Beckerman Institutional, LLC Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$150.6M
Holdings
108
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (108 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 31,167 | $15.1M | 10.05% | |
| 2 | DBNDDOUBLELINE ETF TRUST | 188,922 | $8.7M | 5.80% | |
| 3 | DFAIDIMENSIONAL ETF TRUST | 215,468 | $7.4M | 4.95% | |
| 4 | IDEVISHARES TR | 97,283 | $7.4M | 4.91% | |
| 5 | LDURPIMCO ETF TR | 65,433 | $6.3M | 4.16% | |
| 6 | DFACDIMENSIONAL ETF TRUST | 118,989 | $4.3M | 2.83% | |
| 7 | GLDMWORLD GOLD TR | 63,907 | $4.2M | 2.78% | |
| 8 | GOOGLALPHABET INC | 22,467 | $4.0M | 2.63% | |
| 9 | FLXRTCW ETF TRUST | 96,235 | $3.8M | 2.52% | |
| 10 | DGSWISDOMTREE TR | 61,258 | $3.4M | 2.25% | |
| 11 | VOVANGUARD INDEX FDS | 11,268 | $3.2M | 2.09% | |
| 12 | SCHDSCHWAB STRATEGIC TR | 114,440 | $3.0M | 2.01% | |
| 13 | SCHOSCHWAB STRATEGIC TR | 115,746 | $2.8M | 1.87% | |
| 14 | STIPISHARES TR | 27,154 | $2.8M | 1.86% | |
| 15 | DFIVDIMENSIONAL ETF TRUST | 63,204 | $2.7M | 1.80% | |
| 16 | JPIEJ P MORGAN EXCHANGE TRADED F | 50,404 | $2.3M | 1.55% | |
| 17 | DFATDIMENSIONAL ETF TRUST | 41,226 | $2.2M | 1.48% | |
| 18 | BINCBLACKROCK ETF TRUST II | 41,176 | $2.2M | 1.44% | |
| 19 | FHLCFIDELITY COVINGTON TRUST | 32,844 | $2.1M | 1.39% | |
| 20 | ONEQFIDELITY COMWLTH TR | 24,220 | $1.9M | 1.29% | |
| 21 | EMXCISHARES INC | 29,977 | $1.9M | 1.26% | |
| 22 | METAMETA PLATFORMS INC | 2,533 | $1.9M | 1.24% | |
| 23 | MTBASIMPLIFY EXCHANGE TRADED FUN | 35,580 | $1.8M | 1.18% | |
| 24 | SCHCSCHWAB STRATEGIC TR | 41,755 | $1.8M | 1.18% | |
| 25 | DGROISHARES TR | 26,642 | $1.7M | 1.13% | |
| 26 | DFAEDIMENSIONAL ETF TRUST | 56,577 | $1.6M | 1.09% | |
| 27 | AQLTISHARES TR | 19,306 | $1.6M | 1.07% | |
| 28 | PULSPGIM ETF TR | 32,385 | $1.6M | 1.07% | |
| 29 | ITA*ISHARES TR | 7,938 | $1.5M | 0.99% | |
| 30 | DFAUDIMENSIONAL ETF TRUST | 34,235 | $1.4M | 0.96% | |
| 31 | FCOMFIDELITY COVINGTON TRUST | 22,107 | $1.4M | 0.95% | |
| 32 | BCVBANCROFT FD LTD | 75,779 | $1.4M | 0.95% | |
| 33 | FRELFIDELITY COVINGTON TRUST | 49,792 | $1.3M | 0.89% | |
| 34 | TYTRI CONTL CORP | 41,500 | $1.3M | 0.87% | |
| 35 | IJRISHARES TR | 11,998 | $1.3M | 0.87% | |
| 36 | JEPIJ P MORGAN EXCHANGE TRADED F | 19,984 | $1.1M | 0.75% | |
| 37 | JPMJPMORGAN CHASE FINL CO LLC | 37,442 | $1.1M | 0.75% | |
| 38 | AAPLAPPLE INC | 5,474 | $1.1M | 0.75% | |
| 39 | XSOEWISDOMTREE TR | 29,478 | $1.0M | 0.67% | |
| 40 | MSFTMICROSOFT CORP | 1,936 | $963K | 0.64% | |
| 41 | SPYMSPDR SERIES TRUST | 11,751 | $854K | 0.57% | |
| 42 | VEAVANGUARD TAX-MANAGED FDS | 14,647 | $835K | 0.55% | |
| 43 | VTIVANGUARD INDEX FDS | 2,611 | $794K | 0.53% | |
| 44 | ITOTISHARES TR | 5,798 | $783K | 0.52% | |
| 45 | SLYVSPDR SERIES TRUST | 9,687 | $773K | 0.51% | |
| 46 | ITBISHARES TR | 8,215 | $765K | 0.51% | |
| 47 | PDNINVESCO EXCH TRADED FD TR II | 19,476 | $758K | 0.50% | |
| 48 | MINOPIMCO ETF TR | 16,987 | $751K | 0.50% | |
| 49 | TOTLSSGA ACTIVE ETF TR | 18,232 | $731K | 0.49% | |
| 50 | VOOVANGUARD INDEX FDS | 1,274 | $724K | 0.48% | |
| 51 | NFJVIRTUS DIVIDEND INTEREST & P | 58,070 | $720K | 0.48% | |
| 52 | JPMJPMORGAN CHASE & CO. | 2,401 | $696K | 0.46% | |
| 53 | 4I1PHILIP MORRIS INTL INC | 3,809 | $694K | 0.46% | |
| 54 | VSSVANGUARD INTL EQUITY INDEX F | 5,140 | $691K | 0.46% | |
| 55 | PYLDPIMCO ETF TR | 25,986 | $690K | 0.46% | |
| 56 | MOATVANECK ETF TRUST | 7,338 | $688K | 0.46% | |
| 57 | VOXVANGUARD WORLD FD | 3,759 | $643K | 0.43% | |
| 58 | ICEINTERCONTINENTAL EXCHANGE IN | 3,500 | $642K | 0.43% | |
| 59 | ECATBLACKROCK ESG CAP ALLC TERM | 38,919 | $625K | 0.41% | |
| 60 | GSIEGOLDMAN SACHS ETF TR | 15,714 | $623K | 0.41% | |
| 61 | VBRVANGUARD INDEX FDS | 3,023 | $590K | 0.39% | |
| 62 | VTIPVANGUARD MALVERN FDS | 11,595 | $583K | 0.39% | |
| 63 | VBILVANGUARD INSTL INDEX FD | 7,500 | $567K | 0.38% | |
| 64 | VIGVANGUARD SPECIALIZED FUNDS | 2,736 | $560K | 0.37% | |
| 65 | VVVANGUARD INDEX FDS | 1,957 | $558K | 0.37% | |
| 66 | GGZGABELLI GLOBAL SMALL & MID C | 41,874 | $558K | 0.37% | |
| 67 | BACBANK AMERICA CORP | 10,865 | $514K | 0.34% | |
| 68 | VGTVANGUARD WORLD FD | 772 | $512K | 0.34% | |
| 69 | FLGBFRANKLIN TEMPLETON ETF TR | 16,366 | $501K | 0.33% | |
| 70 | IVVISHARES TR | 796 | $494K | 0.33% | |
| 71 | IAU*ISHARES GOLD TR | 7,879 | $491K | 0.33% | |
| 72 | IJSISHARES TR | 4,696 | $467K | 0.31% | |
| 73 | DFNMDIMENSIONAL ETF TRUST | 9,057 | $430K | 0.29% | |
| 74 | PRFINVESCO EXCHANGE TRADED FD T | 10,036 | $424K | 0.28% | |
| 75 | PFEPFIZER INC | 17,444 | $423K | 0.28% | |
| 76 | FNCLFIDELITY COVINGTON TRUST | 5,673 | $420K | 0.28% | |
| 77 | VOEVANGUARD INDEX FDS | 2,388 | $393K | 0.26% | |
| 78 | PNIPIMCO NEW YORK MUN FD II | 57,744 | $388K | 0.26% | |
| 79 | GQ9SPDR GOLD TR | 1,268 | $387K | 0.26% | |
| 80 | UCONFIRST TR EXCHNG TRADED FD VI | 15,007 | $374K | 0.25% | |
| 81 | VNQVANGUARD INDEX FDS | 4,000 | $356K | 0.24% | |
| 82 | IEMGISHARES INC | 5,872 | $352K | 0.23% | |
| 83 | KOCOCA COLA CO | 4,923 | $348K | 0.23% | |
| 84 | SPSMSPDR SERIES TRUST | 8,114 | $346K | 0.23% | |
| 85 | IBBISHARES TR | 2,682 | $339K | 0.23% | |
| 86 | COFCAPITAL ONE FINL CORP | 1,579 | $336K | 0.22% | |
| 87 | SPMDSPDR SERIES TRUST | 6,081 | $331K | 0.22% | |
| 88 | ISRGINTUITIVE SURGICAL INC | 604 | $328K | 0.22% | |
| 89 | GSGOLDMAN SACHS GROUP INC | 450 | $319K | 0.21% | |
| 90 | IXUSISHARES TR | 4,113 | $318K | 0.21% | |
| 91 | MUNIPIMCO ETF TR | 6,173 | $317K | 0.21% | |
| 92 | AMZNAMAZON COM INC | 1,412 | $310K | 0.21% | |
| 93 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 10,752 | $310K | 0.21% | |
| 94 | SCZISHARES TR | 4,026 | $293K | 0.19% | |
| 95 | MOALTRIA GROUP INC | 4,841 | $284K | 0.19% | |
| 96 | PLTRPALANTIR TECHNOLOGIES INC | 2,026 | $276K | 0.18% | |
| 97 | SPYSPDR S&P 500 ETF TR | 443 | $274K | 0.18% | |
| 98 | GOOGALPHABET INC | 1,376 | $244K | 0.16% | |
| 99 | NDQINVESCO QQQ TR | 429 | $237K | 0.16% | |
| 100 | JBNDJ P MORGAN EXCHANGE TRADED F | 4,234 | $227K | 0.15% |
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