BIL
Beckerman Institutional LLC Portfolio
Invests via Beckerman Institutional LLC | Managed by Ashleigh Swayze, Daniel Mark Beckerman
Invests via Beckerman Institutional LLC
Managed by Ashleigh Swayze, Daniel Mark Beckerman
Automatically Tracked
Company Profile
Serving institutional pension plans and family offices, Beckerman Institutional LLC provides discretionary investment management and advisory services with emphasis on fixed income, liability-driven strategies and diversified income solutions. The firm allocates capital across US municipal and corporate credit, structured products and select private credit opportunities, targeting predictable cash flows and liability matching for clients.
Serving institutional pension plans and family offices, Beckerman Institutional LLC provides discretionary investment management and advisory services with emphasis on fixed income, liability-driven strategies and diversified income solutions. The firm allocates capital across US municipal and corporate credit, structured products and select private credit opportunities, targeting predictable cash flows and liability matching for clients.
Investment Philosophy & Strategy
Specializes in liability‑aware fixed‑income management for institutional pension plans and family offices, prioritizing predictable cash flows, capital preservation and liability matching. Allocates across US municipals, corporate credit, structured products and selective private credit with a bias toward high-quality, income-generating instruments. Emphasizes portfolio construction that blends duration management, credit selection and structured yield enhancement to deliver diversified income solutions within a conservative risk framework and multi-year horizon.
Specializes in liability‑aware fixed‑income management for institutional pension plans and family offices, prioritizing predictable cash flows, capital preservation and liability matching. Allocates across US municipals, corporate credit, structured products and selective private credit with a bias toward high-quality, income-generating instruments. Emphasizes portfolio construction that blends duration management, credit selection and structured yield enhancement to deliver diversified income solutions within a conservative risk framework and multi-year horizon.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.63%
Gain
Monthly
0.03%
Yearly
0.35%
Drawdown
20.69%
$199.54M
Equity
Holdings
$199.54M
Investment
$170.82M
$29.5M
Profit -$1.26M
Realized
$778,576.5
Unrealized
$28.72M
Dividends
$7.66M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.26M
Win %
77%
This Week
Compared To Last Week
Gain
-0.85%
Profit
-$1.7M
Win %
77%
This Month
Compared to last month
Gain
-0.57%
Profit
-$1.14M
Win %
77%
This Year
Compared to last year
Gain
6.04%
Profit
$11.36M
Win %
76%
T AT&T Inc.
+3.3%
+$5,291.05 
MO Altria Group, Inc.
+2.86%
+$10,117.69 
WMT Walmart Inc.
+2.56%
+$8,226.12 
PM Philip Morris International Inc.
+2.38%
+$17,178.59 
ABBV AbbVie Inc.
+2.1%
+$10,742.8 
JNJ Johnson & Johnson
+2.1%
+$11,490.83 
TNGY Tortoise Energy Fund, Inc.
+1.77%
+$2,010.96 
PFE Pfizer Inc.
+1.72%
+$6,228.14 
ICE Intercontinental Exchange, Inc.
+1.43%
+$7,105 
SH ProShares Short S&P500
+1.35%
+$3,084.44 
SCHD Schwab U.S. Dividend Equity ETF
+1.23%
+$57,037.67 
ITB iShares U.S. Home Construction ETF
+1.16%
+$8,862.16 
TY Tri-Continental Corporation
+1.06%
+$14,773.78 
FREL Fidelity MSCI Real Estate Index ETF
+0.85%
+$18,228.08 
VNQ Vanguard Real Estate ETF
+0.84%
+$3,434.76 
FHLC Fidelity MSCI Health Care Index ETF
+0.83%
+$22,332.05 
VOE Vanguard Mid-Cap Value ETF
+0.68%
+$3,298.2 
CRM Salesforce Inc
+0.66%
+$2,189.96 
CSCO Cisco Systems, Inc.
+0.58%
+$2,822.4 
DGRO iShares Core Dividend Growth ETF
+0.51%
+$10,549.35 
IBB iShares Biotechnology ETF
+0.37%
+$1,769.6 
IBBQ Invesco Nasdaq Biotechnology ETF
+0.37%
+$1,323.6 
VTV Vanguard Value ETF
+0.37%
+$884.8 
ITA iShares U.S. Aerospace & Defense ETF
+0.31%
+$6,073.2 
JBND JPMorgan Active Bond ETF
+0.24%
+$1,163.87 
BRK-B Berkshire Hathaway Inc.
+0.23%
+$37,713.75 
AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044
+0.22%
+$3,225.92 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.21%
+$5,632.38 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.2%
+$1,298.08 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.2%
+$1,405.04 
AAPL Apple Inc.
+0.19%
+$4,322.57 
BX Blackstone Inc.
+0.17%
+$413.82 
IAUM iShares Gold Trust Micro
+0.16%
+$652.79 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.16%
+$1,330.65 
STIP iShares 0-5 Year TIPS Bond ETF
+0.16%
+$4,427.68 
DBND DoubleLine Opportunistic Bond ETF
+0.13%
+$13,335.18 
MTBA Simplify MBS ETF
+0.13%
+$4,216.55 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.13%
+$937.44 
BSV Vanguard Short-Term Bond ETF
+0.12%
+$369.64 
FLXR TCW Flexible Income ETF
+0.1%
+$5,527.16 
GLDM SPDR Gold MiniShares Trust
+0.1%
+$4,102.39 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.1%
+$754.54 
IAU iShares Gold Trust
+0.09%
+$604.73 
GLD SPDR Gold Shares
+0.09%
+$412.83 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$2,394.65 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.06%
+$3,232.02 
PYLD PIMCO Multisector Bond Active ETF
+0.06%
+$455.25 
PULS PGIM Ultra Short Bond ETF
+0.05%
+$857.85 
DFAT Dimensional US Targeted Value ETF
+0.04%
+$1,153.28 
JPIE JPMorgan Income ETF
+0.03%
+$909.52 
DFNM Dimensional National Municipal Bond ETF
+0.03%
+$142.57 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.02%
+$713.48 
NFLX Netflix, Inc.
-10.45%
-$16,938.6 
ISRG Intuitive Surgical, Inc.
-9.51%
-$22,352.6 
MU Micron Technology, Inc.
-5.41%
-$28,329.96 
META Meta Platforms Inc Class A
-3.91%
-$65,104.03 
GOOGL Alphabet Inc
-3.67%
-$302,220.24 
GOOG Alphabet Inc
-3.55%
-$17,320.24 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.46%
-$118,513.2 
IEMG iShares Core MSCI Emerging Markets ETF
-3.3%
-$14,726.64 
DFAE Dimensional Emerging Core Equity Market ETF
-3.18%
-$81,418.24 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-3.17%
-$41,163.4 
VGT Vanguard Information Technology ETF
-2.98%
-$21,025.6 
GS The Goldman Sachs Group, Inc.
-2.8%
-$13,634.8 
CGNG Capital Group New Geography Equity ETF
-2.74%
-$19,711.37 
QQQ Invesco QQQ Trust, Series 1
-2.68%
-$7,780.23 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-2.35%
-$96,099.36 
ONEQ Fidelity Nasdaq Composite Index Fund
-2.26%
-$54,818.2 
VOX Vanguard Communication Services ETF
-2.03%
-$14,457.3 
FCOM Fidelity MSCI Communication Services Index ETF
-1.99%
-$31,934.88 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.85%
-$14,491.98 
IXUS iShares Core International Stock ETF
-1.78%
-$6,850.34 
ECF Ellsworth Growth and Income Fund Ltd.
-1.71%
-$2,718.72 
COF Capital One Financial Corporation
-1.62%
-$5,319.93 
SCHC Schwab International Small-Cap Equity ETF
-1.6%
-$39,065.95 
ECAT BlackRock ESG Capital Allocation Term Trust
-1.51%
-$8,128.41 
MSFT Microsoft Corp.
-1.49%
-$19,408.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.48%
-$15,264.18 
AMZN Amazon.com Inc
-1.41%
-$8,866.26 
BCV Bancroft Fund Ltd.
-1.4%
-$25,132.46 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.38%
-$4,597.7 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.31%
-$8,884.78 
VOO Vanguard S&P 500 ETF
-1.3%
-$11,366.5 
IVV iShares Core S&P 500 ETF
-1.29%
-$9,778.65 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.29%
-$13,632.12 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.28%
-$12,175.8 
SPY SPDR S&P 500 ETF Trust
-1.27%
-$4,278.41 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.23%
-$13,309.71 
DFAU Dimensional US Core Equity Market ETF
-1.19%
-$20,723.5 
IEFA iShares Core MSCI EAFE ETF
-1.14%
-$18,997 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-1.1%
-$90,146.28 
V Visa Inc. Class A
-1.02%
-$3,806.73 
DFAI Dimensional International Core Equity Market ETF
-0.94%
-$114,843.69 
XAR SPDR S&P Aerospace & Defense ETF
-0.92%
-$2,360.96 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.89%
-$5,125 
GGZ Gabelli Global Small & Mid Cap Value Trust
-0.88%
-$8,054.06 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.86%
-$50,134.7 
KO The Coca-Cola Company
-0.8%
-$4,245.24 
JPM JPMorgan Chase & Co.
-0.69%
-$8,081.77 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.68%
-$2,736.45 
NFJ Virtus Dividend, Interest & Premium Strategy Fund
-0.67%
-$5,598.33 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-0.64%
-$5,031.49 
DFIV Dimensional International Value ETF
-0.52%
-$22,146.72 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$8,523.4 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.51%
-$5,915.42 
UFEB Innovator U.S. Equity Ultra ETF
-0.41%
-$989.76 
FNCL Fidelity MSCI Financials Index ETF
-0.39%
-$1,705.1 
FLGB Franklin FTSE United Kingdom ETF
-0.39%
-$2,258.9 
VO Vanguard Mid-Cap ETF
-0.32%
-$12,851.28 
FDX FedEx Corporation
-0.3%
-$584.25 
RGT Royce Global Trust, Inc.
-0.27%
-$914.12 
PRF Invesco FTSE RAFI US 1000 ETF
-0.2%
-$1,103.96 
PNI PIMCO New York Municipal Income Fund II
-0.2%
-$1,059.95 
JEPI JPMorgan Equity Premium Income Fund
-0.17%
-$1,833.92 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.16%
-$1,721.52 
IJS iShares S&P Small-Cap 600 Value ETF
-0.16%
-$982.12 
VIG Vanguard Dividend Appreciation ETF
-0.1%
-$635.04 
BINC iShares Flexible Income Active ETF
-0.04%
-$973.42 
BAC Bank of America Corporation
-0.03%
-$216.23 
MOAT VanEck Morningstar Wide Moat Fund
-0.03%
-$210.57 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
-0.02%
-$138.6 Events
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Dividends
Dividend Analysis
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| Trades 595 | Longs Won 419/595 70% | Profit Factor 15.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $207,698.67 |
| Average Win $75,187.2 | Best Trade (Jul 10) $4M | Sharpe Ratio -9.95 |
| Average Loss -$11,388.45 | Worst Trade (Jul 14) -$266,482.6 | Z-Score 12.38 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 1d | Expectancy $49,578.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
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Returns
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