Titelia

Holdings of Beckerman Institutional, LLC

110 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 41.9 % of the equity sleeve

Sector breakdown

  • Financials 11.4 %
  • Communication 5.3 %
  • Funds 3.4 %
  • Technology 2.3 %
  • Consumer staples 1.1 %
  • Health care 1.0 %
  • Consumer discretionary 0.3 %
  • Industrials 0.1 %
  • Unattributed 75.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US110168.3M $100.00 %

Positions

RankCompanySharesValueWeight
1Berkshire Hathaway Inc 33,37516M $
2Dimensional ETF Trust 294,47111.5M $
3iShares Core MSCI International Developed Markets ETF 91,9867.7M $
4Alphabet Inc 23,2126.7M $
5TCW Flexible Income ETF 138,1795.4M $
6PIMCO ETF TR 53,8675.2M $
7Dimensional ETF Trust 130,2205.1M $
8SPDR Gold MiniShares Trust 51,3444.8M $
9Schwab US Dividend Equity ETF 140,7994.3M $
10Dimensional International Value ETF 76,3684M $
11Wisdom Tree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund 64,9323.9M $
12Vanguard 0-3 Month Treasury Bi 47,5653.6M $
13Vanguard Mid-Cap ETF 12,3573.5M $
14Simplify MBS ETF 64,8703.2M $
15Schwab Short-Term U.S. Treasury ETF 131,5743.2M $
16Ishares Inc 36,9202.9M $
17Dimensional U S Targeted Value ETF 46,1312.9M $
18iShares 0-5 Year TIPS Bond ETF 27,6732.9M $
19JPMorgan Income ETF 60,6352.8M $
20PIMCO ETF Trust 28,8842.7M $
21BlackRock ETF Trust II 48,6712.5M $
22FIDELITY COVINGTON TRUST 34,3572.4M $
23Schwab International Small-Cap Equity ETF 50,7352.4M $
24Dimensional ETF Trust 67,5672.3M $
25iShares Core Dividend Growth ETF 26,7751.9M $
26iShares Trust 8,4351.8M $
27Apple Inc 6,9721.8M $
28PGIM ETF Trust 34,3141.7M $
29Bancroft Fund Ltd 73,9191.6M $
30iShares Core MSCI EAFE ETF 17,2701.6M $
31FIDELITY COVINGTON TRUST 22,1771.5M $
32Meta Platforms Inc 2,5041.4M $
33iShares Core S&P Small-Cap ETF 11,2151.4M $
34Tri-Continental Corp 39,9941.3M $
35Microsoft Corp 3,2511.2M $
36Wisdomtree Trust 28,2911.1M $
37J P Morgan Exchange Traded Fund Trust 18,3761M $
38JPMorgan Chase & Co 3,4001M $
39SPDR Series Trust 20,398985.6K $
40Vanguard FTSE Developed Markets ETF 14,748945K $
41Vanguard Total Stock Market ETF 2,922937.6K $
42SPDR Series Trust 11,958915.3K $
43SPDR SERIES TRUST 9,564904.6K $
44Gabelli Global Small & Mid Cap Value Trust 57,529864.1K $
45Vanguard Malvern Funds 16,654831.9K $
46iShares Core S&P Total U.S. Stock Market ETF 5,798825.8K $
47PIMCO Multisector Bond Active 30,350795.2K $
48Ishares Gold Trust 8,639761.7K $
49Vanguard S&P 500 ETF 1,270758.8K $
50Vanguard FTSE All World ex-US 5,139749.2K $
51Virtus Dividend, Interest & Premium Strategy Fund 55,429699K $
52ISHARES TRUST 7,607688.8K $
53PIMCO FUNDS 13,860684.4K $
54VanEck Morningstar Wide Moat ETF 7,019678.8K $
55Vanguard World Fund 3,707666.7K $
56Vanguard Index Funds 3,024656.7K $
57iShares Core S&P 500 ETF 1,005656.3K $
58Ssga Active Trust 16,226644.7K $
59Capital Group New Geography Equity ETF 20,321641.5K $
60Philip Morris International Inc. 3,809629.8K $
61Vanguard Large-Cap ETF 1,957584.8K $
62Franklin Templeton ETF Trust 16,135560.9K $
63VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 2,592557.4K $
64Intercontinental Exchange Inc 3,500550.5K $
65iShares Trust 4,568541.1K $
66Goldman Sachs ActiveBeta International Equity ETF 12,500539.1K $
67Vanguard Information Technology ETF 773538.8K $
68SPDR Gold Shares 1,251537.9K $
69Johnson & Johnson 2,195536.5K $
70Bank of America Corp 10,866529.7K $
71Amazon.com Inc 2,526526.1K $
72PIMCO NEW YORK MUNICIPAL INCOME FUND II 75,711518.6K $
73J P Morgan Exchange Traded Fund Trust 9,311500.6K $
74Invesco RAFI US 1000 ETF 10,036477K $
75Coca-Cola Co/The 6,243474.8K $
76BlackRock ESG Capital Allocation Term Trust 34,589469.7K $
77Ishares Gold Trust Micro 10,043469K $
78DFA Dimensional National Municipal Bond ETF 9,505455.6K $
79Vanguard Index Funds 2,390440.1K $
80AbbVie Inc 2,008436.7K $
81iShares Biotechnology ETF 2,528426.9K $
82Pfizer Inc 14,417404.8K $
83iShares Core MSCI Emerging Markets ETF 5,708398.1K $
84Alphabet Inc 1,379395.5K $
85FIDELITY COVINGTON TRUST 5,413380K $
86Goldman Sachs Group Inc/The 445376.6K $
87Vanguard Real Estate ETF 4,089362.6K $
88SPDR Series Trust 6,081360.1K $
89Salesforce Inc 1,921358.6K $
90iShares Core MSCI Total International Stock ETF 4,102355.4K $
91Walmart Inc 2,798347.8K $
92Cisco Systems, Inc. 4,410342.2K $
93Altria Group, Inc. 4,841319.5K $
94iShares MSCI EAFE Small-Cap ETF 3,998313.5K $
95Visa Inc 1,024309.5K $
96Royce Global Trust Inc 22,853305.4K $
97Vanguard Short-term Bond Etf 3,891305.1K $
98State Street SPDR S&P 500 ETF Trust 448291.4K $
99Capital One Financial Corp 1,551282.9K $
100Intuitive Surgical Inc 584269.2K $