Filer Name: BECKERMAN INSTITUTIONAL, LLC
CIK: 2043468
Period: 2024-12-31
Filed At: 2025-01-29
Number of Holdings: 98
Portfolio Value: $0.12B

Beckerman Institutional, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BRK/B US BERKSHIRE HATHAWAY INC-CL B 28,228 $13M 10.25% 0.7% -
DBND US DOUBLELINE OPPORT BND ETF 168,178 $8M 6.10% 37.9% -
IDEV US ISHARES CORE MSCI DEV MKTS 94,031 $6M 4.85% -0.3% -
LDUR US PIMCO ENHANCED LOW DURATION 61,475 $6M 4.68% 4.9% -
DFAI US DIMENSIONAL INTERNATIONAL CO 169,919 $5M 3.97% 8.8% -
GOOGL US ALPHABET INC-CL A 20,967 $4M 3.18% -1.0% -
DFAC US DIMENSIONAL US CORE EQUITY 2 107,989 $4M 2.99% 7.1% -
GLDM US SPDR GOLD MINISHARES TRUST 62,457 $3M 2.60% 1.4% -
SCHD US SCHWAB US DVD EQUITY ETF 100,068 $3M 2.19% 217.5% -
DGS US WISDOMTREE EM SMALL CAP 54,609 $3M 2.14% 7.0% -
VO US VANGUARD MID-CAP ETF 9,367 $2M 1.98% 7.4% -
STIP US ISHARES 0-5 YEAR TIPS BOND E 23,602 $2M 1.90% 4.8% -
SCHO US SCHWAB SHORT-TERM US TREAS 90,287 $2M 1.74% 142.8% -
BINC US ISHARES FLEX I A ETF-USD INC 38,326 $2M 1.60% 31.3% -
DFAT US DIMENSIONAL US TARGET VALUE 35,699 $2M 1.59% 4.8% -
FHLC US FIDELITY HEALTH CARE ETF 29,414 $2M 1.54% -0.2% -
JPIE US JPMORGAN INCOME ETF 41,837 $2M 1.53% 19.9% -
ONEQ US FIDELITY NASDAQ COMPOSITE IN 24,220 $2M 1.48% -0.8% -
PULS US PGIM ULTRA SHORT BOND ETF 34,385 $2M 1.36% 49.1% -
DGRO US ISHARES CORE DIVIDEND GROWTH 26,792 $2M 1.32% -1.1% -
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