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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 $212,517,026
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK-B 33,954 $16,907,080 7.96%
2.
Dimensional Etf Trust
 DFAC 324,530 $13,445,302 6.33%
3.
Doubleline Etf Trust - OPPO CORE BD ETF
 235,763 $10,250,989 4.82%
4.
Ishares Tr - CORE MSCI INTL
 91,458 $8,183,573 3.85%
5.
Alphabet Inc.
 GOOGL 23,074 $7,939,854 3.74%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.