Portfolio (Quarterly)
Guide ↗
Beckerman Institutional, LLC
· CIK 0002043468| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | ABBV | ABBVIE INC | Healthcare | 2,008.0 | $459K | 0.26% | NEW | — | $228.49 | -5.7% |
| 82 | JNJ | JOHNSON & JOHNSON | Healthcare | 2,195.0 | $454K | 0.26% | NEW | — | $206.92 | +11.8% |
| 83 | KO | COCA COLA CO | Consumer Defensive | 6,243.0 | $436K | 0.24% | NEW | — | $69.91 | +16.8% |
| 84 | FNCL | FIDELITY COVINGTON TRUST | — | 5,591.0 | $435K | 0.24% | NEW | — | $77.75 | -5.7% |
| 85 | GOOG | ALPHABET INC | Communication Services | 1,377.0 | $432K | 0.24% | NEW | — | $313.71 | +22.7% |
| 86 | DFNM | DIMENSIONAL ETF TRUST | — | 8,866.0 | $427K | 0.24% | NEW | — | $48.17 | -0.1% |
| 87 | IBB | ISHARES TR | — | 2,528.0 | $427K | 0.24% | NEW | — | $168.77 | +0.7% |
| 88 | VOE | VANGUARD INDEX FDS | — | 2,390.0 | $424K | 0.24% | NEW | — | $177.22 | +9.9% |
| 89 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | — | 13,158.0 | $420K | 0.24% | NEW | — | $31.93 | +14.9% |
| 90 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 445.0 | $391K | 0.22% | NEW | — | $879.27 | +13.3% |
| 91 | IAUM | ISHARES GOLD TR | Financial Services | 8,977.0 | $386K | 0.22% | NEW | — | $42.99 | +3.1% |
| 92 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,551.0 | $376K | 0.21% | NEW | — | $242.36 | -22.1% |
| 93 | PFE | PFIZER INC | Healthcare | 14,692.0 | $366K | 0.20% | NEW | — | $24.90 | +5.2% |
| 94 | IEMG | ISHARES INC | — | 5,393.0 | $362K | 0.20% | NEW | — | $67.21 | +24.2% |
| 95 | V | VISA INC | Financial Services | 1,024.0 | $359K | 0.20% | NEW | — | $350.71 | -6.6% |
| 96 | VNQ | VANGUARD INDEX FDS | — | 4,001.0 | $354K | 0.20% | NEW | — | $88.47 | +9.6% |
| 97 | SPMD | SPDR SERIES TRUST | — | 6,081.0 | $352K | 0.20% | NEW | — | $57.91 | +12.6% |
| 98 | IXUS | ISHARES TR | — | 4,102.0 | $347K | 0.20% | NEW | — | $84.63 | +14.0% |
| 99 | CSCO | CISCO SYS INC | Technology | 4,410.0 | $340K | 0.19% | NEW | — | $77.03 | +55.4% |
| 100 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 584.0 | $331K | 0.19% | NEW | — | $566.36 | -26.1% |
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%