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 | — | 32,278.0 | $16.2M | 9.11% | NEW | — | $502.64 | — |
| 2 | DFAI | DIMENSIONAL ETF TRUST | — | 273,063.0 | $10.4M | 5.84% | NEW | — | $38.11 | +9.7% |
| 3 | DBND | DOUBLELINE ETF TRUST | — | 210,540.0 | $9.8M | 5.48% | NEW | — | $46.36 | -1.8% |
| 4 | IDEV | ISHARES TR | — | 91,858.0 | $7.6M | 4.25% | NEW | — | $82.48 | +9.5% |
| 5 | GOOGL | ALPHABET INC | Communication Services | 23,169.0 | $7.3M | 4.07% | NEW | — | $313.02 | +24.9% |
| 6 | LDUR | PIMCO ETF TR | — | 54,923.0 | $5.3M | 2.96% | NEW | — | $95.94 | -0.5% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | — | 128,329.0 | $5.1M | 2.85% | NEW | — | $39.59 | +11.1% |
| 8 | GLDM | WORLD GOLD TR | Financial Services | 59,185.0 | $5.1M | 2.84% | NEW | — | $85.37 | +3.2% |
| 9 | FLXR | TCW ETF TRUST | — | 126,218.0 | $5.0M | 2.81% | NEW | — | $39.60 | -0.9% |
| 10 | DGS | WISDOMTREE TR | — | 66,107.0 | $3.8M | 2.12% | NEW | — | $57.24 | +15.0% |
| 11 | DFIV | DIMENSIONAL ETF TRUST | — | 71,711.0 | $3.6M | 2.01% | NEW | — | $49.90 | +11.9% |
| 12 | SCHD | SCHWAB STRATEGIC TR | — | 127,963.0 | $3.5M | 1.97% | NEW | — | $27.43 | +18.8% |
| 13 | VO | VANGUARD INDEX FDS | — | 11,912.0 | $3.5M | 1.94% | NEW | — | $290.20 | -72.9% |
| 14 | SCHO | SCHWAB STRATEGIC TR | — | 126,470.0 | $3.1M | 1.73% | NEW | — | $24.37 | -0.8% |
| 15 | STIP | ISHARES TR | — | 27,196.0 | $2.8M | 1.56% | NEW | — | $102.39 | +1.0% |
| 16 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 60,124.0 | $2.8M | 1.56% | NEW | — | $46.29 | -0.6% |
| 17 | DFAT | DIMENSIONAL ETF TRUST | — | 44,469.0 | $2.6M | 1.49% | NEW | — | $59.54 | +13.5% |
| 18 | — | FIDELITY COVINGTON TRUST | — | 33,935.0 | $2.5M | 1.42% | NEW | — | $74.28 | — |
| 19 | EMXC | ISHARES INC | — | 33,994.0 | $2.5M | 1.39% | NEW | — | $72.68 | +38.3% |
| 20 | BINC | BLACKROCK ETF TRUST II | — | 44,897.0 | $2.4M | 1.33% | NEW | — | $52.77 | -0.8% |
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
49.2%
Communication Services
27.4%
Technology
12.2%
Consumer Defensive
4.8%
Healthcare
4.7%
Consumer Cyclical
1.7%