BECKERMAN INSTITUTIONAL, LLC

PrivateCIK: 2043468

Location

OCEAN GROVE, NJ

124

Positions

$210.17M

Total AUM (reported)

3.38M

Total Shares

Allocation by class

COM$20.24M9.6%

CL B NEW$17.10M8.1%

INTL CORE EQT MK$12.95M6.2%

OPPO CORE BD ETF$10.74M5.1%

CAP STK CL A$8.29M3.9%

CORE MSCI INTL$8.14M3.9%

US COR EQU 2 ETF$6.24M3.0%

Portfolio Concentration

Top 3$40.79M19.4%

4–10$42.50M20.2%

11–25$50.92M24.2%

Rest$75.96M36.1%

Top 3 weight

19.4%

Top 10 weight

39.6%

Voting Authority Distribution

Total shares with voting rights: 3.38M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.38M

% of voting shares100.0%

Investment Discretion (by position count)

Sole124

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings124

Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares34.17K

TypeSH

Market value$17.10M

8.13%

Sole

0.00

Shared

0.00

None

34.17K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares313.99K

TypeSH

Market value$12.95M

6.16%

Sole

0.00

Shared

0.00

None

313.99K

DOUBLELINE ETF TRUST

SOLE

OPPO CORE BD ETF

Shares235.56K

TypeSH

Market value$10.74M

5.11%

Sole

0.00

Shared

0.00

None

235.56K

ALPHABET INC

SOLE

CAP STK CL A

Shares23.18K

TypeSH

Market value$8.29M

3.94%

Sole

0.00

Shared

0.00

None

23.18K

ISHARES TR

SOLE

CORE MSCI INTL

Shares91.46K

TypeSH

Market value$8.14M

3.87%

Sole

0.00

Shared

0.00

None

91.46K

DIMENSIONAL ETF TRUST

SOLE

US COR EQU 2 ETF

Shares140.67K

TypeSH

Market value$6.24M

2.97%

Sole

0.00

Shared

0.00

None

140.67K

TCW ETF TRUST

SOLE

FLEXIBLE INCOME

Shares146.07K

TypeSH

Market value$5.73M

2.73%

Sole

0.00

Shared

0.00

None

146.07K

PIMCO ETF TR

SOLE

ENHNCD LW DUR AC

Shares53.50K

TypeSH

Market value$5.11M

2.43%

Sole

0.00

Shared

0.00

None

53.50K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares145.97K

TypeSH

Market value$4.63M

2.20%

Sole

0.00

Shared

0.00

None

145.97K

VANGUARD INSTL INDEX FD

SOLE

0 3 MO TR BI ETF

Shares57.63K

TypeSH

Market value$4.36M

2.08%

Sole

0.00

Shared

0.00

None

57.63K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares54.07K

TypeSH

Market value$4.36M

2.07%

Sole

0.00

Shared

0.00

None

54.07K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares80.39K

TypeSH

Market value$4.34M

2.07%

Sole

0.00

Shared

0.00

None

80.39K

WISDOMTREE TR

SOLE

EMG MKTS SMCAP

Shares63.20K

TypeSH

Market value$4.09M

1.95%

Sole

0.00

Shared

0.00

None

63.20K

ISHARES INC

SOLE

MSCI EMRG CHN

Shares38.65K

TypeSH

Market value$3.95M

1.88%

Sole

0.00

Shared

0.00

None

38.65K

WORLD GOLD TR

SOLE

SPDR GLD MINIS

Shares48.36K

TypeSH

Market value$3.84M

1.83%

Sole

0.00

Shared

0.00

None

48.36K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares40.97K

TypeSH

Market value$3.78M

1.80%

Sole

0.00

Shared

0.00

None

40.97K

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares47.39K

TypeSH

Market value$3.31M

1.58%

Sole

0.00

Shared

0.00

None

47.39K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

MBS ETF

Shares65.67K

TypeSH

Market value$3.22M

1.53%

Sole

0.00

Shared

0.00

None

65.67K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares130.70K

TypeSH

Market value$3.16M

1.50%

Sole

0.00

Shared

0.00

None

130.70K

J P MORGAN EXCHANGE TRADED F

SOLE

INCOME ETF

Shares64.50K

TypeSH

Market value$2.97M

1.41%

Sole

0.00

Shared

0.00

None

64.50K

ISHARES TR

SOLE

0-5 YR TIPS ETF

Shares28.25K

TypeSH

Market value$2.89M

1.37%

Sole

0.00

Shared

0.00

None

28.25K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares71.49K

TypeSH

Market value$2.87M

1.37%

Sole

0.00

Shared

0.00

None

71.49K

FIDELITY COVINGTON TRUST

SOLE

MSCI HLTH CARE I

Shares35.93K

TypeSH

Market value$2.78M

1.32%

Sole

0.00

Shared

0.00

None

35.93K

BLACKROCK ETF TRUST II

SOLE

ISHA FLEX IN ETF

Shares51.30K

TypeSH

Market value$2.69M

1.28%

Sole

0.00

Shared

0.00

None

51.30K

SCHWAB STRATEGIC TR

SOLE

INTL SCEQT ETF

Shares55.56K

TypeSH

Market value$2.67M

1.27%

Sole

0.00

Shared

0.00

None

55.56K

Issuer	Class	Shares	Type	Value / Portfolio %	None
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	34.17K	SH	$17.10M 8.13%	34.17K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	313.99K	SH	$12.95M 6.16%	313.99K
DOUBLELINE ETF TRUSTSOLE	OPPO CORE BD ETF	235.56K	SH	$10.74M 5.11%	235.56K
ALPHABET INCSOLE	CAP STK CL A	23.18K	SH	$8.29M 3.94%	23.18K
ISHARES TRSOLE	CORE MSCI INTL	91.46K	SH	$8.14M 3.87%	91.46K
DIMENSIONAL ETF TRUSTSOLE	US COR EQU 2 ETF	140.67K	SH	$6.24M 2.97%	140.67K
TCW ETF TRUSTSOLE	FLEXIBLE INCOME	146.07K	SH	$5.73M 2.73%	146.07K
PIMCO ETF TRSOLE	ENHNCD LW DUR AC	53.50K	SH	$5.11M 2.43%	53.50K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	145.97K	SH	$4.63M 2.20%	145.97K
VANGUARD INSTL INDEX FDSOLE	0 3 MO TR BI ETF	57.63K	SH	$4.36M 2.08%	57.63K
VANGUARD INDEX FDSSOLE	MID CAP ETF	54.07K	SH	$4.36M 2.07%	54.07K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	80.39K	SH	$4.34M 2.07%	80.39K
WISDOMTREE TRSOLE	EMG MKTS SMCAP	63.20K	SH	$4.09M 1.95%	63.20K
ISHARES INCSOLE	MSCI EMRG CHN	38.65K	SH	$3.95M 1.88%	38.65K
WORLD GOLD TRSOLE	SPDR GLD MINIS	48.36K	SH	$3.84M 1.83%	48.36K
PIMCO ETF TRSOLE	ACTIVE BD ETF	40.97K	SH	$3.78M 1.80%	40.97K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	47.39K	SH	$3.31M 1.58%	47.39K
SIMPLIFY EXCHANGE TRADED FUNSOLE	MBS ETF	65.67K	SH	$3.22M 1.53%	65.67K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	130.70K	SH	$3.16M 1.50%	130.70K
J P MORGAN EXCHANGE TRADED FSOLE	INCOME ETF	64.50K	SH	$2.97M 1.41%	64.50K
ISHARES TRSOLE	0-5 YR TIPS ETF	28.25K	SH	$2.89M 1.37%	28.25K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	71.49K	SH	$2.87M 1.37%	71.49K
FIDELITY COVINGTON TRUSTSOLE	MSCI HLTH CARE I	35.93K	SH	$2.78M 1.32%	35.93K
BLACKROCK ETF TRUST IISOLE	ISHA FLEX IN ETF	51.30K	SH	$2.69M 1.28%	51.30K
SCHWAB STRATEGIC TRSOLE	INTL SCEQT ETF	55.56K	SH	$2.67M 1.27%	55.56K

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