Beckerman Institutional, LLC — Q2 2025 13F Holdings

Name: Beckerman Institutional, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002043468

Total reported value

$188.2M

← Back to latest quarter

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	10.05%	-0.61%	+1.19%
2	DBND	Doubleline Oppor Cor Bnd-usd	ETF-Other	5.80%	-0.07%	+7.83%
3	DFAI	Dimensional International Co	ETF-Other	4.95%	+0.26%	+15.54%
4	IDEV	Ishares Core Msci Dev Mkts	ETF-Other	4.91%	-0.17%	-1.56%
5	LDUR	Pimco Enhanced Low Duration	ETF-Other	4.16%	-0.22%	+2.49%
6	DFAC	Dimensional US Core Equity 2	ETF-Other	2.83%	—	+10.34%
7	GLDM	Spdr Gold Minishares Trust	ETF-Commodities	2.78%	-0.31%	-2.88%
8	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.63%	-0.52%	-0.31%
9	FLXR	Tcw Flexible Income ETF	ETF-Other	2.52%	+0.07%	+88.23%
10	DGS	Wisdomtree Em Small Cap	ETF-Small Cap	2.25%	-0.05%	+4.79%
11	VO	Vanguard Mid-cap ETF	ETF-Other	2.09%	-0.05%	+9.43%
12	SCHD	Schwab US Dvd Equity ETF	ETF-Other	2.01%	+0.33%	+9.11%
13	SCHO	Schwab Short-term US Treas	ETF-Other	1.87%	-0.03%	+18.86%
14	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	1.86%	-0.04%	+6.55%
15	DFIV	Dimensional International Va	ETF-Other	1.80%	+0.13%	+21.78%
16	JPIE	Jpmorgan Income ETF	ETF-Other	1.55%	—	+9.71%
17	DFAT	Dimensional US Target Value	ETF-Other	1.48%	+0.04%	+8.12%
18	BINC	Ishares Flex I A Etf-usd INC	ETF-Other	1.44%	+0.01%	-5.28%
19	FHLC	Fidelity Msci Health Care	ETF-Other	1.39%	-0.14%	+0.83%
20	ONEQ	Fidelity Nasdaq Comp Indx	ETF-Tech	1.29%	-0.14%	—
21	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	1.26%	+0.15%	+7.89%
22	META	Meta Platforms Inc-class A	Stock-Comm Services	1.24%	-0.17%	+1.81%
23	MTBA	Simplify Mbs ETF	ETF-Other	1.18%	+0.46%	+5.79%
24	SCHC	Schwab Intl Small-cap Equity	ETF-Other	1.18%	+0.04%	+11.20%
25	DGRO	Ishares Core Dividend Growth	ETF-Other	1.13%	—	-0.57%
26	DFAE	Dimensional Emerging Core Eq	ETF-Emerging Markets	1.09%	+0.04%	+10.05%
27	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	1.07%	—	-1.15%
28	PULS	Pgim Ultra Short Bond ETF	ETF-Other	1.07%	—	-5.13%
29	ITA	Ishares U.s. Aerospace & Def	ETF-Other	0.99%	—	-0.80%
30	DFAU	Dimensional US Core Equity M	ETF-Other	0.96%	—	-11.82%
31	FCOM	Fidelity Msci Comm Serv Indx	ETF-Other	0.95%	-0.12%	-4.92%
32	BCV	Bancroft Fund LTD	Stock-Other	0.95%	—	+0.02%
33	FREL	Fidelity Msci Rl Est Indx	ETF-Other	0.89%	+0.01%	+42.78%
34	TY	Tri-continental CORP	Stock-Other	0.87%	—	-0.37%
35	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.87%	—	-8.84%
36	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	0.75%	—	-8.75%
37	AMJB	Alerian Mlp Etn2044	ETF-Other	0.75%	+0.09%	-1.40%
38	AAPL	Apple INC	Stock-Tech	0.75%	-0.12%	+1.86%
39	XSOE	Wisdmtree Emerg Mkt Ex-st Ow	ETF-Other	0.67%	—	-0.22%
40	MSFT	Microsoft CORP	Stock-Tech	0.64%	-0.16%	+2.22%
41	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	0.57%	—	—
42	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.55%	—	-6.72%
43	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.53%	—	—
44	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.52%	—	—
45	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	0.51%	—	-8.78%
46	ITB	Ishares U.s. Home Constructi	ETF-Other	0.51%	—	—
47	PDN	Inv Rafi Dev Mkt US Sm-usdin	ETF-Other	0.50%	—	-3.33%
48	MINO	Pimco Municipal Income Oppor	ETF-Other	0.50%	—	—
49	TOTL	Ss Doubleline Tr Tact ETF	ETF-Other	0.49%	—	-3.63%
50	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.48%	—	—

1–50 of 108