Beckerman Institutional, LLC
121 holdingsFiling period: 2026-03-31Current AUM: $200.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 33.4K | $16.0M | $16.0M | 7.99% | +1.1K | 2026-03-31 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 294.5K | $11.5M | $12.4M | 6.20% | +21.4K | 2026-03-31 |
| 3 | DBND | DOUBLELINE ETF TRUST | 222.3K | $10.2M | $10.0M | 4.99% | +11.7K | 2026-03-31 |
| 4 | IDEV | ISHARES TR | 92.0K | $7.7M | $8.3M | 4.16% | +128 | 2026-03-31 |
| 5 | GOOGL | ALPHABET INC | 23.2K | $6.7M | $8.3M | 4.13% | +43 | 2026-03-31 |
| 6 | FLXR | TCW ETF TRUST | 138.2K | $5.4M | $5.4M | 2.69% | +12.0K | 2026-03-31 |
| 7 | LDUR | PIMCO ETF TR | 53.9K | $5.2M | $5.1M | 2.57% | -1,056 | 2026-03-31 |
| 8 | DFAC | DIMENSIONAL ETF TRUST | 130.2K | $5.1M | $5.8M | 2.90% | +1.9K | 2026-03-31 |
| 9 | GLDM | WORLD GOLD TR | 51.3K | $4.8M | $4.1M | 2.06% | -7,841 | 2026-03-31 |
| 10 | SCHD | SCHWAB STRATEGIC TR | 140.8K | $4.3M | $4.7M | 2.35% | +12.8K | 2026-03-31 |
| 11 | DFIV | DIMENSIONAL ETF TRUST | 76.4K | $4.0M | $4.4M | 2.19% | +4.7K | 2026-03-31 |
| 12 | DGS | WISDOMTREE TR | 64.9K | $3.9M | $4.0M | 1.98% | -1,175 | 2026-03-31 |
| 13 | VBIL | VANGUARD INSTL INDEX FD | 47.6K | $3.6M | $3.6M | 1.80% | +40.1K | 2026-03-31 |
| 14 | VO | VANGUARD INDEX FDS | 12.4K | $3.5M | $4.0M | 2.00% | +445 | 2026-03-31 |
| 15 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | 64.9K | $3.2M | $3.1M | 1.57% | +21.2K | 2026-03-31 |
| 16 | SCHO | SCHWAB STRATEGIC TR | 131.6K | $3.2M | $3.2M | 1.58% | +5.1K | 2026-03-31 |
| 17 | EMXC | ISHARES INC | 36.9K | $2.9M | $3.4M | 1.70% | +2.9K | 2026-03-31 |
| 18 | DFAT | DIMENSIONAL ETF TRUST | 46.1K | $2.9M | $3.3M | 1.63% | +1.7K | 2026-03-31 |
| 19 | STIP | ISHARES TR | 27.7K | $2.9M | $2.8M | 1.40% | +477 | 2026-03-31 |
| 20 | JPIE | J P MORGAN EXCHANGE TRADED F | 60.6K | $2.8M | $2.8M | 1.39% | +511 | 2026-03-31 |
| 21 | BOND | PIMCO ETF TR | 28.9K | $2.7M | $2.6M | 1.31% | +12.5K | 2026-03-31 |
| 22 | BINC | BLACKROCK ETF TRUST II | 48.7K | $2.5M | $2.5M | 1.26% | +3.8K | 2026-03-31 |
| 23 | FHLC | FIDELITY COVINGTON TRUST | 34.4K | $2.4M | $2.7M | 1.35% | +422 | 2026-03-31 |
| 24 | SCHC | SCHWAB STRATEGIC TR | 50.7K | $2.4M | $2.5M | 1.23% | +2.9K | 2026-03-31 |
| 25 | DFAE | DIMENSIONAL ETF TRUST | 67.6K | $2.3M | $2.5M | 1.27% | +2.8K | 2026-03-31 |
← Scroll →
Page 1 of 5