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CIK: 0002043468
Total reported value
$210.2M
$210.2M
108 檔
21.4%
In Q2 2025, Beckerman Institutional, LLC's U.S. equity holdings reached a combined market value of $210.2M, distributed across 108 disclosed stock positions.
During Q2 2025, 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 | 10.05% | -0.37% | +1.19% | |
| 2 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 5.80% | -0.30% | +7.83% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 4.95% | +0.06% | +15.54% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.91% | -0.21% | -1.56% | |
| 5 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 4.16% | -0.31% | +2.49% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.83% | +0.28% | +10.34% | |
| 7 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.78% | -0.70% | -2.88% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.63% | +0.39% | -0.31% | |
| 9 | FLXR | Tcw Flexible Income ETF | ETF-Other | 2.52% | -0.15% | +88.23% | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.25% | -0.12% | +4.79% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.09% | +0.18% | +9.43% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.01% | -0.10% | +9.11% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.87% | -0.20% | +18.86% | |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.86% | -0.15% | +6.55% | |
| 15 | DFIV | Dimensional International Va | ETF-Other | 1.80% | -0.07% | +21.78% | |
| 16 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.55% | -0.07% | +9.71% | |
| 17 | DFAT | Dimensional US Target Value | ETF-Other | 1.48% | +0.05% | +8.12% | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.44% | -0.06% | -5.28% | |
| 19 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.39% | +0.04% | +0.83% | |
| 20 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 1.29% | +0.09% | — | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.26% | +0.34% | +7.89% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | -0.08% | +1.81% | |
| 23 | MTBA | Simplify Mbs ETF | ETF-Other | 1.18% | -0.17% | +5.79% | |
| 24 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.18% | +0.01% | +11.20% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.13% | -0.04% | -0.57% | |
| 26 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.09% | +0.15% | +10.05% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.07% | -0.06% | -1.15% | |
| 28 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.07% | -0.09% | -5.13% | |
| 29 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.99% | -0.03% | -0.80% | |
| 30 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.96% | +0.02% | -11.82% | |
| 31 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 0.95% | -0.07% | -4.92% | |
| 32 | BCV | Bancroft Fund LTD | Stock-Other | 0.95% | +0.05% | +0.02% | |
| 33 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.89% | +0.08% | +42.78% | |
| 34 | TY | Tri-continental CORP | Stock-Other | 0.87% | -0.01% | -0.37% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.87% | +0.05% | -8.84% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.75% | -0.06% | -8.75% | |
| 37 | AMJB | Alerian Mlp Etn2044 | ETF-Other | 0.75% | -0.05% | -1.40% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.75% | +0.02% | +1.86% | |
| 39 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.67% | +0.05% | -0.22% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.04% | +2.22% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.01% | — | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.55% | — | -6.72% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | +0.01% | — | |
| 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% | +0.02% | -8.78% | |
| 46 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.51% | -0.02% | — | |
| 47 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-Other | 0.50% | -0.05% | -3.33% | |
| 48 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.50% | -0.04% | — | |
| 49 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.49% | -0.04% | -3.63% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.02% | — |
According to official SEC Form 13F filings, Beckerman Institutional, LLC reported a total U.S. public equity portfolio value of $210.2M across 108 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, DBND, DFAI) accounted for 21.4% of total reported equity market value during Q2 2025.
During Q2 2025, Beckerman Institutional, LLC's top holdings by market value included BRK-B (10.1%)、DBND (5.8%)、DFAI (5.0%). The largest single position, BRK-B, represented 10.1% of total portfolio value.
In Q2 2025, 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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