13F HOLDINGS REPORT

Beckerman Institutional, LLC

Quarter ended Q4 2024 · Filed January 29, 2025 · Accession 0002043468-25-000001

Total Value

$124,881

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (98)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	BERKSHIRE HATHAWAY INC DEL	BRK-A	28,228	$12,795	10.25%
2	DOUBLELINE ETF TRUST	25861R105	168,178	$7,616	6.10%
3	ISHARES TR	46435G326	94,031	$6,062	4.85%
4	PIMCO ETF TR	72201R718	61,475	$5,840	4.68%
5	DIMENSIONAL ETF TRUST	25434V203	169,919	$4,962	3.97%
6	ALPHABET INC	GOOG	20,967	$3,969	3.18%
7	DIMENSIONAL ETF TRUST	25434V708	107,989	$3,735	2.99%
8	WORLD GOLD TR	GLDW	62,457	$3,247	2.60%
9	SCHWAB STRATEGIC TR	808524797	100,068	$2,734	2.19%
10	WISDOMTREE TR	WT	54,609	$2,671	2.14%
11	VANGUARD INDEX FDS	922908629	9,367	$2,474	1.98%
12	ISHARES TR	46429B747	23,602	$2,374	1.90%
13	SCHWAB STRATEGIC TR	808524862	90,287	$2,172	1.74%
14	BLACKROCK ETF TRUST II	BLK	38,326	$1,994	1.60%
15	DIMENSIONAL ETF TRUST	25434V609	35,699	$1,987	1.59%
16	FIDELITY COVINGTON TRUST	316092600	29,414	$1,922	1.54%
17	J P MORGAN EXCHANGE TRADED F	46641Q159	41,837	$1,909	1.53%
18	FIDELITY COMWLTH TR	315912808	24,220	$1,842	1.48%
19	PGIM ETF TR	69344A107	34,385	$1,704	1.36%
20	ISHARES TR	46434V621	26,792	$1,643	1.32%
21	DIMENSIONAL ETF TRUST	25434V104	39,600	$1,603	1.28%
22	SIMPLIFY EXCHANGE TRADED FUN	82889N525	31,433	$1,562	1.25%
23	ISHARES TR	464287804	12,793	$1,474	1.18%
24	META PLATFORMS INC	META	2,482	$1,453	1.16%
25	APPLE INC	AAPL	5,587	$1,399	1.12%
26	ISHARES INC	46434G764	25,037	$1,388	1.11%
27	J P MORGAN EXCHANGE TRADED F	46641Q332	23,966	$1,379	1.10%
28	FIDELITY COVINGTON TRUST	316092873	23,323	$1,369	1.10%
29	TRI CONTL CORP	895436103	41,632	$1,319	1.06%
30	ISHARES TR	46432F842	18,471	$1,298	1.04%
31	DIMENSIONAL ETF TRUST	25434V302	47,823	$1,213	0.97%
32	BANCROFT FD LTD	059695106	66,809	$1,183	0.95%
33	DIMENSIONAL ETF TRUST	25434V807	32,964	$1,170	0.94%
34	SCHWAB STRATEGIC TR	808524888	33,728	$1,158	0.93%
35	FIRST TR EXCHNG TRADED FD VI	33740F888	45,904	$1,132	0.91%
36	ISHARES TR	464288760	7,732	$1,124	0.90%
37	JPMORGAN CHASE FINL CO LLC	VYLD	33,619	$992	0.79%
38	SPDR SER TR	78464A300	10,619	$927	0.74%
39	WISDOMTREE TR	WT	29,379	$895	0.72%
40	BLACKROCK ESG CAP ALLC TERM	BLK	51,585	$846	0.68%
41	FIDELITY COVINGTON TRUST	316092857	30,567	$826	0.66%
42	MICROSOFT CORP	MSFT	1,951	$822	0.66%
43	ISHARES TR	464288752	7,605	$786	0.63%
44	VANECK ETF TRUST	92189F643	8,404	$779	0.62%
45	SPDR SER TR	78464A854	11,244	$775	0.62%
46	ISHARES TR	464287150	5,798	$746	0.60%
47	VANGUARD TAX-MANAGED FDS	921943858	15,488	$741	0.59%
48	VIRTUS DIVIDEND INTEREST & P	NFJ	58,113	$734	0.59%
49	VANGUARD INDEX FDS	922908769	2,515	$729	0.58%
50	PIMCO ETF TR	72201R585	23,994	$622	0.50%
51	JPMORGAN CHASE & CO.	VYLD	2,584	$619	0.50%
52	VANGUARD INDEX FDS	922908363	1,141	$615	0.49%
53	SSGA ACTIVE ETF TR	78467V848	15,165	$597	0.48%
54	INVESCO EXCH TRADED FD TR II	IVZ	18,769	$593	0.47%
55	VANGUARD WORLD FD	92204A884	3,810	$590	0.47%
56	PIMCO ETF TR	72201R635	13,073	$589	0.47%
57	VANGUARD INDEX FDS	922908611	2,942	$583	0.47%
58	VANGUARD INTL EQUITY INDEX F	922042718	5,075	$581	0.47%
59	GOLDMAN SACHS ETF TR	NVGLF	15,878	$529	0.42%
60	VANGUARD INDEX FDS	922908637	1,957	$528	0.42%
61	INTERCONTINENTAL EXCHANGE IN	45866F104	3,500	$522	0.42%
62	VANGUARD MALVERN FDS	922020805	10,715	$519	0.42%
63	BANK AMERICA CORP	060505104	11,456	$503	0.40%
64	ISHARES TR	464287200	796	$469	0.38%
65	PHILIP MORRIS INTL INC	718172109	3,809	$458	0.37%
66	ISHARES TR	464287879	4,114	$447	0.36%
67	ISHARES GOLD TR	IAU	9,030	$447	0.36%
68	VANGUARD WORLD FD	92204A702	716	$445	0.36%
69	VANGUARD INDEX FDS	922908512	2,744	$444	0.36%
70	PFIZER INC	PFE	16,538	$439	0.35%
71	DIMENSIONAL ETF TRUST	25434V849	8,811	$421	0.34%
72	VANGUARD SPECIALIZED FUNDS	921908844	2,136	$418	0.33%
73	INVESCO EXCHANGE TRADED FD T	IVZ	10,036	$405	0.32%
74	FRANKLIN TEMPLETON ETF TR	FGDL	14,869	$389	0.31%
75	FIDELITY COVINGTON TRUST	316092501	5,580	$383	0.31%
76	SPDR S&P 500 ETF TR	SPY	634	$372	0.30%
77	ISHARES TR	464287556	2,730	$361	0.29%
78	VANGUARD INDEX FDS	922908553	3,818	$340	0.27%
79	SPDR SER TR	78464A847	6,081	$333	0.27%
80	ISHARES TR	464288273	5,436	$330	0.26%
81	INTUITIVE SURGICAL INC	ISRG	604	$315	0.25%
82	AMAZON COM INC	AMZN	1,398	$307	0.25%
83	SPDR GOLD TR	GLD	1,268	$307	0.25%
84	ISHARES INC	46434G103	5,844	$305	0.24%
85	PALANTIR TECHNOLOGIES INC	PLTR	4,024	$304	0.24%
86	SSGA ACTIVE TR	78470P200	5,993	$281	0.23%
87	COCA COLA CO	KO	4,505	$280	0.22%
88	CAPITAL ONE FINL CORP	14040H105	1,568	$280	0.22%
89	ALPHABET INC	GOOG	1,455	$277	0.22%
90	ISHARES TR	46432F834	4,167	$276	0.22%
91	ALTRIA GROUP INC	MO	4,841	$253	0.20%
92	GOLDMAN SACHS GROUP INC	GSCE	421	$241	0.19%
93	ISHARES TR	464288679	2,044	$225	0.18%
94	J P MORGAN EXCHANGE TRADED F	46654Q716	4,228	$221	0.18%
95	INVESCO QQQ TR	IVZ	429	$219	0.18%
96	PIMCO NEW YORK MUN FD II	72200Y102	22,715	$163	0.13%
97	ROYCE GLOBAL TRUST INC	RGT	12,891	$138	0.11%
98	ELLSWORTH GROWTH & INCOME FD	289074106	12,794	$124	0.10%