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
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 32,278 | $16.2M | 11.00% |
| 2 | DIMENSIONAL ETF TRUST | 25434V203 | 273,063 | $10.4M | 7.06% |
| 3 | DOUBLELINE ETF TRUST | 25861R105 | 210,540 | $9.8M | 6.62% |
| 4 | ISHARES TR | 46435G326 | 91,858 | $7.6M | 5.14% |
| 5 | ALPHABET INC | GOOG | 23,169 | $7.3M | 4.92% |
| 6 | PIMCO ETF TR | 72201R718 | 54,923 | $5.3M | 3.57% |
| 7 | DIMENSIONAL ETF TRUST | 25434V708 | 128,329 | $5.1M | 3.45% |
| 8 | WORLD GOLD TR | GLDW | 59,185 | $5.1M | 3.43% |
| 9 | TCW ETF TRUST | 29287L700 | 126,218 | $5.0M | 3.39% |
| 10 | WISDOMTREE TR | WT | 66,107 | $3.8M | 2.57% |
| 11 | DIMENSIONAL ETF TRUST | 25434V807 | 71,711 | $3.6M | 2.43% |
| 12 | SCHWAB STRATEGIC TR | 808524797 | 127,963 | $3.5M | 2.38% |
| 13 | VANGUARD INDEX FDS | 922908629 | 11,912 | $3.5M | 2.34% |
| 14 | SCHWAB STRATEGIC TR | 808524862 | 126,470 | $3.1M | 2.09% |
| 15 | ISHARES TR | 46429B747 | 27,196 | $2.8M | 1.89% |
| 16 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 60,124 | $2.8M | 1.89% |
| 17 | DIMENSIONAL ETF TRUST | 25434V609 | 44,469 | $2.6M | 1.80% |
| 18 | FIDELITY COVINGTON TRUST | 316092600 | 33,935 | $2.5M | 1.71% |
| 19 | ISHARES INC | 46434G764 | 33,994 | $2.5M | 1.68% |
| 20 | BLACKROCK ETF TRUST II | BLK | 44,897 | $2.4M | 1.61% |