Filed: 1/29/2025ACC: 0002043468-25-000001
📋 What this filing means
BECKERMAN INSTITUTIONAL, LLC filed this quarterly 13F‑HR report disclosing 98 equity positions with a total reported market value of $124.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
98
Positions
$124.9K
Total AUM (reported)
2.27M
Total Shares
Allocation by class
CL B NEW$12.8K10.2%
COM$9.8K7.8%
OPPORTUNISTIC BD$7.6K6.1%
CORE MSCI INTL$6.1K4.9%
ENHNCD LW DUR AC$5.8K4.7%
INTL CORE EQT MK$5.0K4.0%
CAP STK CL A$4.0K3.2%
Portfolio Concentration
Top 3$26.5K21.2%
4–10$27.2K21.7%
11–25$27.5K22.0%
Rest$43.7K35.0%
Top 3 weight
21.2%
Top 10 weight
42.9%
Voting Authority Distribution
Total shares with voting rights: 2.27M
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
2.27M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole98
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings98
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares28.23K
TypeSH
Market value$12.8K
10.25%
Sole
0.00
Shared
0.00
None
28.23K
DOUBLELINE ETF TRUST
SOLEShares168.18K
TypeSH
Market value$7.6K
6.10%
Sole
0.00
Shared
0.00
None
168.18K
ISHARES TR
SOLEShares94.03K
TypeSH
Market value$6.1K
4.85%
Sole
0.00
Shared
0.00
None
94.03K
PIMCO ETF TR
SOLEShares61.48K
TypeSH
Market value$5.8K
4.68%
Sole
0.00
Shared
0.00
None
61.48K
DIMENSIONAL ETF TRUST
SOLEShares169.92K
TypeSH
Market value$5.0K
3.97%
Sole
0.00
Shared
0.00
None
169.92K
ALPHABET INC
SOLEShares20.97K
TypeSH
Market value$4.0K
3.18%
Sole
0.00
Shared
0.00
None
20.97K
DIMENSIONAL ETF TRUST
SOLEShares107.99K
TypeSH
Market value$3.7K
2.99%
Sole
0.00
Shared
0.00
None
107.99K
WORLD GOLD TR
SOLEShares62.46K
TypeSH
Market value$3.2K
2.60%
Sole
0.00
Shared
0.00
None
62.46K
SCHWAB STRATEGIC TR
SOLEShares100.07K
TypeSH
Market value$2.7K
2.19%
Sole
0.00
Shared
0.00
None
100.07K
WISDOMTREE TR
SOLEShares54.61K
TypeSH
Market value$2.7K
2.14%
Sole
0.00
Shared
0.00
None
54.61K
VANGUARD INDEX FDS
SOLEShares9.37K
TypeSH
Market value$2.5K
1.98%
Sole
0.00
Shared
0.00
None
9.37K
ISHARES TR
SOLEShares23.60K
TypeSH
Market value$2.4K
1.90%
Sole
0.00
Shared
0.00
None
23.60K
SCHWAB STRATEGIC TR
SOLEShares90.29K
TypeSH
Market value$2.2K
1.74%
Sole
0.00
Shared
0.00
None
90.29K
BLACKROCK ETF TRUST II
SOLEShares38.33K
TypeSH
Market value$2.0K
1.60%
Sole
0.00
Shared
0.00
None
38.33K
DIMENSIONAL ETF TRUST
SOLEShares35.70K
TypeSH
Market value$2.0K
1.59%
Sole
0.00
Shared
0.00
None
35.70K
FIDELITY COVINGTON TRUST
SOLEShares29.41K
TypeSH
Market value$1.9K
1.54%
Sole
0.00
Shared
0.00
None
29.41K
J P MORGAN EXCHANGE TRADED F
SOLEShares41.84K
TypeSH
Market value$1.9K
1.53%
Sole
0.00
Shared
0.00
None
41.84K
FIDELITY COMWLTH TR
SOLEShares24.22K
TypeSH
Market value$1.8K
1.48%
Sole
0.00
Shared
0.00
None
24.22K
PGIM ETF TR
SOLEShares34.38K
TypeSH
Market value$1.7K
1.36%
Sole
0.00
Shared
0.00
None
34.38K
ISHARES TR
SOLEShares26.79K
TypeSH
Market value$1.6K
1.32%
Sole
0.00
Shared
0.00
None
26.79K
DIMENSIONAL ETF TRUST
SOLEShares39.60K
TypeSH
Market value$1.6K
1.28%
Sole
0.00
Shared
0.00
None
39.60K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares31.43K
TypeSH
Market value$1.6K
1.25%
Sole
0.00
Shared
0.00
None
31.43K
ISHARES TR
SOLEShares12.79K
TypeSH
Market value$1.5K
1.18%
Sole
0.00
Shared
0.00
None
12.79K
META PLATFORMS INC
SOLEShares2.48K
TypeSH
Market value$1.5K
1.16%
Sole
0.00
Shared
0.00
None
2.48K
APPLE INC
SOLEShares5.59K
TypeSH
Market value$1.4K
1.12%
Sole
0.00
Shared
0.00
None
5.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 28.23K | SH | $12.8K 10.25% | 0.00 | 0.00 | 28.23K |
DOUBLELINE ETF TRUSTSOLE | OPPORTUNISTIC BD | 168.18K | SH | $7.6K 6.10% | 0.00 | 0.00 | 168.18K |
ISHARES TRSOLE | CORE MSCI INTL | 94.03K | SH | $6.1K 4.85% | 0.00 | 0.00 | 94.03K |
PIMCO ETF TRSOLE | ENHNCD LW DUR AC | 61.48K | SH | $5.8K 4.68% | 0.00 | 0.00 | 61.48K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 169.92K | SH | $5.0K 3.97% | 0.00 | 0.00 | 169.92K |
ALPHABET INCSOLE | CAP STK CL A | 20.97K | SH | $4.0K 3.18% | 0.00 | 0.00 | 20.97K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 107.99K | SH | $3.7K 2.99% | 0.00 | 0.00 | 107.99K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 62.46K | SH | $3.2K 2.60% | 0.00 | 0.00 | 62.46K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 100.07K | SH | $2.7K 2.19% | 0.00 | 0.00 | 100.07K |
WISDOMTREE TRSOLE | EMG MKTS SMCAP | 54.61K | SH | $2.7K 2.14% | 0.00 | 0.00 | 54.61K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 9.37K | SH | $2.5K 1.98% | 0.00 | 0.00 | 9.37K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 23.60K | SH | $2.4K 1.90% | 0.00 | 0.00 | 23.60K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 90.29K | SH | $2.2K 1.74% | 0.00 | 0.00 | 90.29K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 38.33K | SH | $2.0K 1.60% | 0.00 | 0.00 | 38.33K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 35.70K | SH | $2.0K 1.59% | 0.00 | 0.00 | 35.70K |
FIDELITY COVINGTON TRUSTSOLE | MSCI HLTH CARE I | 29.41K | SH | $1.9K 1.54% | 0.00 | 0.00 | 29.41K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 41.84K | SH | $1.9K 1.53% | 0.00 | 0.00 | 41.84K |
FIDELITY COMWLTH TRSOLE | NASDAQ COMPSIT | 24.22K | SH | $1.8K 1.48% | 0.00 | 0.00 | 24.22K |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 34.38K | SH | $1.7K 1.36% | 0.00 | 0.00 | 34.38K |
ISHARES TRSOLE | CORE DIV GRWTH | 26.79K | SH | $1.6K 1.32% | 0.00 | 0.00 | 26.79K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 39.60K | SH | $1.6K 1.28% | 0.00 | 0.00 | 39.60K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | MBS ETF | 31.43K | SH | $1.6K 1.25% | 0.00 | 0.00 | 31.43K |
ISHARES TRSOLE | CORE S&P SCP ETF | 12.79K | SH | $1.5K 1.18% | 0.00 | 0.00 | 12.79K |
META PLATFORMS INCSOLE | CL A | 2.48K | SH | $1.5K 1.16% | 0.00 | 0.00 | 2.48K |
APPLE INCSOLE | COM | 5.59K | SH | $1.4K 1.12% | 0.00 | 0.00 | 5.59K |
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