Filed: 11/1/2024ACC: 0002043468-24-000001
📋 What this filing means
BECKERMAN INSTITUTIONAL, LLC filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $118.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$118.7K
Total AUM (reported)
1.99M
Total Shares
Allocation by class
CL B NEW$12.9K10.9%
COM$8.7K7.3%
CORE MSCI INTL$6.7K5.6%
OPPORTUNISTIC BD$5.8K4.9%
ENHNCD LW DUR AC$5.6K4.7%
INTL CORE EQT MK$5.0K4.2%
CAP STK CL A$3.5K3.0%
Portfolio Concentration
Top 3$25.4K21.4%
4–10$26.2K22.0%
11–25$25.8K21.7%
Rest$41.4K34.9%
Top 3 weight
21.4%
Top 10 weight
43.4%
Voting Authority Distribution
Total shares with voting rights: 1.99M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.99M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole96
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings96
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares28.04K
TypeSH
Market value$12.9K
10.87%
Sole
0.00
Shared
0.00
None
28.04K
ISHARES TR
SOLEShares94.28K
TypeSH
Market value$6.7K
5.62%
Sole
0.00
Shared
0.00
None
94.28K
DOUBLELINE ETF TRUST
SOLEShares121.96K
TypeSH
Market value$5.8K
4.86%
Sole
0.00
Shared
0.00
None
121.96K
PIMCO ETF TR
SOLEShares58.58K
TypeSH
Market value$5.6K
4.73%
Sole
0.00
Shared
0.00
None
58.58K
DIMENSIONAL ETF TRUST
SOLEShares156.14K
TypeSH
Market value$5.0K
4.18%
Sole
0.00
Shared
0.00
None
156.14K
ALPHABET INC
SOLEShares21.18K
TypeSH
Market value$3.5K
2.96%
Sole
0.00
Shared
0.00
None
21.18K
DIMENSIONAL ETF TRUST
SOLEShares100.80K
TypeSH
Market value$3.5K
2.91%
Sole
0.00
Shared
0.00
None
100.80K
WORLD GOLD TR
SOLEShares61.58K
TypeSH
Market value$3.2K
2.70%
Sole
0.00
Shared
0.00
None
61.58K
WISDOMTREE TR
SOLEShares51.06K
TypeSH
Market value$2.7K
2.31%
Sole
0.00
Shared
0.00
None
51.06K
SCHWAB STRATEGIC TR
SOLEShares31.52K
TypeSH
Market value$2.7K
2.24%
Sole
0.00
Shared
0.00
None
31.52K
VANGUARD INDEX FDS
SOLEShares8.72K
TypeSH
Market value$2.3K
1.94%
Sole
0.00
Shared
0.00
None
8.72K
ISHARES TR
SOLEShares22.53K
TypeSH
Market value$2.3K
1.92%
Sole
0.00
Shared
0.00
None
22.53K
FIDELITY COVINGTON TRUST
SOLEShares29.48K
TypeSH
Market value$2.1K
1.81%
Sole
0.00
Shared
0.00
None
29.48K
DIMENSIONAL ETF TRUST
SOLEShares34.06K
TypeSH
Market value$1.9K
1.60%
Sole
0.00
Shared
0.00
None
34.06K
SCHWAB STRATEGIC TR
SOLEShares37.19K
TypeSH
Market value$1.8K
1.53%
Sole
0.00
Shared
0.00
None
37.19K
FIDELITY COMWLTH TR
SOLEShares24.41K
TypeSH
Market value$1.7K
1.47%
Sole
0.00
Shared
0.00
None
24.41K
ISHARES TR
SOLEShares27.09K
TypeSH
Market value$1.7K
1.43%
Sole
0.00
Shared
0.00
None
27.09K
DIMENSIONAL ETF TRUST
SOLEShares41.09K
TypeSH
Market value$1.6K
1.37%
Sole
0.00
Shared
0.00
None
41.09K
J P MORGAN EXCHANGE TRADED F
SOLEShares34.91K
TypeSH
Market value$1.6K
1.36%
Sole
0.00
Shared
0.00
None
34.91K
BLACKROCK ETF TRUST II
SOLEShares29.20K
TypeSH
Market value$1.6K
1.32%
Sole
0.00
Shared
0.00
None
29.20K
META PLATFORMS INC
SOLEShares2.57K
TypeSH
Market value$1.5K
1.24%
Sole
0.00
Shared
0.00
None
2.57K
ISHARES TR
SOLEShares18.42K
TypeSH
Market value$1.4K
1.21%
Sole
0.00
Shared
0.00
None
18.42K
J P MORGAN EXCHANGE TRADED F
SOLEShares23.71K
TypeSH
Market value$1.4K
1.19%
Sole
0.00
Shared
0.00
None
23.71K
ISHARES INC
SOLEShares23.04K
TypeSH
Market value$1.4K
1.19%
Sole
0.00
Shared
0.00
None
23.04K
ISHARES TR
SOLEShares11.88K
TypeSH
Market value$1.4K
1.17%
Sole
0.00
Shared
0.00
None
11.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 28.04K | SH | $12.9K 10.87% | 0.00 | 0.00 | 28.04K |
ISHARES TRSOLE | CORE MSCI INTL | 94.28K | SH | $6.7K 5.62% | 0.00 | 0.00 | 94.28K |
DOUBLELINE ETF TRUSTSOLE | OPPORTUNISTIC BD | 121.96K | SH | $5.8K 4.86% | 0.00 | 0.00 | 121.96K |
PIMCO ETF TRSOLE | ENHNCD LW DUR AC | 58.58K | SH | $5.6K 4.73% | 0.00 | 0.00 | 58.58K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 156.14K | SH | $5.0K 4.18% | 0.00 | 0.00 | 156.14K |
ALPHABET INCSOLE | CAP STK CL A | 21.18K | SH | $3.5K 2.96% | 0.00 | 0.00 | 21.18K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 100.80K | SH | $3.5K 2.91% | 0.00 | 0.00 | 100.80K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 61.58K | SH | $3.2K 2.70% | 0.00 | 0.00 | 61.58K |
WISDOMTREE TRSOLE | EMG MKTS SMCAP | 51.06K | SH | $2.7K 2.31% | 0.00 | 0.00 | 51.06K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 31.52K | SH | $2.7K 2.24% | 0.00 | 0.00 | 31.52K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 8.72K | SH | $2.3K 1.94% | 0.00 | 0.00 | 8.72K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 22.53K | SH | $2.3K 1.92% | 0.00 | 0.00 | 22.53K |
FIDELITY COVINGTON TRUSTSOLE | MSCI HLTH CARE I | 29.48K | SH | $2.1K 1.81% | 0.00 | 0.00 | 29.48K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 34.06K | SH | $1.9K 1.60% | 0.00 | 0.00 | 34.06K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 37.19K | SH | $1.8K 1.53% | 0.00 | 0.00 | 37.19K |
FIDELITY COMWLTH TRSOLE | NASDAQ COMPSIT | 24.41K | SH | $1.7K 1.47% | 0.00 | 0.00 | 24.41K |
ISHARES TRSOLE | CORE DIV GRWTH | 27.09K | SH | $1.7K 1.43% | 0.00 | 0.00 | 27.09K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 41.09K | SH | $1.6K 1.37% | 0.00 | 0.00 | 41.09K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 34.91K | SH | $1.6K 1.36% | 0.00 | 0.00 | 34.91K |
BLACKROCK ETF TRUST IISOLE | FLEXIBLE INCOME | 29.20K | SH | $1.6K 1.32% | 0.00 | 0.00 | 29.20K |
META PLATFORMS INCSOLE | CL A | 2.57K | SH | $1.5K 1.24% | 0.00 | 0.00 | 2.57K |
ISHARES TRSOLE | CORE MSCI EAFE | 18.42K | SH | $1.4K 1.21% | 0.00 | 0.00 | 18.42K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 23.71K | SH | $1.4K 1.19% | 0.00 | 0.00 | 23.71K |
ISHARES INCSOLE | MSCI EMRG CHN | 23.04K | SH | $1.4K 1.19% | 0.00 | 0.00 | 23.04K |
ISHARES TRSOLE | CORE S&P SCP ETF | 11.88K | SH | $1.4K 1.17% | 0.00 | 0.00 | 11.88K |
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