Beckerman Institutional, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 1, 2024), Beckerman Institutional, LLC reported 96 stock positions worth $118.7 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 10.9% of the portfolio, followed by iShares Core MSCI Dev MKTS (IDEV, 5.6%) and Doubleline Oppor Cor BND-Usd (DBND, 4.9%).
- Most Recent 13F
- Q2 2026
- Location
- OCEAN GROVE, NJ
- CIK
- 0002043468
- Portfolio Value
- $118.7M (Q3 2024)
- SEC Filing
- 0002043468-24-000001 ↗ filed Nov 1, 2024
Holdings Value
Holdings 96 stocks · $118.7M
| BRK.B Berkshire Hathaway Inc. Class B | 10.87% | 28,042 | $12.9M | — |
| IDEV iShares Core MSCI Dev MKTS | 5.62% | 94,276 | $6.7M | — |
| DBND Doubleline Oppor Cor BND-Usd | 4.86% | 121,960 | $5.8M | — |
| LDUR PIMCO Enhanced Low Duration | 4.73% | 58,576 | $5.6M | — |
| DFAI Dimensional International Co. | 4.18% | 156,138 | $5.0M | — |
| GOOGL Alphabet Inc. Class A | 2.96% | 21,181 | $3.5M | — |
| DFAC Dimensional US Core Equity 2 | 2.91% | 100,804 | $3.5M | — |
| GLDM SPDR Gold Minishares Trust | 2.70% | 61,576 | $3.2M | — |
| DGS Wisdomtree Em Small Cap | 2.31% | 51,057 | $2.7M | — |
| SCHD Schwab US DVD Equity ETF | 2.24% | 31,517 | $2.7M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.94% | 8,724 | $2.3M | — |
| STIP iShares 0-5 Year Tips Bond E | 1.92% | 22,527 | $2.3M | — |
| FHLC Fidelity MSCI Health Care | 1.81% | 29,479 | $2.1M | — |
| DFAT Dimensional US Target Value | 1.60% | 34,065 | $1.9M | — |
| SCHO Schwab Short-Term US Treas | 1.53% | 37,186 | $1.8M | — |
| ONEQ Fidelity Nasdaq Comp Indx | 1.47% | 24,415 | $1.7M | — |
| DGRO iShares Core Dividend Growth | 1.43% | 27,095 | $1.7M | — |
| DFAU Dimensional US Core Equity M | 1.37% | 41,094 | $1.6M | — |
| JPIE JPMorgan Income ETF | 1.36% | 34,907 | $1.6M | — |
| BINC iShares Flex I A ETF-Usd Inc. | 1.32% | 29,198 | $1.6M | — |
| META Meta Platforms Inc. Class A | 1.24% | 2,566 | $1.5M | — |
| IEFA iShares Core MSCI Eafe ETF | 1.21% | 18,424 | $1.4M | — |
| JEPI JPMorgan Equity Premium Inco | 1.19% | 23,708 | $1.4M | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.19% | 23,037 | $1.4M | — |
| IJR iShares Core S&P Small-Cap E | 1.17% | 11,883 | $1.4M | — |
| AAPL Apple Inc. | 1.16% | 5,923 | $1.4M | — |
| ECAT BlackRock ESG Cap All TRM TR | 1.14% | 76,235 | $1.4M | — |
| TY Tri-Continental Corp. | 1.14% | 40,924 | $1.4M | — |
| FCOM Fidelity MSCI Comm Serv Indx | 1.08% | 23,219 | $1.3M | — |
| DFAE Dimensional Emerging Core Eq | 1.03% | 44,790 | $1.2M | — |
| SCHC Schwab Intl Small-Cap Equity | 1.00% | 30,948 | $1.2M | — |
| PULS Pgim Ultra Short Bond ETF | 0.97% | 23,067 | $1.1M | — |
| BCV Bancroft Fund Ltd. | 0.95% | 67,260 | $1.1M | — |
| ITA iShares U.S. Aerospace & Def | 0.94% | 7,498 | $1.1M | — |
| UCON First Trust Smith Unconstrai | 0.87% | 40,895 | $1.0M | — |
| ITB iShares U.S. Home Constructi | 0.83% | 7,732 | $983K | — |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.82% | 29,545 | $976K | — |
| MTBA Simplify MBS ETF | 0.79% | 18,262 | $940K | — |
| AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC | 0.78% | 32,595 | $928K | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.77% | 10,568 | $918K | — |
| FREL Fidelity MSCI RL Est Indx | 0.74% | 29,736 | $877K | — |
| VEA Vanguard Ftse Developed ETF | 0.69% | 15,620 | $825K | — |
| MOAT Vaneck Morningstar Wide Moat | 0.68% | 8,385 | $813K | — |
| MSFT Microsoft Corp. | 0.64% | 1,777 | $765K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.64% | 11,215 | $757K | — |
| NFJ Virtus DVD Intrst & PRM STR | 0.63% | 57,487 | $750K | — |
| ITOT iShares Core S&P Total U.S. | 0.61% | 5,798 | $728K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.61% | 2,549 | $722K | — |
| VOO Vanguard S&P 500 ETF | 0.60% | 1,346 | $710K | — |
| TOTL SS Doubleline TR Tact ETF | 0.58% | 16,695 | $691K | — |
| PDN Inv Rafi Dev MKT US SM-Usdin | 0.56% | 18,987 | $667K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.52% | 4,924 | $620K | — |
| GSIE Goldman Sachs Activebeta Int | 0.48% | 15,878 | $574K | — |
| ICE Intercontinental Exchange Inc. | 0.47% | 3,500 | $562K | — |
| VOX Vanguard Communication Servi | 0.47% | 3,827 | $556K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.46% | 2,742 | $551K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.43% | 1,957 | $515K | — |
| MINO PIMCO Municipal Income Oppor | 0.41% | 10,437 | $482K | — |
| PYLD PIMCO Multisector Bond Actv | 0.41% | 18,063 | $481K | — |
| VTIP Vanguard Short-Term Tips | 0.41% | 9,761 | $481K | — |
| PM Philip Morris International | 0.39% | 3,809 | $462K | — |
| IVV iShares Core S&P 500 ETF | 0.39% | 796 | $459K | — |
| IJS iShares S&P Small-Cap 600 Va | 0.37% | 4,129 | $445K | — |
| VIG Vanguard Dividend Apprec ETF | 0.36% | 2,136 | $423K | — |
| FLGB Franklin Ftse United Kingdom | 0.36% | 14,774 | $422K | — |
| VGT Vanguard Info Tech ETF | 0.35% | 716 | $420K | — |
| PRF Invesco Rafi US 1000 ETF | 0.34% | 10,036 | $408K | — |
| IBB iShares Biotechnology ETF | 0.33% | 2,721 | $396K | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.33% | 5,745 | $389K | — |
| PFE Pfizer Inc. | 0.32% | 12,998 | $376K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.31% | 634 | $364K | — |
| DFIV Dimensional International Va | 0.30% | 9,319 | $355K | — |
| FNCL Fidelity MSCI Financial Indx | 0.30% | 5,527 | $353K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.30% | 2,094 | $351K | — |
| IAU iShares Gold Trust | 0.29% | 6,996 | $348K | — |
| DFNM Dimensional National Muni BD | 0.29% | 7,064 | $343K | — |
| SHV iShares 0-1 Year Treasury Bo | 0.29% | 3,086 | $341K | — |
| IEMG iShares Core MSCI Emerging | 0.28% | 5,852 | $336K | — |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.28% | 6,081 | $333K | — |
| VNQ Vanguard Real Estate ETF | 0.26% | 3,218 | $313K | — |
| GLD SPDR Gold Shares | 0.26% | 1,268 | $308K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 7,626 | $303K | — |
| IXUS iShares Core Intl Stock ETF | 0.25% | 4,104 | $298K | — |
| ISRG Intuitive Surgical Inc. | 0.25% | 604 | $297K | — |
| GOOG Alphabet Inc. Class C | 0.22% | 1,567 | $262K | — |
| AMZN Amazon.com Inc. | 0.22% | 1,408 | $262K | — |
| STOT SS DL St Dur TR Tact ETF | 0.22% | 5,453 | $259K | — |
| MO Altria Group Inc. | 0.21% | 4,841 | $247K | — |
| JPM JPMorgan Chase & Co. | 0.21% | 1,172 | $247K | — |
| JBND JPMorgan Active Bond ETF | 0.19% | 4,225 | $231K | — |
| COF Capital One Financial Corp. | 0.19% | 1,534 | $230K | — |
| GS Goldman Sachs Group Inc. | 0.17% | 415 | $206K | — |
| RGT Royce Global Trust Inc. | 0.13% | 12,891 | $150K | — |
| XTEAX Tortoise Sust&social Imp Ter filed as ECOFIN SUSTAINABLE AND SOCIA | 0.11% | 10,287 | $134K | — |
| PNI PIMCO NY Muni Inc. II FND | 0.10% | 15,227 | $120K | — |
| ECF Ellsworth Growth and Income | 0.10% | 12,668 | $114K | — |
Portfolio Sells Q3 2024
No earlier filing to compare with.
Portfolio Buys Q3 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 124 | $210.2M | BRK.B, DFAI, DBND, GOOGL, IDEV |
| Q1 2026 | 121 | $188.2M | BRK.B, DFAI, DBND, IDEV, GOOGL |
| Q4 2025 | 115 | $178.1M | BRK.B, DFAI, DBND, IDEV, GOOGL |
| Q3 2025 | 115 | $169.9M | BRK.B, DBND, DFAI, IDEV, LDUR |
| Q2 2025 | 108 | $150.6M | BRK.B, DBND, DFAI, IDEV, LDUR |
| Q1 2025 | 102 | $138.1M | BRK.B, DBND, IDEV, LDUR, DFAI |
| Q4 2024 | 98 | $124.9M | BRK.B, DBND, IDEV, LDUR, DFAI |
| Q3 2024 | 96 | $118.7M | BRK.B, IDEV, DBND, LDUR, DFAI |