Beckerman Institutional, LLC

OCEAN GROVE, NJ · CIK 2043468 · 13F filing filed 2026-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyOcean Grove, NJ

$210.2m reported value +11.7% vs Q1 2026

124positions

39.6%in top 10

6 new 39 added 34 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	34,166	$17.1m8.13%	8.13%	Added +791	+791 2.4%
2	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	313,991	$13.0m6.16%	6.16%	Added +19.5k	+19,520 6.6%
3	DOUBLELINE ETF TRUST OPPORTUNISTIC CO DBND	DBND	235,558	$10.7m5.11%	5.11%	Added +13.3k	+13,305 6.0%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	23,183	$8.3m3.94%	3.94%	Reduced -29	-29 -0.1%
5	ISHARES TR CORE MSCI INTL IDEV	IDEV	91,459	$8.1m3.87%	3.87%	Reduced -527	-527 -0.6%
6	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	140,672	$6.2m2.97%	2.97%	Added +10.5k	+10,452 8.0%
7	TCW ETF TRUST FLEXIBLE INCOME FLXR	FLXR	146,067	$5.7m2.73%	2.73%	Added +7.9k	+7,888 5.7%
8	PIMCO ETF TR ENHNCD LW DUR AC LDUR	LDUR	53,496	$5.1m2.43%	2.43%	Reduced -371	-371 -0.7%
9	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	145,966	$4.6m2.20%	2.20%	Added +5.2k	+5,167 3.7%
10	VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL	VBIL	57,635	$4.4m2.08%	2.08%	Added +10.1k	+10,070 21.2%
11	VANGUARD INDEX FDS MID CAP ETF VO	VO	54,070	$4.4m2.07%	2.07%	Added +4.6k	+4,642 9.4%
12	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	80,389	$4.3m2.07%	2.07%	Added +4.0k	+4,021 5.3%
13	WISDOMTREE TR EMG MKTS SMCAP DGS	DGS	63,195	$4.1m1.95%	1.95%	Reduced -1.7k	-1,737 -2.7%
14	ISHARES INC MSCI EMRG CHN EMXC	EMXC	38,650	$4.0m1.88%	1.88%	Added +1.7k	+1,730 4.7%
15	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	48,362	$3.8m1.83%	1.83%	Reduced -3.0k	-2,982 -5.8%
16	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	40,972	$3.8m1.80%	1.80%	Added +12.1k	+12,088 41.9%
17	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	47,386	$3.3m1.58%	1.58%	Added +1.3k	+1,255 2.7%
18	SIMPLIFY EXCHANGE TRADED FUN MBS ETF MTBA	MTBA	65,670	$3.2m1.53%	1.53%	Added +800	+800 1.2%
19	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	130,698	$3.2m1.50%	1.50%	Reduced -876	-876 -0.7%
20	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	64,496	$3.0m1.41%	1.41%	Added +3.9k	+3,861 6.4%
21	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	28,251	$2.9m1.37%	1.37%	Added +578	+578 2.1%
22	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	71,491	$2.9m1.37%	1.37%	Added +3.9k	+3,924 5.8%
23	FIDELITY COVINGTON TRUST MSCI HLTH CARE I FHLC	FHLC	35,930	$2.8m1.32%	1.32%	Added +1.6k	+1,573 4.6%
24	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	51,301	$2.7m1.28%	1.28%	Added +2.6k	+2,630 5.4%
25	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	55,563	$2.7m1.27%	1.27%	Added +4.8k	+4,828 9.5%
26	FIDELITY COMWLTH TR NASDAQ COMPSIT ONEQ	ONEQ	23,722	$2.4m1.17%	1.17%	Reduced -112	-112 -0.5%
27	FIDELITY COVINGTON TRUST MSCI RL EST ETF FREL	FREL	77,119	$2.3m1.08%	1.08%	Added +7.0k	+7,011 10.0%
28	ISHARES TR CORE DIV GRWTH DGRO	DGRO	26,736	$2.0m0.96%	0.96%	Reduced -39	-39 -0.1%
29	APPLE INC COM AAPL	AAPL	6,972	$2.0m0.96%	0.96%	Unchanged
30	ISHARES TR US AER DEF ETF ITA	ITA	8,241	$2.0m0.95%	0.95%	Reduced -194	-194 -2.3%
31	BANCROFT FD LTD COM BCV	BCV	72,888	$1.9m0.90%	0.90%	Reduced -1.0k	-1,031 -1.4%
32	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	33,537	$1.7m0.82%	0.82%	Added +112	+112 0.3%
33	PGIM ETF TR PGIM ULTRA SH BD PULS	PULS	34,314	$1.7m0.81%	0.81%	Unchanged
34	ISHARES TR CORE S&P SCP ETF IJR	IJR	11,215	$1.7m0.79%	0.79%	Unchanged
35	ISHARES TR CORE MSCI EAFE IEFA	IEFA	16,796	$1.6m0.77%	0.77%	Reduced -474	-474 -2.7%
36	FIDELITY COVINGTON TRUST MSCI COMMNTN SVC FCOM	FCOM	22,122	$1.5m0.73%	0.73%	Reduced -55	-55 -0.2%
37	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	26,187	$1.5m0.72%	0.72%	Added +5.8k	+5,789 28.4%
38	NVIDIA CORPORATION COM NVDA	NVDA	7,509	$1.5m0.71%	0.71%	New
39	JPMORGAN CHASE FINL CO LLC CAL LKD 44 AMJB	AMJB	41,857	$1.4m0.69%	0.69%	Added +1.5k	+1,533 3.8%
40	META PLATFORMS INC CL A META	META	2,528	$1.4m0.68%	0.68%	Added +24	+24 1.0%
41	TRI CONTL CORP COM TY	TY	40,036	$1.4m0.66%	0.66%	Added +42	+42 0.1%
42	WISDOMTREE TR EM EX ST-OWNED XSOE	XSOE	27,879	$1.4m0.65%	0.65%	Reduced -412	-412 -1.5%
43	MICROSOFT CORP COM MSFT	MSFT	3,368	$1.3m0.60%	0.60%	Added +117	+117 3.6%
44	JPMORGAN CHASE & CO COM JPM	JPM	3,400	$1.1m0.53%	0.53%	Unchanged
45	CAPITAL GROUP NEW GEOGRAPHY SHS CGNG	CGNG	29,101	$1.1m0.52%	0.52%	Added +8.8k	+8,780 43.2%
46	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,922	$1.1m0.51%	0.51%	Unchanged
47	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	11,958	$1.1m0.50%	0.50%	Unchanged
48	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	14,748	$1.1m0.50%	0.50%	Unchanged
49	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	9,564	$1.0m0.50%	0.50%	Unchanged
50	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	18,335	$1.0m0.49%	0.49%	Reduced -41	-41 -0.2%
51	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	18,346	$965.0k0.46%	0.46%	Added +3.4k	+3,375 22.5%
52	GABELLI GLOBAL SMALL & MID C COM GGZ	GGZ	57,321	$933.2k0.44%	0.44%	Reduced -208	-208 -0.4%
53	ISHARES TR CORE S&P TTL STK ITOT	ITOT	5,636	$925.8k0.44%	0.44%	Reduced -162	-162 -2.8%
54	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,272	$873.5k0.42%	0.42%	Added +2	+2 0.2%
55	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	16,654	$836.5k0.40%	0.40%	Unchanged
56	VIRTUS DIVIDEND INTEREST & P COM NFJ	NFJ	54,945	$834.6k0.40%	0.40%	Reduced -484	-484 -0.9%
57	ISHARES TR CORE S&P500 ETF IVV	IVV	1,096	$820.7k0.39%	0.39%	Added +91	+91 9.1%
58	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	30,350	$804.9k0.38%	0.38%	Unchanged
59	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	5,139	$792.9k0.38%	0.38%	Unchanged
60	ISHARES TR US HOME CONS ETF ITB	ITB	7,111	$742.9k0.35%	0.35%	Reduced -496	-496 -6.5%
61	VANGUARD WORLD FD INF TECH ETF VGT	VGT	6,178	$738.4k0.35%	0.35%	Reduced -6	-6 -0.1%
62	INVESCO EXCH TRADED FD TR II FTSE RAFI SML PDN	PDN	16,354	$735.7k0.35%	0.35%	Reduced -990	-990 -5.7%
63	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	3,024	$734.6k0.35%	0.35%	Unchanged
64	PIMCO ETF TR MUNI INCOME OPP MINO	MINO	15,677	$717.4k0.34%	0.34%	Reduced -110	-110 -0.7%
65	MICRON TECHNOLOGY INC COM MU	MU	614	$708.7k0.34%	0.34%	Unchanged
66	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	6,773	$704.2k0.34%	0.34%	Reduced -246	-246 -3.5%
67	PHILIP MORRIS INTL INC COM PM	PM	3,809	$689.1k0.33%	0.33%	Unchanged
68	PIMCO ETF TR SR LN ACTIVE ETF LONZ	LONZ	13,860	$683.4k0.33%	0.33%	Unchanged
69	VANGUARD WORLD FD COMM SRVC ETF VOX	VOX	3,707	$681.9k0.32%	0.32%	Unchanged
70	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,957	$673.0k0.32%	0.32%	Unchanged
71	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	16,195	$639.2k0.30%	0.30%	Reduced -31	-31 -0.2%
72	ISHARES GOLD TR ISHARES NEW IAU	IAU	8,431	$636.7k0.30%	0.30%	Reduced -208	-208 -2.4%
73	ISHARES TR SP SMCP600VL ETF IJS	IJS	4,568	$624.4k0.30%	0.30%	Unchanged
74	BANK AMERICA CORP COM BAC	BAC	10,767	$613.5k0.29%	0.29%	Reduced -99	-99 -0.9%
75	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,592	$613.3k0.29%	0.29%	Unchanged
76	ROYCE GLOBAL TRUST INC COM RGT	RGT	43,001	$611.9k0.29%	0.29%	Added +20.1k	+20,148 88.2%
77	AMAZON COM INC COM AMZN	AMZN	2,526	$602.0k0.29%	0.29%	Unchanged
78	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	12,500	$571.3k0.27%	0.27%	Unchanged
79	FRANKLIN TEMPLETON ETF TR FTSE UNTD KGDM FLGB	FLGB	16,135	$569.4k0.27%	0.27%	Unchanged
80	ISHARES INC CORE MSCI EMKT IEMG	IEMG	6,739	$558.2k0.27%	0.27%	Added +1.0k	+1,031 18.1%
81	JOHNSON & JOHNSON COM JNJ	JNJ	2,195	$557.4k0.27%	0.27%	Unchanged
82	PIMCO NEW YORK MUN FD II COM PNI	PNI	75,711	$536.8k0.26%	0.26%	Unchanged
83	BLACKROCK ESG CAP ALLC TERM SHS BEN INT ECAT	ECAT	34,099	$536.0k0.26%	0.26%	Reduced -490	-490 -1.4%
84	CISCO SYS INC COM CSCO	CSCO	4,410	$518.0k0.25%	0.25%	Unchanged
85	ABBVIE INC COM ABBV	ABBV	2,028	$510.3k0.24%	0.24%	Added +20	+20 1.0%
86	COCA COLA CO COM KO	KO	6,243	$507.4k0.24%	0.24%	Unchanged
87	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	9,314	$498.3k0.24%	0.24%	Added +3	+3 0.0%
88	ALPHABET INC CAP STK CL C GOOG	GOOG	1,371	$484.3k0.23%	0.23%	Reduced -8	-8 -0.6%
89	PFIZER INC COM PFE	PFE	20,024	$482.2k0.23%	0.23%	Added +5.6k	+5,607 38.9%
90	ISHARES TR ISHARES BIOTECH IBB	IBB	2,528	$480.8k0.23%	0.23%	Unchanged
91	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	2,390	$471.9k0.22%	0.22%	Unchanged
92	SPDR GOLD TR GOLD SHS GLD	GLD	1,251	$460.5k0.22%	0.22%	Unchanged
93	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	8,425	$455.2k0.22%	0.22%	Reduced -1.6k	-1,611 -16.1%
94	GOLDMAN SACHS GROUP INC COM GS	GS	445	$450.2k0.21%	0.21%	Unchanged
95	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	3,500	$430.9k0.21%	0.21%	Unchanged
96	ADVANCED MICRO DEVICES INC COM AMD	AMD	734	$426.4k0.20%	0.20%	New
97	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	8,698	$420.4k0.20%	0.20%	Reduced -807	-807 -8.5%
98	FIDELITY COVINGTON TRUST MSCI FINLS IDX FNCL	FNCL	5,413	$414.5k0.20%	0.20%	Unchanged
99	ISHARES GOLD TR SHARES REPRESENT IAUM	IAUM	10,342	$413.8k0.20%	0.20%	Added +299	+299 3.0%
100	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	6,081	$410.8k0.20%	0.20%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FEDEX CORP FDX	FDX	615	$219.1k615 shares
AT&T INC T	T	7,298	$211.6k7.3k shares
NETFLIX INC NFLX	NFLX	2,180	$209.6k2.2k shares