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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Beckerman-Institutional
Data Enrichment
51% identified52 identified50 unidentified
Holdings
102 positions • $138.1K total value
Manager:
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Page 6 of 6
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
12.9K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $135.0K | 97.7% ($135.0K/$138.1K) | QoQ -2.17% (-$0)YoY- | |
12.8K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $116.0K | 84.0% ($116.0K/$138.1K) | QoQ -6.45% (-$0)YoY- |