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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78464A300

Shares:10.6K

Value:$833.0K

% of Portfolio:603.1% ($833.0K/$138.1K)

921943858

VEA|921943858

Shares:15.7K

Value:$798.0K

% of Portfolio:577.8% ($798.0K/$138.1K)

464288752

Shares:8.2K

Value:$782.0K

% of Portfolio:566.2% ($782.0K/$138.1K)

922040845

Shares:10.3K

Value:$773.0K

% of Portfolio:559.7% ($773.0K/$138.1K)

78464A854

SPLG|78464A854

Shares:11.8K

Value:$773.0K

% of Portfolio:559.7% ($773.0K/$138.1K)

78467V848

Shares:18.9K

Value:$762.0K

% of Portfolio:551.7% ($762.0K/$138.1K)

72201R635

Shares:17.0K

Value:$760.0K

% of Portfolio:550.3% ($760.0K/$138.1K)

72201R585

Shares:27.6K

Value:$726.0K

% of Portfolio:525.7% ($726.0K/$138.1K)

922908769

VTI|922908769

Shares:2.6K

Value:$718.0K

% of Portfolio:519.9% ($718.0K/$138.1K)

92840R101

Shares:59.1K

Value:$717.0K

% of Portfolio:519.2% ($717.0K/$138.1K)

MICROSOFT CORP

MSFT|594918104

Shares:1.9K

Value:$711.0K

% of Portfolio:514.8% ($711.0K/$138.1K)

464287150

ITOT|464287150

Shares:5.8K

Value:$707.0K

% of Portfolio:511.9% ($707.0K/$138.1K)

46138E735

Shares:20.1K

Value:$674.0K

% of Portfolio:488.0% ($674.0K/$138.1K)

92189F643

Shares:7.6K

Value:$673.0K

% of Portfolio:487.3% ($673.0K/$138.1K)

BlackRock ESG Capital Allocation Term Trust

ECAT|09262F100

Shares:42.2K

Value:$666.0K

% of Portfolio:482.2% ($666.0K/$138.1K)

922908363

VOO|922908363

Shares:1.3K

Value:$655.0K

% of Portfolio:474.3% ($655.0K/$138.1K)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.5K

Value:$613.0K

% of Portfolio:443.8% ($613.0K/$138.1K)

Philip Morris International Inc.

PM|718172109

Shares:3.8K

Value:$605.0K

% of Portfolio:438.1% ($605.0K/$138.1K)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:3.5K

Value:$604.0K

% of Portfolio:437.3% ($604.0K/$138.1K)

922042718

VSS|922042718

Shares:5.1K

Value:$594.0K

% of Portfolio:430.1% ($594.0K/$138.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A300)✕	10.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$833.0K	603.1% ($833.0K/$138.1K)	QoQ -10.14% (-$0) YoY-
(VEAcusip921943858)	15.7K	QoQ +1.38% (+214) YoY-	All Managers (Combined)	$798.0K	577.8% ($798.0K/$138.1K)	QoQ +7.69% (+$0) YoY-
(cusip464288752)✕	8.2K	QoQ +8.02% (-610) YoY-	All Managers (Combined)	$782.0K	566.2% ($782.0K/$138.1K)	QoQ -0.50% (-$0) YoY-
(cusip922040845)✕	10.3K	QoQ NEW(+10.3K) YoY-	All Managers (Combined)	$773.0K	559.7% ($773.0K/$138.1K)	QoQ NEW(+$1) YoY-
(SPLGcusip78464A854)	11.8K	QoQ +4.50% (-507) YoY-	All Managers (Combined)	$773.0K	559.7% ($773.0K/$138.1K)	QoQ -0.25% (-$0) YoY-
(cusip78467V848)✕	18.9K	QoQ +24.75% (+3.8K) YoY-	All Managers (Combined)	$762.0K	551.7% ($762.0K/$138.1K)	QoQ +27.63% (+$0) YoY-
(cusip72201R635)✕	17.0K	QoQ +29.93% (+3.9K) YoY-	All Managers (Combined)	$760.0K	550.3% ($760.0K/$138.1K)	QoQ +29.03% (+$0) YoY-
(cusip72201R585)✕	27.6K	QoQ +14.87% (+3.6K) YoY-	All Managers (Combined)	$726.0K	525.7% ($726.0K/$138.1K)	QoQ +16.72% (+$0) YoY-
(VTIcusip922908769)	2.6K	QoQ +3.81% (-96) YoY-	All Managers (Combined)	$718.0K	519.9% ($718.0K/$138.1K)	QoQ -1.50% (-$0) YoY-
(cusip92840R101)✕	59.1K	QoQ +1.65% (-964) YoY-	All Managers (Combined)	$717.0K	519.2% ($717.0K/$138.1K)	QoQ -2.31% (-$0) YoY-
MICROSOFT CORP(MSFTcusip594918104)	1.9K	QoQ -2.92% (-57) YoY-	All Managers (Combined)	$711.0K	514.8% ($711.0K/$138.1K)	QoQ -13.50% (-$0) YoY-
(ITOTcusip464287150)	5.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$707.0K	511.9% ($707.0K/$138.1K)	QoQ -5.22% (-$0) YoY-
(cusip46138E735)✕	20.1K	QoQ +7.34% (+1.4K) YoY-	All Managers (Combined)	$674.0K	488.0% ($674.0K/$138.1K)	QoQ +13.65% (+$0) YoY-
(cusip92189F643)✕	7.6K	QoQ -9.05% (-761) YoY-	All Managers (Combined)	$673.0K	487.3% ($673.0K/$138.1K)	QoQ -13.60% (-$0) YoY-
BlackRock ESG Capital Allocation Term Trust(ECATcusip09262F100)	42.2K	QoQ -18.10% (-9.3K) YoY-	All Managers (Combined)	$666.0K	482.2% ($666.0K/$138.1K)	QoQ -21.27% (-$0) YoY-
(VOOcusip922908363)	1.3K	QoQ +11.65% (+133) YoY-	All Managers (Combined)	$655.0K	474.3% ($655.0K/$138.1K)	QoQ +6.50% (+$0) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.5K	QoQ -3.21% (-83) YoY-	All Managers (Combined)	$613.0K	443.8% ($613.0K/$138.1K)	QoQ -0.96% (-$0) YoY-
Philip Morris International Inc.(PMcusip718172109)	3.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$605.0K	438.1% ($605.0K/$138.1K)	QoQ +32.09% (+$0) YoY-
Intercontinental Exchange, Inc.(ICEcusip45866F104)	3.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$604.0K	437.3% ($604.0K/$138.1K)	QoQ +15.70% (+$0) YoY-
(VSScusip922042718)	5.1K	QoQ +1.28% (+65) YoY-	All Managers (Combined)	$594.0K	430.1% ($594.0K/$138.1K)	QoQ +2.23% (+$0) YoY-