Beckerman Institutional, LLC - Portfolio overview

Beckerman Institutional, LLC has 125 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Communication Services.

Largest reported holdings by portfolio allocation

1. BRKB - BERKSHIRE HATHAWAY INC DEL, 8.43%
2. DFAI - DIMENSIONAL ETF TRUST, 6.04%
3. DBND - DOUBLELINE ETF TRUST, 5.36%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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