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☆Beckerman Institutional, LLC

CIK 0002043468 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.343
AUM ($M)
210
Positions
124
Turnover
0.05
Top-10 wt
40%
Herfindahl
0.025
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 127 positions · portfolio value $210M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 8.1% -0.4% 17.1 34,166 +791 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 6.2% +0.1% 13.0 313,991 +19,520 5 —
☆DBND funds › DOUBLELINE ETF TRUST ADD — 5.1% -0.3% 10.7 235,558 +13,305 5 —
☆GOOGL funds › ALPHABET INC TRIM — 3.9% +0.4% 8.3 23,183 -29 5 —
☆IDEV funds › ISHARES TR TRIM — 3.9% -0.2% 8.1 91,459 -527 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 3.0% +0.3% 6.2 140,672 +10,452 5 —
☆FLXR funds › TCW ETF TRUST ADD — 2.7% -0.2% 5.7 146,067 +7,888 5 —
☆LDUR funds › PIMCO ETF TR TRIM — 2.4% -0.3% 5.1 53,496 -371 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 2.2% -0.1% 4.6 145,966 +5,167 5 —
☆VBIL funds › VANGUARD INSTL INDEX FD ADD — 2.1% +0.2% 4.4 57,635 +10,070 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 2.1% +0.2% 4.4 54,070 +41,713 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST ADD — 2.1% -0.1% 4.3 80,389 +4,021 5 —
☆DGS funds › WISDOMTREE TR TRIM — 1.9% -0.1% 4.1 63,195 -1,737 5 —
☆EMXC funds › ISHARES INC ADD — 1.9% +0.3% 4.0 38,650 +1,730 5 —
☆GLDM funds › WORLD GOLD TR TRIM — 1.8% -0.7% 3.8 48,362 -2,982 5 —
☆BOND funds › PIMCO ETF TR ADD — 1.8% +0.4% 3.8 40,972 +12,088 3 —
☆DFAT funds › DIMENSIONAL ETF TRUST ADD — 1.6% +0.0% 3.3 47,386 +1,255 5 —
☆MTBA funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 1.5% -0.2% 3.2 65,670 +800 5 —
☆SCHO funds › SCHWAB STRATEGIC TR TRIM — 1.5% -0.2% 3.2 130,698 -876 5 —
☆JPIE funds › J P MORGAN EXCHANGE TRADED F ADD — 1.4% -0.1% 3.0 64,496 +3,861 5 —
☆STIP funds › ISHARES TR ADD — 1.4% -0.1% 2.9 28,251 +578 5 —
☆DFAE funds › DIMENSIONAL ETF TRUST ADD — 1.4% +0.2% 2.9 71,491 +3,924 5 —
☆FHLC funds › FIDELITY COVINGTON TRUST ADD — 1.3% +0.0% 2.8 35,930 +1,573 5 —
☆BINC funds › BLACKROCK ETF TRUST II ADD — 1.3% -0.1% 2.7 51,301 +2,630 5 —
☆SCHC funds › SCHWAB STRATEGIC TR ADD — 1.3% +0.0% 2.7 55,563 +4,828 5 —
☆ONEQ funds › FIDELITY COMWLTH TR TRIM — 1.2% +0.1% 2.4 23,722 -112 5 —
☆FREL funds › FIDELITY COVINGTON TRUST ADD — 1.1% +0.1% 2.3 77,119 +7,011 5 —
☆DGRO funds › ISHARES TR TRIM — 1.0% -0.0% 2.0 26,736 -39 5 —
☆AAPL funds › APPLE INC HOLD — 1.0% +0.0% 2.0 6,972 +0 5 —
☆ITA funds › ISHARES TR TRIM — 1.0% -0.0% 2.0 8,241 -194 5 —
☆BCV funds › BANCROFT FD LTD TRIM — 0.9% +0.1% 1.9 72,888 -1,031 5 —
☆DFAU funds › DIMENSIONAL ETF TRUST ADD — 0.8% +0.0% 1.7 33,537 +112 5 —
☆PULS funds › PGIM ETF TR HOLD — 0.8% -0.1% 1.7 34,314 +0 5 —
☆IJR funds › ISHARES TR HOLD — 0.8% +0.1% 1.7 11,215 +0 5 —
☆IEFA funds › ISHARES TR TRIM — 0.8% -0.1% 1.6 16,796 -474 5 —
☆FCOM funds › FIDELITY COVINGTON TRUST TRIM — 0.7% -0.1% 1.5 22,122 -55 5 —
☆SPSM funds › SPDR SERIES TRUST ADD — 0.7% +0.2% 1.5 26,187 +5,789 5 —
☆NVDA funds › NVIDIA CORPORATION NEW — 0.7% +0.7% 1.5 7,509 +7,509 1 —
☆AMJB funds › JPMORGAN CHASE FINL CO LLC ADD — 0.7% -0.1% 1.4 41,857 +1,533 5 —
☆META funds › META PLATFORMS INC ADD — 0.7% -0.1% 1.4 2,528 +24 5 —
☆TY funds › TRI CONTL CORP ADD — 0.7% -0.0% 1.4 40,036 +42 5 —
☆XSOE funds › WISDOMTREE TR TRIM — 0.7% +0.0% 1.4 27,879 -412 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.6% -0.0% 1.3 3,368 +117 5 —
☆JPM funds › JPMORGAN CHASE & CO HOLD — 0.5% -0.0% 1.1 3,400 +0 5 —
☆CGNG funds › CAPITAL GROUP NEW GEOGRAPHY ADD — 0.5% +0.2% 1.1 29,101 +8,780 5 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 0.5% +0.0% 1.1 2,922 +0 5 —
☆SPYM funds › SPDR SERIES TRUST HOLD — 0.5% +0.0% 1.1 11,958 +0 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS HOLD — 0.5% -0.0% 1.1 14,748 +0 5 —
☆SLYV funds › SPDR SERIES TRUST HOLD — 0.5% +0.0% 1.0 9,564 +0 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.5% -0.1% 1.0 18,335 -41 5 —
☆MUNI funds › PIMCO ETF TR ADD — 0.5% +0.0% 1.0 18,346 +3,375 5 —
☆CUSIP:36249W104 funds › GABELLI GLOBAL SMALL & MID C TRIM — 0.4% -0.0% 0.9 57,321 -208 5 —
☆ITOT funds › ISHARES TR TRIM — 0.4% +0.0% 0.9 5,636 -162 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.4% +0.0% 0.9 1,272 +2 5 —
☆VTIP funds › VANGUARD MALVERN FDS HOLD — 0.4% -0.0% 0.8 16,654 +0 5 —
☆NFJ funds › VIRTUS DIVIDEND INTEREST & P TRIM — 0.4% +0.0% 0.8 54,945 -484 5 —
☆IVV funds › ISHARES TR ADD — 0.4% +0.0% 0.8 1,096 +91 5 —
☆PYLD funds › PIMCO ETF TR HOLD — 0.4% -0.0% 0.8 30,350 +0 5 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.4% -0.0% 0.8 5,139 +0 5 —
☆ITB funds › ISHARES TR TRIM — 0.4% -0.0% 0.7 7,111 -496 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.4% +0.1% 0.7 6,178 +5,405 5 —
☆PDN funds › INVESCO EXCH TRADED FD TR II TRIM — 0.4% -0.0% 0.7 16,354 -990 5 —
☆VBR funds › VANGUARD INDEX FDS HOLD — 0.3% +0.0% 0.7 3,024 +0 5 —
☆MINO funds › PIMCO ETF TR TRIM — 0.3% -0.0% 0.7 15,677 -110 5 —
☆MU funds › MICRON TECHNOLOGY INC HOLD — 0.3% +0.2% 0.7 614 +0 2 —
☆MOAT funds › VANECK ETF TRUST TRIM — 0.3% -0.0% 0.7 6,773 -246 5 —
☆PM funds › PHILIP MORRIS INTL INC HOLD — 0.3% -0.0% 0.7 3,809 +0 5 —
☆LONZ funds › PIMCO ETF TR HOLD — 0.3% -0.0% 0.7 13,860 +0 3 —
☆VOX funds › VANGUARD WORLD FD HOLD — 0.3% -0.0% 0.7 3,707 +0 5 —
☆VV funds › VANGUARD INDEX FDS HOLD — 0.3% +0.0% 0.7 1,957 +0 5 —
☆TOTL funds › SSGA ACTIVE ETF TR TRIM — 0.3% -0.0% 0.6 16,195 -31 5 —
☆IAU funds › ISHARES GOLD TR TRIM — 0.3% -0.1% 0.6 8,431 -208 5 —
☆IJS funds › ISHARES TR HOLD — 0.3% +0.0% 0.6 4,568 +0 5 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.3% +0.0% 0.6 10,767 -99 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS HOLD — 0.3% -0.0% 0.6 2,592 +0 5 —
☆RGT funds › ROYCE GLOBAL TRUST INC ADD — 0.3% +0.1% 0.6 43,001 +20,148 5 —
☆AMZN funds › AMAZON COM INC HOLD — 0.3% +0.0% 0.6 2,526 +0 5 —
☆GSIE funds › GOLDMAN SACHS ETF TR HOLD — 0.3% -0.0% 0.6 12,500 +0 5 —
☆FLGB funds › FRANKLIN TEMPLETON ETF TR HOLD — 0.3% -0.0% 0.6 16,135 +0 5 —
☆IEMG funds › ISHARES INC ADD — 0.3% +0.1% 0.6 6,739 +1,031 5 —
☆JNJ funds › JOHNSON & JOHNSON HOLD — 0.3% -0.0% 0.6 2,195 +0 4 —
☆PNI funds › PIMCO NEW YORK MUN FD II HOLD — 0.3% -0.0% 0.5 75,711 +0 2 —
☆ECAT funds › BLACKROCK ESG CAP ALLC TERM TRIM — 0.3% +0.0% 0.5 34,099 -490 5 —
☆CSCO funds › CISCO SYS INC HOLD — 0.2% +0.1% 0.5 4,410 +0 4 —
☆ABBV funds › ABBVIE INC ADD — 0.2% +0.0% 0.5 2,028 +20 4 —
☆KO funds › COCA COLA CO HOLD — 0.2% -0.0% 0.5 6,243 +0 5 —
☆JBND funds › J P MORGAN EXCHANGE TRADED F ADD — 0.2% -0.0% 0.5 9,314 +3 5 —
☆GOOG funds › ALPHABET INC TRIM — 0.2% +0.0% 0.5 1,371 -8 5 —
☆PFE funds › PFIZER INC ADD — 0.2% +0.0% 0.5 20,024 +5,607 5 —
☆IBB funds › ISHARES TR HOLD — 0.2% +0.0% 0.5 2,528 +0 5 —
☆VOE funds › VANGUARD INDEX FDS HOLD — 0.2% -0.0% 0.5 2,390 +0 5 —
☆GLD funds › SPDR GOLD TR HOLD — 0.2% -0.1% 0.5 1,251 +0 5 —
☆PRF funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.2% -0.0% 0.5 8,425 -1,611 5 —
☆GS funds › GOLDMAN SACHS GROUP INC HOLD — 0.2% +0.0% 0.5 445 +0 5 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN HOLD — 0.2% -0.1% 0.4 3,500 +0 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.2% +0.2% 0.4 734 +734 1 —
☆DFNM funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.0% 0.4 8,698 -807 5 —
☆FNCL funds › FIDELITY COVINGTON TRUST HOLD — 0.2% -0.0% 0.4 5,413 +0 5 —
☆IAUM funds › ISHARES GOLD TRUST MICRO ADD — 0.2% -0.1% 0.4 10,342 +299 4 —
☆SPMD funds › SPDR SERIES TRUST HOLD — 0.2% +0.0% 0.4 6,081 +0 5 —
☆VNQ funds › VANGUARD INDEX FDS HOLD — 0.2% -0.0% 0.4 4,089 +0 5 —
☆IXUS funds › ISHARES TR TRIM — 0.2% -0.0% 0.4 4,074 -28 5 —
☆IBBQ funds › INVESCO EXCH TRADED FD TR II ADD — 0.2% +0.0% 0.4 11,456 +426 4 —
☆V funds › VISA INC HOLD — 0.2% +0.0% 0.4 1,024 +0 4 —
☆MO funds › ALTRIA GROUP INC HOLD — 0.2% -0.0% 0.3 4,841 +0 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 0.2% +0.0% 0.3 448 +0 5 —
☆SCZ funds › ISHARES TR TRIM — 0.1% -0.0% 0.3 3,799 -199 5 —
☆WMT funds › WALMART INC TRIM — 0.1% -0.0% 0.3 2,753 -45 4 —
☆COF funds › CAPITAL ONE FINL CORP HOLD — 0.1% -0.0% 0.3 1,551 +0 5 —
☆BSV funds › VANGUARD BD INDEX FDS HOLD — 0.1% -0.0% 0.3 3,891 +0 4 —
☆CRM funds › SALESFORCE INC ADD — 0.1% -0.0% 0.3 1,929 +8 3 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.1% +0.0% 0.3 411 +0 5 —
☆XAR funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 0.3 977 -15 5 —
☆VTV funds › VANGUARD INDEX FDS HOLD — 0.1% -0.0% 0.2 1,106 +0 2 —
☆UFEB funds › INNOVATOR ETFS TRUST HOLD — 0.1% -0.0% 0.2 6,186 +0 5 —
☆SH funds › PROSHARES TR HOLD — 0.1% -0.0% 0.2 6,936 +0 2 —
☆INCM funds › FRANKLIN TEMPLETON ETF TR NEW — 0.1% +0.1% 0.2 7,807 +7,807 1 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.1% -0.0% 0.2 564 -20 5 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.1% +0.1% 0.2 515 +515 1 —
☆BX funds › BLACKSTONE INC ADD — 0.1% -0.0% 0.2 1,885 +4 4 —
☆IUSG funds › ISHARES TR NEW — 0.1% +0.1% 0.2 1,130 +1,130 1 —
☆DVY funds › ISHARES TR NEW — 0.1% +0.1% 0.2 1,316 +1,316 1 —
☆ECF funds › ELLSWORTH GROWTH & INCOME FD HOLD — 0.1% +0.0% 0.2 12,794 +0 5 —
☆TNGY funds › TORTOISE CAPITAL SERIES TRUS HOLD — 0.1% -0.0% 0.1 11,172 +0 5 —
☆FDX funds › FEDEX CORP EXIT — 0.0% -0.1% 0.0 0 -615 0 —
☆T funds › AT&T INC EXIT — 0.0% -0.1% 0.0 0 -7,298 0 —
☆NFLX funds › NETFLIX INC. EXIT — 0.0% -0.1% 0.0 0 -2,180 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 210 124 0.05 40% 0.025 0.342 — in
2026Q1 188 121 0.05 41% 0.026 0.341 — in
2025Q4 178 115 0.04 42% 0.027 0.331 — in
2025Q3 170 115 0.05 42% 0.028 0.303 — in
2025Q2 151 108 0.06 43% 0.029 0.319 — entered
2025Q1 138 102 0.00 44% 0.032 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status