CIK 2043468
Beckerman Institutional, LLC
Institutional 13F holdings & portfolio
Holdings
115
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 115
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 32K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 273K | $1M+ | SH |
| DBND | DOUBLELINE ETF TRUST | 211K | $1M+ | SH |
| IDEV | ISHARES TR | 92K | $1M+ | SH |
| GOOGL | ALPHABET INC | 23K | $1M+ | SH |
| LDUR | PIMCO ETF TR | 55K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 128K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 59K | $1M+ | SH |
| FLXR | TCW ETF TRUST | 126K | $1M+ | SH |
| DGS | WISDOMTREE TR | 66K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 72K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 128K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 126K | $1M+ | SH |
| STIP | ISHARES TR | 27K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 60K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 44K | $1M+ | SH |
| FHLC | FIDELITY COVINGTON TRUST | 34K | $1M+ | SH |
| EMXC | ISHARES INC | 34K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 45K | $1M+ | SH |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 44K | $1M+ | SH |
| ONEQ | FIDELITY COMWLTH TR | 24K | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 48K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 65K | $1M+ | SH |
| AAPL | APPLE INC | 7K | $1M+ | SH |
| DGRO | ISHARES TR | 27K | $1M+ | SH |
| ITA | ISHARES TR | 9K | $1M+ | SH |
| FREL | FIDELITY COVINGTON TRUST | 65K | $1M+ | SH |
| PULS | PGIM ETF TR | 35K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| FCOM | FIDELITY COVINGTON TRUST | 22K | $1M+ | SH |
| BCV | BANCROFT FD LTD | 74K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 34K | $1M+ | SH |
| BOND | PIMCO ETF TR | 16K | $1M+ | SH |
| IEFA | ISHARES TR | 17K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3K | $1M+ | SH |
| IJR | ISHARES TR | 11K | $1M+ | SH |
| TY | TRI CONTL CORP | 41K | $1M+ | SH |
| AMJB | JPMORGAN CHASE FINL CO LLC | 39K | $1M+ | SH |
| XSOE | WISDOMTREE TR | 28K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 19K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| SPYM | SPDR SERIES TRUST | 12K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 15K | $500K+ | SH |
| GGZ | GABELLI GLOBAL SMALL & MID C | 59K | $500K+ | SH |
| SLYV | SPDR SERIES TRUST | 10K | $500K+ | SH |
| ITOT | ISHARES TR | 6K | $500K+ | SH |
| VTIP | VANGUARD MALVERN FDS | 17K | $500K+ | SH |
| SPSM | SPDR SERIES TRUST | 18K | $500K+ | SH |