Portfolio (Quarterly)
Guide ↗
Beckerman Institutional, LLC
· CIK 0002043468| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | JBND | J P MORGAN EXCHANGE TRADED F | — | 9,311.0 | $501K | 0.27% | — | — | $53.77 | -2.5% |
| 82 | PRF | INVESCO EXCHANGE TRADED FD T | — | 10,036.0 | $477K | 0.25% | — | — | $47.53 | +19.0% |
| 83 | KO | COCA COLA CO | Consumer Defensive | 6,243.0 | $475K | 0.25% | — | — | $76.05 | +16.8% |
| 84 | ECAT | BLACKROCK ESG CAP ALLC TERM | Financial Services | 34,589.0 | $470K | 0.25% | -1K | -2.9% | $13.58 | +12.6% |
| 85 | IAUM | ISHARES GOLD TR | Financial Services | 10,043.0 | $469K | 0.25% | +1K | +11.9% | $46.70 | -4.5% |
| 86 | DFNM | DIMENSIONAL ETF TRUST | — | 9,505.0 | $456K | 0.24% | +639.0 | +7.2% | $47.93 | -1.4% |
| 87 | VOE | VANGUARD INDEX FDS | — | 2,390.0 | $440K | 0.23% | — | — | $184.13 | +13.6% |
| 88 | ABBV | ABBVIE INC | Healthcare | 2,008.0 | $437K | 0.23% | — | — | $217.49 | +19.6% |
| 89 | IBB | ISHARES TR | — | 2,528.0 | $427K | 0.23% | — | — | $168.85 | +26.6% |
| 90 | PFE | PFIZER INC | Healthcare | 14,417.0 | $405K | 0.21% | -275.0 | -1.9% | $28.08 | +2.6% |
| 91 | IEMG | ISHARES INC | — | 5,708.0 | $398K | 0.21% | +315.0 | +5.8% | $69.74 | +18.0% |
| 92 | GOOG | ALPHABET INC | — | 1,379.0 | $395K | 0.21% | — | — | $286.79 | — |
| 93 | FNCL | FIDELITY COVINGTON TRUST | — | 5,413.0 | $380K | 0.20% | -178.0 | -3.2% | $70.21 | +18.7% |
| 94 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 445.0 | $377K | 0.20% | — | — | $846.25 | +22.7% |
| 95 | VNQ | VANGUARD INDEX FDS | — | 4,089.0 | $363K | 0.19% | +88.0 | +2.2% | $88.68 | +9.0% |
| 96 | SPMD | SPDR SERIES TRUST | — | 6,081.0 | $360K | 0.19% | — | — | $59.22 | +12.1% |
| 97 | CRM | SALESFORCE INC | Technology | 1,921.0 | $359K | 0.19% | +871.0 | +83.0% | $186.66 | +41.7% |
| 98 | IXUS | ISHARES TR | — | 4,102.0 | $355K | 0.19% | — | — | $86.63 | +13.3% |
| 99 | WMT | WALMART INC | Consumer Defensive | 2,798.0 | $348K | 0.18% | -22.0 | -0.8% | $124.30 | -12.8% |
| 100 | CSCO | CISCO SYS INC | Technology | 4,410.0 | $342K | 0.18% | — | — | $77.59 | +40.0% |
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
50.4%
Communication Services
25.5%
Technology
11.6%
Consumer Defensive
5.3%
Healthcare
4.9%
Consumer Cyclical
1.6%
Industrials
0.7%