13F HOLDINGS REPORT

Beckerman Institutional, LLC

Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0002043468-25-000004

Total Value

$150,604

Positions

108

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (108)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	BERKSHIRE HATHAWAY INC DEL	BRK-A	31,167	$15,140	10.05%
2	DOUBLELINE ETF TRUST	25861R105	188,922	$8,736	5.80%
3	DIMENSIONAL ETF TRUST	25434V203	215,468	$7,449	4.95%
4	ISHARES TR	46435G326	97,283	$7,397	4.91%
5	PIMCO ETF TR	72201R718	65,433	$6,270	4.16%
6	DIMENSIONAL ETF TRUST	25434V708	118,989	$4,265	2.83%
7	WORLD GOLD TR	GLDW	63,907	$4,187	2.78%
8	ALPHABET INC	GOOG	22,467	$3,959	2.63%
9	TCW ETF TRUST	29287L700	96,235	$3,796	2.52%
10	WISDOMTREE TR	WT	61,258	$3,384	2.25%
11	VANGUARD INDEX FDS	922908629	11,268	$3,153	2.09%
12	SCHWAB STRATEGIC TR	808524797	114,440	$3,033	2.01%
13	SCHWAB STRATEGIC TR	808524862	115,746	$2,822	1.87%
14	ISHARES TR	46429B747	27,154	$2,794	1.86%
15	DIMENSIONAL ETF TRUST	25434V807	63,204	$2,707	1.80%
16	J P MORGAN EXCHANGE TRADED F	46641Q159	50,404	$2,335	1.55%
17	DIMENSIONAL ETF TRUST	25434V609	41,226	$2,225	1.48%
18	BLACKROCK ETF TRUST II	BLK	41,176	$2,176	1.44%
19	FIDELITY COVINGTON TRUST	316092600	32,844	$2,100	1.39%
20	FIDELITY COMWLTH TR	315912808	24,220	$1,940	1.29%
21	ISHARES INC	46434G764	29,977	$1,893	1.26%
22	META PLATFORMS INC	META	2,533	$1,869	1.24%
23	SIMPLIFY EXCHANGE TRADED FUN	82889N525	35,580	$1,782	1.18%
24	SCHWAB STRATEGIC TR	808524888	41,755	$1,778	1.18%
25	ISHARES TR	46434V621	26,642	$1,704	1.13%
26	DIMENSIONAL ETF TRUST	25434V302	56,577	$1,638	1.09%
27	ISHARES TR	46432F842	19,306	$1,612	1.07%
28	PGIM ETF TR	69344A107	32,385	$1,611	1.07%
29	ISHARES TR	464288760	7,938	$1,497	0.99%
30	DIMENSIONAL ETF TRUST	25434V104	34,235	$1,450	0.96%
31	FIDELITY COVINGTON TRUST	316092873	22,107	$1,433	0.95%
32	BANCROFT FD LTD	059695106	75,779	$1,432	0.95%
33	FIDELITY COVINGTON TRUST	316092857	49,792	$1,346	0.89%
34	TRI CONTL CORP	895436103	41,500	$1,314	0.87%
35	ISHARES TR	464287804	11,998	$1,311	0.87%
36	J P MORGAN EXCHANGE TRADED F	46641Q332	19,984	$1,136	0.75%
37	JPMORGAN CHASE FINL CO LLC	VYLD	37,442	$1,133	0.75%
38	APPLE INC	AAPL	5,474	$1,123	0.75%
39	WISDOMTREE TR	WT	29,478	$1,016	0.67%
40	MICROSOFT CORP	MSFT	1,936	$963	0.64%
41	SPDR SERIES TRUST	78464A854	11,751	$854	0.57%
42	VANGUARD TAX-MANAGED FDS	921943858	14,647	$835	0.55%
43	VANGUARD INDEX FDS	922908769	2,611	$794	0.53%
44	ISHARES TR	464287150	5,798	$783	0.52%
45	SPDR SERIES TRUST	78464A300	9,687	$773	0.51%
46	ISHARES TR	464288752	8,215	$765	0.51%
47	INVESCO EXCH TRADED FD TR II	IVZ	19,476	$758	0.50%
48	PIMCO ETF TR	72201R635	16,987	$751	0.50%
49	SSGA ACTIVE ETF TR	78467V848	18,232	$731	0.49%
50	VANGUARD INDEX FDS	922908363	1,274	$724	0.48%
51	VIRTUS DIVIDEND INTEREST & P	NFJ	58,070	$720	0.48%
52	JPMORGAN CHASE & CO.	VYLD	2,401	$696	0.46%
53	PHILIP MORRIS INTL INC	718172109	3,809	$694	0.46%
54	VANGUARD INTL EQUITY INDEX F	922042718	5,140	$691	0.46%
55	PIMCO ETF TR	72201R585	25,986	$690	0.46%
56	VANECK ETF TRUST	92189F643	7,338	$688	0.46%
57	VANGUARD WORLD FD	92204A884	3,759	$643	0.43%
58	INTERCONTINENTAL EXCHANGE IN	45866F104	3,500	$642	0.43%
59	BLACKROCK ESG CAP ALLC TERM	BLK	38,919	$625	0.41%
60	GOLDMAN SACHS ETF TR	NVGLF	15,714	$623	0.41%
61	VANGUARD INDEX FDS	922908611	3,023	$590	0.39%
62	VANGUARD MALVERN FDS	922020805	11,595	$583	0.39%
63	VANGUARD INSTL INDEX FD	922040845	7,500	$567	0.38%
64	VANGUARD SPECIALIZED FUNDS	921908844	2,736	$560	0.37%
65	VANGUARD INDEX FDS	922908637	1,957	$558	0.37%
66	GABELLI GLOBAL SMALL & MID C	GGZ	41,874	$558	0.37%
67	BANK AMERICA CORP	060505104	10,865	$514	0.34%
68	VANGUARD WORLD FD	92204A702	772	$512	0.34%
69	FRANKLIN TEMPLETON ETF TR	FGDL	16,366	$501	0.33%
70	ISHARES TR	464287200	796	$494	0.33%
71	ISHARES GOLD TR	IAU	7,879	$491	0.33%
72	ISHARES TR	464287879	4,696	$467	0.31%
73	DIMENSIONAL ETF TRUST	25434V849	9,057	$430	0.29%
74	INVESCO EXCHANGE TRADED FD T	IVZ	10,036	$424	0.28%
75	PFIZER INC	PFE	17,444	$423	0.28%
76	FIDELITY COVINGTON TRUST	316092501	5,673	$420	0.28%
77	VANGUARD INDEX FDS	922908512	2,388	$393	0.26%
78	PIMCO NEW YORK MUN FD II	72200Y102	57,744	$388	0.26%
79	SPDR GOLD TR	GLD	1,268	$387	0.26%
80	FIRST TR EXCHNG TRADED FD VI	33740F888	15,007	$374	0.25%
81	VANGUARD INDEX FDS	922908553	4,000	$356	0.24%
82	ISHARES INC	46434G103	5,872	$352	0.23%
83	COCA COLA CO	KO	4,923	$348	0.23%
84	SPDR SERIES TRUST	78468R853	8,114	$346	0.23%
85	ISHARES TR	464287556	2,682	$339	0.23%
86	CAPITAL ONE FINL CORP	14040H105	1,579	$336	0.22%
87	SPDR SERIES TRUST	78464A847	6,081	$331	0.22%
88	INTUITIVE SURGICAL INC	ISRG	604	$328	0.22%
89	GOLDMAN SACHS GROUP INC	GSCE	450	$319	0.21%
90	ISHARES TR	46432F834	4,113	$318	0.21%
91	PIMCO ETF TR	72201R866	6,173	$317	0.21%
92	AMAZON COM INC	AMZN	1,412	$310	0.21%
93	CAPITAL GROUP NEW GEOGRAPHY	14021N105	10,752	$310	0.21%
94	ISHARES TR	464288273	4,026	$293	0.19%
95	ALTRIA GROUP INC	MO	4,841	$284	0.19%
96	PALANTIR TECHNOLOGIES INC	PLTR	2,026	$276	0.18%
97	SPDR S&P 500 ETF TR	SPY	443	$274	0.18%
98	ALPHABET INC	GOOG	1,376	$244	0.16%
99	INVESCO QQQ TR	IVZ	429	$237	0.16%
100	J P MORGAN EXCHANGE TRADED F	46654Q716	4,234	$227	0.15%
101	ISHARES TR	464288679	1,968	$217	0.14%
102	AT&T INC	T-PC	7,310	$212	0.14%
103	INNOVATOR ETFS TRUST	INHD	6,186	$212	0.14%
104	SPDR SERIES TRUST	78464A631	977	$206	0.14%
105	STRYKER CORPORATION	SYK	507	$201	0.13%
106	ROYCE GLOBAL TRUST INC	RGT	12,891	$155	0.10%
107	ELLSWORTH GROWTH & INCOME FD	289074106	12,794	$131	0.09%
108	TORTOISE CAPITAL SERIES TRUS	890930209	11,172	$102	0.07%