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Beckerman Institutional, LLC Top Holdings and 13F Report (2025)

About Beckerman Institutional, LLC

Investment Activity

  • Beckerman Institutional, LLC has $150.60 thousand in total holdings as of June 30, 2025.
  • Beckerman Institutional, LLC owns shares of 108 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
  • Approximately 6.25% of the portfolio was purchased this quarter.
  • About 2.01% of the portfolio was sold this quarter.
  • This quarter, Beckerman Institutional, LLC has purchased 102 new stocks and bought additional shares in 31 stocks.
  • Beckerman Institutional, LLC sold shares of 45 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

78468R853 - SPDR Portfolio S&P 600 Small Cap ETF
$346 Holding
14021N105 - CAPITAL GROUP NEW GEOGRAPHY
$310 Holding
69608A108 - PALANTIR TECHNOLOGIES INC
$276 Holding
78464A631 - SPDR S&P Aerospace & Defense ETF
$206 Holding

Largest Purchases this Quarter

TCW ETF TRUST
45,108 shares (about $1.78K)
DoubleLine Opportunistic Bond ETF
13,721 shares (about $634.48)
Dimensional International Value ETF
11,303 shares (about $484.10)
Schwab Short-Term U.S. Treasury ETF
18,367 shares (about $447.81)

Largest Sales this Quarter

First Trust TCW Unconstrained Plus Bond ETF
26,177 shares (about $652.38)
VANGUARD INSTL INDEX FD
2,750 shares (about $207.90)
Dimensional US Core Equity Market ETF
4,588 shares (about $194.32)
iShares Core S&P Small-Cap ETF
1,164 shares (about $127.19)
SPDR Gold MiniShares Trust
1,892 shares (about $123.96)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBeckerman Institutional, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$15,140$178 1.2%31,16710.1%Finance
DBND
DoubleLine Opportunistic Bond ETF
$8,736$634 7.8%188,9225.8%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$7,449$1,002 15.5%215,4684.9%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$7,397$117 -1.6%97,2834.9%ETF
PIMCO Low Duration Exchange-Traded Fund stock logo
LDUR
PIMCO Low Duration Exchange-Traded Fund
$6,270$153 2.5%65,4334.2%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$4,265$400 10.3%118,9892.8%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$4,187$124 -2.9%63,9072.8%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,959$12 -0.3%22,4672.6%Computer and Technology
TCW ETF TRUST
$3,796$1,779 88.2%96,2352.5%FLEXIBLE INCOME
WisdomTree Emerging Markets SmallCap Dividend Fund stock logo
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
$3,384$155 4.8%61,2582.2%Finance
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$3,153$272 9.4%11,2682.1%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$3,033$253 9.1%114,4402.0%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$2,822$448 18.9%115,7461.9%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$2,794$172 6.6%27,1541.9%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$2,707$484 21.8%63,2041.8%ETF
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$2,335$207 9.7%50,4041.6%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$2,225$167 8.1%41,2261.5%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$2,176$121 -5.3%41,1761.4%ETF
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$2,100$17 0.8%32,8441.4%ETF
Fidelity NASDAQ Composite Index ETF stock logo
ONEQ
Fidelity NASDAQ Composite Index ETF
$1,9400.0%24,2201.3%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$1,893$138 7.9%29,9771.3%Manufacturing
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,869$33 1.8%2,5331.2%Computer and Technology
SIMPLIFY EXCHANGE TRADED FUN
$1,782$98 5.8%35,5801.2%MBS ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$1,778$179 11.2%41,7551.2%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$1,704$10 -0.6%26,6421.1%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$1,638$150 10.0%56,5771.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,612$19 -1.1%19,3061.1%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$1,611$87 -5.1%32,3851.1%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$1,497$12 -0.8%7,9381.0%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$1,450$194 -11.8%34,2351.0%ETF
Fidelity MSCI Communication Services Index ETF stock logo
FCOM
Fidelity MSCI Communication Services Index ETF
$1,433$74 -4.9%22,1071.0%ETF
Bancroft Fund Ltd. stock logo
BCV
Bancroft Fund
$1,432$0 0.0%75,7791.0%Finance
Fidelity MSCI Real Estate Index ETF stock logo
FREL
Fidelity MSCI Real Estate Index ETF
$1,346$403 42.8%49,7920.9%ETF
Tri Continental Corporation stock logo
TY
Tri Continental
$1,314$5 -0.4%41,5000.9%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,311$127 -8.8%11,9980.9%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,136$109 -8.7%19,9840.8%ETF
JPMORGAN CHASE FINL CO LLC
$1,133$16 -1.4%37,4420.8%CAL LKD 44
Apple Inc. stock logo
AAPL
Apple
$1,123$21 1.9%5,4740.7%Computer and Technology
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock logo
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
$1,016$2 -0.2%29,4780.7%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$963$21 2.2%1,9360.6%Computer and Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$8540.0%11,7510.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$835$60 -6.7%14,6470.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$7940.0%2,6110.5%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$7830.0%5,7980.5%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$773$74 -8.8%9,6870.5%ETF
iShares U.S. Home Construction ETF stock logo
ITB
iShares U.S. Home Construction ETF
$7650.0%8,2150.5%ETF
Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF stock logo
PDN
Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
$758$26 -3.3%19,4760.5%ETF
MINO
PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
$7510.0%16,9870.5%ETF
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$731$28 -3.6%18,2320.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$7240.0%1,2740.5%ETF
Virtus Dividend, Interest & Premium Strategy Fund stock logo
NFJ
Virtus Dividend, Interest & Premium Strategy Fund
$720$12 -1.7%58,0700.5%Financial Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$696$29 -4.0%2,4010.5%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$6940.0%3,8090.5%Consumer Staples
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$6910.0%5,1400.5%ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$690$42 -5.7%25,9860.5%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$688$29 -4.0%7,3380.5%ETF
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$6430.0%3,7590.4%ETF
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$6420.0%3,5000.4%Finance
BlackRock ESG Capital Allocation Term Trust stock logo
ECAT
BlackRock ESG Capital Allocation Term Trust
$625$53 -7.9%38,9190.4%
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$623$7 -1.0%15,7140.4%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$590$16 -2.6%3,0230.4%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$5830.0%11,5950.4%Manufacturing
VANGUARD INSTL INDEX FD
$567$208 -26.8%7,5000.4%0-3 MO TREAS BIL
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$5600.0%2,7360.4%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$5580.0%1,9570.4%ETF
GGZ
The Gabelli Global Small and Mid Cap Value Trust
$558$154 38.1%41,8740.4%Financial Services
Bank of America Corporation stock logo
BAC
Bank of America
$514$4 -0.7%10,8650.3%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$512$10 -1.9%7720.3%ETF
Franklin FTSE United Kingdom ETF stock logo
FLGB
Franklin FTSE United Kingdom ETF
$501$16 -3.2%16,3660.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4940.0%7960.3%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$491$79 -13.8%7,8790.3%Finance
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$467$6 -1.2%4,6960.3%ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$430$10 2.3%9,0570.3%ETF
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$4240.0%10,0360.3%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$423$5 -1.1%17,4440.3%Medical
Fidelity MSCI Financials Index ETF stock logo
FNCL
Fidelity MSCI Financials Index ETF
$420$1 -0.4%5,6730.3%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$393$59 -13.0%2,3880.3%ETF
PNI
PIMCO New York Municipal Income Fund II
$388$125 47.7%57,7440.3%Financial Services
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$387$38 -8.8%1,2680.3%Finance
First Trust TCW Unconstrained Plus Bond ETF stock logo
UCON
First Trust TCW Unconstrained Plus Bond ETF
$374$652 -63.6%15,0070.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$3560.0%4,0000.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$352$10 -2.8%5,8720.2%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$3480.0%4,9230.2%Consumer Staples
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$346$346 New Holding8,1140.2%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$339$9 -2.5%2,6820.2%Finance
Capital One Financial Corporation stock logo
COF
Capital One Financial
$336$2 0.7%1,5790.2%Finance
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$3310.0%6,0810.2%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$3280.0%6040.2%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$319$65 -16.8%4500.2%Finance
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$318$12 -3.5%4,1130.2%Manufacturing
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$317$317 New Holding6,1730.2%ETF
CAPITAL GROUP NEW GEOGRAPHY
$310$310 New Holding10,7520.2%SHS
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$310$6 2.1%1,4120.2%Retail/Wholesale
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$293$39 -11.7%4,0260.2%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$2840.0%4,8410.2%Consumer Staples
PALANTIR TECHNOLOGIES INC
$276$276 New Holding2,0260.2%CL A
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$274$118 -30.1%4430.2%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$244$20 -7.7%1,3760.2%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2370.0%4290.2%Finance
J P MORGAN EXCHANGE TRADED F
$227$0 0.1%4,2340.2%ACTIVE BOND ETF

Showing largest 100 holdings. View all holdings.
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