Portfolio (Quarterly)
Guide ↗
Beckerman Institutional, LLC
· CIK 0002043468| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | VGT | VANGUARD WORLD FD | — | 6,178.0 | $738K | 0.35% | +5K | +699.2% | $119.52 | -0.5% |
| 62 | PDN | INVESCO EXCH TRADED FD TR II | — | 16,354.0 | $736K | 0.35% | -990.0 | -5.7% | $44.98 | +4.3% |
| 63 | VBR | VANGUARD INDEX FDS | — | 3,024.0 | $735K | 0.35% | — | — | $242.91 | +0.3% |
| 64 | MINO | PIMCO ETF TR | — | 15,677.0 | $717K | 0.34% | -110.0 | -0.7% | $45.76 | -3.3% |
| 65 | MU | MICRON TECHNOLOGY INC | Technology | 614.0 | $709K | 0.34% | — | — | $1154.29 | -19.1% |
| 66 | MOAT | VANECK ETF TRUST | — | 6,773.0 | $704K | 0.34% | -246.0 | -3.5% | $103.98 | +8.5% |
| 67 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 3,809.0 | $689K | 0.33% | — | — | $180.91 | +3.4% |
| 68 | LONZ | PIMCO ETF TR | — | 13,860.0 | $683K | 0.33% | — | — | $49.31 | -0.4% |
| 69 | VOX | VANGUARD WORLD FD | — | 3,707.0 | $682K | 0.32% | — | — | $183.95 | +0.8% |
| 70 | VV | VANGUARD INDEX FDS | — | 1,957.0 | $673K | 0.32% | — | — | $343.91 | +2.0% |
| 71 | TOTL | SSGA ACTIVE ETF TR | — | 16,195.0 | $639K | 0.30% | — | — | $39.47 | -2.5% |
| 72 | IAU | ISHARES GOLD TR | Financial Services | 8,431.0 | $637K | 0.30% | -208.0 | -2.4% | $75.51 | +7.7% |
| 73 | IJS | ISHARES TR | — | 4,568.0 | $624K | 0.30% | — | — | $136.69 | -1.2% |
| 74 | BAC | BANK OF AMER CORP | Financial Services | 10,767.0 | $613K | 0.29% | -99.0 | -0.9% | $56.98 | +8.8% |
| 75 | VIG | VANGUARD SPECIALIZED FUNDS | — | 2,592.0 | $613K | 0.29% | — | — | $236.62 | +1.9% |
| 76 | RGT | ROYCE GLOBAL TRUST INC | Financial Services | 43,001.0 | $612K | 0.29% | +20K | +88.2% | $14.23 | +6.1% |
| 77 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,526.0 | $602K | 0.29% | — | — | $238.32 | +7.0% |
| 78 | GSIE | GOLDMAN SACHS ETF TR | — | 12,500.0 | $571K | 0.27% | — | — | $45.70 | +3.7% |
| 79 | FLGB | FRANKLIN TEMPLETON ETF TR | — | 16,135.0 | $569K | 0.27% | — | — | $35.29 | +5.0% |
| 80 | IEMG | ISHARES INC | — | 6,739.0 | $558K | 0.27% | +1K | +18.1% | $82.83 | -1.7% |
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%