Portfolio (Quarterly)
Guide ↗
Beckerman Institutional, LLC
· CIK 0002043468| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | — | 43,629.0 | $2.2M | 1.24% | NEW | — | $50.41 | -2.7% |
| 22 | ONEQ | FIDELITY COMWLTH TR | — | 23,834.0 | $2.2M | 1.22% | NEW | — | $91.40 | +14.9% |
| 23 | SCHC | SCHWAB STRATEGIC TR | — | 47,800.0 | $2.2M | 1.22% | NEW | — | $45.53 | +11.4% |
| 24 | DFAE | DIMENSIONAL ETF TRUST | — | 64,750.0 | $2.1M | 1.18% | NEW | — | $32.57 | +24.0% |
| 25 | AAPL | APPLE INC | Technology | 6,972.0 | $1.9M | 1.06% | NEW | — | $271.87 | +14.0% |
| 26 | DGRO | ISHARES TR | — | 26,599.0 | $1.8M | 1.04% | NEW | — | $69.42 | +7.5% |
| 27 | ITA | ISHARES TR | — | 8,525.0 | $1.8M | 1.03% | NEW | — | $214.70 | +7.6% |
| 28 | FREL | FIDELITY COVINGTON TRUST | — | 65,271.0 | $1.8M | 0.99% | NEW | — | $26.89 | +9.6% |
| 29 | PULS | PGIM ETF TR | — | 34,614.0 | $1.7M | 0.96% | NEW | — | $49.59 | +0.2% |
| 30 | META | META PLATFORMS INC | Communication Services | 2,497.0 | $1.6M | 0.93% | NEW | — | $660.04 | -4.2% |
| 31 | FCOM | FIDELITY COVINGTON TRUST | — | 22,477.0 | $1.6M | 0.93% | NEW | — | $73.28 | +2.7% |
| 32 | BCV | BANCROFT FD LTD | Financial Services | 73,904.0 | $1.6M | 0.92% | NEW | — | $22.10 | +18.2% |
| 33 | DFAU | DIMENSIONAL ETF TRUST | — | 33,574.0 | $1.6M | 0.88% | NEW | — | $46.80 | +10.4% |
| 34 | BOND | PIMCO ETF TR | — | 16,342.0 | $1.5M | 0.85% | NEW | — | $93.08 | -1.3% |
| 35 | IEFA | ISHARES TR | — | 16,621.0 | $1.5M | 0.83% | NEW | — | $89.46 | +9.6% |
| 36 | MSFT | MICROSOFT CORP | Technology | 2,929.0 | $1.4M | 0.80% | NEW | — | $483.42 | -14.5% |
| 37 | IJR | ISHARES TR | — | 11,122.0 | $1.3M | 0.75% | NEW | — | $120.19 | +16.0% |
| 38 | TY | TRI CONTL CORP | Financial Services | 40,504.0 | $1.3M | 0.74% | NEW | — | $32.66 | +6.9% |
| 39 | AMJB | JPMORGAN CHASE FINL CO LLC | Financial Services | 38,625.0 | $1.2M | 0.65% | NEW | — | $29.91 | +20.5% |
| 40 | XSOE | WISDOMTREE TR | — | 28,290.0 | $1.1M | 0.62% | NEW | — | $39.02 | +25.4% |
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%