Beckerman-Institutional

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "GOOGL",
  "T",
  "COF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ECAT",
  "BCV",
  null,
  null,
  null,
  "ISRG",
  null,
  "EMXC",
  "GSIE",
  null,
  "ICE",
  "META",
  null,
  null,
  null,
  "GGZ",
  null,
  null,
  "MSFT",
  null,
  "IJR",
  null,
  "IEMG",
  null,
  null,
  "IVV",
  "AAPL",
  "SPY",
  null,
  "GS",
  "PFE",
  null,
  "IEFA",
  "GLD",
  null,
  "SPLG",
  "VNQ",
  "VO",
  "VV",
  "VOE",
  "VSS",
  null,
  "PRF",
  null,
  null,
  "TY",
  "VIG",
  null,
  null,
  null,
  "RGT",
  "PNI",
  "ECF",
  "AMZN",
  null,
  null,
  null,
  null,
  null,
  null,
  "VGT",
  null,
  "VEA",
  "VBR",
  "VOO",
  null,
  null,
  null,
  null,
  "SCHD",
  null,
  null,
  null,
  "IXUS",
  "DGRO",
  null,
  "BAC",
  "BRK-B",
  "KO",
  null,
  "DFAC",
  null,
  "QQQ",
  "GOOG",
  "PM",
  "MO",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 102
Total Value: 138110
Accession Number: 0002043468-25-000003
Form Type: 13F-HR
CIK: beckerman-institutional
Manager Name: Beckerman-Institutional

Data Enrichment

51% identified

52 identified50 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

102 positions • $138.1K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:30.8K

Value:$16.4M

% of Portfolio:11877.5% ($16.4M/$138.1K)

25861R105

Shares:175.2K

Value:$8.1M

% of Portfolio:5856.9% ($8.1M/$138.1K)

46435G326

Shares:98.8K

Value:$6.8M

% of Portfolio:4929.4% ($6.8M/$138.1K)

72201R718

Shares:63.8K

Value:$6.1M

% of Portfolio:4436.3% ($6.1M/$138.1K)

25434V203

Shares:186.5K

Value:$5.8M

% of Portfolio:4216.9% ($5.8M/$138.1K)

98149E303

Shares:65.8K

Value:$4.1M

% of Portfolio:2948.4% ($4.1M/$138.1K)

25434V708

DFAC|25434V708

Shares:107.8K

Value:$3.6M

% of Portfolio:2576.2% ($3.6M/$138.1K)

Alphabet Inc.

GOOGL|02079K305

Shares:22.5K

Value:$3.5M

% of Portfolio:2523.4% ($3.5M/$138.1K)

808524797

SCHD|808524797

Shares:104.9K

Value:$2.9M

% of Portfolio:2123.7% ($2.9M/$138.1K)

97717W281

Shares:58.5K

Value:$2.8M

% of Portfolio:2044.7% ($2.8M/$138.1K)

922908629

VO|922908629

Shares:10.3K

Value:$2.7M

% of Portfolio:1928.2% ($2.7M/$138.1K)

46429B747

Shares:25.5K

Value:$2.6M

% of Portfolio:1909.3% ($2.6M/$138.1K)

808524862

Shares:97.4K

Value:$2.4M

% of Portfolio:1716.0% ($2.4M/$138.1K)

092528603

Shares:43.5K

Value:$2.3M

% of Portfolio:1648.7% ($2.3M/$138.1K)

316092600

Shares:32.6K

Value:$2.2M

% of Portfolio:1611.0% ($2.2M/$138.1K)

46641Q159

Shares:45.9K

Value:$2.1M

% of Portfolio:1532.8% ($2.1M/$138.1K)

25434V807

Shares:51.9K

Value:$2.0M

% of Portfolio:1479.3% ($2.0M/$138.1K)

29287L700

Shares:51.1K

Value:$2.0M

% of Portfolio:1450.3% ($2.0M/$138.1K)

25434V609

Shares:38.1K

Value:$2.0M

% of Portfolio:1421.3% ($2.0M/$138.1K)

69344A107

Shares:34.1K

Value:$1.7M

% of Portfolio:1229.5% ($1.7M/$138.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	30.8K	QoQ +9.11% (+2.6K) YoY-	All Managers (Combined)	$16.4M	11877.5% ($16.4M/$138.1K)	QoQ +28.20% (+$4) YoY-
(cusip25861R105)✕	175.2K	QoQ +4.17% (+7.0K) YoY-	All Managers (Combined)	$8.1M	5856.9% ($8.1M/$138.1K)	QoQ +6.21% (+$0) YoY-
(cusip46435G326)✕	98.8K	QoQ +5.10% (+4.8K) YoY-	All Managers (Combined)	$6.8M	4929.4% ($6.8M/$138.1K)	QoQ +12.30% (+$1) YoY-
(cusip72201R718)✕	63.8K	QoQ +3.84% (+2.4K) YoY-	All Managers (Combined)	$6.1M	4436.3% ($6.1M/$138.1K)	QoQ +4.91% (+$0) YoY-
(cusip25434V203)✕	186.5K	QoQ +9.74% (+16.6K) YoY-	All Managers (Combined)	$5.8M	4216.9% ($5.8M/$138.1K)	QoQ +17.37% (+$1) YoY-
(cusip98149E303)✕	65.8K	QoQ +5.35% (+3.3K) YoY-	All Managers (Combined)	$4.1M	2948.4% ($4.1M/$138.1K)	QoQ +25.40% (+$1) YoY-
(DFACcusip25434V708)	107.8K	QoQ -0.13% (-149) YoY-	All Managers (Combined)	$3.6M	2576.2% ($3.6M/$138.1K)	QoQ -4.73% (-$0) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	22.5K	QoQ +7.48% (-1.6K) YoY-	All Managers (Combined)	$3.5M	2523.4% ($3.5M/$138.1K)	QoQ -12.19% (-$0) YoY-
(SCHDcusip808524797)	104.9K	QoQ +4.81% (+4.8K) YoY-	All Managers (Combined)	$2.9M	2123.7% ($2.9M/$138.1K)	QoQ +7.27% (+$0) YoY-
(cusip97717W281)✕	58.5K	QoQ +7.05% (+3.9K) YoY-	All Managers (Combined)	$2.8M	2044.7% ($2.8M/$138.1K)	QoQ +5.72% (+$0) YoY-
(VOcusip922908629)	10.3K	QoQ +9.92% (+930) YoY-	All Managers (Combined)	$2.7M	1928.2% ($2.7M/$138.1K)	QoQ +7.63% (+$0) YoY-
(cusip46429B747)✕	25.5K	QoQ +7.97% (+1.9K) YoY-	All Managers (Combined)	$2.6M	1909.3% ($2.6M/$138.1K)	QoQ +11.07% (+$0) YoY-
(cusip808524862)✕	97.4K	QoQ +7.85% (+7.1K) YoY-	All Managers (Combined)	$2.4M	1716.0% ($2.4M/$138.1K)	QoQ +9.11% (+$0) YoY-
(cusip092528603)✕	43.5K	QoQ +13.42% (+5.1K) YoY-	All Managers (Combined)	$2.3M	1648.7% ($2.3M/$138.1K)	QoQ +14.19% (+$0) YoY-
(cusip316092600)✕	32.6K	QoQ +10.74% (+3.2K) YoY-	All Managers (Combined)	$2.2M	1611.0% ($2.2M/$138.1K)	QoQ +15.76% (+$0) YoY-
(cusip46641Q159)✕	45.9K	QoQ +9.81% (+4.1K) YoY-	All Managers (Combined)	$2.1M	1532.8% ($2.1M/$138.1K)	QoQ +10.89% (+$0) YoY-
(cusip25434V807)✕	51.9K	QoQ +57.44% (+18.9K) YoY-	All Managers (Combined)	$2.0M	1479.3% ($2.0M/$138.1K)	QoQ +74.61% (+$1) YoY-
(cusip29287L700)✕	51.1K	QoQ NEW(+51.1K) YoY-	All Managers (Combined)	$2.0M	1450.3% ($2.0M/$138.1K)	QoQ NEW(+$2) YoY-
(cusip25434V609)✕	38.1K	QoQ +6.81% (-2.4K) YoY-	All Managers (Combined)	$2.0M	1421.3% ($2.0M/$138.1K)	QoQ -1.20% (-$0) YoY-
(cusip69344A107)✕	34.1K	QoQ -0.72% (-250) YoY-	All Managers (Combined)	$1.7M	1229.5% ($1.7M/$138.1K)	QoQ -0.35% (-$0) YoY-