Beckerman Institutional, LLC

CIK 2043468 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$210.2M
13F 가치 기준 9,443개 중 #6,300위 · 상위 66.7%
포지션
124
기준일
2026년 6월 30일

포트폴리오 가치 분기별: +11.7% 13F는 현금을 공개하지 않습니다

상위 10개 보유 비중
39.63%
상위 25개 보유 비중
63.86%
1% 초과 포지션
27
유효 포지션 수
39.7

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

회전율 Q2 2026: 0.82% 추정 매수 $14,601,887 · 매도 $1,623,696

신규 포지션
6
증가함
40
감소
33
종료
3
이 페이지에서

섹터별 비중

Communication Services
4.9%
Technology
3.1%
Financials
0.8%
Healthcare
0.8%
Financial Services
0.8%
Consumer Staples
0.7%
Retail
0.4%
Communications
0.2%
기타/미분류
88.2%

전체 포트폴리오 124 포지션

유형 연속 8분기 추세
BRKB $17,096,001 8.13% 34,166 $1,103,028 상승 ×2
DFAI $12,952,159 6.16% 313,991 $1,479,591 상승 ×2
DBND $10,739,144 5.11% 235,558 $557,797 상승 ×2
GOOGL Alphabet Inc. - Class A Common Stock $8,285,464 3.94% 23,183 $1,610,191 하락 ×1
IDEV $8,140,680 3.87% 91,459 $453,467 하락 ×1
DFAC $6,240,210 2.97% 140,672 $1,179,863 상승 ×2
FLXR TCW Flexible Income ETF $5,727,315 2.73% 146,067 $301,024 상승 ×2
LDUR $5,114,614 2.43% 53,496 $-46,777 하락 ×2
SCHD $4,628,573 2.20% 145,966 $308,825 상승 ×2
VBIL Vanguard 0-3 Month Treasury Bill ETF $4,361,815 2.08% 57,635 $763,518 상승 ×2
VO $4,356,429 2.07% 54,070 $807,950 상승 ×2
DFIV $4,342,662 2.07% 80,389 $311,967 상승 ×2
DGS $4,089,398 1.95% 63,195 $186,882 하락 ×2
EMXC iShares MSCI Emerging Markets ex China ETF $3,953,933 1.88% 38,650 $1,049,721 상승 ×2
GLDM $3,840,934 1.83% 48,362 $-918,144 하락 ×2
BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund $3,778,031 1.80% 40,972 $1,112,611 상승 ×2
DFAT $3,312,338 1.58% 47,386 $431,439 상승 ×2
MTBA $3,222,431 1.53% 65,670 $13,960 상승 ×2
SCHO $3,155,054 1.50% 130,698 $-38,252 하락 ×1
JPIE $2,970,068 1.41% 64,496 $176,645 상승 ×2
STIP $2,886,005 1.37% 28,251 $23,768 상승 ×2
DFAE $2,874,621 1.37% 71,491 $586,774 상승 ×2
FHLC $2,775,641 1.32% 35,930 $358,268 상승 ×2
BINC $2,685,146 1.28% 51,301 $157,642 상승 ×2
SCHC $2,673,681 1.27% 55,563 $302,335 상승 ×2
ONEQ Fidelity Nasdaq Composite Index ETF $2,448,609 1.17% 23,722 $424,811 하락 ×1
FREL $2,259,589 1.08% 77,119 $372,987 상승 ×2
DGRO $2,026,375 0.96% 26,736 $147,380 하락 ×1
AAPL Apple Inc. - Common Stock $2,017,505 0.96% 6,972 $248,011
ITA ITA $1,997,919 0.95% 8,241 $152,639 하락 ×2
BCV $1,894,353 0.90% 72,888 $302,144 하락 ×1
DFAU $1,733,495 0.82% 33,537 $225,384 상승 ×1
PULS $1,700,262 0.81% 34,314 $1,717
IJR $1,663,403 0.79% 11,215 $269,181
IEFA $1,622,172 0.77% 16,796 $58,708 하락 ×1
FCOM $1,537,034 0.73% 22,122 $26,335 하락 ×2
SPSM $1,510,212 0.72% 26,187 $524,580 상승 ×2
NVDA NVIDIA Corporation - Common Stock $1,502,507 0.71% 7,509 상승 ×1
AMJB $1,443,660 0.69% 41,857 $49,669 상승 ×2
META Meta Platforms, Inc. - Class A Common Stock $1,423,953 0.68% 2,528 $-8,585 상승 ×2
TY Tri Continental Corporation Common Stock $1,378,046 0.66% 40,036 $114,605 상승 ×1
XSOE $1,370,983 0.65% 27,879 $236,606 하락 ×1
MSFT Microsoft Corporation - Common Stock $1,256,007 0.60% 3,368 $52,911 상승 ×2
JPM JP Morgan Chase & Co. Common Stock $1,113,144 0.53% 3,400 $112,802
CGNG $1,090,125 0.52% 29,101 $448,591 상승 ×2
VTI $1,081,433 0.51% 2,922 $143,872
SPYM $1,050,869 0.50% 11,958 $135,603
VEA $1,050,727 0.50% 14,748 $105,740
SLYV $1,043,521 0.50% 9,564 $138,962
JEPI $1,035,526 0.49% 18,335 $-6,035 하락 ×2
MUNI $964,999 0.46% 18,346 $183,662 상승 ×2
GGZ Gabelli Global Small and Mid Cap Value Trust (The) Common Shares of Beneficial Interest $933,182 0.44% 57,321 $69,094 하락 ×2
ITOT $925,828 0.44% 5,636 $100,018 하락 ×1
VOO $873,505 0.42% 1,272 $114,718 상승 ×1
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares $836,529 0.40% 16,654 $4,662
NFJ Virtus Dividend, Interest & Premium Strategy Fund Common Shares of Beneficial Interest $834,614 0.40% 54,945 $135,652 하락 ×2
IVV $820,742 0.39% 1,096 $164,395 상승 ×2
PYLD $804,879 0.38% 30,350 $9,707
VSS $792,894 0.38% 5,139 $43,677
ITB $742,938 0.35% 7,111 $54,145 하락 ×1
VGT $738,414 0.35% 6,178 $199,643 상승 ×1
PDN $735,680 0.35% 16,354 $-16,552 하락 ×1
VBR $734,559 0.35% 3,024 $77,810
MINO $717,380 0.34% 15,677 $4,281 하락 ×1
MU Micron Technology, Inc. - Common Stock $708,734 0.34% 614 $501,301
MOAT $704,224 0.34% 6,773 $25,393 하락 ×1
PM Philip Morris International Inc Common Stock $689,087 0.33% 3,809 $59,307
LONZ $683,436 0.33% 13,860 $-963
VOX $681,902 0.32% 3,707 $15,235
VV $673,032 0.32% 1,957 $88,183
TOTL $639,209 0.30% 16,195 $-5,442 하락 ×2
IAU $636,654 0.30% 8,431 $-125,006 하락 ×2
IJS $624,419 0.30% 4,568 $83,285
BAC Bank of America Corporation Common Stock $613,452 0.29% 10,767 $83,739 하락 ×1
VIG $613,319 0.29% 2,592 $55,884
RGT Royce Global Trust, Inc. Common Stock $611,904 0.29% 43,001 $306,542 상승 ×2
AMZN Amazon.com, Inc. - Common Stock $602,004 0.29% 2,526 $75,949
GSIE $571,251 0.27% 12,500 $32,127
FLGB $569,411 0.27% 16,135 $8,556
IEMG $558,176 0.27% 6,739 $160,085 상승 ×2
JNJ Johnson & Johnson Common Stock $557,374 0.27% 2,195 $20,914
PNI Pimco New York Municipal Income Fund II Common Shares of Beneficial Interest $536,791 0.26% 75,711 $18,170
ECAT BlackRock ESG Capital Allocation Term Trust Common Shares of Beneficial Interest $536,041 0.26% 34,099 $66,320 하락 ×2
CSCO Cisco Systems, Inc. - Common Stock $518,000 0.25% 4,410 $175,828
ABBV AbbVie Inc. Common Stock $510,326 0.24% 2,028 $73,606 상승 ×1
KO Coca-Cola Company (The) Common Stock $507,368 0.24% 6,243 $32,586
JBND JPMorgan Active Bond ETF $498,297 0.24% 9,314 $-2,347 상승 ×2
GOOG Alphabet Inc. - Class C Capital Stock $484,311 0.23% 1,371 $88,826 하락 ×1
PFE Pfizer, Inc. Common Stock $482,181 0.23% 20,024 $77,358 상승 ×1
IBB IBB $480,802 0.23% 2,528 $53,944
VOE $471,869 0.22% 2,390 $31,806
GLD $460,474 0.22% 1,251 $-77,390
PRF $455,203 0.22% 8,425 $-21,784 하락 ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $450,195 0.21% 445 $73,613
ICE Intercontinental Exchange Inc. Common Stock $430,886 0.21% 3,500 $-119,594
AMD Advanced Micro Devices, Inc. - Common Stock $426,388 0.20% 734 상승 ×1
DFNM $420,418 0.20% 8,698 $-35,156 하락 ×1
FNCL $414,456 0.20% 5,413 $34,428
IAUM $413,791 0.20% 10,342 $-55,220 상승 ×2
SPMD $410,832 0.20% 6,081 $50,715

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권 가치 주식 % 포트폴리오의
NVDA $1,502,507 7,509 0.71%
AMD $426,388 734 0.20%
INCM $225,270 7,807 0.11%
DELL $222,219 515 0.11%
IUSG $212,483 1,130 0.10%
DVY $205,380 1,316 0.10%

상위 변동 (분기별)

증권 거래 주식 Δ 가치 Δ
GOOGL 축소함 -29 +$1.6M
DFAI 추가 매수 +20K +$1.5M
DFAC 추가 매수 +10K +$1.2M
BOND 추가 매수 +12K +$1.1M
BRKB 추가 매수 +791 +$1.1M
EMXC 추가 매수 +2K +$1.0M
GLDM 축소함 -3K -$918K
VO 추가 매수 +42K +$808K
VBIL 추가 매수 +10K +$764K
DFAE 추가 매수 +4K +$587K

청산 포지션

기업 이벤트(합병, 상장 폐지) 포함 — 모든 이탈이 매도는 아님

청산된 포지션은 13F 보고 변경 사항을 반영합니다. 인덱스 관리자의 경우 이러한 변경은 능동적인 결정이 아닌 기계적인(상장 폐지, M&A, 인덱스 리밸런싱) 경우가 많습니다.

증권분기 이전 주식 수 이전 가치 매도 후 가격 변동
PLTR 2026년 3월 31일 1,349 $239,849 17.0%
FDX 2026년 6월 30일 615 $219,054 7.8%
T 2026년 6월 30일 7,298 $211,570 22.3%
NFLX 2026년 6월 30일 2,180 $209,609 11.8%