StockDriftsStockDriftsTop 50 Beckerman Institutional, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8.5% | 33.4K | $16.0M | +3.40%(+1.10K) | $442.80(+9.65%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 6.1% | 294.5K | $11.5M | +7.84%(+21.41K) | $32.55(+27.91%) | 2026-03-31 | |
| DBND | DOUBLELINE ETF TRUST | 5.41% | 222.3K | $10.2M | +5.56%(+11.71K) | $46.32(-1.69%) | 2026-03-31 | |
| IDEV | ISHARES TR | 4.08% | 92.0K | $7.7M | +0.14%(+128) | $68.18(+31.33%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.55% | 23.2K | $6.7M | +0.19%(+43) | $175.34(+129.62%) | 2026-03-31 | |
| FLXR | TCW ETF TRUST | 2.88% | 138.2K | $5.4M | +9.48%(+11.96K) | $39.25(-0.17%) | 2026-03-31 | |
| LDUR | PIMCO ETF TR | 2.74% | 53.9K | $5.2M | -1.92%(-1.06K) | $95.36(+0.10%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.69% | 130.2K | $5.1M | +1.47%(+1.89K) | $33.85(+27.67%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 2.53% | 51.3K | $4.8M | -13.25%(-7.84K) | $49.55(+87.26%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.3% | 140.8K | $4.3M | +10.03%(+12.84K) | $27.29(+16.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.54% | +27.88% |
| Top 20 Holdings Unweighted | +9.26% | +30.44% |
Sign up free to track Beckerman Institutional, LLC, compare funds side by side, and get alerts the moment positions change.