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Home > Institutional Investor > Beckerman Institutional, Llc > Profile

Instuitional Investor - Beckerman Institutional, Llc

Fund Profile
Filing Period:
Fund Name: Beckerman Institutional, Llc
Portfolio Value $188,222,425
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK-B 33,375 $15,992,973 8.5%
2.
Dimensional Etf Trust
 294,471 $11,472,568 6.1%
3.
Doubleline Etf Trust
 222,253 $10,181,347 5.41%
4.
Ishares Tr - CORE MSCI INTL
 91,986 $7,687,213 4.08%
5.
Alphabet Inc.
 GOOGL 23,212 $6,675,273 3.55%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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