Portfolio (Quarterly)
Guide ↗
Beckerman Institutional, LLC
· CIK 0002043468| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | LONZ | PIMCO ETF TR | — | 13,617.0 | $685K | 0.38% | NEW | — | $50.28 | -1.4% |
| 62 | TOTL | SSGA ACTIVE ETF TR | — | 16,442.0 | $662K | 0.37% | NEW | — | $40.25 | -1.9% |
| 63 | MUNI | PIMCO ETF TR | — | 12,245.0 | $642K | 0.36% | NEW | — | $52.41 | -0.2% |
| 64 | VBR | VANGUARD INDEX FDS | — | 3,024.0 | $640K | 0.36% | NEW | — | $211.72 | +11.1% |
| 65 | GSIE | GOLDMAN SACHS ETF TR | — | 14,568.0 | $626K | 0.35% | NEW | — | $42.94 | +7.0% |
| 66 | VV | VANGUARD INDEX FDS | — | 1,957.0 | $616K | 0.35% | NEW | — | $314.80 | +9.6% |
| 67 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 3,809.0 | $611K | 0.34% | NEW | — | $160.40 | +13.5% |
| 68 | BAC | BANK AMERICA CORP | Financial Services | 10,866.0 | $598K | 0.34% | NEW | — | $55.00 | -7.1% |
| 69 | VGT | VANGUARD WORLD FD | — | 773.0 | $582K | 0.33% | NEW | — | $752.92 | -84.4% |
| 70 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,502.0 | $577K | 0.32% | NEW | — | $230.81 | +17.8% |
| 71 | VIG | VANGUARD SPECIALIZED FUNDS | — | 2,592.0 | $570K | 0.32% | NEW | — | $219.78 | +6.0% |
| 72 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 3,500.0 | $567K | 0.32% | NEW | — | $161.96 | -7.6% |
| 73 | VBIL | VANGUARD INSTL INDEX FD | — | 7,500.0 | $566K | 0.32% | NEW | — | $75.43 | +0.3% |
| 74 | FLGB | FRANKLIN TEMPLETON ETF TR | — | 16,346.0 | $552K | 0.31% | NEW | — | $33.75 | +7.1% |
| 75 | ECAT | BLACKROCK ESG CAP ALLC TERM | Financial Services | 35,616.0 | $548K | 0.31% | NEW | — | $15.38 | +0.8% |
| 76 | IVV | ISHARES TR | — | 797.0 | $546K | 0.31% | NEW | — | $684.66 | +10.1% |
| 77 | IJS | ISHARES TR | — | 4,568.0 | $520K | 0.29% | NEW | — | $113.73 | +15.6% |
| 78 | JBND | J P MORGAN EXCHANGE TRADED F | — | 9,308.0 | $503K | 0.28% | NEW | — | $54.07 | -1.3% |
| 79 | GLD | SPDR GOLD TR | Financial Services | 1,259.0 | $499K | 0.28% | NEW | — | $396.00 | +3.2% |
| 80 | PRF | INVESCO EXCHANGE TRADED FD T | — | 10,036.0 | $471K | 0.26% | NEW | — | $46.92 | +14.1% |
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%