13F HOLDINGS REPORT

Beckerman Institutional, LLC

Quarter ended Q1 2025 · Filed May 5, 2025 · Accession 0002043468-25-000003

Total Value

$138,110

Positions

102

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (102)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	BERKSHIRE HATHAWAY INC DEL	BRK-A	30,801	$16,404	11.88%
2	DOUBLELINE ETF TRUST	25861R105	175,201	$8,089	5.86%
3	ISHARES TR	46435G326	98,828	$6,808	4.93%
4	PIMCO ETF TR	72201R718	63,841	$6,127	4.44%
5	DIMENSIONAL ETF TRUST	25434V203	186,481	$5,824	4.22%
6	WORLD GOLD TR	GLDW	65,799	$4,072	2.95%
7	DIMENSIONAL ETF TRUST	25434V708	107,840	$3,558	2.58%
8	ALPHABET INC	GOOG	22,536	$3,485	2.52%
9	SCHWAB STRATEGIC TR	808524797	104,885	$2,933	2.12%
10	WISDOMTREE TR	WT	58,459	$2,824	2.04%
11	VANGUARD INDEX FDS	922908629	10,297	$2,663	1.93%
12	ISHARES TR	46429B747	25,484	$2,637	1.91%
13	SCHWAB STRATEGIC TR	808524862	97,379	$2,370	1.72%
14	BLACKROCK ETF TRUST II	BLK	43,473	$2,277	1.65%
15	FIDELITY COVINGTON TRUST	316092600	32,574	$2,225	1.61%
16	J P MORGAN EXCHANGE TRADED F	46641Q159	45,944	$2,117	1.53%
17	DIMENSIONAL ETF TRUST	25434V807	51,901	$2,043	1.48%
18	TCW ETF TRUST	29287L700	51,127	$2,003	1.45%
19	DIMENSIONAL ETF TRUST	25434V609	38,131	$1,963	1.42%
20	PGIM ETF TR	69344A107	34,135	$1,698	1.23%
21	SIMPLIFY EXCHANGE TRADED FUN	82889N525	33,633	$1,686	1.22%
22	ISHARES TR	46434V621	26,794	$1,655	1.20%
23	FIDELITY COMWLTH TR	315912808	24,220	$1,649	1.19%
24	ISHARES INC	46434G764	27,786	$1,531	1.11%
25	DIMENSIONAL ETF TRUST	25434V104	38,823	$1,492	1.08%
26	ISHARES TR	46432F842	19,530	$1,477	1.07%
27	META PLATFORMS INC	META	2,488	$1,434	1.04%
28	ISHARES TR	464287804	13,162	$1,376	1.00%
29	SCHWAB STRATEGIC TR	808524888	37,549	$1,347	0.98%
30	DIMENSIONAL ETF TRUST	25434V302	51,412	$1,331	0.96%
31	BANCROFT FD LTD	059695106	75,763	$1,319	0.96%
32	FIDELITY COVINGTON TRUST	316092873	23,252	$1,308	0.95%
33	TRI CONTL CORP	895436103	41,653	$1,278	0.93%
34	J P MORGAN EXCHANGE TRADED F	46641Q332	21,900	$1,251	0.91%
35	JPMORGAN CHASE FINL CO LLC	VYLD	37,973	$1,233	0.89%
36	ISHARES TR	464288760	8,002	$1,225	0.89%
37	APPLE INC	AAPL	5,374	$1,194	0.86%
38	FIRST TR EXCHNG TRADED FD VI	33740F888	41,184	$1,019	0.74%
39	FIDELITY COVINGTON TRUST	316092857	34,874	$958	0.69%
40	WISDOMTREE TR	WT	29,542	$912	0.66%
41	SPDR SER TR	78464A300	10,619	$833	0.60%
42	VANGUARD TAX-MANAGED FDS	921943858	15,702	$798	0.58%
43	ISHARES TR	464288752	8,215	$782	0.57%
44	VANGUARD INSTL INDEX FD	922040845	10,250	$773	0.56%
45	SPDR SER TR	78464A854	11,751	$773	0.56%
46	SSGA ACTIVE ETF TR	78467V848	18,919	$762	0.55%
47	PIMCO ETF TR	72201R635	16,987	$760	0.55%
48	PIMCO ETF TR	72201R585	27,564	$726	0.53%
49	VANGUARD INDEX FDS	922908769	2,611	$718	0.52%
50	VIRTUS DIVIDEND INTEREST & P	NFJ	59,077	$717	0.52%
51	MICROSOFT CORP	MSFT	1,894	$711	0.51%
52	ISHARES TR	464287150	5,798	$707	0.51%
53	INVESCO EXCH TRADED FD TR II	IVZ	20,147	$674	0.49%
54	VANECK ETF TRUST	92189F643	7,643	$673	0.49%
55	BLACKROCK ESG CAP ALLC TERM	BLK	42,245	$666	0.48%
56	VANGUARD INDEX FDS	922908363	1,274	$655	0.47%
57	JPMORGAN CHASE & CO.	VYLD	2,501	$613	0.44%
58	PHILIP MORRIS INTL INC	718172109	3,809	$605	0.44%
59	INTERCONTINENTAL EXCHANGE IN	45866F104	3,500	$604	0.44%
60	VANGUARD INTL EQUITY INDEX F	922042718	5,140	$594	0.43%
61	VANGUARD MALVERN FDS	922020805	11,595	$579	0.42%
62	VANGUARD INDEX FDS	922908611	3,104	$578	0.42%
63	GOLDMAN SACHS ETF TR	NVGLF	15,878	$566	0.41%
64	VANGUARD WORLD FD	92204A884	3,759	$558	0.40%
65	ISHARES GOLD TR	IAU	9,143	$539	0.39%
66	VANGUARD SPECIALIZED FUNDS	921908844	2,736	$531	0.38%
67	VANGUARD INDEX FDS	922908637	1,957	$503	0.36%
68	FRANKLIN TEMPLETON ETF TR	FGDL	16,899	$484	0.35%
69	ISHARES TR	464287879	4,752	$463	0.34%
70	BANK AMERICA CORP	060505104	10,945	$457	0.33%
71	PFIZER INC	PFE	17,635	$447	0.32%
72	ISHARES TR	464287200	796	$447	0.32%
73	VANGUARD INDEX FDS	922908512	2,745	$441	0.32%
74	VANGUARD WORLD FD	92204A702	787	$427	0.31%
75	DIMENSIONAL ETF TRUST	25434V849	8,856	$421	0.30%
76	INVESCO EXCHANGE TRADED FD T	IVZ	10,036	$406	0.29%
77	SPDR GOLD TR	GLD	1,391	$401	0.29%
78	FIDELITY COVINGTON TRUST	316092501	5,693	$396	0.29%
79	GABELLI GLOBAL SMALL & MID C	GGZ	30,325	$364	0.26%
80	VANGUARD INDEX FDS	922908553	4,000	$362	0.26%
81	SPDR S&P 500 ETF TR	SPY	634	$355	0.26%
82	COCA COLA CO	KO	4,923	$353	0.26%
83	ISHARES TR	464287556	2,751	$352	0.25%
84	ISHARES INC	46434G103	6,039	$326	0.24%
85	SPDR SER TR	78464A847	6,081	$311	0.23%
86	INTUITIVE SURGICAL INC	ISRG	604	$299	0.22%
87	ISHARES TR	46432F834	4,264	$298	0.22%
88	GOLDMAN SACHS GROUP INC	GSCE	541	$296	0.21%
89	ALTRIA GROUP INC	MO	4,841	$291	0.21%
90	ISHARES TR	464288273	4,561	$290	0.21%
91	CAPITAL ONE FINL CORP	14040H105	1,568	$281	0.20%
92	PIMCO NEW YORK MUN FD II	72200Y102	39,104	$277	0.20%
93	AMAZON COM INC	AMZN	1,383	$263	0.19%
94	SSGA ACTIVE TR	78470P200	5,473	$259	0.19%
95	ALPHABET INC	GOOG	1,491	$233	0.17%
96	ISHARES TR	464288679	2,099	$232	0.17%
97	J P MORGAN EXCHANGE TRADED F	46654Q716	4,231	$226	0.16%
98	AT&T INC	T-PC	7,306	$207	0.15%
99	INVESCO QQQ TR	IVZ	429	$201	0.15%
100	INNOVATOR ETFS TRUST	INHD	6,186	$200	0.14%
101	ROYCE GLOBAL TRUST INC	RGT	12,891	$135	0.10%
102	ELLSWORTH GROWTH & INCOME FD	289074106	12,794	$116	0.08%