$211 Million is the total value of Berkshire Money Management, Inc.'s 17 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was 46.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | Buy | VANGUARD SPECIALIZED PORTFOLdiv app etf | $43,189,000 | +6.7% | 652,396 | +5.9% | 20.46% | -18.9% |
| DIA | Buy | SPDR DOW JONES INDL AVRG ETFut ser 1 | $33,078,000 | +14.4% | 222,672 | +11.9% | 15.67% | -13.1% |
| EFA | New | ISHARES TRmsci eafe index | $32,356,000 | – | 564,677 | +100.0% | 15.32% | – |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $27,377,000 | +5.2% | 170,659 | +2.7% | 12.97% | -20.1% |
| IWF | Buy | ISHARES TRrussell10 0 0grw | $19,783,000 | +6.8% | 271,969 | +4.8% | 9.37% | -18.8% |
| PGF | Buy | POWERSHARES ETF TRUSTfinl pfd ptfl | $12,137,000 | -3.1% | 678,442 | +0.4% | 5.75% | -26.4% |
| PFF | Sell | ISHARES TRus pfd stk idx | $11,880,000 | -3.4% | 302,439 | -0.3% | 5.63% | -26.6% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $7,690,000 | +10.3% | 395,473 | +3.2% | 3.64% | -16.2% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $7,661,000 | +7.1% | 36,463 | +7.0% | 3.63% | -18.6% |
| EWJ | New | ISHARES INCmsci japan | $7,573,000 | – | 674,912 | +100.0% | 3.59% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $6,361,000 | – | 133,605 | +100.0% | 3.01% | – |
| XOM | Buy | EXXON MOBIL CORP | $816,000 | +5.8% | 9,037 | +5.6% | 0.39% | -19.8% |
| T | AT&T INC | $331,000 | -3.5% | 9,349 | 0.0% | 0.16% | -26.6% | |
| UNP | Buy | UNION PAC CORP | $309,000 | +20.7% | 2,000 | +11.1% | 0.15% | -8.8% |
| GE | New | GENERAL ELECTRIC CO | $276,000 | – | 11,907 | +100.0% | 0.13% | – |
| KO | New | COCA COLA CO | $235,000 | – | 5,865 | +100.0% | 0.11% | – |
| AVNR | Sell | AVANIR PHARMACEUTICALS INCcl a new | $88,000 | +23.9% | 19,150 | -25.6% | 0.04% | -4.5% |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -156,464 | -100.0% | -3.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2014-01-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 43 | Q3 2023 | 31.0% |
| ISHARES TR | 43 | Q3 2023 | 28.2% |
| VANGUARD SPECIALIZED PORTFOL | 43 | Q3 2023 | 25.2% |
| EXXON MOBIL CORP | 43 | Q3 2023 | 0.6% |
| SPDR DOW JONES INDL AVRG ETF | 36 | Q3 2023 | 20.6% |
| VANGUARD INDEX FDS | 33 | Q3 2023 | 8.4% |
| AT&T INC | 33 | Q2 2023 | 0.2% |
| ISHARES TR | 32 | Q3 2023 | 13.3% |
| SELECT SECTOR SPDR TR | 30 | Q3 2023 | 4.7% |
| SPDR SER TR | 28 | Q3 2023 | 7.6% |
View Berkshire Money Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-14 |
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.