Beckerman Institutional, LLC New Holdings in Q3 2024

Beckerman Institutional, LLC

  • $119 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
28K
New
$405.19 - $478.57 $11.4M - $13.4M
28K $12.9M
IDEV
Ishares Core Msci Intl Develop

ETFs
94.3K
New
$63.46 - $71.43 $5.98M - $6.73M
94.3K $6.68M
DBND
Doubleline ETF Tr Opportunisti

ETFs
122K
New
$44.93 - $47.6 $5.48M - $5.81M
122K $5.78M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
58.6K
New
$94.39 - $96.15 $5.53M - $5.63M
58.6K $5.62M
DFAI
Dimensional ETF Tr

ETFs
156K
New
$28.69 - $32.06 $4.48M - $5.01M
156K $4.96M
GOOGL
Alphabet Inc.

Communication Services
21.2K
New
$148.65 - $191.18 $3.15M - $4.05M
21.2K $3.51M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
101K
New
$31.05 - $34.29 $3.13M - $3.46M
101K $3.46M
GLDM
World Gold Trust

ETFs
61.6K
New
$46.2 - $53.01 $2.84M - $3.26M
61.6K $3.21M
DGS
Wisdomtree Emerging Markets Sm

ETFs
51.1K
New
$48.46 - $54.37 $2.47M - $2.78M
51.1K $2.74M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31.5K
New
$77.02 - $85.06 $2.43M - $2.68M
31.5K $2.66M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
22.5K
New
$98.99 - $101.51 $2.23M - $2.29M
22.5K $2.28M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
29.5K
New
$67.43 - $74.23 $1.99M - $2.19M
29.5K $2.15M
DFAT
Dimensional ETF Tr U S Target

ETFs
34.1K
New
$51.0 - $57.07 $1.74M - $1.94M
34.1K $1.9M
SCHO
Schwab Short Term Us Treasury

ETFs
37.2K
New
$47.93 - $49.06 $1.78M - $1.82M
37.2K $1.82M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
24.4K
New
$63.74 - $73.47 $1.56M - $1.79M
24.4K $1.75M
DGRO
Ishares Core Dividend Growth E

ETFs
27.1K
New
$57.47 - $62.76 $1.56M - $1.7M
27.1K $1.7M
DFAU
Dimensional ETF Tr

ETFs
41.1K
New
$35.8 - $39.69 $1.47M - $1.63M
41.1K $1.63M
JPIE
J P Morgan Exchange Traded Fd
34.9K
New
$45.17 - $46.39 $1.58M - $1.62M
34.9K $1.62M
Blackrock ETF Trust Ii
29.2K
New
N/A
29.2K $1.56M
META
Meta Platforms, Inc.

Communication Services
2.57K
New
$453.41 - $572.44 $1.16M - $1.47M
2.57K $1.47M
IEFA
Ishares Tr

ETFs
18.4K
New
$70.09 - $78.74 $1.29M - $1.45M
18.4K $1.44M
JEPI
J P Morgan Exchange Traded Fd

ETFs
23.7K
New
$54.98 - $59.51 $1.3M - $1.41M
23.7K $1.41M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
23K
New
$56.04 - $62.99 $1.29M - $1.45M
23K $1.41M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11.9K
New
$105.53 - $118.34 $1.25M - $1.41M
11.9K $1.39M
AAPL
Apple Inc.

Technology
5.92K
New
$207.23 - $234.82 $1.23M - $1.39M
5.92K $1.38M
TY
Tri Continental Corp

Financial Services
40.9K
New
$29.86 - $32.92 $1.22M - $1.35M
40.9K $1.35M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
76.2K
New
$16.35 - $18.0 $1.25M - $1.37M
76.2K $1.35M
FCOM
Fidelity Covington Tr Msci Com

ETFs
23.2K
New
$49.09 - $55.08 $1.14M - $1.28M
23.2K $1.28M
DFAE
Dimensional ETF Tr

ETFs
44.8K
New
$24.46 - $27.82 $1.1M - $1.25M
44.8K $1.23M
SCHC
Schwab Strategic Tr Intl Small

ETFs
30.9K
New
$34.48 - $38.87 $1.07M - $1.2M
30.9K $1.19M
PULS
Pgim ETF Tr

ETFs
23.1K
New
$49.47 - $49.8 $1.14M - $1.15M
23.1K $1.15M
BCV
Bancroft Fund LTD

Financial Services
67.3K
New
$15.63 - $16.77 $1.05M - $1.13M
67.3K $1.13M
ITA
Ishares Tr

ETFs
7.5K
New
$131.58 - $149.64 $987K - $1.12M
7.5K $1.12M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
40.9K
New
$24.39 - $25.28 $997K - $1.03M
40.9K $1.03M
ITB
Ishares Tr

ETFs
7.73K
New
$97.52 - $128.64 $754K - $995K
7.73K $983K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
29.5K
New
$29.23 - $33.51 $864K - $990K
29.5K $976K
Simplify Exchange Traded Fun
18.3K
New
N/A
18.3K $940K
Jpmorgan Chase Finl CO LLC
32.6K
New
N/A
32.6K $928K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
10.6K
New
$77.23 - $87.97 $816K - $930K
10.6K $918K
FREL
Fidelity Covington Tr Msci Rea

ETFs
29.7K
New
$25.07 - $29.94 $745K - $890K
29.7K $877K
VEA
Vanguard Ftse Developed Market

ETFs
15.6K
New
$47.6 - $53.31 $744K - $833K
15.6K $825K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8.39K
New
$85.84 - $85.84 $720K - $720K
8.39K $813K
MSFT
Microsoft Corp

Technology
1.78K
New
$395.15 - $467.56 $702K - $831K
1.78K $765K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.2K
New
$60.84 - $67.51 $682K - $757K
11.2K $757K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
57.5K
New
$12.0 - $13.08 $690K - $752K
57.5K $750K
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.8K
New
$113.41 - $125.62 $658K - $728K
5.8K $728K
VTI
Vanguard Total Stock Market Et

ETFs
2.55K
New
$255.18 - $283.2 $650K - $722K
2.55K $722K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.35K
New
$475.2 - $527.7 $640K - $710K
1.35K $710K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
16.7K
New
$39.37 - $41.68 $657K - $696K
16.7K $691K
Activity Summary
Buys All Purchases 96 New Holdings 96 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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