Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2010 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 46 | Q2 2024 | 31.0% |
ISHARES TR | 46 | Q2 2024 | 28.2% |
VANGUARD SPECIALIZED PORTFOL | 46 | Q2 2024 | 25.2% |
EXXON MOBIL CORP | 46 | Q2 2024 | 0.6% |
SPDR DOW JONES INDL AVRG ETF | 39 | Q2 2024 | 20.6% |
VANGUARD INDEX FDS | 36 | Q2 2024 | 8.4% |
AT&T INC | 36 | Q2 2024 | 0.2% |
ISHARES TR | 35 | Q2 2024 | 13.3% |
SELECT SECTOR SPDR TR | 33 | Q2 2024 | 4.7% |
SPDR SER TR | 31 | Q2 2024 | 7.6% |
View Berkshire Money Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-19 |
N-PX | 2024-07-16 |
13F-HR | 2024-05-08 |
13F-HR | 2024-02-08 |
13F-HR | 2023-10-17 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-14 |
13F-HR | 2022-10-21 |
13F-HR | 2022-07-14 |
View Berkshire Money Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.