Beckerman Institutional, LLC 13F 持仓 · 2026年Q2
Beckerman Institutional 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 124 只证券，申报市值合计 2.10 亿美元。前几大持仓：BRKB（8.13%）、DFAI（6.16%）、DBND（5.11%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $17.1M | 8.13% | 34,166 | 增持 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $13.0M | 6.16% | 313,991 | 增持 |
| 3 | DBND | DOUBLELINE ETF TRUST | $10.7M | 5.11% | 235,558 | 增持 |
| 4 | GOOGL | ALPHABET INC | $8.3M | 3.94% | 23,183 | 减持 |
| 5 | IDEV | ISHARES TR | $8.1M | 3.87% | 91,459 | 减持 |
| 6 | DFAC | DIMENSIONAL ETF TRUST | $6.2M | 2.97% | 140,672 | 增持 |
| 7 | FLXR | TCW ETF TRUST | $5.7M | 2.73% | 146,067 | 增持 |
| 8 | LDUR | PIMCO ETF TR | $5.1M | 2.43% | 53,496 | 减持 |
| 9 | SCHD | SCHWAB STRATEGIC TR | $4.6M | 2.20% | 145,966 | 增持 |
| 10 | VBIL | VANGUARD INSTL INDEX FD | $4.4M | 2.08% | 57,635 | 增持 |
| 11 | DFIV | DIMENSIONAL ETF TRUST | $4.3M | 2.07% | 80,389 | 增持 |
| 12 | VO | VANGUARD INDEX FDS | $4.4M | 2.07% | 54,070 | 增持 |
| 13 | DGS | WISDOMTREE TR | $4.1M | 1.95% | 63,195 | 减持 |
| 14 | EMXC | ISHARES INC | $4.0M | 1.88% | 38,650 | 增持 |
| 15 | GLDM | WORLD GOLD TR | $3.8M | 1.83% | 48,362 | 减持 |
| 16 | BOND | PIMCO ETF TR | $3.8M | 1.80% | 40,972 | 增持 |
| 17 | DFAT | DIMENSIONAL ETF TRUST | $3.3M | 1.58% | 47,386 | 增持 |
| 18 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $3.2M | 1.53% | 65,670 | 增持 |
| 19 | SCHO | SCHWAB STRATEGIC TR | $3.2M | 1.50% | 130,698 | 减持 |
| 20 | JPIE | J P MORGAN EXCHANGE TRADED F | $3.0M | 1.41% | 64,496 | 增持 |
| 21 | DFAE | DIMENSIONAL ETF TRUST | $2.9M | 1.37% | 71,491 | 增持 |
| 22 | STIP | ISHARES TR | $2.9M | 1.37% | 28,251 | 增持 |
| 23 | FHLC | FIDELITY COVINGTON TRUST | $2.8M | 1.32% | 35,930 | 增持 |
| 24 | BINC | BLACKROCK ETF TRUST II | $2.7M | 1.28% | 51,301 | 增持 |
| 25 | SCHC | SCHWAB STRATEGIC TR | $2.7M | 1.27% | 55,563 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR