Portfolio (Quarterly)
Guide ↗
Beckerman Institutional, LLC
· CIK 0002043468| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | BERKSHIRE HATHAWAY INC DEL | — | 34,166.0 | $17.1M | 8.13% | +791.0 | +2.4% | $500.38 | — |
| 2 | DFAI | DIMENSIONAL ETF TRUST | — | 313,991.0 | $13.0M | 6.16% | +20K | +6.6% | $41.25 | +3.5% |
| 3 | DBND | DOUBLELINE ETF TRUST | — | 235,558.0 | $10.7M | 5.11% | +13K | +6.0% | $45.59 | -2.2% |
| 4 | GOOGL | ALPHABET INC | Communication Services | 23,183.0 | $8.3M | 3.94% | — | — | $357.39 | -6.3% |
| 5 | IDEV | ISHARES TR | — | 91,459.0 | $8.1M | 3.87% | -527.0 | -0.6% | $89.01 | +3.0% |
| 6 | DFAC | DIMENSIONAL ETF TRUST | — | 140,672.0 | $6.2M | 2.97% | +10K | +8.0% | $44.36 | +1.6% |
| 7 | FLXR | TCW ETF TRUST | — | 146,067.0 | $5.7M | 2.73% | +8K | +5.7% | $39.21 | -1.5% |
| 8 | LDUR | PIMCO ETF TR | — | 53,496.0 | $5.1M | 2.43% | -371.0 | -0.7% | $95.61 | -0.7% |
| 9 | SCHD | SCHWAB STRATEGIC TR | — | 145,966.0 | $4.6M | 2.20% | +5K | +3.7% | $31.71 | +9.8% |
| 10 | VBIL | VANGUARD INSTL INDEX FD | — | 57,635.0 | $4.4M | 2.08% | +10K | +21.2% | $75.68 | -0.2% |
| 11 | VO | VANGUARD INDEX FDS | — | 54,070.0 | $4.4M | 2.07% | +42K | +337.6% | $80.57 | +0.9% |
| 12 | DFIV | DIMENSIONAL ETF TRUST | — | 80,389.0 | $4.3M | 2.07% | +4K | +5.3% | $54.02 | +7.4% |
| 13 | DGS | WISDOMTREE TR | — | 63,195.0 | $4.1M | 1.95% | -2K | -2.7% | $64.71 | -1.0% |
| 14 | EMXC | ISHARES INC | — | 38,650.0 | $4.0M | 1.88% | +2K | +4.7% | $102.30 | -4.2% |
| 15 | GLDM | WORLD GOLD TR | Financial Services | 48,362.0 | $3.8M | 1.83% | -3K | -5.8% | $79.42 | +7.8% |
| 16 | BOND | PIMCO ETF TR | — | 40,972.0 | $3.8M | 1.80% | +12K | +41.9% | $92.21 | -2.7% |
| 17 | DFAT | DIMENSIONAL ETF TRUST | — | 47,386.0 | $3.3M | 1.58% | +1K | +2.7% | $69.90 | +0.7% |
| 18 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | — | 65,670.0 | $3.2M | 1.53% | +800.0 | +1.2% | $49.07 | -1.7% |
| 19 | SCHO | SCHWAB STRATEGIC TR | — | 130,698.0 | $3.2M | 1.50% | -876.0 | -0.7% | $24.14 | -0.6% |
| 20 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 64,496.0 | $3.0M | 1.41% | +4K | +6.4% | $46.05 | -1.0% |
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%