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CIK: 0002043468
Total reported value
$210.2M
$210.2M
96 檔
17.1%
During the Q3 2024 filing period, Beckerman Institutional, LLC (CIK: 0002043468) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $210.2M across 96 reported positions.
During Q3 2024, Beckerman Institutional, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.87% | -0.37% | — | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 5.62% | -0.21% | — | |
| 3 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 4.86% | -0.30% | — | |
| 4 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 4.73% | -0.31% | — | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 4.18% | +0.06% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.96% | +0.39% | — | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.91% | +0.28% | — | |
| 8 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.70% | -0.70% | — | |
| 9 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.31% | -0.12% | — | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.24% | -0.10% | — | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.94% | +0.18% | — | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.92% | -0.15% | — | |
| 13 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.81% | +0.04% | — | |
| 14 | DFAT | Dimensional US Target Value | ETF-Other | 1.60% | +0.05% | — | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.53% | -0.20% | — | |
| 16 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 1.47% | +0.09% | — | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.43% | -0.04% | — | |
| 18 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.37% | +0.02% | — | |
| 19 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.36% | -0.07% | — | |
| 20 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.32% | -0.06% | — | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | -0.08% | — | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.21% | -0.06% | — | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.19% | -0.06% | — | |
| 24 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.19% | +0.34% | — | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.17% | +0.05% | — | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.16% | +0.02% | — | |
| 27 | ECAT | Blackrock Esg Cap All Trm Tr | Stock-Other | 1.14% | +0.01% | — | |
| 28 | TY | Tri-continental CORP | Stock-Other | 1.14% | -0.01% | — | |
| 29 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.08% | -0.07% | — | |
| 30 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.03% | +0.15% | — | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.00% | +0.01% | — | |
| 32 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.97% | -0.09% | — | |
| 33 | BCV | Bancroft Fund LTD | Stock-Other | 0.95% | +0.05% | — | |
| 34 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.94% | -0.03% | — | |
| 35 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.87% | — | — | |
| 36 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.83% | -0.02% | — | |
| 37 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.82% | +0.05% | — | |
| 38 | MTBA | Simplify Mbs ETF | ETF-Other | 0.79% | -0.17% | — | |
| 39 | AMJB | Alerian Mlp Etn2044 | ETF-Other | 0.78% | -0.05% | — | |
| 40 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.77% | +0.02% | — | |
| 41 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.74% | +0.08% | — | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.69% | — | — | |
| 43 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.68% | -0.02% | — | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.04% | — | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.01% | — | |
| 46 | NFJ | Virtus Dvd Intrst & Prm Str | Stock-Other | 0.63% | +0.03% | — | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.61% | — | — | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | +0.01% | — | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.02% | — | |
| 50 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.58% | -0.04% | — |
According to official SEC Form 13F filings, Beckerman Institutional, LLC reported a total U.S. public equity portfolio value of $210.2M across 96 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, IDEV, DBND) accounted for 17.1% of total reported equity market value during Q3 2024.
During Q3 2024, Beckerman Institutional, LLC's top holdings by market value included BRK-B (10.9%)、IDEV (5.6%)、DBND (4.9%). The largest single position, BRK-B, represented 10.9% of total portfolio value.
In Q3 2024, Beckerman Institutional, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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