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Beckerman Institutional, LLC13F | |
| Beckerman Institutional, LLC | |
| Last update 2025-05-05 | 102 Stocks (5 new) |
| Value $138.00 Mil | Turnover 8 % |
Beckerman Institutional, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 30,801 | 16,400.0 | +9.12% | 11.870 | +0.99% | 0.000 | -9.21% | +6.48% | 1,040,811.4 | Insurance | |
DBND |
DoubleLine Opportunistic Core Bond ETF
DoubleLine Opportunistic Core Bond ETF
| 175,201 | 8,090.0 | +4.18% | 5.860 | +0.23% | - | +1.26% | +3.57% | 460.3 | ||
IDEV |
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
| 98,828 | 6,810.0 | +5.10% | 4.930 | +0.24% | 0.040 | +11.51% | +22.39% | 20,771.1 | ||
LDUR |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
| 63,841 | 6,130.0 | +3.85% | 4.440 | +0.16% | 0.720 | +1.07% | +2.92% | 907.5 | ||
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 186,481 | 5,820.0 | +9.75% | 4.210 | +0.37% | 0.060 | +11.76% | +22.82% | 10,855.2 | ||
GLDM | SPDR Gold MiniShares Trust | 65,799 | 4,070.0 | +5.35% | 2.950 | +0.15% | 0.030 | +0.88% | +28.44% | 16,176.4 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 107,840 | 3,560.0 | -0.14% | 2.580 | 0% | 0.010 | +15.93% | +7.48% | 36,011.6 | ||
GOOGL | Alphabet Inc | 22,536 | 3,490.0 | +7.48% | 2.530 | +0.18% | 0.000 | +21.41% | +2.28% | 2,345,017.1 | Interactive Media | |
SCHD | Schwab US Dividend Equity ETF | 104,885 | 2,930.0 | +4.81% | 2.120 | +0.10% | 0.000 | +7.26% | +1.85% | 71,312.8 | ||
DGS |
WisdomTree Emerging Markets SmallCap Dividend Fund
WisdomTree Emerging Markets SmallCap Dividend Fund
| 58,459 | 2,820.0 | +7.05% | 2.040 | +0.13% | 0.190 | +16.23% | +16.74% | 1,654.9 |
Beckerman Institutional, LLC's Historical Top Holdings Breakdowns
Beckerman Institutional, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FLXR | TCW ETF TRUST | 2025-03-31 | New Buy New Buy | +1.45% | 38.48 ($38.91) 39.26 | $39.38 | 1.21% | New holding | 51,127 | 51,127 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.99% | 442.66 ($486.15) 534.52 | $482.66 | -0.72% | Add 9.12% | 30,801 | 2,573 | |
VBIL |
Vanguard 0-3 Month Treasury Bill ETF
Vanguard 0-3 Month Treasury Bill ETF
| 2025-03-31 | New Buy New Buy | +0.56% | 75.01 ($75.24) 75.44 | $75.53 | 0.38% | New holding | 10,250 | 10,250 | |
DFIV | Dimensional International Value ETF | 2025-03-31 | Add Add | +0.54% | 35.33 ($38.16) 40.8 | $44.40 | 16.34% | Add 57.45% | 51,901 | 18,937 | |
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 2025-03-31 | Add Add | +0.37% | 28.88 ($30.87) 32.4 | $35.29 | 14.32% | Add 9.75% | 186,481 | 16,562 | |
GGZ |
The Gabelli Global Small and Mid Cap Value Trust
The Gabelli Global Small and Mid Cap Value Trust
| 2025-03-31 | New Buy New Buy | +0.26% | 11.66 ($12.21) 12.6 | $13.78 | 12.86% | New holding | 30,325 | 30,325 | |
IDEV |
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
| 2025-03-31 | Add Add | +0.24% | 63.77 ($68.2) 71.36 | $77.58 | 13.75% | Add 5.1% | 98,828 | 4,797 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Sold Out Sold Out | -0.24% | 64.98 ($87.82) 124.62 | $155.11 | 76.62% | Sold Out | 0 | -4,024 | |
DBND |
DoubleLine Opportunistic Core Bond ETF
DoubleLine Opportunistic Core Bond ETF
| 2025-03-31 | Add Add | +0.23% | 44.88 ($45.7) 46.36 | $45.80 | 0.21% | Add 4.18% | 175,201 | 7,023 | |
BINC | iShares Flexible Income Active ETF | 2025-03-31 | Add Add | +0.20% | 51.89 ($52.37) 52.82 | $52.71 | 0.65% | Add 13.43% | 43,473 | 5,147 |
Beckerman Institutional, LLC Total Holding History ($B)
Beckerman Institutional, LLC's Asset Allocation
Beckerman Institutional, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Beckerman Institutional, LLC's Hypothetical Growth since 2025-03-31
Beckerman Institutional, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Beckerman Institutional, LLC's Holdings Heat Map
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Beckerman Institutional, LLC's Holdings Bubble Chart
Beckerman Institutional, LLC News
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