Mga Batayang Estadistika
Nilai Portofolio $ 150,604
Posisi Saat Ini 108
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Beckerman Institutional, LLC telah mengungkapkan total kepemilikan 108 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 150,604 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Beckerman Institutional, LLC adalah Berkshire Hathaway Inc. (US:BRK.B) , DoubleLine ETF Trust - DoubleLine Opportunistic Core Bond ETF (US:DBND) , Dimensional ETF Trust - Dimensional International Core Equity Market ETF (US:DFAI) , iShares Trust - iShares Core MSCI International Developed Markets ETF (US:IDEV) , and PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund (US:LDUR) . Posisi baru Beckerman Institutional, LLC meliputi: SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF (US:SPSM) , PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (US:MUNI) , Capital Group New Geography Equity ETF (US:CGNG) , SPDR Series Trust - SPDR S&P Aerospace & Defense ETF (US:XAR) , and Stryker Corporation (US:SYK) .

Beckerman Institutional, LLC - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.10 0.00 2.5205 1.0702
0.22 0.01 4.9461 0.7292
0.06 0.00 1.7974 0.3182
0.12 0.00 2.8319 0.2557
0.01 0.00 0.2297 0.2297
0.01 0.00 0.2105 0.2105
0.01 0.00 0.2058 0.2058
0.04 0.00 1.1806 0.2053
0.00 0.00 1.2410 0.2027
0.06 0.00 2.2470 0.2022
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.03 0.02 10.0529 -1.8246
0.02 0.00 0.2483 -0.4895
0.07 0.01 4.1632 -0.2731
0.03 0.00 1.3944 -0.2166
0.04 0.00 1.4448 -0.2038
0.01 0.00 0.3765 -0.1832
0.06 0.00 2.7801 -0.1682
0.03 0.00 1.0697 -0.1598
0.02 0.00 0.7543 -0.1515
0.01 0.00 0.8705 -0.1258
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-08-05 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
BRK.B / Berkshire Hathaway Inc. 0.03 1.19 0.02 -6.25 10.0529 -1.8246
DBND / DoubleLine ETF Trust - DoubleLine Opportunistic Core Bond ETF 0.19 7.83 0.01 0.00 5.8006 -0.0563
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF 0.22 15.54 0.01 40.00 4.9461 0.7292
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF 0.10 -1.56 0.01 16.67 4.9116 -0.0178
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 0.07 2.49 0.01 0.00 4.1632 -0.2731
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 0.12 10.34 0.00 33.33 2.8319 0.2557
GLDM / World Gold Trust - SPDR Gold MiniShares Trust 0.06 -2.88 0.00 0.00 2.7801 -0.1682
GOOGL / Alphabet Inc. 0.02 -0.31 0.00 0.00 2.6287 0.1054
FLXR / TCW ETF Trust - TCW Flexible Income ETF 0.10 88.23 0.00 50.00 2.5205 1.0702
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund 0.06 4.79 0.00 50.00 2.2470 0.2022
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.01 9.43 0.00 50.00 2.0936 0.1654
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.11 9.11 0.00 50.00 2.0139 -0.1098
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.12 18.86 0.00 0.00 1.8738 0.1578
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF 0.03 6.55 0.00 0.00 1.8552 -0.0542
DFIV / Dimensional ETF Trust - Dimensional International Value ETF 0.06 21.78 0.00 0.00 1.7974 0.3182
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 0.05 9.71 0.00 0.00 1.5504 0.0176
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 0.04 8.12 0.00 100.00 1.4774 0.0561
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF 0.04 -5.28 0.00 0.00 1.4448 -0.2038
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF 0.03 0.83 0.00 0.00 1.3944 -0.2166
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF 0.02 0.00 0.00 0.00 1.2881 0.0942
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 0.03 7.89 0.00 0.00 1.2569 0.1484
META / Meta Platforms, Inc. 0.00 1.81 0.00 0.00 1.2410 0.2027
MTBA / Simplify Exchange Traded Funds - Simplify MBS ETF 0.04 5.79 0.00 0.00 1.1832 -0.0375
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF 0.04 11.20 0.00 0.00 1.1806 0.2053
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.03 -0.57 0.00 0.00 1.1314 -0.0669
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 0.06 10.05 0.00 0.00 1.0876 0.1239
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.02 -1.15 0.00 0.00 1.0704 0.0009
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF 0.03 -5.13 0.00 0.00 1.0697 -0.1598
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF 0.01 -0.80 0.00 0.00 0.9940 0.1070
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF 0.03 -11.82 0.00 0.00 0.9628 -0.1175
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF 0.02 -4.92 0.00 0.00 0.9515 0.0044
BCV / Bancroft Fund Ltd. 0.08 0.02 0.00 0.00 0.9508 -0.0042
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF 0.05 42.78 0.00 0.8937 0.2001
TY / Tri-Continental Corporation 0.04 -0.37 0.00 0.00 0.8725 -0.0529
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.01 -8.84 0.00 0.00 0.8705 -0.1258
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.02 -8.75 0.00 0.00 0.7543 -0.1515
JPMORGAN CHASE FINL CO LLC / CAL LKD 44 (48133Q309) 0.04 0.00 0.0000
AAPL / Apple Inc. 0.01 1.86 0.00 0.00 0.7457 -0.1189
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.03 -0.22 0.00 0.6746 0.0143
MSFT / Microsoft Corporation 0.00 2.22 0.00 0.6394 0.1246
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.01 0.00 0.00 0.5671 0.0074
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.01 -6.72 0.00 0.5544 -0.0234
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 0.00 0.00 0.5272 0.0073
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.01 0.00 0.00 0.5199 0.0080
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF 0.01 -8.78 0.00 0.5133 -0.0899
ITB / iShares Trust - iShares U.S. Home Construction ETF 0.01 0.00 0.00 0.5080 -0.0583
PDN / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF 0.02 -3.33 0.00 0.5033 0.0153
MINO / PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund 0.02 0.00 0.00 0.4987 -0.0516
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 0.02 -3.63 0.00 0.4854 -0.0664
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 0.00 0.00 0.4807 0.0065
NFJ / Virtus Dividend, Interest & Premium Strategy Fund 0.06 -1.70 0.00 0.4781 -0.0411
JPM / JPMorgan Chase & Co. 0.00 -4.00 0.00 0.4621 0.0183
PM / Philip Morris International Inc. 0.00 0.00 0.00 0.4608 0.0228
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF 0.01 0.00 0.00 0.4588 0.0287
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 0.03 -5.72 0.00 0.4582 -0.0675
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF 0.01 -3.99 0.00 0.4568 -0.0305
VOX / Vanguard World Fund - Vanguard Communication Services ETF 0.00 0.00 0.00 0.4269 0.0229
ICE / Intercontinental Exchange, Inc. 0.00 0.00 0.00 0.4263 -0.0110
ECAT / BlackRock ESG Capital Allocation Term Trust 0.04 -7.87 0.00 0.4150 -0.0672
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF 0.02 -1.03 0.00 0.4137 0.0038
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 -2.61 0.00 0.3918 -0.0268
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF 0.01 0.00 0.00 0.3871 -0.0321
VBIL / Vanguard Institutional Index Fund - 0-3 Months Treasury Bill ETF 0.01 -26.83 0.00 0.3765 -0.1832
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 0.00 0.00 0.3718 -0.0126
GGZ / The Gabelli Global Small and Mid Cap Value Trust 0.04 38.08 0.00 0.3705 0.1070
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.00 0.00 0.00 0.3705 0.0063
BAC / Bank of America Corporation 0.01 -0.73 0.00 0.3413 0.0104
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 -1.91 0.00 0.3400 0.0308
FLGB_KZ / Franklin Templeton ETF Trust - Franklin FTSE United Kingdom ETF 0.02 -3.15 0.00 0.3327 -0.0178
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 0.00 0.00 0.3280 0.0044
IAU / iShares Gold Trust 0.01 -13.82 0.00 0.3260 -0.0642
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF 0.00 -1.18 0.00 0.3101 -0.0252
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF 0.01 2.27 0.00 0.2855 -0.0193
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF 0.01 0.00 0.00 0.2815 -0.0124
PFE / Pfizer Inc. 0.02 -1.08 0.00 0.2809 -0.0428
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF 0.01 -0.35 0.00 0.2789 -0.0079
0LO7 / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.00 -13.01 0.00 0.2609 -0.0584
PNI / PIMCO New York Municipal Income Fund II 0.06 47.67 0.00 0.2576 0.0571
GLD / SPDR Gold Trust 0.00 -8.84 0.00 0.2570 -0.0334
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF 0.02 -63.56 0.00 -100.00 0.2483 -0.4895
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.00 0.00 0.00 0.2364 -0.0257
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.01 -2.77 0.00 0.2337 -0.0023
KO / The Coca-Cola Company 0.00 0.00 0.00 0.2311 -0.0245
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF 0.01 0.00 0.2297 0.2297
IBB / iShares Trust - iShares Biotechnology ETF 0.00 -2.51 0.00 0.2251 -0.0298
COF / Capital One Financial Corporation 0.00 0.70 0.00 0.2231 0.0196
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF 0.01 0.00 0.00 0.2198 -0.0054
ISRG / Intuitive Surgical, Inc. 0.00 0.00 0.00 0.2178 0.0013
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN 0.00 -16.82 0.00 0.2118 -0.0025
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF 0.00 -3.54 0.00 0.2111 -0.0046
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund 0.01 0.00 0.2105 0.2105
CGNG / Capital Group New Geography Equity ETF 0.01 0.00 0.2058 0.2058
AMZN / Amazon.com, Inc. 0.00 2.10 0.00 0.2058 0.0154
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF 0.00 -11.73 0.00 0.1945 -0.0154
MO / Altria Group, Inc. 0.00 0.00 0.00 0.1886 -0.0221
PLTR / Palantir Technologies Inc. 0.00 0.00 0.1833 0.1833
SPY / SPDR S&P 500 ETF 0.00 -30.13 0.00 0.1819 -0.0751
GOOG / Alphabet Inc. 0.00 -7.71 0.00 0.1620 -0.0067
QQQ / Invesco QQQ Trust, Series 1 0.00 0.00 0.00 0.1574 0.0118
JBND / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 0.00 0.07 0.00 0.1507 -0.0129
SHV / iShares Trust - iShares Short Treasury Bond ETF 0.00 -6.24 0.00 0.1441 -0.0239
UFEB / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - February 0.01 0.00 0.00 0.1408 -0.0040
T / AT&T Inc. 0.01 0.05 0.00 0.1408 -0.0091
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF 0.00 0.00 0.1368 0.1368
SYK / Stryker Corporation 0.00 0.00 0.1335 0.1335
RGT / Royce Global Trust, Inc. 0.01 0.00 0.00 0.1029 0.0052
ECF / Ellsworth Growth and Income Fund Ltd. 0.01 0.00 0.00 0.0870 0.0030
TNGY / Tortoise Capital Series Trust - Energy Fund 0.01 0.00 0.0677 0.0677
STOT / SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 0.00 -100.00 0.00 0.0000