Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002043468

Beckerman Institutional, LLC

OCEAN GROVE, NJ · File #028-24414

Latest AUM
$178.1M
Positions
115
Top-10 Concentration
51.1%
Filings
6

Sector Allocation

Financials
5.7%$10.2M
Technology
2.3%$4.2M
Healthcare
0.9%$1.6M
Materials
0.1%$227,552

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1BERKSHIRE HATHAWAY INC DELBRK-A32,278$16.2M11.00%
2DIMENSIONAL ETF TRUST25434V203273,063$10.4M7.06%
3DOUBLELINE ETF TRUST25861R105210,540$9.8M6.62%
4ISHARES TR46435G32691,858$7.6M5.14%
5ALPHABET INCGOOG23,169$7.3M4.92%
6PIMCO ETF TR72201R71854,923$5.3M3.57%
7DIMENSIONAL ETF TRUST25434V708128,329$5.1M3.45%
8WORLD GOLD TRGLDW59,185$5.1M3.43%
9TCW ETF TRUST29287L700126,218$5.0M3.39%
10WISDOMTREE TRWT66,107$3.8M2.57%
11DIMENSIONAL ETF TRUST25434V80771,711$3.6M2.43%
12SCHWAB STRATEGIC TR808524797127,963$3.5M2.38%
13VANGUARD INDEX FDS92290862911,912$3.5M2.34%
14SCHWAB STRATEGIC TR808524862126,470$3.1M2.09%
15ISHARES TR46429B74727,196$2.8M1.89%
16J P MORGAN EXCHANGE TRADED F46641Q15960,124$2.8M1.89%
17DIMENSIONAL ETF TRUST25434V60944,469$2.6M1.80%
18FIDELITY COVINGTON TRUST31609260033,935$2.5M1.71%
19ISHARES INC46434G76433,994$2.5M1.68%
20BLACKROCK ETF TRUST IIBLK44,897$2.4M1.61%