Beckerman Institutional, LLC
124 holdingsFiling period: 2026-06-30Current AUM: $211.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 34.2K | $17.1M | $17.1M | 8.09% | +791 | 2026-06-30 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 314.0K | $13.0M | $13.3M | 6.29% | +19.5K | 2026-06-30 |
| 3 | DBND | DOUBLELINE ETF TRUST | 235.6K | $10.7M | $10.4M | 4.92% | +13.3K | 2026-06-30 |
| 4 | GOOGL | ALPHABET INC | 23.2K | $8.3M | $8.0M | 3.79% | -29 | 2026-06-30 |
| 5 | IDEV | ISHARES TR | 91.5K | $8.1M | $8.3M | 3.93% | -527 | 2026-06-30 |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 140.7K | $6.2M | $6.3M | 2.98% | +10.5K | 2026-06-30 |
| 7 | FLXR | TCW ETF TRUST | 146.1K | $5.7M | $5.6M | 2.65% | +7.9K | 2026-06-30 |
| 8 | LDUR | PIMCO ETF TR | 53.5K | $5.1M | $5.1M | 2.40% | -371 | 2026-06-30 |
| 9 | SCHD | SCHWAB STRATEGIC TR | 146.0K | $4.6M | $5.0M | 2.37% | +5.2K | 2026-06-30 |
| 10 | VBIL | VANGUARD INSTL INDEX FD | 57.6K | $4.4M | $4.4M | 2.06% | +10.1K | 2026-06-30 |
| 11 | VO | VANGUARD INDEX FDS | 54.1K | $4.4M | $4.3M | 2.05% | +41.7K | 2026-06-30 |
| 12 | DFIV | DIMENSIONAL ETF TRUST | 80.4K | $4.3M | $4.7M | 2.21% | +4.0K | 2026-06-30 |
| 13 | DGS | WISDOMTREE TR | 63.2K | $4.1M | $4.0M | 1.88% | -1,737 | 2026-06-30 |
| 14 | EMXC | ISHARES INC | 38.6K | $4.0M | $3.7M | 1.77% | +1.7K | 2026-06-30 |
| 15 | GLDM | WORLD GOLD TR | 48.4K | $3.8M | $4.1M | 1.95% | -2,982 | 2026-06-30 |
| 16 | BOND | PIMCO ETF TR | 41.0K | $3.8M | $3.6M | 1.72% | +12.1K | 2026-06-30 |
| 17 | DFAT | DIMENSIONAL ETF TRUST | 47.4K | $3.3M | $3.3M | 1.57% | +1.3K | 2026-06-30 |
| 18 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | 65.7K | $3.2M | $3.1M | 1.48% | +800 | 2026-06-30 |
| 19 | SCHO | SCHWAB STRATEGIC TR | 130.7K | $3.2M | $3.1M | 1.48% | -876 | 2026-06-30 |
| 20 | JPIE | J P MORGAN EXCHANGE TRADED F | 64.5K | $3.0M | $2.9M | 1.38% | +3.9K | 2026-06-30 |
| 21 | STIP | ISHARES TR | 28.3K | $2.9M | $2.8M | 1.34% | +578 | 2026-06-30 |
| 22 | DFAE | DIMENSIONAL ETF TRUST | 71.5K | $2.9M | $2.8M | 1.32% | +3.9K | 2026-06-30 |
| 23 | FHLC | FIDELITY COVINGTON TRUST | 35.9K | $2.8M | $2.9M | 1.38% | +1.6K | 2026-06-30 |
| 24 | BINC | BLACKROCK ETF TRUST II | 51.3K | $2.7M | $2.6M | 1.24% | +2.6K | 2026-06-30 |
| 25 | SCHC | SCHWAB STRATEGIC TR | 55.6K | $2.7M | $2.8M | 1.32% | +4.8K | 2026-06-30 |
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