Portfolio (Quarterly)
Guide ↗
Beckerman Institutional, LLC
· CIK 0002043468| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | DFNM | DIMENSIONAL ETF TRUST | — | 8,698.0 | $420K | 0.20% | -807.0 | -8.5% | $48.34 | -2.0% |
| 22 | IXUS | ISHARES TR | — | 4,074.0 | $389K | 0.18% | -28.0 | -0.7% | $95.44 | +1.3% |
| 23 | SCZ | ISHARES TR | — | 3,799.0 | $313K | 0.15% | -199.0 | -5.0% | $82.27 | +4.6% |
| 24 | WMT | WALMART INC | Consumer Defensive | 2,753.0 | $312K | 0.15% | -45.0 | -1.6% | $113.28 | -6.5% |
| 25 | XAR | SPDR SERIES TRUST | — | 977.0 | $277K | 0.13% | -15.0 | -1.5% | $283.79 | -11.2% |
| 26 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 564.0 | $224K | 0.11% | -20.0 | -3.4% | $397.68 | -7.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
44.8%
Communication Services
25.6%
Technology
18.4%
Consumer Defensive
4.9%
Healthcare
4.7%
Consumer Cyclical
1.6%