312026-05-04

LDUR PIMCO ETF TR53.9K shares-1.92%2026-03-312026-05-04

DFAC DIMENSIONAL ETF TRUST130.2K shares1.47%2026-03-312026-05-04

Sponsored

GLDM WORLD GOLD TR51.3K shares-13.25%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR140.8K shares10.03%2026-03-312026-05-04

DFIV DIMENSIONAL ETF TRUST76.4K shares6.49%2026-03-312026-05-04

DGS WISDOMTREE TR64.9K shares-1.78%2026-03-312026-05-04

VBIL VANGUARD INSTL INDEX FD47.6K shares534.20%2026-03-312026-05-04

VO VANGUARD INDEX FDS12.4K shares3.74%2026-03-312026-05-04

MTBA SIMPLIFY EXCHANGE TRADED FUN64.9K shares48.69%2026-03-312026-05-04

SCHO SCHWAB STRATEGIC TR131.6K shares4.04%2026-03-312026-05-04

Sponsored

EMXC ISHARES INC36.9K shares8.61%2026-03-312026-05-04

DFAT DIMENSIONAL ETF TRUST46.1K shares3.74%2026-03-312026-05-04

STIP ISHARES TR27.7K shares1.75%2026-03-312026-05-04

JPIE J P MORGAN EXCHANGE TRADED F60.6K shares0.85%2026-03-312026-05-04

BOND PIMCO ETF TR28.9K shares76.75%2026-03-312026-05-04

BINC BLACKROCK ETF TRUST II48.7K shares8.41%2026-03-312026-05-04

FHLC FIDELITY COVINGTON TRUST34.4K shares1.24%2026-03-312026-05-04

SCHC SCHWAB STRATEGIC TR50.7K shares6.14%2026-03-312026-05-04

Sponsored

DFAE DIMENSIONAL ETF TRUST67.6K shares4.35%2026-03-312026-05-04

ONEQ FIDELITY COMWLTH TR23.8K shares0.00%2026-03-312026-05-04

FREL FIDELITY COVINGTON TRUST70.1K shares7.41%2026-03-312026-05-04

DGRO ISHARES TR26.8K shares0.66%2026-03-312026-05-04

ITA ISHARES TR8.4K shares-1.06%2026-03-312026-05-04

AAPL APPLE INC7.0K shares0.00%2026-03-312026-05-04

PULS PGIM ETF TR34.3K shares-0.87%2026-03-312026-05-04

BCV BANCROFT FD LTD73.9K shares0.02%2026-03-312026-05-04

Sponsored

IEFA ISHARES TR17.3K shares3.90%2026-03-312026-05-04

FCOM FIDELITY COVINGTON TRUST22.2K shares-1.33%2026-03-312026-05-04

DFAU DIMENSIONAL ETF TRUST33.4K shares-0.44%2026-03-312026-05-04

META META PLATFORMS INC2.5K shares0.28%2026-03-312026-05-04

IJR ISHARES TR11.2K shares0.84%2026-03-312026-05-04

AMJB JPMORGAN CHASE FINL CO LLC40.3K shares4.40%2026-03-312026-05-04

TY TRI CONTL CORP40.0K shares-1.26%2026-03-312026-05-04

MSFT MICROSOFT CORP3.3K shares10.99%2026-03-312026-05-04

Sponsored

XSOE WISDOMTREE TR28.3K shares0.00%2026-03-312026-05-04

JEPI J P MORGAN EXCHANGE TRADED F18.4K shares-1.07%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO3.4K shares0.00%2026-03-312026-05-04

SPSM SPDR SERIES TRUST20.4K shares15.98%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS14.7K shares0.00%2026-03-312026-05-04

VTI VANGUARD INDEX FDS2.9K shares0.17%2026-03-312026-05-04

SPYM SPDR SERIES TRUST12.0K shares0.00%2026-03-312026-05-04

SLYV SPDR SERIES TRUST9.6K shares0.00%2026-03-312026-05-04

Sponsored

GGZ GABELLI GLOBAL SMALL & MID C57.5K shares-2.30%2026-03-312026-05-04

VTIP VANGUARD MALVERN FDS16.7K shares-0.22%2026-03-312026-05-04

ITOT ISHARES TR5.8K shares0.00%2026-03-312026-05-04

PYLD PIMCO ETF TR30.4K shares0.00%2026-03-312026-05-04

MUNI PIMCO ETF TR15.0K shares22.26%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR8.6K shares-3.68%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares-0.55%2026-03-312026-05-04

PDN INVESCO EXCH TRADED FD TR II17.3K shares0.00%2026-03-312026-05-04

Sponsored

VSS VANGUARD INTL EQUITY INDEX F5.1K shares0.00%2026-03-312026-05-04

MINO PIMCO ETF TR15.8K shares0.00%2026-03-312026-05-04

NFJ VIRTUS DIVIDEND INTEREST & P55.4K shares-0.74%2026-03-312026-05-04

ITB ISHARES TR7.6K shares0.00%2026-03-312026-05-04

LONZ PIMCO ETF TR13.9K shares1.78%2026-03-312026-05-04

MOAT VANECK ETF TRUST7.0K shares0.00%2026-03-312026-05-04

VOX VANGUARD WORLD FD3.7K shares0.00%2026-03-312026-05-04

VBR VANGUARD INDEX FDS3.0K shares0.00%2026-03-312026-05-04

Sponsored

IVV ISHARES TR1.0K shares26.10%2026-03-312026-05-04

TOTL SSGA ACTIVE ETF TR16.2K shares-1.31%2026-03-312026-05-04

CGNG CAPITAL GROUP NEW GEOGRAPHY20.3K shares54.44%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC3.8K shares0.00%2026-03-312026-05-04

VV VANGUARD INDEX FDS2.0K shares0.00%2026-03-312026-05-04

FLGB FRANKLIN TEMPLETON ETF TR16.1K shares-1.29%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS2.6K shares0.00%2026-03-312026-05-04

ICE INTERCONTINENTAL EXCHANGE IN3.5K shares0.00%2026-03-312026-05-04

Sponsored

IJS ISHARES TR4.6K shares0.00%2026-03-312026-05-04

GSIE GOLDMAN SACHS ETF TR12.5K shares-14.20%2026-03-312026-05-04

VGT VANGUARD WORLD FD773 shares0.00%2026-03-312026-05-04

GLD SPDR GOLD TR1.3K shares-0.64%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON2.2K shares0.00%2026-03-312026-05-04

BAC BANK AMERICA CORP10.9K shares0.00%2026-03-312026-05-04

AMZN AMAZON COM INC2.5K shares0.96%2026-03-312026-05-04

PIMCO NEW YORK MUN FD II PIMCO NEW YORK MUN FD II75.7K sharesnew addition2026-03-312026-05-04

Sponsored

JBND J P MORGAN EXCHANGE TRADED F9.3K shares0.03%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.0K shares0.00%2026-03-312026-05-04

KO COCA COLA CO6.2K shares0.00%2026-03-312026-05-04

ECAT BLACKROCK ESG CAP ALLC TERM34.6K shares-2.88%2026-03-312026-05-04

IAUM ISHARES GOLD TR10.0K shares11.87%2026-03-312026-05-04

DFNM DIMENSIONAL ETF TRUST9.5K shares7.21%2026-03-312026-05-04

VOE VANGUARD INDEX FDS2.4K shares0.00%2026-03-312026-05-04

ABBV ABBVIE INC2.0K shares0.00%2026-03-312026-05-04

Sponsored

IBB ISHARES TR2.5K shares0.00%2026-03-312026-05-04

PFE PFIZER INC14.4K shares-1.87%2026-03-312026-05-04

IEMG ISHARES INC5.7K shares5.84%2026-03-312026-05-04

ALPHABET INC ALPHABET INC1.4K shares0.15%2026-03-312026-05-04

FNCL FIDELITY COVINGTON TRUST5.4K shares-3.18%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC445 shares0.00%2026-03-312026-05-04

VNQ VANGUARD INDEX FDS4.1K shares2.20%2026-03-312026-05-04

SPMD SPDR SERIES TRUST6.1K shares0.00%2026-03-312026-05-04

Sponsored

CRM SALESFORCE INC1.9K shares82.95%2026-03-312026-05-04

IXUS ISHARES TR4.1K shares0.00%2026-03-312026-05-04

WMT WALMART INC2.8K shares-0.78%2026-03-312026-05-04

CSCO CISCO SYS INC4.4K shares0.00%2026-03-312026-05-04

IBBQ INVESCO EXCH TRADED FD TR II11.0K shares2.46%2026-03-312026-05-04

MO ALTRIA GROUP INC4.8K shares0.00%2026-03-312026-05-04

SCZ ISHARES TR4.0K shares0.00%2026-03-312026-05-04

V VISA INC1.0K shares0.00%2026-03-312026-05-04

Sponsored

RGT ROYCE GLOBAL TRUST INC22.9K shares77.28%2026-03-312026-05-04

BSV VANGUARD BD INDEX FDS3.9K shares0.00%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T448 shares0.00%2026-03-312026-05-04

COF CAPITAL ONE FINL CORP1.6K shares0.00%2026-03-312026-05-04

ISRG INTUITIVE SURGICAL INC584 shares0.00%2026-03-312026-05-04

PROSHARES TR PROSHARES TR6.9K sharesnew addition2026-03-312026-05-04

XAR SPDR SERIES TRUST992 shares1.54%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR411 shares-4.64%2026-03-312026-05-04

Sponsored

UFEB INNOVATOR ETFS TRUST6.2K shares0.00%2026-03-312026-05-04

FDX FEDEX CORP615 sharesnew addition2026-03-312026-05-04

VTV VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-05-04

BLACKSTONE INC BLACKSTONE INC1.9K shares0.00%2026-03-312026-05-04

T AT&T INC7.3K sharesnew addition2026-03-312026-05-04

NFLX NETFLIX INC.2.2K sharesnew addition2026-03-312026-05-04

MU MICRON TECHNOLOGY INC614 sharesnew addition2026-03-312026-05-04

ECF ELLSWORTH GROWTH & INCOME FD12.8K shares0.00%2026-03-312026-05-04

Sponsored

TNGY TORTOISE CAPITAL SERIES TRUS11.2K shares0.00%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL

3.40%

Shares33.4K

Event2026-03-31

Filed2026-05-04

DFAI

DIMENSIONAL ETF TRUST

7.84%

Shares294.5K

Event2026-03-31

Filed2026-05-04

DBND

DOUBLELINE ETF TRUST

5.56%

Shares222.3K

Event2026-03-31

Filed2026-05-04

IDEV

ISHARES TR

0.14%

Shares92.0K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

0.19%

Shares23.2K

Event2026-03-31

Filed2026-05-04

FLXR

TCW ETF TRUST

9.48%

Shares138.2K

Event2026-03-31

Filed2026-05-04

LDUR

PIMCO ETF TR

-1.92%

Shares53.9K

Event2026-03-31

Filed2026-05-04

DFAC

DIMENSIONAL ETF TRUST

1.47%

Shares130.2K

Event2026-03-31

Filed2026-05-04

GLDM

WORLD GOLD TR

-13.25%

Shares51.3K

Event2026-03-31

Filed2026-05-04

SCHD

SCHWAB STRATEGIC TR

10.03%

Shares140.8K

Event2026-03-31

Filed2026-05-04

DFIV

DIMENSIONAL ETF TRUST

6.49%

Shares76.4K

Event2026-03-31

Filed2026-05-04

DGS

WISDOMTREE TR

-1.78%

Shares64.9K

Event2026-03-31

Filed2026-05-04

VBIL

VANGUARD INSTL INDEX FD

534.20%

Shares47.6K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

3.74%

Shares12.4K

Event2026-03-31

Filed2026-05-04

MTBA

SIMPLIFY EXCHANGE TRADED FUN

48.69%

Shares64.9K

Event2026-03-31

Filed2026-05-04

SCHO

SCHWAB STRATEGIC TR

4.04%

Shares131.6K

Event2026-03-31

Filed2026-05-04

EMXC

ISHARES INC

8.61%

Shares36.9K

Event2026-03-31

Filed2026-05-04

DFAT

DIMENSIONAL ETF TRUST

3.74%

Shares46.1K

Event2026-03-31

Filed2026-05-04

STIP

ISHARES TR

1.75%

Shares27.7K

Event2026-03-31

Filed2026-05-04

JPIE

J P MORGAN EXCHANGE TRADED F

0.85%

Shares60.6K

Event2026-03-31

Filed2026-05-04

BOND

PIMCO ETF TR

76.75%

Shares28.9K

Event2026-03-31

Filed2026-05-04

BINC

BLACKROCK ETF TRUST II

8.41%

Shares48.7K

Event2026-03-31

Filed2026-05-04

FHLC

FIDELITY COVINGTON TRUST

1.24%

Shares34.4K

Event2026-03-31

Filed2026-05-04

SCHC

SCHWAB STRATEGIC TR

6.14%

Shares50.7K

Event2026-03-31

Filed2026-05-04

DFAE

DIMENSIONAL ETF TRUST

4.35%

Shares67.6K

Event2026-03-31

Filed2026-05-04

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares23.8K

Event2026-03-31

Filed2026-05-04

FREL

FIDELITY COVINGTON TRUST

7.41%

Shares70.1K

Event2026-03-31

Filed2026-05-04

DGRO

ISHARES TR

0.66%

Shares26.8K

Event2026-03-31

Filed2026-05-04

ITA

ISHARES TR

-1.06%

Shares8.4K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-04

PULS

PGIM ETF TR

-0.87%

Shares34.3K

Event2026-03-31

Filed2026-05-04

BCV

BANCROFT FD LTD

0.02%

Shares73.9K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

3.90%

Shares17.3K

Event2026-03-31

Filed2026-05-04

FCOM

FIDELITY COVINGTON TRUST

-1.33%

Shares22.2K

Event2026-03-31

Filed2026-05-04

DFAU

DIMENSIONAL ETF TRUST

-0.44%

Shares33.4K

Event2026-03-31

Filed2026-05-04