Beckerman Institutional, LLC
CIK 2043468 · Holdings on Dec 31, 2024 · First reported Jan 29, 2025
Top ten holdings
Q4 2024- BRK.B10.25%
- DBND6.10%
- IDEV4.85%
- LDUR4.68%
- DFAI3.97%
- GOOGL3.18%
- DFAC2.99%
- GLDM2.60%
- SCHD2.19%
- DGS2.14%
Share classes counted separately42.95%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DBNDWeight increased · +1.24 pp4.86% → 6.10%Shares +46.22K (+37.90%)
- IDEVWeight decreased · -0.77 pp5.62% → 4.85%Shares -245 (-0.26%)
- BRK.BWeight decreased · -0.62 pp10.87% → 10.25%Shares +186 (+0.66%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $12.79M | 10.25% | 28.23K shares | 10.87% → 10.25%-0.62 pp +186 (+0.66%) | Added | ↗▾ |
| 02 | DBNDDOUBLELINE OPPOR COR BND-USDOPPORTUNISTIC BD View history and evidence | $7.62M | 6.10% | 168.18K shares | 4.86% → 6.10%+1.24 pp +46.22K (+37.90%) | Added | ↗▾ |
| 03 | IDEVISHARES CORE MSCI DEV MKTSCORE MSCI INTL View history and evidence | $6.06M | 4.85% | 94.03K shares | 5.62% → 4.85%-0.77 pp -245 (-0.26%) | Reduced | ↗▾ |
| 04 | LDURPIMCO ENHANCED LOW DURATIONENHNCD LW DUR AC View history and evidence | $5.84M | 4.68% | 61.48K shares | 4.73% → 4.68%-0.05 pp +2.90K (+4.95%) | Added | ↗▾ |
| 05 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $4.96M | 3.97% | 169.92K shares | 4.18% → 3.97%-0.21 pp +13.78K (+8.83%) | Added | ↗▾ |
| 06 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $3.97M | 3.18% | 20.97K shares | 2.96% → 3.18%+0.22 pp -214 (-1.01%) | Reduced | ↗▾ |
| 07 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $3.73M | 2.99% | 107.99K shares | 2.91% → 2.99%+0.08 pp +7.18K (+7.13%) | Added | ↗▾ |
| 08 | GLDMSPDR GOLD MINISHARES TRUSTSPDR GLD MINIS View history and evidence | $3.25M | 2.60% | 62.46K shares | 2.70% → 2.60%-0.10 pp +881 (+1.43%) | Added | ↗▾ |
| 09 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $2.73M | 2.19% | 100.07K shares | 2.24% → 2.19%-0.05 pp +68.55K (+217.50%) | Added | ↗▾ |
| 10 | DGSWISDOMTREE EM SMALL CAPEMG MKTS SMCAP View history and evidence | $2.67M | 2.14% | 54.61K shares | 2.31% → 2.14%-0.17 pp +3.55K (+6.96%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XTEAX TORTOISE SUST&SOCIAL IMP TER | Non-derivative | -10,287 | -$134.00K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2043468 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 124881
}Research all 98 reported holdings.
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