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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922020805

Shares:11.6K

Value:$579.0K

% of Portfolio:419.2% ($579.0K/$138.1K)

922908611

VBR|922908611

Shares:3.1K

Value:$578.0K

% of Portfolio:418.5% ($578.0K/$138.1K)

381430107

GSIE|381430107

Shares:15.9K

Value:$566.0K

% of Portfolio:409.8% ($566.0K/$138.1K)

92204A884

Shares:3.8K

Value:$558.0K

% of Portfolio:404.0% ($558.0K/$138.1K)

464285204

Shares:9.1K

Value:$539.0K

% of Portfolio:390.3% ($539.0K/$138.1K)

921908844

VIG|921908844

Shares:2.7K

Value:$531.0K

% of Portfolio:384.5% ($531.0K/$138.1K)

922908637

VV|922908637

Shares:2.0K

Value:$503.0K

% of Portfolio:364.2% ($503.0K/$138.1K)

35473P678

Shares:16.9K

Value:$484.0K

% of Portfolio:350.4% ($484.0K/$138.1K)

464287879

Shares:4.8K

Value:$463.0K

% of Portfolio:335.2% ($463.0K/$138.1K)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:10.9K

Value:$457.0K

% of Portfolio:330.9% ($457.0K/$138.1K)

PFIZER INC

PFE|717081103

Shares:17.6K

Value:$447.0K

% of Portfolio:323.7% ($447.0K/$138.1K)

464287200

IVV|464287200

Shares:796

Value:$447.0K

% of Portfolio:323.7% ($447.0K/$138.1K)

922908512

VOE|922908512

Shares:2.7K

Value:$441.0K

% of Portfolio:319.3% ($441.0K/$138.1K)

92204A702

VGT|92204A702

Shares:787

Value:$427.0K

% of Portfolio:309.2% ($427.0K/$138.1K)

25434V849

Shares:8.9K

Value:$421.0K

% of Portfolio:304.8% ($421.0K/$138.1K)

46137V613

PRF|46137V613

Shares:10.0K

Value:$406.0K

% of Portfolio:294.0% ($406.0K/$138.1K)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.4K

Value:$401.0K

% of Portfolio:290.3% ($401.0K/$138.1K)

316092501

Shares:5.7K

Value:$396.0K

% of Portfolio:286.7% ($396.0K/$138.1K)

Gabelli Global Small & Mid Cap Value Trust

GGZ|36249W104

Shares:30.3K

Value:$364.0K

% of Portfolio:263.6% ($364.0K/$138.1K)

922908553

VNQ|922908553

Shares:4.0K

Value:$362.0K

% of Portfolio:262.1% ($362.0K/$138.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip922020805)✕	11.6K	QoQ +8.21% (+880) YoY-	All Managers (Combined)	$579.0K	419.2% ($579.0K/$138.1K)	QoQ +11.56% (+$0) YoY-
(VBRcusip922908611)	3.1K	QoQ +5.50% (-162) YoY-	All Managers (Combined)	$578.0K	418.5% ($578.0K/$138.1K)	QoQ -0.85% (-$0) YoY-
(GSIEcusip381430107)	15.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$566.0K	409.8% ($566.0K/$138.1K)	QoQ +6.99% (+$0) YoY-
(cusip92204A884)✕	3.8K	QoQ -1.33% (-51) YoY-	All Managers (Combined)	$558.0K	404.0% ($558.0K/$138.1K)	QoQ -5.42% (-$0) YoY-
(cusip464285204)✕	9.1K	QoQ +1.25% (+113) YoY-	All Managers (Combined)	$539.0K	390.3% ($539.0K/$138.1K)	QoQ +20.58% (+$0) YoY-
(VIGcusip921908844)	2.7K	QoQ +28.08% (+600) YoY-	All Managers (Combined)	$531.0K	384.5% ($531.0K/$138.1K)	QoQ +27.03% (+$0) YoY-
(VVcusip922908637)	2.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$503.0K	364.2% ($503.0K/$138.1K)	QoQ -4.73% (-$0) YoY-
(cusip35473P678)✕	16.9K	QoQ +13.65% (+2.0K) YoY-	All Managers (Combined)	$484.0K	350.4% ($484.0K/$138.1K)	QoQ +24.42% (+$0) YoY-
(cusip464287879)✕	4.8K	QoQ +15.50% (+638) YoY-	All Managers (Combined)	$463.0K	335.2% ($463.0K/$138.1K)	QoQ +3.57% (+$0) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	10.9K	QoQ -4.46% (-511) YoY-	All Managers (Combined)	$457.0K	330.9% ($457.0K/$138.1K)	QoQ -9.14% (-$0) YoY-
PFIZER INC(PFEcusip717081103)	17.6K	QoQ +6.63% (+1.1K) YoY-	All Managers (Combined)	$447.0K	323.7% ($447.0K/$138.1K)	QoQ +1.82% (+$0) YoY-
(IVVcusip464287200)	796	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$447.0K	323.7% ($447.0K/$138.1K)	QoQ -4.69% (-$0) YoY-
(VOEcusip922908512)	2.7K	QoQ +0.03% (-1) YoY-	All Managers (Combined)	$441.0K	319.3% ($441.0K/$138.1K)	QoQ -0.67% (-$0) YoY-
(VGTcusip92204A702)	787	QoQ +9.91% (-71) YoY-	All Managers (Combined)	$427.0K	309.2% ($427.0K/$138.1K)	QoQ -4.04% (-$0) YoY-
(cusip25434V849)✕	8.9K	QoQ +0.51% (+45) YoY-	All Managers (Combined)	$421.0K	304.8% ($421.0K/$138.1K)	QoQ 0.00% (+$0) YoY-
(PRFcusip46137V613)	10.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$406.0K	294.0% ($406.0K/$138.1K)	QoQ +0.24% (+$0) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	1.4K	QoQ +9.70% (+123) YoY-	All Managers (Combined)	$401.0K	290.3% ($401.0K/$138.1K)	QoQ +30.61% (+$0) YoY-
(cusip316092501)✕	5.7K	QoQ +2.02% (+113) YoY-	All Managers (Combined)	$396.0K	286.7% ($396.0K/$138.1K)	QoQ +3.39% (+$0) YoY-
Gabelli Global Small & Mid Cap Value Trust(GGZcusip36249W104)	30.3K	QoQ NEW(+30.3K) YoY-	All Managers (Combined)	$364.0K	263.6% ($364.0K/$138.1K)	QoQ NEW(+$0) YoY-
(VNQcusip922908553)	4.0K	QoQ +4.76% (+182) YoY-	All Managers (Combined)	$362.0K	262.1% ($362.0K/$138.1K)	QoQ +6.47% (+$0) YoY-