13F-HR filed by Beckerman Institutional, LLC
Beckerman Institutional, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-29, with 98 holding rows worth $124,881,000.
- Accession
- 0002043468-25-000001
- Filer
- CIK 2043468
- Filed
- 2025-01-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 98 entries on the cover page, a total value of $124,881,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $124,881,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-24414. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc | 084670702 | COM | 28,228 | $12,795,000 | thousands, detected and multiplied | |
| DOUBLELINE ETF TRUST | 25861R105 | OPPO CORE BD ETF | 168,178 | $7,616,000 | thousands, detected and multiplied | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 94,031 | $6,062,000 | thousands, detected and multiplied | |
| PIMCO ETF TR | 72201R718 | ENHNCD LW DUR AC | 61,475 | $5,840,000 | thousands, detected and multiplied | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 169,919 | $4,962,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 20,967 | $3,969,000 | thousands, detected and multiplied | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 107,989 | $3,735,000 | thousands, detected and multiplied | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 62,457 | $3,247,000 | thousands, detected and multiplied | |
| SCHD | 808524797 | COM | 100,068 | $2,734,000 | thousands, detected and multiplied | |
| WISDOMTREE TR | 97717W281 | EMG MKTS SMCAP | 54,609 | $2,671,000 | thousands, detected and multiplied | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 9,367 | $2,474,000 | thousands, detected and multiplied | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 23,602 | $2,374,000 | thousands, detected and multiplied | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 90,287 | $2,172,000 | thousands, detected and multiplied | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 38,326 | $1,994,000 | thousands, detected and multiplied | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 35,699 | $1,987,000 | thousands, detected and multiplied | |
| FIDELITY COVINGTON TRUST | 316092600 | MSCI HLTH CARE I | 29,414 | $1,922,000 | thousands, detected and multiplied | |
| JPMORGAN INCOME ETF | 46641Q159 | ETF | 41,837 | $1,909,000 | thousands, detected and multiplied | |
| FIDELITY COMWLTH TR | 315912808 | COM | 24,220 | $1,842,000 | thousands, detected and multiplied | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 34,385 | $1,704,000 | thousands, detected and multiplied | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 26,792 | $1,643,000 | thousands, detected and multiplied | |
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 39,600 | $1,603,000 | thousands, detected and multiplied | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N525 | MBS ETF | 31,433 | $1,562,000 | thousands, detected and multiplied | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 12,793 | $1,474,000 | thousands, detected and multiplied | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,482 | $1,453,000 | thousands, detected and multiplied | |
| Apple Inc | 037833100 | COM | 5,587 | $1,399,000 | thousands, detected and multiplied | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 25,037 | $1,388,000 | thousands, detected and multiplied | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 23,966 | $1,379,000 | thousands, detected and multiplied | |
| FIDELITY COVINGTON TRUST | 316092873 | MSCI COMMNTN SVC | 23,323 | $1,369,000 | thousands, detected and multiplied | |
| TRI CONTL CORP | 895436103 | COM | 41,632 | $1,319,000 | thousands, detected and multiplied | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 18,471 | $1,298,000 | thousands, detected and multiplied | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 47,823 | $1,213,000 | thousands, detected and multiplied | |
| BANCROFT FUND LIMITED | 059695106 | COM | 66,809 | $1,183,000 | thousands, detected and multiplied | |
| Dimensional International Value ETF | 25434V807 | SHS | 32,964 | $1,170,000 | thousands, detected and multiplied | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 33,728 | $1,158,000 | thousands, detected and multiplied | |
| FIRST TR EXCHNG TRADED FD VI | 33740F888 | TCW UNCONSTRAI | 45,904 | $1,132,000 | thousands, detected and multiplied | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 7,732 | $1,124,000 | thousands, detected and multiplied | |
| JPMORGAN CHASE FINL CO LLC | 48133Q309 | CAL LKD 44 | 33,619 | $992,000 | thousands, detected and multiplied | |
| SPDR S&P 600 Small Cap Value ETF | 78464A300 | SHS | 10,619 | $927,000 | thousands, detected and multiplied | |
| WISDOMTREE TR | 97717X578 | EM EX ST-OWNED | 29,379 | $895,000 | thousands, detected and multiplied | |
| BLACKROCK ESG CAP ALLC TR | 09262F100 | SHS BEN INT | 51,585 | $846,000 | thousands, detected and multiplied | |
| Fidelity MSCI Real Estate Index ETF | 316092857 | SHS | 30,567 | $826,000 | thousands, detected and multiplied | |
| Microsoft Corp | 594918104 | COM | 1,951 | $822,000 | thousands, detected and multiplied | |
| ISHARES TR | 464288752 | US HOME CONS ETF | 7,605 | $786,000 | thousands, detected and multiplied | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 8,404 | $779,000 | thousands, detected and multiplied | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 11,244 | $775,000 | thousands, detected and multiplied | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 5,798 | $746,000 | thousands, detected and multiplied | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 15,488 | $741,000 | thousands, detected and multiplied | |
| VIRTUS DIVIDEND, INTEREST & PR | 92840R101 | COM | 58,113 | $734,000 | thousands, detected and multiplied | |
| VTI | 922908769 | COM | 2,515 | $729,000 | thousands, detected and multiplied | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 23,994 | $622,000 | thousands, detected and multiplied | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,584 | $619,000 | thousands, detected and multiplied | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,141 | $615,000 | thousands, detected and multiplied | |
| SSGA ACTIVE ETF TR | 78467V848 | ST STR TOTAL ETF | 15,165 | $597,000 | thousands, detected and multiplied | |
| INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF | 46138E735 | ETF | 18,769 | $593,000 | thousands, detected and multiplied | |
| Vanguard Communication Services ETF | 92204A884 | SHS | 3,810 | $590,000 | thousands, detected and multiplied | |
| PIMCO ETF TR | 72201R635 | MUNI INCOME OPP | 13,073 | $589,000 | thousands, detected and multiplied | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 2,942 | $583,000 | thousands, detected and multiplied | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 5,075 | $581,000 | thousands, detected and multiplied | |
| GOLDMAN SACHS ETF TR | 381430107 | ACTIVEBETA INT | 15,878 | $529,000 | thousands, detected and multiplied | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 1,957 | $528,000 | thousands, detected and multiplied | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 3,500 | $522,000 | thousands, detected and multiplied | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 10,715 | $519,000 | thousands, detected and multiplied | |
| Bank of America Corp | 060505104 | COM | 11,456 | $503,000 | thousands, detected and multiplied | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 796 | $469,000 | thousands, detected and multiplied | |
| Philip Morris International Inc. | 718172109 | COM | 3,809 | $458,000 | thousands, detected and multiplied | |
| iShares Gold Trust | 464285204 | COM | 9,030 | $447,000 | thousands, detected and multiplied | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 4,114 | $447,000 | thousands, detected and multiplied | |
| VGT | 92204A702 | SHS | 716 | $445,000 | thousands, detected and multiplied | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 2,744 | $444,000 | thousands, detected and multiplied | |
| Pfizer Inc. | 717081103 | COM | 16,538 | $439,000 | thousands, detected and multiplied | |
| DIMENSIONAL ETF TRUST | 25434V849 | NATL MUN BD ETF | 8,811 | $421,000 | thousands, detected and multiplied | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 2,136 | $418,000 | thousands, detected and multiplied | |
| INVESCO EXCHANGE TRADED FD T | 46137V613 | RAFI US 1000 ETF | 10,036 | $405,000 | thousands, detected and multiplied | |
| FRANKLIN TEMPLETON ETF TR | 35473P678 | FTSE UNTD KGDM | 14,869 | $389,000 | thousands, detected and multiplied | |
| FIDELITY COVINGTON TRUST | 316092501 | MSCI FINLS IDX | 5,580 | $383,000 | thousands, detected and multiplied | |
| SPY | 78462F103 | SHS | 634 | $372,000 | thousands, detected and multiplied | |
| ISHARES TR | 464287556 | ISHARES BIOTECH | 2,730 | $361,000 | thousands, detected and multiplied | |
| Vanguard Real Estate | 922908553 | SHS | 3,818 | $340,000 | thousands, detected and multiplied | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 6,081 | $333,000 | thousands, detected and multiplied | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 5,436 | $330,000 | thousands, detected and multiplied | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 604 | $315,000 | thousands, detected and multiplied | |
| Amazon.com, Inc | 023135106 | COM | 1,398 | $307,000 | thousands, detected and multiplied | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,268 | $307,000 | thousands, detected and multiplied | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 5,844 | $305,000 | thousands, detected and multiplied | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 4,024 | $304,000 | thousands, detected and multiplied | |
| SSGA ACTIVE TR | 78470P200 | ST STR TOTAL ETF | 5,993 | $281,000 | thousands, detected and multiplied | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 1,568 | $280,000 | thousands, detected and multiplied | |
| Coca-Cola Company | 191216100 | COM | 4,505 | $280,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,455 | $277,000 | thousands, detected and multiplied | |
| ISHARES TR | 46432F834 | COM | 4,167 | $276,000 | thousands, detected and multiplied | |
| Altria Group Inc | 02209S103 | COM | 4,841 | $253,000 | thousands, detected and multiplied | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 421 | $241,000 | thousands, detected and multiplied | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 2,044 | $225,000 | thousands, detected and multiplied | |
| JPMORGAN ACTIVE BOND ETF | 46654Q716 | COM | 4,228 | $221,000 | thousands, detected and multiplied | |
| INVESCO QQQ TR | 46090E103 | COM | 429 | $219,000 | thousands, detected and multiplied | |
| PIMCO NEW YORK MUN FD II | 72200Y102 | COM | 22,715 | $163,000 | thousands, detected and multiplied | |
| ROYCE GLOBAL TRUST INC | 78081T104 | COM | 12,891 | $138,000 | thousands, detected and multiplied | |
| ELLSWORTH GROWTH AND INCOME FU | 289074106 | COM | 12,794 | $124,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002043468-25-000001 | this filing | 2025-01-29 | acceptance time not in the bulk data set |