The Analysis of Beckerman Institutional, LLC's Holdings
Currently, Beckerman Institutional, LLC holds 115 types of securities in its portfolio with a total value $169.9M. In the most recent quarter, they have increased their positions in DFAI (+33.1K shares, valued at $1.2M), FLXR (+22.0K shares, valued at $875.1K), DBND (+12.9K shares, valued at $601.8K); decreased their positions in IDEV (-1.8K shares, valued at $140.4K), PLTR (-672 shares, valued at $122.6K), IJR (-833 shares, valued at $99.0K); initiated new positions in ABBV (+2.0K shares, valued at $464.9K), JNJ (+2.2K shares, valued at $406.9K), V (+1.0K shares, valued at $349.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRK.B BERKSHIRE HATHAWAY INC DEL31.6K shares1.51%2025-09-302025-11-06
DBND DOUBLELINE ETF TRUST201.9K shares6.85%2025-09-302025-11-06 DFAI DIMENSIONAL ETF TRUST248.5K shares15.34%2025-09-302025-11-06 IDEV ISHARES TR95.5K shares-1.80%2025-09-302025-11-06 LDUR PIMCO ETF TR67.5K shares3.15%2025-09-302025-11-06 GOOGL ALPHABET INC23.3K shares3.82%2025-09-302025-11-06 GLDM WORLD GOLD TR63.1K shares-1.25%2025-09-302025-11-06 DFAC DIMENSIONAL ETF TRUST124.0K shares4.21%2025-09-302025-11-06 FLXR TCW ETF TRUST118.2K shares22.85%2025-09-302025-11-06 DGS WISDOMTREE TR64.5K shares5.21%2025-09-302025-11-06 VO VANGUARD INDEX FDS11.6K shares2.77%2025-09-302025-11-06 SCHD SCHWAB STRATEGIC TR121.2K shares5.87%2025-09-302025-11-06 DFIV DIMENSIONAL ETF TRUST68.1K shares7.78%2025-09-302025-11-06 SCHO SCHWAB STRATEGIC TR126.7K shares9.47%2025-09-302025-11-06 STIP ISHARES TR27.4K shares0.88%2025-09-302025-11-06 DFAT DIMENSIONAL ETF TRUST43.3K shares5.01%2025-09-302025-11-06 JPIE J P MORGAN EXCHANGE TRADED F54.0K shares7.11%2025-09-302025-11-06 BINC BLACKROCK ETF TRUST II43.2K shares4.80%2025-09-302025-11-06 FHLC FIDELITY COVINGTON TRUST33.8K shares3.05%2025-09-302025-11-06 MTBA SIMPLIFY EXCHANGE TRADED FUN43.6K shares22.62%2025-09-302025-11-06 EMXC ISHARES INC32.1K shares7.03%2025-09-302025-11-06 SCHC SCHWAB STRATEGIC TR46.7K shares11.93%2025-09-302025-11-06 ONEQ FIDELITY COMWLTH TR23.8K shares-1.59%2025-09-302025-11-06 DFAE DIMENSIONAL ETF TRUST62.8K shares11.05%2025-09-302025-11-06 META META PLATFORMS INC2.5K shares-0.08%2025-09-302025-11-06 DGRO ISHARES TR26.6K shares-0.18%2025-09-302025-11-06 ITA ISHARES TR8.5K shares7.34%2025-09-302025-11-06 AAPL APPLE INC7.0K shares27.37%2025-09-302025-11-06 PULS PGIM ETF TR34.9K shares7.63%2025-09-302025-11-06 BCV BANCROFT FD LTD74.9K shares-1.13%2025-09-302025-11-06 FREL FIDELITY COVINGTON TRUST58.8K shares18.13%2025-09-302025-11-06 FCOM FIDELITY COVINGTON TRUST22.7K shares2.56%2025-09-302025-11-06 IEFA ISHARES TR18.2K shares-5.56%2025-09-302025-11-06 DFAU DIMENSIONAL ETF TRUST33.8K shares-1.20%2025-09-302025-11-06 MSFT MICROSOFT CORP2.9K shares51.24%2025-09-302025-11-06 TY TRI CONTL CORP41.0K shares-1.16%2025-09-302025-11-06 IJR ISHARES TR11.2K shares-6.94%2025-09-302025-11-06 AMJB JPMORGAN CHASE FINL CO LLC38.3K shares2.34%2025-09-302025-11-06 JEPI J P MORGAN EXCHANGE TRADED F19.5K shares-2.19%2025-09-302025-11-06 XSOE WISDOMTREE TR28.6K shares-3.02%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.3.4K shares41.61%2025-09-302025-11-06 VTI VANGUARD INDEX FDS2.9K shares11.72%2025-09-302025-11-06 SPYM SPDR SERIES TRUST11.8K shares0.84%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS14.6K shares0.01%2025-09-302025-11-06 ITB ISHARES TR8.0K shares-2.53%2025-09-302025-11-06 SLYV SPDR SERIES TRUST9.7K shares-0.08%2025-09-302025-11-06 VTIP VANGUARD MALVERN FDS16.7K shares43.95%2025-09-302025-11-06 ITOT ISHARES TR5.8K shares0.00%2025-09-302025-11-06 GGZ GABELLI GLOBAL SMALL & MID C57.9K shares38.37%2025-09-302025-11-06 PYLD PIMCO ETF TR29.9K shares15.24%2025-09-302025-11-06 VOO VANGUARD INDEX FDS1.3K shares0.24%2025-09-302025-11-06 MINO PIMCO ETF TR17.0K shares0.00%2025-09-302025-11-06 SPSM SPDR SERIES TRUST16.4K shares102.29%2025-09-302025-11-06 VSS VANGUARD INTL EQUITY INDEX F5.1K shares-0.02%2025-09-302025-11-06 NFJ VIRTUS DIVIDEND INTEREST & P56.2K shares-3.30%2025-09-302025-11-06 IAU ISHARES GOLD TR9.8K shares24.84%2025-09-302025-11-06 PDN INVESCO EXCH TRADED FD TR II17.4K shares-10.66%2025-09-302025-11-06 VOX VANGUARD WORLD FD3.7K shares-1.38%2025-09-302025-11-06 MOAT VANECK ETF TRUST7.0K shares-4.35%2025-09-302025-11-06 TOTL SSGA ACTIVE ETF TR16.6K shares-8.70%2025-09-302025-11-06 VBR VANGUARD INDEX FDS3.0K shares0.03%2025-09-302025-11-06 PM PHILIP MORRIS INTL INC3.8K shares0.00%2025-09-302025-11-06 ECAT BLACKROCK ESG CAP ALLC TERM36.8K shares-5.40%2025-09-302025-11-06 VV VANGUARD INDEX FDS2.0K shares0.00%2025-09-302025-11-06 GSIE GOLDMAN SACHS ETF TR14.6K shares-6.79%2025-09-302025-11-06 ICE INTERCONTINENTAL EXCHANGE IN3.5K shares0.00%2025-09-302025-11-06 VGT VANGUARD WORLD FD773 shares0.13%2025-09-302025-11-06 VBIL VANGUARD INSTL INDEX FD7.5K shares0.00%2025-09-302025-11-06 BAC BANK AMERICA CORP10.9K shares0.01%2025-09-302025-11-06 VIG VANGUARD SPECIALIZED FUNDS2.6K shares-5.26%2025-09-302025-11-06 IVV ISHARES TR797 shares0.13%2025-09-302025-11-06 FLGB FRANKLIN TEMPLETON ETF TR16.3K shares-0.12%2025-09-302025-11-06 AMZN AMAZON COM INC2.4K shares67.56%2025-09-302025-11-06 IJS ISHARES TR4.6K shares-1.87%2025-09-302025-11-06 ABBV ABBVIE INC2.0K sharesnew addition2025-09-302025-11-06 PRF INVESCO EXCHANGE TRADED FD T10.0K shares0.00%2025-09-302025-11-06 GLD SPDR GOLD TR1.3K shares0.08%2025-09-302025-11-06 PFE PFIZER INC17.5K shares0.53%2025-09-302025-11-06 FNCL FIDELITY COVINGTON TRUST5.7K shares0.00%2025-09-302025-11-06 DFNM DIMENSIONAL ETF TRUST8.9K shares-1.88%2025-09-302025-11-06 VOE VANGUARD INDEX FDS2.4K shares0.08%2025-09-302025-11-06 KO COCA COLA CO6.2K shares26.81%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON2.2K sharesnew addition2025-09-302025-11-06 CGNG CAPITAL GROUP NEW GEOGRAPHY12.7K shares17.78%2025-09-302025-11-06 MUNI PIMCO ETF TR7.1K shares15.79%2025-09-302025-11-06 IBB ISHARES TR2.5K shares-4.92%2025-09-302025-11-06 VNQ VANGUARD INDEX FDS4.0K shares0.03%2025-09-302025-11-06 GS GOLDMAN SACHS GROUP INC450 shares0.00%2025-09-302025-11-06 IEMG ISHARES INC5.4K shares-8.17%2025-09-302025-11-06 V VISA INC1.0K sharesnew addition2025-09-302025-11-06 SPMD SPDR SERIES TRUST6.1K shares0.00%2025-09-302025-11-06 IXUS ISHARES TR4.1K shares-0.29%2025-09-302025-11-06 IAUM ISHARES GOLD TR8.7K sharesnew addition2025-09-302025-11-06 GOOG ALPHABET INC1.4K shares0.07%2025-09-302025-11-06 COF CAPITAL ONE FINL CORP1.6K shares-1.77%2025-09-302025-11-06 BX BLACKSTONE INC1.9K sharesnew addition2025-09-302025-11-06 MO ALTRIA GROUP INC4.8K shares0.00%2025-09-302025-11-06 CSCO CISCO SYS INC4.7K sharesnew addition2025-09-302025-11-06 BSV VANGUARD BD INDEX FDS3.9K sharesnew addition2025-09-302025-11-06 SCZ ISHARES TR4.0K shares-0.70%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR448 shares1.13%2025-09-302025-11-06 WMT WALMART INC2.8K sharesnew addition2025-09-302025-11-06 ISRG INTUITIVE SURGICAL INC584 shares-3.31%2025-09-302025-11-06 IBBQ INVESCO EXCH TRADED FD TR II10.6K sharesnew addition2025-09-302025-11-06 QQQ INVESCO QQQ TR431 shares0.47%2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES INC1.4K shares-33.17%2025-09-302025-11-06 XAR SPDR SERIES TRUST977 shares0.00%2025-09-302025-11-06 JBND J P MORGAN EXCHANGE TRADED F4.2K shares0.07%2025-09-302025-11-06 UFEB INNOVATOR ETFS TRUST6.2K shares0.00%2025-09-302025-11-06 T AT&T INC7.3K shares0.05%2025-09-302025-11-06 CG CARLYLE GROUP INC3.3K sharesnew addition2025-09-302025-11-06 SHV ISHARES TR1.8K shares-6.81%2025-09-302025-11-06 RGT ROYCE GLOBAL TRUST INC12.9K shares0.00%2025-09-302025-11-06 ECF ELLSWORTH GROWTH & INCOME FD12.8K shares0.00%2025-09-302025-11-06 TNGY TORTOISE CAPITAL SERIES TRUS11.2K shares0.00%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available