13F-HR filed by Beckerman Institutional, LLC
Beckerman Institutional, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-06, with 115 holding rows worth $169,875,062.
- Accession
- 0002043468-25-000006
- Filer
- CIK 2043468
- Filed
- 2025-11-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 115 entries on the cover page, a total value of $169,875,062 stated on the cover page (in dollars after the unit check, H1), rows summing to $169,875,062 with VALUE read as dollars as filed, 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 | 31,637 | $15,904,852 | dollars as filed | |
| DOUBLELINE ETF TRUST | 25861R105 | OPPO CORE BD ETF | 201,856 | $9,392,320 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 248,522 | $9,033,804 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 95,532 | $7,658,763 | dollars as filed | |
| PIMCO ETF TR | 72201R718 | ENHNCD LW DUR AC | 67,494 | $6,489,112 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 23,325 | $5,670,873 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 63,111 | $4,824,836 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 123,996 | $4,782,518 | dollars as filed | |
| TCW ETF TRUST | 29287L700 | FLEXIBLE INCOME | 118,222 | $4,705,243 | dollars as filed | |
| WISDOMTREE TR | 97717W281 | EMG MKTS SMCAP | 64,450 | $3,680,057 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 11,580 | $3,401,271 | dollars as filed | |
| SCHD | 808524797 | COM | 121,158 | $3,307,638 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 68,120 | $3,141,696 | dollars as filed | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 126,705 | $3,091,601 | dollars as filed | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 27,392 | $2,831,204 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 43,293 | $2,520,109 | dollars as filed | |
| JPMORGAN INCOME ETF | 46641Q159 | ETF | 53,989 | $2,505,632 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 43,154 | $2,297,522 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092600 | MSCI HLTH CARE I | 33,847 | $2,263,268 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N525 | MBS ETF | 43,629 | $2,196,721 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 32,085 | $2,166,042 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 46,736 | $2,126,955 | dollars as filed | |
| FIDELITY COMWLTH TR | 315912808 | COM | 23,834 | $2,124,380 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 62,829 | $1,981,010 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,531 | $1,858,553 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 26,595 | $1,810,623 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 8,521 | $1,783,188 | dollars as filed | |
| Apple Inc | 037833100 | COM | 6,972 | $1,775,340 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 34,856 | $1,736,878 | dollars as filed | |
| BANCROFT FUND LIMITED | 059695106 | COM | 74,919 | $1,639,391 | dollars as filed | |
| Fidelity MSCI Real Estate Index ETF | 316092857 | SHS | 58,818 | $1,635,715 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092873 | MSCI COMMNTN SVC | 22,673 | $1,609,102 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 18,232 | $1,591,766 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 33,823 | $1,547,714 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,928 | $1,515,985 | dollars as filed | |
| TRI CONTL CORP | 895436103 | COM | 41,017 | $1,394,601 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 11,165 | $1,326,807 | dollars as filed | |
| JPMORGAN CHASE FINL CO LLC | 48133Q309 | CAL LKD 44 | 38,318 | $1,131,162 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 19,547 | $1,116,228 | dollars as filed | |
| WISDOMTREE TR | 97717X578 | EM EX ST-OWNED | 28,587 | $1,084,499 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,400 | $1,072,675 | dollars as filed | |
| VTI | 922908769 | COM | 2,917 | $957,429 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 11,850 | $928,329 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 14,648 | $877,647 | dollars as filed | |
| ISHARES TR | 464288752 | US HOME CONS ETF | 8,007 | $858,732 | dollars as filed | |
| SPDR S&P 600 Small Cap Value ETF | 78464A300 | SHS | 9,679 | $858,038 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 16,691 | $845,063 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 5,798 | $844,478 | dollars as filed | |
| GABELLI GLOBAL SMALL & MID C | 36249W104 | COM | 57,943 | $837,289 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 29,945 | $803,722 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,277 | $781,902 | dollars as filed | |
| PIMCO ETF TR | 72201R635 | MUNI INCOME OPP | 16,987 | $769,680 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 16,414 | $760,297 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 5,139 | $732,565 | dollars as filed | |
| VIRTUS DIVIDEND, INTEREST & PR | 92840R101 | COM | 56,155 | $730,579 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 9,836 | $715,801 | dollars as filed | |
| INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF | 46138E735 | ETF | 17,399 | $715,294 | dollars as filed | |
| Vanguard Communication Services ETF | 92204A884 | SHS | 3,707 | $695,917 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 7,019 | $695,750 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V848 | ST STR TOTAL ETF | 16,646 | $675,320 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 3,024 | $630,931 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 3,809 | $617,820 | dollars as filed | |
| BLACKROCK ESG CAP ALLC TR | 09262F100 | SHS BEN INT | 36,816 | $603,779 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 1,957 | $602,482 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430107 | ACTIVEBETA INT | 14,647 | $602,137 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 3,500 | $589,680 | dollars as filed | |
| VGT | 92204A702 | SHS | 773 | $576,433 | dollars as filed | |
| Vanguard 0-3 Month Treasury Bill | 922040845 | COM | 7,500 | $567,116 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 10,866 | $560,535 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 2,592 | $559,327 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 797 | $533,110 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P678 | FTSE UNTD KGDM | 16,346 | $528,141 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,366 | $519,583 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 4,608 | $509,647 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,008 | $464,932 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V613 | RAFI US 1000 ETF | 10,036 | $453,706 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,269 | $450,736 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 17,537 | $446,831 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092501 | MSCI FINLS IDX | 5,673 | $433,114 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V849 | NATL MUN BD ETF | 8,887 | $426,399 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 2,390 | $416,898 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 6,243 | $414,034 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,195 | $406,932 | dollars as filed | |
| CAPITAL GROUP NEW GEOGRAPHY | 14021N105 | SHS | 12,664 | $391,316 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 7,148 | $373,697 | dollars as filed | |
| ISHARES TR | 464287556 | ISHARES BIOTECH | 2,550 | $368,147 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 4,001 | $365,681 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 450 | $358,468 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 5,392 | $355,431 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,024 | $349,573 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 6,081 | $347,773 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 4,101 | $338,690 | dollars as filed | |
| iShares Gold Trust Micro ETF of Benef Interest | 46436F103 | SHS | 8,725 | $335,921 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,377 | $335,258 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 1,551 | $329,711 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 1,881 | $321,369 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 4,841 | $319,796 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 4,668 | $319,385 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 3,891 | $307,039 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 3,998 | $306,711 | dollars as filed | |
| SPY | 78462F103 | SHS | 448 | $298,449 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,820 | $290,673 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 584 | $261,182 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G599 | NASDAQ BIOTECH | 10,599 | $257,674 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 431 | $257,671 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 1,354 | $247,061 | dollars as filed | |
| SPDR S&P Aerospace & Defense ETF | 78464A631 | SHS | 977 | $229,555 | dollars as filed | |
| JPMORGAN ACTIVE BOND ETF | 46654Q716 | COM | 4,237 | $229,467 | dollars as filed | |
| INNOVATOR ETFS TR ETF S&P 500 ULTRA BUFFER ETF FEBRUARY | 45782C425 | ETF | 6,186 | $221,397 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 7,314 | $206,533 | dollars as filed | |
| CARLYLE GROUP INC COM | 14316J108 | Stock | 3,291 | $206,346 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 1,834 | $202,620 | dollars as filed | |
| ROYCE GLOBAL TRUST INC | 78081T104 | COM | 12,891 | $166,938 | dollars as filed | |
| ELLSWORTH GROWTH AND INCOME FU | 289074106 | COM | 12,794 | $148,411 | dollars as filed | |
| TORTOISE CAPITAL SERIES TRUS | 890930209 | ENERGY ETF | 11,172 | $101,330 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002043468-25-000006 | this filing | 2025-11-06 | acceptance time not in the bulk data set |