Portfolio (Quarterly)
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Beckerman Institutional, LLC
· CIK 0002043468| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | VNQ | VANGUARD INDEX FDS | — | 4,089.0 | $394K | 0.19% | — | — | $96.41 | -0.1% |
| 102 | IXUS | ISHARES TR | — | 4,074.0 | $389K | 0.18% | -28.0 | -0.7% | $95.44 | +1.3% |
| 103 | IBBQ | INVESCO EXCH TRADED FD TR II | — | 11,456.0 | $374K | 0.18% | +426.0 | +3.9% | $32.66 | +9.6% |
| 104 | V | VISA INC | Financial Services | 1,024.0 | $351K | 0.17% | — | — | $343.09 | +8.6% |
| 105 | MO | ALTRIA GROUP INC | Consumer Defensive | 4,841.0 | $348K | 0.17% | — | — | $71.95 | -3.3% |
| 106 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 448.0 | $335K | 0.16% | — | — | $746.77 | +2.0% |
| 107 | SCZ | ISHARES TR | — | 3,799.0 | $313K | 0.15% | -199.0 | -5.0% | $82.27 | +4.6% |
| 108 | WMT | WALMART INC | Consumer Defensive | 2,753.0 | $312K | 0.15% | -45.0 | -1.6% | $113.28 | -6.5% |
| 109 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,551.0 | $311K | 0.15% | — | — | $200.62 | +5.3% |
| 110 | BSV | VANGUARD BD INDEX FDS | — | 3,891.0 | $303K | 0.14% | — | — | $77.91 | -1.0% |
| 111 | CRM | SALESFORCE INC | Technology | 1,929.0 | $302K | 0.14% | — | — | $156.65 | +64.8% |
| 112 | QQQ | INVESCO QQQ TR | Financial Services | 411.0 | $301K | 0.14% | — | — | $733.22 | -3.5% |
| 113 | XAR | SPDR SERIES TRUST | — | 977.0 | $277K | 0.13% | -15.0 | -1.5% | $283.79 | -11.2% |
| 114 | VTV | VANGUARD INDEX FDS | — | 1,106.0 | $241K | 0.12% | — | — | $217.93 | +2.8% |
| 115 | UFEB | INNOVATOR ETFS TRUST | — | 6,186.0 | $239K | 0.11% | — | — | $38.65 | +1.7% |
| 116 | SH | PROSHARES TR | — | 6,936.0 | $229K | 0.11% | — | — | $33.02 | -1.0% |
| 117 | INCM | FRANKLIN TEMPLETON ETF TR | — | 7,807.0 | $225K | 0.11% | NEW | — | $28.85 | +1.7% |
| 118 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 564.0 | $224K | 0.11% | -20.0 | -3.4% | $397.68 | -7.1% |
| 119 | DELL | DELL TECHNOLOGIES INC | Technology | 515.0 | $222K | 0.11% | NEW | — | $431.49 | -1.6% |
| 120 | BX | BLACKSTONE INC | Financial Services | 1,885.0 | $222K | 0.11% | — | — | $117.67 | +16.1% |
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%