Beckerman Institutional, LLC 13F Holdings
CIK 0002043468 · OCEAN GROVE, NJ
As of Sep 30, 2025, Beckerman Institutional, LLC reported 115 positions worth
CIK 0002043468 · OCEAN GROVE, NJ
As of Sep 30, 2025, Beckerman Institutional, LLC reported 115 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 31,637 | 5.9M | 9.36% |
| DOUBLELINE OPPORTUNISTIC CORE BOND ETF | DBND | — | 201,856 | $9.4M | 5.53% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 248,522 | $9.0M | 5.32% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 95,532 | $7.7M | 4.51% |
| PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND | LDUR | — | 67,494 | $6.5M | 3.82% |
| ALPHABET INC | GOOGL | Equity | 23,325 | $5.7M | 3.34% |
| SPDR GOLD MINISHARES TRUST | GLDM | — | 63,111 | $4.8M | 2.84% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 123,996 | $4.8M | 2.82% |
| TCW FLEXIBLE INCOME ETF | FLXR | — | 118,222 | $4.7M | 2.77% |
| WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | DGS | — | 64,450 | $3.7M | 2.17% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 11,580 | $3.4M | 2.00% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 121,158 | $3.3M | 1.95% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 68,120 | $3.1M | 1.85% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 126,705 | $3.1M | 1.82% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 27,392 | $2.8M | 1.67% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 43,293 | $2.5M | 1.48% |
| JPMORGAN INCOME ETF | JPIE | — | 53,989 | $2.5M | 1.47% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 43,154 | $2.3M | 1.35% |
| FIDELITY MSCI HEALTH CARE INDEX ETF | FHLC | — | 33,847 | $2.3M | 1.33% |
| SIMPLIFY MBS ETF | MTBA | — | 43,629 | $2.2M | 1.29% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 32,085 | $2.2M | 1.28% |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | SCHC | — | 46,736 | $2.1M | 1.25% |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | ONEQ | — | 23,834 | $2.1M | 1.25% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 62,829 | $2.0M | 1.17% |
| META PLATFORMS INC | META | Communication Services | 2,531 | .9M | 1.09% |