Beckerman Institutional, LLC ETFs

Beckerman Institutional, LLC

$119 Million
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IDEV Ishares Core Msci Intl Develop	$0	$6.68 Million 5.62% of portfolio	94,276	Q3 2024 New
DBND Doubleline ETF Tr Opportunisti	$0	$5.78 Million 4.86% of portfolio	121,960	Q3 2024 New
LDUR Pimco Enhanced Low Duration Ac	$0	$5.62 Million 4.73% of portfolio	58,576	Q3 2024 New
DFAI Dimensional ETF Tr	$0	$4.96 Million 4.18% of portfolio	156,138	Q3 2024 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$3.46 Million 2.91% of portfolio	100,804	Q3 2024 New
GLDM World Gold Trust	$7.97B	$3.21 Million 2.7% of portfolio	61,576	Q3 2024 New
DGS Wisdomtree Emerging Markets Sm	$0	$2.74 Million 2.31% of portfolio	51,057	Q3 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$2.66 Million 2.24% of portfolio	31,517	Q3 2024 New
VO Vanguard Mid Cap ETF	$0	$2.3 Million 1.94% of portfolio	8,724	Q3 2024 New
STIP Ishares Barclays 0 5 Year Tips	$0	$2.28 Million 1.92% of portfolio	22,527	Q3 2024 New
FHLC Fidelity Covington Tr Msci Hea	$0	$2.15 Million 1.81% of portfolio	29,479	Q3 2024 New
DFAT Dimensional ETF Tr U S Target	$0	$1.9 Million 1.6% of portfolio	34,065	Q3 2024 New
SCHO Schwab Short Term Us Treasury	$0	$1.82 Million 1.53% of portfolio	37,186	Q3 2024 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$1.75 Million 1.47% of portfolio	24,415	Q3 2024 New
DGRO Ishares Core Dividend Growth E	$0	$1.7 Million 1.43% of portfolio	27,095	Q3 2024 New
DFAU Dimensional ETF Tr	$0	$1.63 Million 1.37% of portfolio	41,094	Q3 2024 New
IEFA Ishares Tr	$0	$1.44 Million 1.21% of portfolio	18,424	Q3 2024 New
JEPI J P Morgan Exchange Traded Fd	$0	$1.41 Million 1.19% of portfolio	23,708	Q3 2024 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$1.41 Million 1.19% of portfolio	23,037	Q3 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$1.39 Million 1.17% of portfolio	11,883	Q3 2024 New
ECAT Black Rock Esg Capital Allocation Trust	$0	$1.35 Million 1.14% of portfolio	76,235	Q3 2024 New
FCOM Fidelity Covington Tr Msci Com	$0	$1.28 Million 1.08% of portfolio	23,219	Q3 2024 New
DFAE Dimensional ETF Tr	$0	$1.23 Million 1.03% of portfolio	44,790	Q3 2024 New
SCHC Schwab Strategic Tr Intl Small	$0	$1.19 Million 1.0% of portfolio	30,948	Q3 2024 New
PULS Pgim ETF Tr	$0	$1.15 Million 0.97% of portfolio	23,067	Q3 2024 New
ITA Ishares Tr	$0	$1.12 Million 0.94% of portfolio	7,498	Q3 2024 New
UCON First Tr ETF Viii Tcw Unconstr	$0	$1.03 Million 0.87% of portfolio	40,895	Q3 2024 New
ITB Ishares Tr	$0	$983,000 0.83% of portfolio	7,732	Q3 2024 New
XSOE Wisdomtree Tr Emerging Mkts Ex	$0	$976,000 0.82% of portfolio	29,545	Q3 2024 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$918,000 0.77% of portfolio	10,568	Q3 2024 New
FREL Fidelity Covington Tr Msci Rea	$0	$877,000 0.74% of portfolio	29,736	Q3 2024 New
VEA Vanguard Ftse Developed Market	$0	$825,000 0.69% of portfolio	15,620	Q3 2024 New
MOAT Vaneck Morningstar Wide Moat E	$0	$813,000 0.68% of portfolio	8,385	Q3 2024 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$757,000 0.64% of portfolio	11,215	Q3 2024 New
ITOT Ishares Core S&P Total U.S. St	$0	$728,000 0.61% of portfolio	5,798	Q3 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$710,000 0.6% of portfolio	1,346	Q3 2024 New
TOTL Ssga Active ETF Tr Spdr Doblel	$0	$691,000 0.58% of portfolio	16,695	Q3 2024 New
PDN Invesco Fd Tr	$0	$667,000 0.56% of portfolio	18,987	Q3 2024 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$620,000 0.52% of portfolio	4,924	Q3 2024 New
GSIE Goldman Sachs ETF Tr Activebet	$0	$574,000 0.48% of portfolio	15,878	Q3 2024 New
VOX Vanguard Communication Service	$0	$556,000 0.47% of portfolio	3,827	Q3 2024 New
VBR Vanguard Small Cap Value ETF	$0	$551,000 0.46% of portfolio	2,742	Q3 2024 New
VV Vanguard Large Cap ETF	$0	$515,000 0.43% of portfolio	1,957	Q3 2024 New
MINO Pimco ETF Tr Municipal Income	$0	$482,000 0.41% of portfolio	10,437	Q3 2024 New
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$481,000 0.41% of portfolio	9,761	Q3 2024 New
IVV Ishares Core S&P 500 ETF	$0	$459,000 0.39% of portfolio	796	Q3 2024 New
IJS Ishares S&P Smallcap 600 Value	$0	$445,000 0.37% of portfolio	4,129	Q3 2024 New
VIG Vanguard Dividend Appreciation	$0	$423,000 0.36% of portfolio	2,136	Q3 2024 New
FLGB Franklin Templeton ETF Tr	$0	$422,000 0.36% of portfolio	14,774	Q3 2024 New
VGT Vanguard Information Technolog	$0	$420,000 0.35% of portfolio	716	Q3 2024 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beckerman Institutional, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beckerman Institutional, LLC with notifications on news.