Portfolio (Quarterly)
Guide ↗
Beckerman Institutional, LLC
· CIK 0002043468| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | JNJ | JOHNSON & JOHNSON | Healthcare | 2,195.0 | $557K | 0.27% | — | — | $253.93 | +10.4% |
| 82 | PNI | PIMCO NEW YORK MUN FD II | Financial Services | 75,711.0 | $537K | 0.26% | — | — | $7.09 | -4.9% |
| 83 | ECAT | BLACKROCK ESG CAP ALLC TERM | Financial Services | 34,099.0 | $536K | 0.26% | -490.0 | -1.4% | $15.72 | -3.6% |
| 84 | CSCO | CISCO SYS INC | Technology | 4,410.0 | $518K | 0.25% | — | — | $117.46 | -6.6% |
| 85 | ABBV | ABBVIE INC | Healthcare | 2,028.0 | $510K | 0.24% | +20.0 | +1.0% | $251.64 | +4.1% |
| 86 | KO | COCA COLA CO | Consumer Defensive | 6,243.0 | $507K | 0.24% | — | — | $81.27 | +8.2% |
| 87 | JBND | J P MORGAN EXCHANGE TRADED F | — | 9,314.0 | $498K | 0.24% | — | — | $53.50 | -2.2% |
| 88 | GOOG | ALPHABET INC | — | 1,371.0 | $484K | 0.23% | -8.0 | -0.6% | $353.25 | — |
| 89 | PFE | PFIZER INC | Healthcare | 20,024.0 | $482K | 0.23% | +6K | +38.9% | $24.08 | +20.1% |
| 90 | IBB | ISHARES TR | — | 2,528.0 | $481K | 0.23% | — | — | $190.19 | +13.2% |
| 91 | VOE | VANGUARD INDEX FDS | — | 2,390.0 | $472K | 0.23% | — | — | $197.43 | +4.4% |
| 92 | GLD | SPDR GOLD TR | Financial Services | 1,251.0 | $460K | 0.22% | — | — | $368.08 | +9.1% |
| 93 | PRF | INVESCO EXCHANGE TRADED FD T | — | 8,425.0 | $455K | 0.22% | -2K | -16.1% | $54.03 | +3.5% |
| 94 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 445.0 | $450K | 0.21% | — | — | $1011.67 | -0.5% |
| 95 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 3,500.0 | $431K | 0.20% | — | — | $123.11 | +28.3% |
| 96 | AMD | ADVANCED MICRO DEVICES INC | Technology | 734.0 | $426K | 0.20% | NEW | — | $580.91 | -21.0% |
| 97 | DFNM | DIMENSIONAL ETF TRUST | — | 8,698.0 | $420K | 0.20% | -807.0 | -8.5% | $48.34 | -2.1% |
| 98 | FNCL | FIDELITY COVINGTON TRUST | — | 5,413.0 | $414K | 0.20% | — | — | $76.57 | +6.7% |
| 99 | IAUM | ISHARES GOLD TRUST MICRO | Financial Services | 10,342.0 | $414K | 0.20% | +299.0 | +3.0% | $40.01 | +9.0% |
| 100 | SPMD | SPDR SERIES TRUST | — | 6,081.0 | $411K | 0.20% | — | — | $67.56 | -3.0% |
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
44.8%
Communication Services
25.6%
Technology
18.4%
Consumer Defensive
4.9%
Healthcare
4.7%
Consumer Cyclical
1.6%