Beckerman Institutional, LLC Top Holdings and 13F Report (2024) About Beckerman Institutional, LLCInvestment ActivityBeckerman Institutional, LLC has $118.74 thousand in total holdings as of September 30, 2024.Beckerman Institutional, LLC owns shares of 96 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Largest Holdings Berkshire Hathaway $12,907iShares Core MSCI International Developed Markets ETF $6,678DoubleLine Opportunistic Bond ETF $5,776PIMCO Low Duration Exchange-Traded Fund $5,621Dimensional International Core Equity Market ETF $4,962 Sector AllocationMap of 500 Largest Holdings ofBeckerman Institutional, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$12,90728,04210.9%FinanceIDEViShares Core MSCI International Developed Markets ETF$6,67894,2765.6%ETFDBNDDoubleLine Opportunistic Bond ETF$5,776121,9604.9%ETFLDURPIMCO Low Duration Exchange-Traded Fund$5,62158,5764.7%ETFDFAIDimensional International Core Equity Market ETF$4,962156,1384.2%ETFGOOGLAlphabet$3,51321,1813.0%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$3,457100,8042.9%ETFGLDMSPDR Gold MiniShares Trust$3,21061,5762.7%FinanceDGSWisdomTree Emerging Markets SmallCap Dividend Fund$2,74251,0572.3%FinanceSCHDSchwab US Dividend Equity ETF$2,66431,5172.2%ETFVOVanguard Mid-Cap ETF$2,3028,7241.9%ETFSTIPiShares 0-5 Year TIPS Bond ETF$2,28222,5271.9%ETFFHLCFidelity MSCI Health Care Index ETF$2,14629,4791.8%ETFDFATDimensional U.S. Targeted Value ETF$1,89534,0651.6%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,82137,1861.5%ETFONEQFidelity NASDAQ Composite Index ETF$1,74824,4151.5%ETFDGROiShares Core Dividend Growth ETF$1,69927,0951.4%ETFDFAUDimensional US Core Equity Market ETF$1,63141,0941.4%ETFJPIEJPMorgan Income ETF$1,61934,9071.4%ETFBINCiShares Flexible Income Active ETF$1,56329,1981.3%ETFMETAMeta Platforms$1,4692,5661.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,43818,4241.2%ETFJEPIJPMorgan Equity Premium Income ETF$1,41123,7081.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,40823,0371.2%ManufacturingIJRiShares Core S&P Small-Cap ETF$1,39011,8831.2%ETFAAPLApple$1,3805,9231.2%Computer and TechnologyECATBlackRock ESG Capital Allocation Term Trust$1,35276,2351.1%--TYTri-Continental$1,35240,9241.1%FinanceFCOMFidelity MSCI Communication Services Index ETF$1,27923,2191.1%ETFDFAEDimensional Emerging Core Equity Market ETF$1,22844,7901.0%ETFSCHCSchwab International Small-Cap Equity ETF$1,19230,9481.0%ETFPULSPGIM Ultra Short Bond ETF$1,14823,0671.0%ETFBCVBancroft Fund$1,12867,2600.9%FinanceITAiShares U.S. Aerospace & Defense ETF$1,1227,4980.9%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$1,02840,8950.9%ETFITBiShares U.S. Home Construction ETF$9837,7320.8%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$97629,5450.8%FinanceSIMPLIFY EXCHANGE TRADED FUN$94018,2620.8%MBS ETFJPMORGAN CHASE FINL CO LLC$92832,5950.8%CAL LKD 44SLYVSPDR S&P 600 Small CapValue ETF$91810,5680.8%ETFFRELFidelity MSCI Real Estate Index ETF$87729,7360.7%ETFVEAVanguard FTSE Developed Markets ETF$82515,6200.7%ETFMOATVanEck Morningstar Wide Moat ETF$8138,3850.7%ETFMSFTMicrosoft$7651,7770.6%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$75711,2150.6%ETFNFJVirtus Dividend, Interest & Premium Strategy Fund$75057,4870.6%Financial ServicesITOTiShares Core S&P Total U.S. Stock Market ETF$7285,7980.6%ETFVTIVanguard Total Stock Market ETF$7222,5490.6%ETFVOOVanguard S&P 500 ETF$7101,3460.6%ETFTOTLSPDR Doubleline Total Return Tactical ETF$69116,6950.6%ETFPDNInvesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF$66718,9870.6%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$6204,9240.5%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$57415,8780.5%ETFICEIntercontinental Exchange$5623,5000.5%FinanceVOXVanguard Communication Services ETF$5563,8270.5%ETFVBRVanguard Small-Cap Value ETF$5512,7420.5%ETFVVVanguard Large-Cap ETF$5151,9570.4%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$48210,4370.4%ETFPYLDPIMCO Multi Sector Bond Active ETF$48118,0630.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$4819,7610.4%ManufacturingPMPhilip Morris International$4623,8090.4%Consumer StaplesIVViShares Core S&P 500 ETF$4597960.4%ETFIJSiShares S&P Small-Cap 600 Value ETF$4454,1290.4%ETFVIGVanguard Dividend Appreciation ETF$4232,1360.4%ETFFLGBFranklin FTSE United Kingdom ETF$42214,7740.4%ETFVGTVanguard Information Technology ETF$4207160.4%ETFPRFInvesco FTSE RAFI US 1000 ETF$40810,0360.3%ETFIBBiShares Biotechnology ETF$3962,7210.3%FinanceSCZiShares MSCI EAFE Small-Cap ETF$3895,7450.3%ETFPFEPfizer$37612,9980.3%MedicalSPYSPDR S&P 500 ETF Trust$3646340.3%FinanceDFIVDimensional International Value ETF$3559,3190.3%ETFFNCLFidelity MSCI Financials Index ETF$3535,5270.3%ETFVOEVanguard Mid-Cap Value ETF$3512,0940.3%ETFIAUiShares Gold Trust$3486,9960.3%FinanceDFNMDimensional National Municipal Bond ETF$3437,0640.3%ETFSHViShares Short Treasury Bond ETF$3413,0860.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$3365,8520.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$3336,0810.3%ETFVNQVanguard Real Estate ETF$3133,2180.3%ETFGLDSPDR Gold Shares$3081,2680.3%FinanceBACBank of America$3037,6260.3%FinanceIXUSiShares Core MSCI Total International Stock ETF$2984,1040.3%ManufacturingISRGIntuitive Surgical$2976040.3%MedicalGOOGAlphabet$2621,5670.2%Computer and TechnologyAMZNAmazon.com$2621,4080.2%Retail/WholesaleSTOTSPDR DoubleLine Short Duration Total Return Tactical ETF$2595,4530.2%ETFMOAltria Group$2474,8410.2%Consumer StaplesJPMJPMorgan Chase & Co.$2471,1720.2%FinanceJ P MORGAN EXCHANGE TRADED F$2314,2250.2%ACTIVE BOND ETFCOFCapital One Financial$2301,5340.2%FinanceGSThe Goldman Sachs Group$2064150.2%FinanceRGTRoyce Global Value Trust$15012,8910.1%Financial ServicesTEAFEcofin Sustainable and Social Impact Term Fund$13410,2870.1%Financial ServicesPNIPIMCO New York Municipal Income Fund II$12015,2270.1%Financial ServicesECFEllsworth Growth and Income Fund$11412,6680.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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