Beckerman Institutional, LLC Q1 2025 Filing
Filed May 5, 2025
Portfolio Value
$138.1M
Holdings
102
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (102 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 30,801 | $16.4M | 11.88% | |
| 2 | DBNDDOUBLELINE ETF TRUST | 175,201 | $8.1M | 5.86% | |
| 3 | IDEVISHARES TR | 98,828 | $6.8M | 4.93% | |
| 4 | LDURPIMCO ETF TR | 63,841 | $6.1M | 4.44% | |
| 5 | DFAIDIMENSIONAL ETF TRUST | 186,481 | $5.8M | 4.22% | |
| 6 | GLDMWORLD GOLD TR | 65,799 | $4.1M | 2.95% | |
| 7 | DFACDIMENSIONAL ETF TRUST | 107,840 | $3.6M | 2.58% | |
| 8 | GOOGLALPHABET INC | 22,536 | $3.5M | 2.52% | |
| 9 | SCHDSCHWAB STRATEGIC TR | 104,885 | $2.9M | 2.12% | |
| 10 | DGSWISDOMTREE TR | 58,459 | $2.8M | 2.04% | |
| 11 | VOVANGUARD INDEX FDS | 10,297 | $2.7M | 1.93% | |
| 12 | STIPISHARES TR | 25,484 | $2.6M | 1.91% | |
| 13 | SCHOSCHWAB STRATEGIC TR | 97,379 | $2.4M | 1.72% | |
| 14 | BINCBLACKROCK ETF TRUST II | 43,473 | $2.3M | 1.65% | |
| 15 | FHLCFIDELITY COVINGTON TRUST | 32,574 | $2.2M | 1.61% | |
| 16 | JPIEJ P MORGAN EXCHANGE TRADED F | 45,944 | $2.1M | 1.53% | |
| 17 | DFIVDIMENSIONAL ETF TRUST | 51,901 | $2.0M | 1.48% | |
| 18 | FLXRTCW ETF TRUST | 51,127 | $2.0M | 1.45% | |
| 19 | DFATDIMENSIONAL ETF TRUST | 38,131 | $2.0M | 1.42% | |
| 20 | PULSPGIM ETF TR | 34,135 | $1.7M | 1.23% | |
| 21 | MTBASIMPLIFY EXCHANGE TRADED FUN | 33,633 | $1.7M | 1.22% | |
| 22 | DGROISHARES TR | 26,794 | $1.7M | 1.20% | |
| 23 | ONEQFIDELITY COMWLTH TR | 24,220 | $1.6M | 1.19% | |
| 24 | EMXCISHARES INC | 27,786 | $1.5M | 1.11% | |
| 25 | DFAUDIMENSIONAL ETF TRUST | 38,823 | $1.5M | 1.08% | |
| 26 | AQLTISHARES TR | 19,530 | $1.5M | 1.07% | |
| 27 | METAMETA PLATFORMS INC | 2,488 | $1.4M | 1.04% | |
| 28 | IJRISHARES TR | 13,162 | $1.4M | 1.00% | |
| 29 | SCHCSCHWAB STRATEGIC TR | 37,549 | $1.3M | 0.98% | |
| 30 | DFAEDIMENSIONAL ETF TRUST | 51,412 | $1.3M | 0.96% | |
| 31 | BCVBANCROFT FD LTD | 75,763 | $1.3M | 0.96% | |
| 32 | FCOMFIDELITY COVINGTON TRUST | 23,252 | $1.3M | 0.95% | |
| 33 | TYTRI CONTL CORP | 41,653 | $1.3M | 0.93% | |
| 34 | JEPIJ P MORGAN EXCHANGE TRADED F | 21,900 | $1.3M | 0.91% | |
| 35 | JPMJPMORGAN CHASE FINL CO LLC | 37,973 | $1.2M | 0.89% | |
| 36 | ITA*ISHARES TR | 8,002 | $1.2M | 0.89% | |
| 37 | AAPLAPPLE INC | 5,374 | $1.2M | 0.86% | |
| 38 | UCONFIRST TR EXCHNG TRADED FD VI | 41,184 | $1.0M | 0.74% | |
| 39 | FRELFIDELITY COVINGTON TRUST | 34,874 | $958K | 0.69% | |
| 40 | XSOEWISDOMTREE TR | 29,542 | $912K | 0.66% | |
| 41 | SLYVSPDR SER TR | 10,619 | $833K | 0.60% | |
| 42 | VEAVANGUARD TAX-MANAGED FDS | 15,702 | $798K | 0.58% | |
| 43 | ITBISHARES TR | 8,215 | $782K | 0.57% | |
| 44 | SPYMSPDR SER TR | 11,751 | $773K | 0.56% | |
| 45 | VBILVANGUARD INSTL INDEX FD | 10,250 | $773K | 0.56% | |
| 46 | TOTLSSGA ACTIVE ETF TR | 18,919 | $762K | 0.55% | |
| 47 | MINOPIMCO ETF TR | 16,987 | $760K | 0.55% | |
| 48 | PYLDPIMCO ETF TR | 27,564 | $726K | 0.53% | |
| 49 | VTIVANGUARD INDEX FDS | 2,611 | $718K | 0.52% | |
| 50 | NFJVIRTUS DIVIDEND INTEREST & P | 59,077 | $717K | 0.52% | |
| 51 | MSFTMICROSOFT CORP | 1,894 | $711K | 0.51% | |
| 52 | ITOTISHARES TR | 5,798 | $707K | 0.51% | |
| 53 | PDNINVESCO EXCH TRADED FD TR II | 20,147 | $674K | 0.49% | |
| 54 | MOATVANECK ETF TRUST | 7,643 | $673K | 0.49% | |
| 55 | ECATBLACKROCK ESG CAP ALLC TERM | 42,245 | $666K | 0.48% | |
| 56 | VOOVANGUARD INDEX FDS | 1,274 | $655K | 0.47% | |
| 57 | JPMJPMORGAN CHASE & CO. | 2,501 | $613K | 0.44% | |
| 58 | 4I1PHILIP MORRIS INTL INC | 3,809 | $605K | 0.44% | |
| 59 | ICEINTERCONTINENTAL EXCHANGE IN | 3,500 | $604K | 0.44% | |
| 60 | VSSVANGUARD INTL EQUITY INDEX F | 5,140 | $594K | 0.43% | |
| 61 | VTIPVANGUARD MALVERN FDS | 11,595 | $579K | 0.42% | |
| 62 | VBRVANGUARD INDEX FDS | 3,104 | $578K | 0.42% | |
| 63 | GSIEGOLDMAN SACHS ETF TR | 15,878 | $566K | 0.41% | |
| 64 | VOXVANGUARD WORLD FD | 3,759 | $558K | 0.40% | |
| 65 | IAU*ISHARES GOLD TR | 9,143 | $539K | 0.39% | |
| 66 | VIGVANGUARD SPECIALIZED FUNDS | 2,736 | $531K | 0.38% | |
| 67 | VVVANGUARD INDEX FDS | 1,957 | $503K | 0.36% | |
| 68 | FLGBFRANKLIN TEMPLETON ETF TR | 16,899 | $484K | 0.35% | |
| 69 | IJSISHARES TR | 4,752 | $463K | 0.34% | |
| 70 | BACBANK AMERICA CORP | 10,945 | $457K | 0.33% | |
| 71 | PFEPFIZER INC | 17,635 | $447K | 0.32% | |
| 72 | IVVISHARES TR | 796 | $447K | 0.32% | |
| 73 | VOEVANGUARD INDEX FDS | 2,745 | $441K | 0.32% | |
| 74 | VGTVANGUARD WORLD FD | 787 | $427K | 0.31% | |
| 75 | DFNMDIMENSIONAL ETF TRUST | 8,856 | $421K | 0.30% | |
| 76 | PRFINVESCO EXCHANGE TRADED FD T | 10,036 | $406K | 0.29% | |
| 77 | GQ9SPDR GOLD TR | 1,391 | $401K | 0.29% | |
| 78 | FNCLFIDELITY COVINGTON TRUST | 5,693 | $396K | 0.29% | |
| 79 | GGZGABELLI GLOBAL SMALL & MID C | 30,325 | $364K | 0.26% | |
| 80 | VNQVANGUARD INDEX FDS | 4,000 | $362K | 0.26% | |
| 81 | SPYSPDR S&P 500 ETF TR | 634 | $355K | 0.26% | |
| 82 | KOCOCA COLA CO | 4,923 | $353K | 0.26% | |
| 83 | IBBISHARES TR | 2,751 | $352K | 0.25% | |
| 84 | IEMGISHARES INC | 6,039 | $326K | 0.24% | |
| 85 | SPMDSPDR SER TR | 6,081 | $311K | 0.23% | |
| 86 | ISRGINTUITIVE SURGICAL INC | 604 | $299K | 0.22% | |
| 87 | IXUSISHARES TR | 4,264 | $298K | 0.22% | |
| 88 | GSGOLDMAN SACHS GROUP INC | 541 | $296K | 0.21% | |
| 89 | MOALTRIA GROUP INC | 4,841 | $291K | 0.21% | |
| 90 | SCZISHARES TR | 4,561 | $290K | 0.21% | |
| 91 | COFCAPITAL ONE FINL CORP | 1,568 | $281K | 0.20% | |
| 92 | PNIPIMCO NEW YORK MUN FD II | 39,104 | $277K | 0.20% | |
| 93 | AMZNAMAZON COM INC | 1,383 | $263K | 0.19% | |
| 94 | STOTSSGA ACTIVE TR | 5,473 | $259K | 0.19% | |
| 95 | GOOGALPHABET INC | 1,491 | $233K | 0.17% | |
| 96 | SHVISHARES TR | 2,099 | $232K | 0.17% | |
| 97 | JBNDJ P MORGAN EXCHANGE TRADED F | 4,231 | $226K | 0.16% | |
| 98 | TAT&T INC | 7,306 | $207K | 0.15% | |
| 99 | NDQINVESCO QQQ TR | 429 | $201K | 0.15% | |
| 100 | UFEBINNOVATOR ETFS TRUST | 6,186 | $200K | 0.14% |
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