Beckerman Institutional, LLC ETFs

Beckerman Institutional, LLC

$119 Million
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IDEV Ishares Core Msci Intl Develop	$0	$6.68 Million 5.62% of portfolio	94,276	Q3 2024 New
DBND Doubleline ETF Tr Opportunisti	$0	$5.78 Million 4.86% of portfolio	121,960	Q3 2024 New
LDUR Pimco Enhanced Low Duration Ac	$0	$5.62 Million 4.73% of portfolio	58,576	Q3 2024 New
DFAI Dimensional ETF Tr	$0	$4.96 Million 4.18% of portfolio	156,138	Q3 2024 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$3.46 Million 2.91% of portfolio	100,804	Q3 2024 New
GLDM World Gold Trust	$7.66B	$3.21 Million 2.7% of portfolio	61,576	Q3 2024 New
DGS Wisdomtree Emerging Markets Sm	$0	$2.74 Million 2.31% of portfolio	51,057	Q3 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$2.66 Million 2.24% of portfolio	31,517	Q3 2024 New
VO Vanguard Mid Cap ETF	$0	$2.3 Million 1.94% of portfolio	8,724	Q3 2024 New
STIP Ishares Barclays 0 5 Year Tips	$0	$2.28 Million 1.92% of portfolio	22,527	Q3 2024 New
FHLC Fidelity Covington Tr Msci Hea	$0	$2.15 Million 1.81% of portfolio	29,479	Q3 2024 New
DFAT Dimensional ETF Tr U S Target	$0	$1.9 Million 1.6% of portfolio	34,065	Q3 2024 New
SCHO Schwab Short Term Us Treasury	$0	$1.82 Million 1.53% of portfolio	37,186	Q3 2024 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$1.75 Million 1.47% of portfolio	24,415	Q3 2024 New
DGRO Ishares Core Dividend Growth E	$0	$1.7 Million 1.43% of portfolio	27,095	Q3 2024 New
DFAU Dimensional ETF Tr	$0	$1.63 Million 1.37% of portfolio	41,094	Q3 2024 New
IEFA Ishares Tr	$0	$1.44 Million 1.21% of portfolio	18,424	Q3 2024 New
JEPI J P Morgan Exchange Traded Fd	$0	$1.41 Million 1.19% of portfolio	23,708	Q3 2024 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$1.41 Million 1.19% of portfolio	23,037	Q3 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$1.39 Million 1.17% of portfolio	11,883	Q3 2024 New
ECAT Black Rock Esg Capital Allocation Trust	$0	$1.35 Million 1.14% of portfolio	76,235	Q3 2024 New
FCOM Fidelity Covington Tr Msci Com	$0	$1.28 Million 1.08% of portfolio	23,219	Q3 2024 New
DFAE Dimensional ETF Tr	$0	$1.23 Million 1.03% of portfolio	44,790	Q3 2024 New
SCHC Schwab Strategic Tr Intl Small	$0	$1.19 Million 1.0% of portfolio	30,948	Q3 2024 New
PULS Pgim ETF Tr	$0	$1.15 Million 0.97% of portfolio	23,067	Q3 2024 New
ITA Ishares Tr	$0	$1.12 Million 0.94% of portfolio	7,498	Q3 2024 New
UCON First Tr ETF Viii Tcw Unconstr	$0	$1.03 Million 0.87% of portfolio	40,895	Q3 2024 New
ITB Ishares Tr	$0	$983,000 0.83% of portfolio	7,732	Q3 2024 New
XSOE Wisdomtree Tr Emerging Mkts Ex	$0	$976,000 0.82% of portfolio	29,545	Q3 2024 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$918,000 0.77% of portfolio	10,568	Q3 2024 New
FREL Fidelity Covington Tr Msci Rea	$0	$877,000 0.74% of portfolio	29,736	Q3 2024 New
VEA Vanguard Ftse Developed Market	$0	$825,000 0.69% of portfolio	15,620	Q3 2024 New
MOAT Vaneck Morningstar Wide Moat E	$0	$813,000 0.68% of portfolio	8,385	Q3 2024 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$757,000 0.64% of portfolio	11,215	Q3 2024 New
ITOT Ishares Core S&P Total U.S. St	$0	$728,000 0.61% of portfolio	5,798	Q3 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$710,000 0.6% of portfolio	1,346	Q3 2024 New
TOTL Ssga Active ETF Tr Spdr Doblel	$0	$691,000 0.58% of portfolio	16,695	Q3 2024 New
PDN Invesco Fd Tr	$0	$667,000 0.56% of portfolio	18,987	Q3 2024 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$620,000 0.52% of portfolio	4,924	Q3 2024 New
GSIE Goldman Sachs ETF Tr Activebet	$0	$574,000 0.48% of portfolio	15,878	Q3 2024 New
VOX Vanguard Communication Service	$0	$556,000 0.47% of portfolio	3,827	Q3 2024 New
VBR Vanguard Small Cap Value ETF	$0	$551,000 0.46% of portfolio	2,742	Q3 2024 New
VV Vanguard Large Cap ETF	$0	$515,000 0.43% of portfolio	1,957	Q3 2024 New
MINO Pimco ETF Tr Municipal Income	$0	$482,000 0.41% of portfolio	10,437	Q3 2024 New
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$481,000 0.41% of portfolio	9,761	Q3 2024 New
IVV Ishares Core S&P 500 ETF	$0	$459,000 0.39% of portfolio	796	Q3 2024 New
IJS Ishares S&P Smallcap 600 Value	$0	$445,000 0.37% of portfolio	4,129	Q3 2024 New
VIG Vanguard Dividend Appreciation	$0	$423,000 0.36% of portfolio	2,136	Q3 2024 New
FLGB Franklin Templeton ETF Tr	$0	$422,000 0.36% of portfolio	14,774	Q3 2024 New
VGT Vanguard Information Technolog	$0	$420,000 0.35% of portfolio	716	Q3 2024 New

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