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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0002043468
Total reported value
$210.2M
$210.2M
98 檔
17.7%
According to the latest 13F quarterly dataset, Beckerman Institutional, LLC managed an equity portfolio of $210.2M at the end of Q4 2024, spanning 98 distinct U.S. exchange-listed positions.
During Q4 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 | 10.25% | -0.37% | +0.66% | |
| 2 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 6.10% | -0.30% | +37.90% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.85% | -0.21% | -0.26% | |
| 4 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 4.68% | -0.31% | +4.95% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 3.97% | +0.06% | +8.83% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.18% | +0.39% | -1.01% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.99% | +0.28% | +7.13% | |
| 8 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.60% | -0.70% | +1.43% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.19% | -0.10% | +217.50% | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.14% | -0.12% | +6.96% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.98% | +0.18% | +7.37% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.90% | -0.15% | +4.77% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.74% | -0.20% | +142.80% | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.60% | -0.06% | +31.26% | |
| 15 | DFAT | Dimensional US Target Value | ETF-Other | 1.59% | +0.05% | +4.80% | |
| 16 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.54% | +0.04% | -0.22% | |
| 17 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.53% | -0.07% | +19.85% | |
| 18 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 1.48% | +0.09% | -0.80% | |
| 19 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.36% | -0.09% | +49.07% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.32% | -0.04% | -1.12% | |
| 21 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.28% | +0.02% | -3.64% | |
| 22 | MTBA | Simplify Mbs ETF | ETF-Other | 1.25% | -0.17% | +72.12% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.18% | +0.05% | +7.66% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | -0.08% | -3.27% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.12% | +0.02% | -5.67% | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.11% | +0.34% | +8.68% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.10% | -0.06% | +1.09% | |
| 28 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.10% | -0.07% | +0.45% | |
| 29 | TY | Tri-continental CORP | Stock-Other | 1.06% | -0.01% | +1.73% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.04% | -0.06% | +0.26% | |
| 31 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.97% | +0.15% | +6.77% | |
| 32 | BCV | Bancroft Fund LTD | Stock-Other | 0.95% | +0.05% | -0.67% | |
| 33 | DFIV | Dimensional International Va | ETF-Other | 0.94% | -0.07% | +253.73% | |
| 34 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.93% | +0.01% | +8.98% | |
| 35 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.91% | — | +12.25% | |
| 36 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.90% | -0.03% | +3.12% | |
| 37 | AMJB | Alerian Mlp Etn2044 | ETF-Other | 0.79% | -0.05% | +3.14% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.74% | +0.02% | +0.48% | |
| 39 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.72% | +0.05% | -0.56% | |
| 40 | ECAT | Blackrock Esg Cap All Trm Tr | Stock-Other | 0.68% | +0.01% | -32.33% | |
| 41 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.66% | +0.08% | +2.79% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | -0.04% | +9.79% | |
| 43 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.63% | -0.02% | -1.64% | |
| 44 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.62% | -0.02% | +0.23% | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.01% | +0.26% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.60% | — | — | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.59% | — | -0.85% | |
| 48 | NFJ | Virtus Dvd Intrst & Prm Str | Stock-Other | 0.59% | +0.03% | +1.09% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | +0.01% | -1.33% | |
| 50 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.50% | -0.04% | +32.84% |
According to official SEC Form 13F filings, Beckerman Institutional, LLC reported a total U.S. public equity portfolio value of $210.2M across 98 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, DBND, IDEV) accounted for 17.7% of total reported equity market value during Q4 2024.
During Q4 2024, Beckerman Institutional, LLC's top holdings by market value included BRK-B (10.3%)、DBND (6.1%)、IDEV (4.8%). The largest single position, BRK-B, represented 10.3% of total portfolio value.
In Q4 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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