BECKERMAN INSTITUTIONAL LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| BRK.B | BERKSHIRE HATHAWAY | 31,167 | +366 | +1.19% | $0.00 | 10.17% | 0.00% | 15,140,000 | 2025-06-30 | ||||||
| DBND | DOUBLELINE OPPORTUNISTIC BOND ETF | 188,922 | +13,721 | +7.83% | $0.00 | 5.87% | 0.00% | 8,736,000 | 2025-06-30 | ||||||
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 215,468 | +28,987 | +15.54% | $0.00 | 5.01% | 0.00% | 7,449,000 | 2025-06-30 | ||||||
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 97,283 | -1,545 | -1.56% | $67.43 | 4.97% | 0.04% | 7,397,000 | 2025-06-30 | ||||||
| LDUR | PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND | 65,433 | +1,592 | +2.49% | $0.00 | 4.21% | 0.00% | 6,270,000 | 2025-06-30 | ||||||
| DFAC | DIMENSIONAL US CORE EQUITY 2 ETF | 118,989 | +11,149 | +10.34% | $33.10 | 2.87% | 0.00% | 4,265,000 | 2025-06-30 | ||||||
| GLDM | SPDR GOLD MINISHARES TRUST | 63,907 | -1,892 | -2.88% | $49.78 | 2.81% | 0.03% | 4,187,000 | 2025-06-30 | ||||||
| GOOGL | ALPHABET | 22,467 | -69 | -0.31% | $167.52 | 2.66% | 0.00% | 3,959,000 | 2025-06-30 | ||||||
| FLXR | TCW FLEXIBLE INCOME ETF | 96,235 | +45,108 | +88.23% | $38.97 | 2.55% | 0.00% | 3,796,000 | 2025-06-30 | ||||||
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | 61,258 | +2,799 | +4.79% | $0.00 | 2.27% | 0.00% | 3,384,000 | 2025-06-30 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 11,268 | +971 | +9.43% | $0.00 | 2.12% | 0.00% | 3,153,000 | 2025-06-30 | ||||||
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 114,440 | +9,555 | +9.11% | $0.00 | 2.04% | 0.00% | 3,033,000 | 2025-06-30 | ||||||
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 115,746 | +18,367 | +18.86% | $0.00 | 1.90% | 0.00% | 2,822,000 | 2025-06-30 | ||||||
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 27,154 | +1,670 | +6.55% | $0.00 | 1.88% | 0.02% | 2,794,000 | 2025-06-30 | ||||||
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 63,204 | +11,303 | +21.78% | $0.00 | 1.82% | 0.00% | 2,707,000 | 2025-06-30 | ||||||
| JPIE | JPMORGAN INCOME ETF | 50,404 | +4,460 | +9.71% | $0.00 | 1.57% | 0.06% | 2,335,000 | 2025-06-30 | ||||||
| DFAT | DIMENSIONAL US TARGETED VALUE ETF | 41,226 | +3,095 | +8.12% | $0.00 | 1.50% | 0.00% | 2,225,000 | 2025-06-30 | ||||||
| BINC | BLACKROCK FLEXIBLE INCOME ETF | 41,176 | -2,297 | -5.28% | $52.88 | 1.46% | 0.02% | 2,176,000 | 2025-06-30 | ||||||
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | 32,844 | +270 | +0.83% | $71.15 | 1.41% | 0.00% | 2,100,000 | 2025-06-30 | ||||||
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | 24,220 | 0 | 0.00% | $68.84 | 1.30% | 0.00% | 1,940,000 | 2025-06-30 | ||||||
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 29,977 | +2,191 | +7.89% | $0.00 | 1.27% | 0.01% | 1,893,000 | 2025-06-30 | ||||||
| META | META | 2,533 | +45 | +1.81% | $513.59 | 1.26% | 0.00% | 1,869,000 | 2025-06-30 | ||||||
| MTBA | SIMPLIFY MBS ETF | 35,580 | +1,947 | +5.79% | $0.00 | 1.20% | 0.00% | 1,782,000 | 2025-06-30 | ||||||
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 41,755 | +4,206 | +11.20% | $0.00 | 1.19% | 0.00% | 1,778,000 | 2025-06-30 | ||||||
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 26,642 | -152 | -0.57% | $60.32 | 1.15% | 0.01% | 1,704,000 | 2025-06-30 | ||||||
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 56,577 | +5,165 | +10.05% | $0.00 | 1.10% | 0.00% | 1,638,000 | 2025-06-30 | ||||||
| IEFA | ISHARES CORE MSCI EAFE ETF | 19,306 | -224 | -1.15% | $74.59 | 1.08% | 0.00% | 1,612,000 | 2025-06-30 | ||||||
| PULS | PGIM ULTRA SHORT BOND ETF | 32,385 | -1,750 | -5.13% | $49.64 | 1.08% | 0.00% | 1,611,000 | 2025-06-30 | ||||||
| ITA | ISHARES US AEROSPACE & DEFENSE ETF | 7,938 | -64 | -0.80% | $141.60 | 1.01% | 0.02% | 1,497,000 | 2025-06-30 | ||||||
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 34,235 | -4,588 | -11.82% | $38.02 | 0.97% | 0.00% | 1,450,000 | 2025-06-30 | ||||||
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | 22,107 | -1,145 | -4.92% | $52.21 | 0.96% | 0.00% | 1,433,000 | 2025-06-30 | ||||||
| BCV | BANCROFT FUND | 75,779 | +16 | +0.02% | $16.43 | 0.96% | 0.00% | 1,432,000 | 2025-06-30 | ||||||
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETF | 49,792 | +14,918 | +42.78% | $0.00 | 0.90% | 0.00% | 1,346,000 | 2025-06-30 | ||||||
| TY | TRI-CONTINENTAL | 41,500 | -153 | -0.37% | $31.56 | 0.88% | 0.00% | 1,314,000 | 2025-06-30 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 11,998 | -1,164 | -8.84% | $113.73 | 0.88% | 0.00% | 1,311,000 | 2025-06-30 | ||||||
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 19,984 | -1,916 | -8.75% | $57.37 | 0.76% | 0.00% | 1,136,000 | 2025-06-30 | ||||||
| AAPL | APPLE | 5,474 | +100 | +1.86% | $222.52 | 0.75% | 0.00% | 1,123,000 | 2025-06-30 | ||||||
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | 29,478 | -64 | -0.22% | $31.56 | 0.68% | 0.00% | 1,016,000 | 2025-06-30 | ||||||
| MSFT | MICROSOFT | 1,936 | +42 | +2.22% | $426.10 | 0.65% | 0.00% | 963,000 | 2025-06-30 | ||||||
| SPLG | SPDR(R) PORTFOLIO S&P 500 ETF | 11,751 | 0 | 0.00% | $0.00 | 0.57% | 0.00% | 854,000 | 2025-06-30 | ||||||
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 14,647 | -1,055 | -6.72% | $50.61 | 0.56% | 0.00% | 835,000 | 2025-06-30 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 2,611 | 0 | 0.00% | $272.21 | 0.53% | 0.00% | 794,000 | 2025-06-30 | ||||||
| ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET ETF | 5,798 | 0 | 0.00% | $0.00 | 0.53% | 0.00% | 783,000 | 2025-06-30 | ||||||
| SLYV | SPDR(R) S & P 600 SMALL CAP VALUE ETF | 9,687 | -932 | -8.78% | $83.94 | 0.52% | 0.02% | 773,000 | 2025-06-30 | ||||||
| ITB | ISHARES US HOME CONSTRUCTION ETF | 8,215 | 0 | 0.00% | $114.08 | 0.51% | 0.04% | 765,000 | 2025-06-30 | ||||||
| PDN | INVESCO FTSE RAFI DEVELOPED MARKETS EX-US SMALL-MID ETF | 19,476 | -671 | -3.33% | $33.40 | 0.51% | 0.21% | 758,000 | 2025-06-30 | ||||||
| MINO | PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | 16,987 | 0 | 0.00% | $0.00 | 0.50% | 0.00% | 751,000 | 2025-06-30 | ||||||
| TOTL | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | 18,232 | -687 | -3.63% | $40.69 | 0.49% | 0.02% | 731,000 | 2025-06-30 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 1,274 | 0 | 0.00% | $512.52 | 0.49% | 0.00% | 724,000 | 2025-06-30 | ||||||
| NFJ | VIRTUS DIVIDEND INTEREST & PREMIUM STRATEGY FUND | 58,070 | -1,007 | -1.70% | $12.64 | 0.48% | 0.00% | 720,000 | 2025-06-30 | ||||||