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 | 30,801 | +2,573 | +9.12% | $0.00 | 12.05% | 0.00% | 16,404,000 | 2025-03-31 | ||||||
| DBND | DOUBLELINE OPPORTUNISTIC BOND ETF | 175,201 | +7,023 | +4.18% | $0.00 | 5.94% | 0.00% | 8,089,000 | 2025-03-31 | ||||||
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 98,828 | +4,797 | +5.10% | $67.44 | 5.00% | 0.04% | 6,808,000 | 2025-03-31 | ||||||
| LDUR | PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND | 63,841 | +2,366 | +3.85% | $0.00 | 4.50% | 0.00% | 6,127,000 | 2025-03-31 | ||||||
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 186,481 | +16,562 | +9.75% | $0.00 | 4.28% | 0.00% | 5,824,000 | 2025-03-31 | ||||||
| GLDM | SPDR GOLD MINISHARES TRUST | 65,799 | +3,342 | +5.35% | $0.00 | 2.99% | 0.03% | 4,072,000 | 2025-03-31 | ||||||
| DFAC | DIMENSIONAL US CORE EQUITY 2 ETF | 107,840 | -149 | -0.14% | $33.15 | 2.61% | 0.00% | 3,558,000 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 22,536 | +1,569 | +7.48% | $167.35 | 2.56% | 0.00% | 3,485,000 | 2025-03-31 | ||||||
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 104,885 | +4,817 | +4.81% | $0.00 | 2.15% | 0.00% | 2,933,000 | 2025-03-31 | ||||||
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | 58,459 | +3,850 | +7.05% | $0.00 | 2.07% | 0.00% | 2,824,000 | 2025-03-31 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 10,297 | +930 | +9.93% | $0.00 | 1.96% | 0.00% | 2,663,000 | 2025-03-31 | ||||||
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 25,484 | +1,882 | +7.97% | $0.00 | 1.94% | 0.02% | 2,637,000 | 2025-03-31 | ||||||
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 97,379 | +7,092 | +7.85% | $0.00 | 1.74% | 0.00% | 2,370,000 | 2025-03-31 | ||||||
| BINC | BLACKROCK FLEXIBLE INCOME ETF | 43,473 | +5,147 | +13.43% | $0.00 | 1.67% | 0.06% | 2,277,000 | 2025-03-31 | ||||||
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | 32,574 | +3,160 | +10.74% | $71.21 | 1.63% | 0.00% | 2,225,000 | 2025-03-31 | ||||||
| JPIE | JPMORGAN INCOME ETF | 45,944 | +4,107 | +9.82% | $0.00 | 1.56% | 0.06% | 2,117,000 | 2025-03-31 | ||||||
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 51,901 | +18,937 | +57.45% | $0.00 | 1.50% | 0.00% | 2,043,000 | 2025-03-31 | ||||||
| FLXR | TCW FLEXIBLE INCOME ETF | 51,127 | +51,127 | Open | $38.90 | 1.47% | 0.00% | 2,003,000 | 2025-03-31 | ||||||
| DFAT | DIMENSIONAL US TARGETED VALUE ETF | 38,131 | +2,432 | +6.81% | $0.00 | 1.44% | 0.00% | 1,963,000 | 2025-03-31 | ||||||
| PULS | PGIM ULTRA SHORT BOND ETF | 34,135 | -250 | -0.73% | $49.18 | 1.25% | 0.00% | 1,698,000 | 2025-03-31 | ||||||
| MTBA | SIMPLIFY MBS ETF | 33,633 | +2,200 | +7.00% | $0.00 | 1.24% | 0.00% | 1,686,000 | 2025-03-31 | ||||||
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 26,794 | +2 | +0.01% | $60.29 | 1.22% | 0.01% | 1,655,000 | 2025-03-31 | ||||||
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | 24,220 | 0 | 0.00% | $68.84 | 1.21% | 0.00% | 1,649,000 | 2025-03-31 | ||||||
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 27,786 | +2,749 | +10.98% | $0.00 | 1.12% | 0.01% | 1,531,000 | 2025-03-31 | ||||||
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 38,823 | -777 | -1.96% | $38.02 | 1.10% | 0.00% | 1,492,000 | 2025-03-31 | ||||||
| IEFA | ISHARES CORE MSCI EAFE ETF | 19,530 | +1,059 | +5.73% | $0.00 | 1.09% | 0.00% | 1,477,000 | 2025-03-31 | ||||||
| META | META | 2,488 | +6 | +0.24% | $512.09 | 1.05% | 0.00% | 1,434,000 | 2025-03-31 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 13,162 | +369 | +2.88% | $0.00 | 1.01% | 0.00% | 1,376,000 | 2025-03-31 | ||||||
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 37,549 | +3,821 | +11.33% | $0.00 | 0.99% | 0.00% | 1,347,000 | 2025-03-31 | ||||||
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 51,412 | +3,589 | +7.50% | $0.00 | 0.98% | 0.00% | 1,331,000 | 2025-03-31 | ||||||
| BCV | BANCROFT FUND | 75,763 | +8,954 | +13.40% | $16.43 | 0.97% | 0.00% | 1,319,000 | 2025-03-31 | ||||||
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | 23,252 | -71 | -0.30% | $52.16 | 0.96% | 0.00% | 1,308,000 | 2025-03-31 | ||||||
| TY | TRI-CONTINENTAL | 41,653 | +21 | +0.05% | $0.00 | 0.94% | 0.00% | 1,278,000 | 2025-03-31 | ||||||
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 21,900 | -2,066 | -8.62% | $57.37 | 0.92% | 0.00% | 1,251,000 | 2025-03-31 | ||||||
| ITA | ISHARES US AEROSPACE & DEFENSE ETF | 8,002 | +270 | +3.49% | $0.00 | 0.90% | 0.02% | 1,225,000 | 2025-03-31 | ||||||
| AAPL | APPLE | 5,374 | -213 | -3.81% | $222.95 | 0.88% | 0.00% | 1,194,000 | 2025-03-31 | ||||||
| UCON | FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF | 41,184 | -4,720 | -10.28% | $24.91 | 0.75% | 0.00% | 1,019,000 | 2025-03-31 | ||||||
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETF | 34,874 | +4,307 | +14.09% | $0.00 | 0.70% | 0.00% | 958,000 | 2025-03-31 | ||||||
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | 29,542 | +163 | +0.55% | $31.54 | 0.67% | 0.00% | 912,000 | 2025-03-31 | ||||||
| SLYV | SPDR(R) S & P 600 SMALL CAP VALUE ETF | 10,619 | 0 | 0.00% | $0.00 | 0.61% | 0.02% | 833,000 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 15,702 | +214 | +1.38% | $50.61 | 0.59% | 0.00% | 798,000 | 2025-03-31 | ||||||
| ITB | ISHARES US HOME CONSTRUCTION ETF | 8,215 | +610 | +8.02% | $114.08 | 0.57% | 0.03% | 782,000 | 2025-03-31 | ||||||
| SPLG | SPDR(R) PORTFOLIO S&P 500 ETF | 11,751 | +507 | +4.51% | $0.00 | 0.57% | 0.00% | 773,000 | 2025-03-31 | ||||||
| TOTL | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | 18,919 | +3,754 | +24.75% | $40.64 | 0.56% | 0.02% | 762,000 | 2025-03-31 | ||||||
| MINO | PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | 16,987 | +3,914 | +29.94% | $0.00 | 0.56% | 0.00% | 760,000 | 2025-03-31 | ||||||
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 27,564 | +3,570 | +14.88% | $0.00 | 0.53% | 0.00% | 726,000 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 2,611 | +96 | +3.82% | $272.21 | 0.53% | 0.00% | 718,000 | 2025-03-31 | ||||||
| NFJ | VIRTUS DIVIDEND INTEREST & PREMIUM STRATEGY FUND | 59,077 | +964 | +1.66% | $0.00 | 0.53% | 0.00% | 717,000 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 1,894 | -57 | -2.92% | $426.12 | 0.52% | 0.00% | 711,000 | 2025-03-31 | ||||||
| ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET ETF | 5,798 | 0 | 0.00% | $0.00 | 0.52% | 0.00% | 707,000 | 2025-03-31 | ||||||