Portfolio (Quarterly)
Guide ↗
Beckerman Institutional, LLC
· CIK 0002043468| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | STIP | ISHARES TR | — | 28,251.0 | $2.9M | 1.37% | +578.0 | +2.1% | $102.16 | -1.4% |
| 22 | DFAE | DIMENSIONAL ETF TRUST | — | 71,491.0 | $2.9M | 1.37% | +4K | +5.8% | $40.21 | -1.5% |
| 23 | — | FIDELITY COVINGTON TRUST | — | 35,930.0 | $2.8M | 1.32% | +2K | +4.6% | $77.25 | — |
| 24 | BINC | BLACKROCK ETF TRUST II | — | 51,301.0 | $2.7M | 1.28% | +3K | +5.4% | $52.34 | -1.5% |
| 25 | SCHC | SCHWAB STRATEGIC TR | — | 55,563.0 | $2.7M | 1.27% | +5K | +9.5% | $48.12 | +5.1% |
| 26 | ONEQ | FIDELITY COMWLTH TR | — | 23,722.0 | $2.4M | 1.17% | — | — | $103.22 | -0.4% |
| 27 | FREL | FIDELITY COVINGTON TRUST | — | 77,119.0 | $2.3M | 1.07% | +7K | +10.0% | $29.30 | -0.2% |
| 28 | DGRO | ISHARES TR | — | 26,736.0 | $2.0M | 0.96% | — | — | $75.79 | +4.1% |
| 29 | AAPL | APPLE INC | Technology | 6,972.0 | $2.0M | 0.96% | — | — | $289.37 | +12.4% |
| 30 | ITA | ISHARES TR | — | 8,241.0 | $2.0M | 0.95% | -194.0 | -2.3% | $242.44 | -7.0% |
| 31 | BCV | BANCROFT FD LTD | Financial Services | 72,888.0 | $1.9M | 0.90% | -1K | -1.4% | $25.99 | -7.6% |
| 32 | DFAU | DIMENSIONAL ETF TRUST | — | 33,537.0 | $1.7M | 0.82% | — | — | $51.69 | +1.8% |
| 33 | PULS | PGIM ETF TR | — | 34,314.0 | $1.7M | 0.81% | — | — | $49.55 | -0.0% |
| 34 | IJR | ISHARES TR | — | 11,215.0 | $1.7M | 0.79% | — | — | $148.32 | -3.6% |
| 35 | IEFA | ISHARES TR | — | 16,796.0 | $1.6M | 0.77% | -474.0 | -2.7% | $96.58 | +2.9% |
| 36 | FCOM | FIDELITY COVINGTON TRUST | — | 22,122.0 | $1.5M | 0.73% | — | — | $69.48 | +0.8% |
| 37 | SPSM | SPDR SERIES TRUST | — | 26,187.0 | $1.5M | 0.72% | +6K | +28.4% | $57.67 | -3.6% |
| 38 | NVDA | NVIDIA CORPORATION | Technology | 7,509.0 | $1.5M | 0.71% | NEW | — | $200.09 | +8.7% |
| 39 | AMJB | JPMORGAN CHASE FINL CO LLC | Financial Services | 41,857.0 | $1.4M | 0.69% | +2K | +3.8% | $34.49 | +10.9% |
| 40 | META | META PLATFORMS INC | Communication Services | 2,528.0 | $1.4M | 0.68% | +24.0 | +1.0% | $563.27 | +2.7% |
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%