The Analysis of Beckerman Institutional, LLC's Holdings
Currently, Beckerman Institutional, LLC holds 115 types of securities in its portfolio with a total value $178.1M. In the most recent quarter, they have increased their positions in BOND (+16.3K shares, valued at $1.5M), DFAI (+24.5K shares, valued at $935.3K), LONZ (+13.6K shares, valued at $684.7K); decreased their positions in LDUR (-12.6K shares, valued at $1.2M), GLDM (-3.9K shares, valued at $335.2K), IDEV (-3.7K shares, valued at $303.0K); initiated new positions in BOND (+16.3K shares, valued at $1.5M), LONZ (+13.6K shares, valued at $684.7K), CRM (+1.1K shares, valued at $278.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAI DIMENSIONAL ETF TRUST273.1K shares9.87%2025-12-312026-02-10
DBND DOUBLELINE ETF TRUST210.5K shares4.30%2025-12-312026-02-10 IDEV ISHARES TR91.9K shares-3.85%2025-12-312026-02-10 ALPHABET INC ALPHABET INC23.2K shares-0.67%2025-12-312026-02-10 LDUR PIMCO ETF TR54.9K shares-18.63%2025-12-312026-02-10 DFAC DIMENSIONAL ETF TRUST128.3K shares3.49%2025-12-312026-02-10 GLDM WORLD GOLD TR59.2K shares-6.22%2025-12-312026-02-10 FLXR TCW ETF TRUST126.2K shares6.76%2025-12-312026-02-10 DGS WISDOMTREE TR66.1K shares2.57%2025-12-312026-02-10 DFIV DIMENSIONAL ETF TRUST71.7K shares5.27%2025-12-312026-02-10 SCHD SCHWAB STRATEGIC TR128.0K shares5.62%2025-12-312026-02-10 VO VANGUARD INDEX FDS11.9K shares2.87%2025-12-312026-02-10 SCHO SCHWAB STRATEGIC TR126.5K shares-0.19%2025-12-312026-02-10 STIP ISHARES TR27.2K shares-0.72%2025-12-312026-02-10 JPIE J P MORGAN EXCHANGE TRADED F60.1K shares11.36%2025-12-312026-02-10 DFAT DIMENSIONAL ETF TRUST44.5K shares2.72%2025-12-312026-02-10 FHLC FIDELITY COVINGTON TRUST33.9K shares0.26%2025-12-312026-02-10 EMXC ISHARES INC34.0K shares5.95%2025-12-312026-02-10 BINC BLACKROCK ETF TRUST II44.9K shares4.04%2025-12-312026-02-10 MTBA SIMPLIFY EXCHANGE TRADED FUN43.6K shares0.00%2025-12-312026-02-10 ONEQ FIDELITY COMWLTH TR23.8K shares0.00%2025-12-312026-02-10 SCHC SCHWAB STRATEGIC TR47.8K shares2.28%2025-12-312026-02-10 DFAE DIMENSIONAL ETF TRUST64.8K shares3.06%2025-12-312026-02-10 AAPL APPLE INC7.0K shares0.00%2025-12-312026-02-10 DGRO ISHARES TR26.6K shares0.02%2025-12-312026-02-10 ITA ISHARES TR8.5K shares0.05%2025-12-312026-02-10 FREL FIDELITY COVINGTON TRUST65.3K shares10.97%2025-12-312026-02-10 PULS PGIM ETF TR34.6K shares-0.69%2025-12-312026-02-10 META META PLATFORMS INC2.5K shares-1.34%2025-12-312026-02-10 FCOM FIDELITY COVINGTON TRUST22.5K shares-0.86%2025-12-312026-02-10 BCV BANCROFT FD LTD73.9K shares-1.35%2025-12-312026-02-10 DFAU DIMENSIONAL ETF TRUST33.6K shares-0.74%2025-12-312026-02-10 BOND PIMCO ETF TR16.3K sharesnew addition2025-12-312026-02-10 IEFA ISHARES TR16.6K shares-8.84%2025-12-312026-02-10 MSFT MICROSOFT CORP2.9K shares0.03%2025-12-312026-02-10 IJR ISHARES TR11.1K shares-0.39%2025-12-312026-02-10 TY TRI CONTL CORP40.5K shares-1.25%2025-12-312026-02-10 AMJB JPMORGAN CHASE FINL CO LLC38.6K shares0.80%2025-12-312026-02-10 XSOE WISDOMTREE TR28.3K shares-1.04%2025-12-312026-02-10 JPM JPMORGAN CHASE & CO.3.4K shares0.00%2025-12-312026-02-10 JEPI J P MORGAN EXCHANGE TRADED F18.6K shares-4.98%2025-12-312026-02-10 VTI VANGUARD INDEX FDS2.9K shares0.00%2025-12-312026-02-10 SPYM SPDR SERIES TRUST12.0K shares0.91%2025-12-312026-02-10 VEA VANGUARD TAX-MANAGED FDS14.7K shares0.68%2025-12-312026-02-10 GGZ GABELLI GLOBAL SMALL & MID C58.9K shares1.63%2025-12-312026-02-10 SLYV SPDR SERIES TRUST9.6K shares-1.19%2025-12-312026-02-10 ITOT ISHARES TR5.8K shares0.00%2025-12-312026-02-10 VTIP VANGUARD MALVERN FDS16.7K shares0.00%2025-12-312026-02-10 SPSM SPDR SERIES TRUST17.6K shares7.15%2025-12-312026-02-10 PYLD PIMCO ETF TR30.4K shares1.35%2025-12-312026-02-10 VSS VANGUARD INTL EQUITY INDEX F5.1K shares0.00%2025-12-312026-02-10 ITB ISHARES TR7.6K shares-5.00%2025-12-312026-02-10 PDN INVESCO EXCH TRADED FD TR II17.3K shares-0.32%2025-12-312026-02-10 MOAT VANECK ETF TRUST7.0K shares0.00%2025-12-312026-02-10 NFJ VIRTUS DIVIDEND INTEREST & P55.8K shares-0.56%2025-12-312026-02-10 VOX VANGUARD WORLD FD3.7K shares0.00%2025-12-312026-02-10 MINO PIMCO ETF TR15.8K shares-7.06%2025-12-312026-02-10 LONZ PIMCO ETF TR13.6K sharesnew addition2025-12-312026-02-10 TOTL SSGA ACTIVE ETF TR16.4K shares-1.23%2025-12-312026-02-10 MUNI PIMCO ETF TR12.2K shares71.31%2025-12-312026-02-10 VBR VANGUARD INDEX FDS3.0K shares0.00%2025-12-312026-02-10 GSIE GOLDMAN SACHS ETF TR14.6K shares-0.54%2025-12-312026-02-10 VV VANGUARD INDEX FDS2.0K shares0.00%2025-12-312026-02-10 PM PHILIP MORRIS INTL INC3.8K shares0.00%2025-12-312026-02-10 BAC BANK AMERICA CORP10.9K shares0.00%2025-12-312026-02-10 VGT VANGUARD WORLD FD773 shares0.00%2025-12-312026-02-10 AMZN AMAZON COM INC2.5K shares5.75%2025-12-312026-02-10 VIG VANGUARD SPECIALIZED FUNDS2.6K shares0.00%2025-12-312026-02-10 ICE INTERCONTINENTAL EXCHANGE IN3.5K shares0.00%2025-12-312026-02-10 VBIL VANGUARD INSTL INDEX FD7.5K shares0.00%2025-12-312026-02-10 FLGB FRANKLIN TEMPLETON ETF TR16.3K shares0.00%2025-12-312026-02-10 ECAT BLACKROCK ESG CAP ALLC TERM35.6K shares-3.26%2025-12-312026-02-10 IVV ISHARES TR797 shares0.00%2025-12-312026-02-10 IJS ISHARES TR4.6K shares-0.87%2025-12-312026-02-10 JBND J P MORGAN EXCHANGE TRADED F9.3K shares119.68%2025-12-312026-02-10 GLD SPDR GOLD TR1.3K shares-0.79%2025-12-312026-02-10 ABBV ABBVIE INC2.0K shares0.00%2025-12-312026-02-10 JNJ JOHNSON & JOHNSON2.2K shares0.00%2025-12-312026-02-10 KO COCA COLA CO6.2K shares0.00%2025-12-312026-02-10 FNCL FIDELITY COVINGTON TRUST5.6K shares-1.45%2025-12-312026-02-10 ALPHABET INC ALPHABET INC1.4K shares0.00%2025-12-312026-02-10 DFNM DIMENSIONAL ETF TRUST8.9K shares-0.24%2025-12-312026-02-10 IBB ISHARES TR2.5K shares-0.86%2025-12-312026-02-10 VOE VANGUARD INDEX FDS2.4K shares0.00%2025-12-312026-02-10 CGNG CAPITAL GROUP NEW GEOGRAPHY13.2K shares3.90%2025-12-312026-02-10 GS GOLDMAN SACHS GROUP INC445 shares-1.11%2025-12-312026-02-10 IAUM ISHARES GOLD TR9.0K shares2.89%2025-12-312026-02-10 COF CAPITAL ONE FINL CORP1.6K shares0.00%2025-12-312026-02-10 PFE PFIZER INC14.7K shares-16.22%2025-12-312026-02-10 IEMG ISHARES INC5.4K shares0.02%2025-12-312026-02-10 V VISA INC1.0K shares0.00%2025-12-312026-02-10 VNQ VANGUARD INDEX FDS4.0K shares0.00%2025-12-312026-02-10 SPMD SPDR SERIES TRUST6.1K shares0.00%2025-12-312026-02-10 IXUS ISHARES TR4.1K shares0.02%2025-12-312026-02-10 CSCO CISCO SYS INC4.4K shares-5.53%2025-12-312026-02-10 ISRG INTUITIVE SURGICAL INC584 shares0.00%2025-12-312026-02-10 WMT WALMART INC2.8K shares0.00%2025-12-312026-02-10 SCZ ISHARES TR4.0K shares0.00%2025-12-312026-02-10 BSV VANGUARD BD INDEX FDS3.9K shares0.00%2025-12-312026-02-10 IBBQ INVESCO EXCH TRADED FD TR II10.8K shares1.57%2025-12-312026-02-10 SPY SPDR S&P 500 ETF TR448 shares0.00%2025-12-312026-02-10 MO ALTRIA GROUP INC4.8K shares0.00%2025-12-312026-02-10 CRM SALESFORCE INC1.1K sharesnew addition2025-12-312026-02-10 PLTR PALANTIR TECHNOLOGIES INC1.3K shares-0.37%2025-12-312026-02-10 XAR SPDR SERIES TRUST977 shares0.00%2025-12-312026-02-10 UFEB INNOVATOR ETFS TRUST6.2K shares0.00%2025-12-312026-02-10 RGT ROYCE GLOBAL TRUST INC12.9K shares0.00%2025-12-312026-02-10 ECF ELLSWORTH GROWTH & INCOME FD12.8K shares0.00%2025-12-312026-02-10 TNGY TORTOISE CAPITAL SERIES TRUS11.2K shares0.00%2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available