Portfolio (Quarterly)
Guide ↗
Beckerman Institutional, LLC
· CIK 0002043468| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | BERKSHIRE HATHAWAY INC DEL | — | 33,375.0 | $16.0M | 8.50% | +1K | +3.4% | $479.19 | — |
| 2 | DFAI | DIMENSIONAL ETF TRUST | — | 294,471.0 | $11.5M | 6.09% | +21K | +7.8% | $38.96 | +7.4% |
| 3 | DBND | DOUBLELINE ETF TRUST | — | 222,253.0 | $10.2M | 5.41% | +12K | +5.6% | $45.81 | -0.5% |
| 4 | FLXR | TCW ETF TRUST | — | 138,179.0 | $5.4M | 2.88% | +12K | +9.5% | $39.27 | -0.1% |
| 5 | DFAC | DIMENSIONAL ETF TRUST | — | 130,220.0 | $5.1M | 2.69% | +2K | +1.5% | $38.86 | +13.2% |
| 6 | SCHD | SCHWAB STRATEGIC TR | — | 140,799.0 | $4.3M | 2.29% | +13K | +10.0% | $30.68 | +6.4% |
| 7 | DFIV | DIMENSIONAL ETF TRUST | — | 76,368.0 | $4.0M | 2.14% | +5K | +6.5% | $52.78 | +5.8% |
| 8 | VBIL | VANGUARD INSTL INDEX FD | — | 47,565.0 | $3.6M | 1.91% | +40K | +534.2% | $75.65 | -0.0% |
| 9 | VO | VANGUARD INDEX FDS | — | 12,357.0 | $3.5M | 1.89% | +445.0 | +3.7% | $287.16 | -72.6% |
| 10 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | — | 64,870.0 | $3.2M | 1.71% | +21K | +48.7% | $49.46 | -0.8% |
| 11 | SCHO | SCHWAB STRATEGIC TR | — | 131,574.0 | $3.2M | 1.70% | +5K | +4.0% | $24.27 | -0.4% |
| 12 | EMXC | ISHARES INC | — | 36,920.0 | $2.9M | 1.54% | +3K | +8.6% | $78.66 | +27.3% |
| 13 | DFAT | DIMENSIONAL ETF TRUST | — | 46,131.0 | $2.9M | 1.53% | +2K | +3.7% | $62.45 | +8.7% |
| 14 | STIP | ISHARES TR | — | 27,673.0 | $2.9M | 1.52% | +477.0 | +1.8% | $103.43 | +0.0% |
| 15 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 60,635.0 | $2.8M | 1.48% | +511.0 | +0.8% | $46.07 | -0.1% |
| 16 | BOND | PIMCO ETF TR | — | 28,884.0 | $2.7M | 1.42% | +13K | +76.8% | $92.28 | -0.4% |
| 17 | BINC | BLACKROCK ETF TRUST II | — | 48,671.0 | $2.5M | 1.34% | +4K | +8.4% | $51.93 | +0.8% |
| 18 | — | FIDELITY COVINGTON TRUST | — | 34,357.0 | $2.4M | 1.28% | +422.0 | +1.2% | $70.36 | — |
| 19 | SCHC | SCHWAB STRATEGIC TR | — | 50,735.0 | $2.4M | 1.26% | +3K | +6.1% | $46.74 | +8.6% |
| 20 | DFAE | DIMENSIONAL ETF TRUST | — | 67,567.0 | $2.3M | 1.22% | +3K | +4.3% | $33.86 | +19.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
49.9%
Communication Services
26.4%
Technology
11.5%
Consumer Defensive
5.2%
Healthcare
4.9%
Consumer Cyclical
1.6%
Industrials
0.6%