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 | — | 13,860.0 | $684K | 0.36% | +243.0 | +1.8% | $49.38 | +0.4% |
| 62 | MOAT | VANECK ETF TRUST | — | 7,019.0 | $679K | 0.36% | — | — | $96.71 | +5.6% |
| 63 | VOX | VANGUARD WORLD FD | — | 3,707.0 | $667K | 0.35% | — | — | $179.84 | +10.4% |
| 64 | VBR | VANGUARD INDEX FDS | — | 3,024.0 | $657K | 0.35% | — | — | $217.18 | +8.5% |
| 65 | IVV | ISHARES TR | — | 1,005.0 | $656K | 0.35% | +208.0 | +26.1% | $653.08 | +15.3% |
| 66 | TOTL | SSGA ACTIVE ETF TR | — | 16,226.0 | $645K | 0.34% | -216.0 | -1.3% | $39.73 | -0.6% |
| 67 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | — | 20,321.0 | $642K | 0.34% | +7K | +54.4% | $31.57 | +15.9% |
| 68 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 3,809.0 | $630K | 0.34% | — | — | $165.34 | +10.3% |
| 69 | VV | VANGUARD INDEX FDS | — | 1,957.0 | $585K | 0.31% | — | — | $298.85 | +15.3% |
| 70 | FLGB | FRANKLIN TEMPLETON ETF TR | — | 16,135.0 | $561K | 0.30% | -211.0 | -1.3% | $34.76 | +3.9% |
| 71 | VIG | VANGUARD SPECIALIZED FUNDS | — | 2,592.0 | $557K | 0.30% | — | — | $215.06 | +8.4% |
| 72 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 3,500.0 | $550K | 0.29% | — | — | $157.28 | -5.4% |
| 73 | IJS | ISHARES TR | — | 4,568.0 | $541K | 0.29% | — | — | $118.46 | +11.3% |
| 74 | GSIE | GOLDMAN SACHS ETF TR | — | 12,500.0 | $539K | 0.29% | -2K | -14.2% | $43.13 | +6.7% |
| 75 | VGT | VANGUARD WORLD FD | — | 773.0 | $539K | 0.29% | — | — | $696.99 | -83.2% |
| 76 | GLD | SPDR GOLD TR | Financial Services | 1,251.0 | $538K | 0.29% | -8.0 | -0.6% | $429.95 | -5.3% |
| 77 | JNJ | JOHNSON & JOHNSON | Healthcare | 2,195.0 | $536K | 0.28% | — | — | $244.40 | -5.0% |
| 78 | BAC | BANK AMERICA CORP | Financial Services | 10,866.0 | $530K | 0.28% | — | — | $48.75 | +4.3% |
| 79 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,526.0 | $526K | 0.28% | +24.0 | +1.0% | $208.26 | +30.2% |
| 80 | PNI | PIMCO NEW YORK MUN FD II | Financial Services | 75,711.0 | $519K | 0.28% | NEW | — | $6.85 | +1.5% |
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%