Beckerman Institutional, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Beckerman Institutional, LLC reported 98 stock positions worth $124.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 10.2% of the portfolio, followed by Doubleline Oppor Cor BND-Usd (DBND, 6.1%) and iShares Core MSCI Dev MKTS (IDEV, 4.9%). Compared with Q3 2024, it opened 3 new positions, sold out of 1, added to 56 and reduced 24. The biggest buy was Doubleline Oppor Cor BND-Usd (DBND, shares +38%) and the biggest sale iShares Core MSCI Dev MKTS (IDEV, shares −0%).

Most Recent 13F
Q2 2026
Location
OCEAN GROVE, NJ
CIK
0002043468
Portfolio Value
$124.9M (Q4 2024)
SEC Filing
0002043468-25-000001 ↗ filed Jan 29, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q3 2024: $118.7M Q3 2024 Q4 2024: $124.9M $124.9M Q4 2024 Q1 2025: $138.1M Q1 2025 Q2 2025: $150.6M Q2 2025 Q3 2025: $169.9M Q3 2025 Q4 2025: $178.1M Q4 2025 Q1 2026: $188.2M Q1 2026 Q2 2026: $210.2M Q2 2026

Holdings 98 stocks · $124.9M
BRK.B Berkshire Hathaway Inc. Class B 10.25% 28,228 $12.8M Add +0.7%
DBND Doubleline Oppor Cor BND-Usd 6.10% 168,178 $7.6M Add +37.9%
IDEV iShares Core MSCI Dev MKTS 4.85% 94,031 $6.1M Reduce -0.3%
LDUR PIMCO Enhanced Low Duration 4.68% 61,475 $5.8M Add +5.0%
DFAI Dimensional International Co. 3.97% 169,919 $5.0M Add +8.8%
GOOGL Alphabet Inc. Class A 3.18% 20,967 $4.0M Reduce -1.0%
DFAC Dimensional US Core Equity 2 2.99% 107,989 $3.7M Add +7.1%
GLDM SPDR Gold Minishares Trust 2.60% 62,457 $3.2M Add +1.4%
SCHD Schwab US DVD Equity ETF 2.19% 100,068 $2.7M Add +5.8%
DGS Wisdomtree Em Small Cap 2.14% 54,609 $2.7M Add +7.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.98% 9,367 $2.5M Add +7.4%
STIP iShares 0-5 Year Tips Bond E 1.90% 23,602 $2.4M Add +4.8%
SCHO Schwab Short-Term US Treas 1.74% 90,287 $2.2M Add +21.4%
BINC iShares Flex I A ETF-Usd Inc. 1.60% 38,326 $2.0M Add +31.3%
DFAT Dimensional US Target Value 1.59% 35,699 $2.0M Add +4.8%
FHLC Fidelity MSCI Health Care 1.54% 29,414 $1.9M Reduce -0.2%
JPIE JPMorgan Income ETF 1.53% 41,837 $1.9M Add +19.9%
ONEQ Fidelity Nasdaq Comp Indx 1.48% 24,220 $1.8M Reduce -0.8%
PULS Pgim Ultra Short Bond ETF 1.36% 34,385 $1.7M Add +49.1%
DGRO iShares Core Dividend Growth 1.32% 26,792 $1.6M Reduce -1.1%
DFAU Dimensional US Core Equity M 1.28% 39,600 $1.6M Reduce -3.6%
MTBA Simplify MBS ETF 1.25% 31,433 $1.6M Add +72.1%
IJR iShares Core S&P Small-Cap E 1.18% 12,793 $1.5M Add +7.7%
META Meta Platforms Inc. Class A 1.16% 2,482 $1.5M Reduce -3.3%
AAPL Apple Inc. 1.12% 5,587 $1.4M Reduce -5.7%
EMXC iShares MSCI Emr MRK Ex Chna 1.11% 25,037 $1.4M Add +8.7%
JEPI JPMorgan Equity Premium Inco 1.10% 23,966 $1.4M Add +1.1%
FCOM Fidelity MSCI Comm Serv Indx 1.10% 23,323 $1.4M Add +0.5%
TY Tri-Continental Corp. 1.06% 41,632 $1.3M Add +1.7%
IEFA iShares Core MSCI Eafe ETF 1.04% 18,471 $1.3M Add +0.3%
DFAE Dimensional Emerging Core Eq 0.97% 47,823 $1.2M Add +6.8%
BCV Bancroft Fund Ltd. 0.95% 66,809 $1.2M Reduce -0.7%
DFIV Dimensional International Va 0.94% 32,964 $1.2M Add +253.7%
SCHC Schwab Intl Small-Cap Equity 0.93% 33,728 $1.2M Add +9.0%
UCON First Trust Smith Unconstrai 0.91% 45,904 $1.1M Add +12.3%
ITA iShares U.S. Aerospace & Def 0.90% 7,732 $1.1M Add +3.1%
AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC 0.79% 33,619 $992K Add +3.1%
SLYV SS SPDR S&P 600 SC Val ETF 0.74% 10,619 $927K Add +0.5%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.72% 29,379 $895K Reduce -0.6%
ECAT BlackRock ESG Cap All TRM TR 0.68% 51,585 $846K Reduce -32.3%
FREL Fidelity MSCI RL Est Indx 0.66% 30,567 $826K Add +2.8%
MSFT Microsoft Corp. 0.66% 1,951 $822K Add +9.8%
ITB iShares U.S. Home Constructi 0.63% 7,605 $786K Reduce -1.6%
MOAT Vaneck Morningstar Wide Moat 0.62% 8,404 $779K Add +0.2%
SPYM Ste STR SPDR PT S&P 500 ETF 0.62% 11,244 $775K Add +0.3%
ITOT iShares Core S&P Total U.S. 0.60% 5,798 $746K No change
VEA Vanguard Ftse Developed ETF 0.59% 15,488 $741K Reduce -0.8%
NFJ Virtus DVD Intrst & PRM STR 0.59% 58,113 $734K Add +1.1%
VTI VG Morningstar TS MKT ETF-US 0.58% 2,515 $729K Reduce -1.3%
PYLD PIMCO Multisector Bond Actv 0.50% 23,994 $622K Add +32.8%
JPM JPMorgan Chase & Co. 0.50% 2,584 $619K Add +120.5%
VOO Vanguard S&P 500 ETF 0.49% 1,141 $615K Reduce -15.2%
TOTL SS Doubleline TR Tact ETF 0.48% 15,165 $597K Reduce -9.2%
PDN Inv Rafi Dev MKT US SM-Usdin 0.47% 18,769 $593K Reduce -1.1%
VOX Vanguard Communication Servi 0.47% 3,810 $590K Reduce -0.4%
MINO PIMCO Municipal Income Oppor 0.47% 13,073 $589K Add +25.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.47% 2,942 $583K Add +7.3%
VSS Vanguard Ftse All Wo X-US SC 0.47% 5,075 $581K Add +3.1%
GSIE Goldman Sachs Activebeta Int 0.42% 15,878 $529K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.42% 1,957 $528K No change
ICE Intercontinental Exchange Inc. 0.42% 3,500 $522K No change
VTIP Vanguard Short-Term Tips 0.42% 10,715 $519K Add +9.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.40% 11,456 $503K Add +50.2%
IVV iShares Core S&P 500 ETF 0.38% 796 $469K No change
PM Philip Morris International 0.37% 3,809 $458K No change
IAU iShares Gold Trust 0.36% 9,030 $447K Add +29.1%
IJS iShares S&P Small-Cap 600 Va 0.36% 4,114 $447K Reduce -0.4%
VGT Vanguard Info Tech ETF 0.36% 716 $445K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.36% 2,744 $444K Add +31.0%
PFE Pfizer Inc. 0.35% 16,538 $439K Add +27.2%
DFNM Dimensional National Muni BD 0.34% 8,811 $421K Add +24.7%
VIG Vanguard Dividend Apprec ETF 0.33% 2,136 $418K No change
PRF Invesco Rafi US 1000 ETF 0.32% 10,036 $405K No change
FLGB Franklin Ftse United Kingdom 0.31% 14,869 $389K Add +0.6%
FNCL Fidelity MSCI Financial Indx 0.31% 5,580 $383K Add +1.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.30% 634 $372K No change
IBB iShares Biotechnology ETF 0.29% 2,730 $361K Add +0.3%
VNQ Vanguard Real Estate ETF 0.27% 3,818 $340K Add +18.6%
SPMD SS SPDR P S&P 400 Midcap ETF 0.27% 6,081 $333K No change
SCZ iShares MSCI Eafe Small-Cap 0.26% 5,436 $330K Reduce -5.4%
ISRG Intuitive Surgical Inc. 0.25% 604 $315K No change
AMZN Amazon.com Inc. 0.25% 1,398 $307K Reduce -0.7%
GLD SPDR Gold Shares 0.25% 1,268 $307K No change
IEMG iShares Core MSCI Emerging 0.24% 5,844 $305K Reduce -0.1%
PLTR Palantir Technologies Inc. Class A 0.24% 4,024 $304K New
STOT SS DL St Dur TR Tact ETF 0.23% 5,993 $281K Add +9.9%
COF Capital One Financial Corp. 0.22% 1,568 $280K Add +2.2%
KO The Coca-Cola Co. 0.22% 4,505 $280K New
GOOG Alphabet Inc. Class C 0.22% 1,455 $277K Reduce -7.2%
IXUS iShares Core Intl Stock ETF 0.22% 4,167 $276K Add +1.5%
MO Altria Group Inc. 0.20% 4,841 $253K No change
GS Goldman Sachs Group Inc. 0.19% 421 $241K Add +1.4%
SHV iShares 0-1 Year Treasury Bo 0.18% 2,044 $225K Reduce -33.8%
JBND JPMorgan Active Bond ETF 0.18% 4,228 $221K Add +0.1%
QQQ Invesco QQQ Trust Series 1 0.18% 429 $219K New
PNI PIMCO NY Muni Inc. II FND 0.13% 22,715 $163K Add +49.2%
RGT Royce Global Trust Inc. 0.11% 12,891 $138K No change
ECF Ellsworth Growth and Income 0.10% 12,794 $124K Add +1.0%

Portfolio Sells Q3 2024 → Q4 2024
IDEV iShares Core MSCI Dev MKTS Reduce -0.3% 4.85% −0.77
ECAT BlackRock ESG Cap All TRM TR Reduce -32.3% 0.68% −0.46
FHLC Fidelity MSCI Health Care Reduce -0.2% 1.54% −0.27
ITB iShares U.S. Home Constructi Reduce -1.6% 0.63% −0.20
DGRO iShares Core Dividend Growth Reduce -1.1% 1.32% −0.12
XTEAX Tortoise Sust&social Imp Ter Sold out 0.00% −0.11
SHV iShares 0-1 Year Treasury Bo Reduce -33.8% 0.18% −0.11
VOO Vanguard S&P 500 ETF Reduce -15.2% 0.49% −0.11
XSOE Wisdmtree Emerg MKT Ex-St Ow Reduce -0.6% 0.72% −0.11
TOTL SS Doubleline TR Tact ETF Reduce -9.2% 0.48% −0.10
VEA Vanguard Ftse Developed ETF Reduce -0.8% 0.59% −0.10
DFAU Dimensional US Core Equity M Reduce -3.6% 1.28% −0.09
PDN Inv Rafi Dev MKT US SM-Usdin Reduce -1.1% 0.47% −0.09
META Meta Platforms Inc. Class A Reduce -3.3% 1.16% −0.07
SCZ iShares MSCI Eafe Small-Cap Reduce -5.4% 0.26% −0.06
AAPL Apple Inc. Reduce -5.7% 1.12% −0.04
IEMG iShares Core MSCI Emerging Reduce -0.1% 0.24% −0.04
VTI VG Morningstar TS MKT ETF-US Reduce -1.3% 0.58% −0.02
IJS iShares S&P Small-Cap 600 Va Reduce -0.4% 0.36% −0.02
BCV Bancroft Fund Ltd. Reduce -0.7% 0.95% −0.00
GOOG Alphabet Inc. Class C Reduce -7.2% 0.22% +0.00
ONEQ Fidelity Nasdaq Comp Indx Reduce -0.8% 1.48% +0.00
VOX Vanguard Communication Servi Reduce -0.4% 0.47% +0.00
AMZN Amazon.com Inc. Reduce -0.7% 0.25% +0.03
GOOGL Alphabet Inc. Class A Reduce -1.0% 3.18% +0.22

Portfolio Buys Q3 2024 → Q4 2024
DBND Doubleline Oppor Cor BND-Usd Add +37.9% 6.10% +1.23
DFIV Dimensional International Va Add +253.7% 0.94% +0.64
MTBA Simplify MBS ETF Add +72.1% 1.25% +0.46
PULS Pgim Ultra Short Bond ETF Add +49.1% 1.36% +0.40
JPM JPMorgan Chase & Co. Add +120.5% 0.50% +0.29
BINC iShares Flex I A ETF-Usd Inc. Add +31.3% 1.60% +0.28
PLTR Palantir Technologies Inc. Class A New 0.24% +0.24
KO The Coca-Cola Co. New 0.22% +0.22
SCHO Schwab Short-Term US Treas Add +21.4% 1.74% +0.21
QQQ Invesco QQQ Trust Series 1 New 0.18% +0.18
JPIE JPMorgan Income ETF Add +19.9% 1.53% +0.17
BAC Bank of America Corp. Add +50.2% 0.40% +0.15
PYLD PIMCO Multisector Bond Actv Add +32.8% 0.50% +0.09
DFAC Dimensional US Core Equity 2 Add +7.1% 2.99% +0.08
MINO PIMCO Municipal Income Oppor Add +25.3% 0.47% +0.07
IAU iShares Gold Trust Add +29.1% 0.36% +0.06
VOE Vngrd Mrngstr MD-Cap Val ETF Add +31.0% 0.36% +0.06
DFNM Dimensional National Muni BD Add +24.7% 0.34% +0.05
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +7.4% 1.98% +0.04
UCON First Trust Smith Unconstrai Add +12.3% 0.91% +0.04
PFE Pfizer Inc. Add +27.2% 0.35% +0.03
COF Capital One Financial Corp. Add +2.2% 0.22% +0.03
PNI PIMCO NY Muni Inc. II FND Add +49.2% 0.13% +0.03
GS Goldman Sachs Group Inc. Add +1.4% 0.19% +0.02
FCOM Fidelity MSCI Comm Serv Indx Add +0.5% 1.10% +0.02
MSFT Microsoft Corp. Add +9.8% 0.66% +0.01
AMJB Alerian MLP ETN2044 Add +3.1% 0.79% +0.01
VTIP Vanguard Short-Term Tips Add +9.8% 0.42% +0.01
IJR iShares Core S&P Small-Cap E Add +7.7% 1.18% +0.01
FNCL Fidelity MSCI Financial Indx Add +1.0% 0.31% +0.01
VNQ Vanguard Real Estate ETF Add +18.6% 0.27% +0.01
STOT SS DL St Dur TR Tact ETF Add +9.9% 0.23% +0.01
ECF Ellsworth Growth and Income Add +1.0% 0.10% +0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +7.3% 0.47% +0.00
DFAT Dimensional US Target Value Add +4.8% 1.59% −0.00
SPYM Ste STR SPDR PT S&P 500 ETF Add +0.3% 0.62% −0.02
JBND JPMorgan Active Bond ETF Add +0.1% 0.18% −0.02
STIP iShares 0-5 Year Tips Bond E Add +4.8% 1.90% −0.02
IXUS iShares Core Intl Stock ETF Add +1.5% 0.22% −0.03
SLYV SS SPDR S&P 600 SC Val ETF Add +0.5% 0.74% −0.03
FLGB Franklin Ftse United Kingdom Add +0.6% 0.31% −0.04
NFJ Virtus DVD Intrst & PRM STR Add +1.1% 0.59% −0.04
IBB iShares Biotechnology ETF Add +0.3% 0.29% −0.04
ITA iShares U.S. Aerospace & Def Add +3.1% 0.90% −0.04
SCHD Schwab US DVD Equity ETF Add +5.8% 2.19% −0.05
VSS Vanguard Ftse All Wo X-US SC Add +3.1% 0.47% −0.06
LDUR PIMCO Enhanced Low Duration Add +5.0% 4.68% −0.06
MOAT Vaneck Morningstar Wide Moat Add +0.2% 0.62% −0.06
DFAE Dimensional Emerging Core Eq Add +6.8% 0.97% −0.06
EMXC iShares MSCI Emr MRK Ex Chna Add +8.7% 1.11% −0.07

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 124$210.2MBRK.B, DFAI, DBND, GOOGL, IDEV
Q1 2026 121$188.2MBRK.B, DFAI, DBND, IDEV, GOOGL
Q4 2025 115$178.1MBRK.B, DFAI, DBND, IDEV, GOOGL
Q3 2025 115$169.9MBRK.B, DBND, DFAI, IDEV, LDUR
Q2 2025 108$150.6MBRK.B, DBND, DFAI, IDEV, LDUR
Q1 2025 102$138.1MBRK.B, DBND, IDEV, LDUR, DFAI
Q4 2024 98$124.9MBRK.B, DBND, IDEV, LDUR, DFAI
Q3 2024 96$118.7MBRK.B, IDEV, DBND, LDUR, DFAI