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Beckerman Institutional, LLC
Period ended Sep 30, 2026 · Latest filing Nov 10, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $212,517,026
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $16,907,080
- DIMENSIONAL ETF TRUST · INTL CORE EQT MK · 25434V203 · shares: $13,445,302
- DOUBLELINE ETF TRUST · OPPO CORE BD ETF · 25861R105 · shares: $10,250,989
- ISHARES TR · CORE MSCI INTL · 46435G326 · shares: $8,183,573
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $7,939,854
- DIMENSIONAL ETF TRUST · US COR EQU 2 ETF · 25434V708 · shares: $6,367,195
- TCW ETF TRUST · FLEXIBLE INCOME · 29287L700 · shares: $5,669,328
- VANGUARD INSTL INDEX FD · 0 3 MO TR BI ETF · 922040845 · shares: $5,034,927
- PIMCO ETF TR · ENHNCD LW DUR AC · 72201R718 · shares: $4,987,142
- SCHWAB STRATEGIC TR · US DIVIDEND EQ · 808524797 · shares: $4,773,114
Reported holdings
127 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 33,954 shares | $16,907,080 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 324,530 shares | $13,445,302 |
| DOUBLELINE ETF TRUST | OPPO CORE BD ETF | 25861R105 | — | 235,763 shares | $10,250,989 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | — | 91,458 shares | $8,183,573 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 23,074 shares | $7,939,854 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 143,244 shares | $6,367,195 |
| TCW ETF TRUST | FLEXIBLE INCOME | 29287L700 | — | 149,468 shares | $5,669,328 |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | 922040845 | — | 66,494 shares | $5,034,927 |
| PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 | — | 52,991 shares | $4,987,142 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 146,729 shares | $4,773,114 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 78,909 shares | $4,407,812 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 55,263 shares | $4,333,737 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | — | 45,432 shares | $3,952,134 |
| WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | — | 62,289 shares | $3,935,466 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 38,908 shares | $3,855,079 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 46,392 shares | $3,812,561 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 15,689 shares | $3,583,088 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 48,839 shares | $3,244,882 |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | 82889N525 | — | 65,668 shares | $3,070,637 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | — | 127,913 shares | $3,052,002 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 | — | 36,208 shares | $2,958,222 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | — | 74,070 shares | $2,911,713 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | — | 64,491 shares | $2,895,004 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | — | 55,228 shares | $2,747,035 |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | 092528603 | — | 53,421 shares | $2,713,200 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | — | 26,543 shares | $2,646,298 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | — | 23,722 shares | $2,510,761 |
| APPLE INC | COM | 037833100 | — | 6,977 shares | $2,323,411 |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 316092857 | — | 77,331 shares | $2,101,869 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 26,581 shares | $2,003,997 |
| META PLATFORMS INC | CL A | 30303M102 | — | 2,528 shares | $1,832,502 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | — | 33,539 shares | $1,756,063 |
| MICROSOFT CORP | COM | 594918104 | — | 3,357 shares | $1,721,108 |
| BANCROFT FD LTD | COM | 059695106 | — | 72,904 shares | $1,682,625 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | — | 32,409 shares | $1,602,949 |
| ISHARES TR | US AER DEF ETF | 464288760 | — | 7,722 shares | $1,599,995 |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | 316092873 | — | 22,122 shares | $1,593,003 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 15,715 shares | $1,522,481 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 10,968 shares | $1,492,056 |
| JPMORGAN CHASE FINL CO LLC | CAL LKD 44 | 48133Q309 | — | 42,793 shares | $1,475,927 |
| TRI CONTL CORP | COM | 895436103 | — | 40,051 shares | $1,375,362 |
| WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | — | 27,826 shares | $1,303,572 |
| SPDR SERIES TRUST | ST STR SP600 SML | 78468R853 | — | 24,597 shares | $1,300,213 |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | 14021N105 | — | 32,774 shares | $1,194,612 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | — | 22,657 shares | $1,125,827 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 3,400 shares | $1,125,045 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 12,366 shares | $1,109,973 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 2,953 shares | $1,105,225 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 14,713 shares | $1,038,815 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 18,422 shares | $1,035,698 |
| SPDR SERIES TRUST | ST STR SP600SM C | 78464A300 | — | 9,564 shares | $976,956 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 5,636 shares | $937,156 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,272 shares | $891,524 |
| GABELLI GLOBAL SMALL & MID C | COM | 36249W104 | — | 56,706 shares | $874,982 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 16,654 shares | $819,711 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | — | 5,094 shares | $790,848 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 | — | 30,699 shares | $779,450 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 6,178 shares | $776,493 |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | 46138E735 | — | 16,354 shares | $750,671 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 950 shares | $727,530 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 3,809 shares | $726,833 |
| ROYCE GLOBAL TRUST INC | COM | 78081T104 | — | 50,867 shares | $724,348 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | — | 6,773 shares | $716,077 |
| VANGUARD WORLD FD | COMM SRVC ETF | 92204A884 | — | 3,692 shares | $703,658 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 3,024 shares | $698,403 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 1,957 shares | $688,570 |
| PIMCO ETF TR | SR LN ACTIVE ETF | 72201R627 | — | 13,860 shares | $681,219 |
| PIMCO ETF TR | MUNI INCOME OPP | 72201R635 | — | 15,677 shares | $667,683 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 614 shares | $653,978 |
| AMAZON COM INC | COM | 023135106 | — | 2,526 shares | $629,311 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 7,871 shares | $614,754 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 2,592 shares | $604,740 |
| ISHARES TR | US HOME CONS ETF | 464288752 | — | 6,935 shares | $603,426 |
| BANK OF AMER CORP | COM | 060505104 | — | 10,767 shares | $586,020 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 | — | 4,568 shares | $585,221 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 2,195 shares | $581,011 |
| FRANKLIN TEMPLETON ETF TR | FTSE UNTD KGDM | 35473P678 | — | 16,055 shares | $575,575 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | — | 12,500 shares | $573,002 |
| VIRTUS DIVIDEND INTEREST & P | COM | 92840R101 | — | 37,447 shares | $563,578 |
| PFIZER INC | COM | 717081103 | — | 18,890 shares | $538,746 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 3,509 shares | $533,474 |
| ISHARES TR | ISHARES BIOTECH | 464287556 | — | 2,528 shares | $532,221 |
| COCA COLA CO | COM | 191216100 | — | 6,173 shares | $531,372 |
| ABBVIE INC | COM | 00287Y109 | — | 2,028 shares | $530,505 |
| SSGA ACTIVE ETF TR | ST STR TOTAL ETF | 78467V848 | — | 13,466 shares | $503,890 |
| ISHARES GOLD TRUST MICRO | SHS REPSTG UN TR | 46436F103 | — | 11,515 shares | $476,962 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | — | 9,317 shares | $476,298 |
| CISCO SYS INC | COM | 17275R102 | — | 4,410 shares | $474,649 |
| BLACKROCK ESG CAP ALLC TERM | SHS BEN INT | 09262F100 | — | 34,094 shares | $472,540 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,373 shares | $467,748 |
| VANGUARD INDEX FDS | MRNGSTR MD CP VA | 922908512 | — | 2,390 shares | $466,927 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 5,734 shares | $465,286 |
| PIMCO NEW YORK MUN FD II | COM | 72200Y102 | — | 75,711 shares | $463,351 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | — | 8,425 shares | $458,573 |
| INVESCO EXCH TRADED FD TR II | NASDAQ BIOTECH | 46138G599 | — | 12,756 shares | $448,231 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 1,119 shares | $425,779 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | — | 9,164 shares | $421,821 |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 316092501 | — | 5,413 shares | $409,910 |
| PERSHING SQUARE USA LTD | COM SHS | 71531T105 | — | 10,969 shares | $406,955 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 665 shares | $406,820 |