$230 Million is the total value of Berkshire Money Management, Inc.'s 15 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 41.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DIA | Buy | SPDR DOW JONES INDL AVRG ETFut ser 1 | $47,291,000 | +43.0% | 352,788 | +58.4% | 20.56% | +31.2% |
| VIG | Sell | VANGUARD SPECIALIZED PORTFOLdiv app etf | $39,726,000 | -8.0% | 570,694 | -12.5% | 17.27% | -15.6% |
| EFA | Sell | ISHARESmsci eafe etf | $29,309,000 | -9.4% | 459,379 | -18.6% | 12.74% | -16.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $25,113,000 | -8.3% | 149,471 | -12.4% | 10.92% | -15.8% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $22,911,000 | +199.1% | 101,230 | +177.6% | 9.96% | +174.5% |
| SDY | New | SPDR SERIES TRUSTs&p divid etf | $17,628,000 | – | 255,706 | +100.0% | 7.66% | – |
| IWF | Sell | ISHARESrus 1000 grw etf | $16,677,000 | -15.7% | 216,289 | -20.5% | 7.25% | -22.6% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $8,940,000 | +16.3% | 449,137 | +13.6% | 3.89% | +6.7% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $7,601,000 | +19.5% | 150,255 | +12.5% | 3.30% | +9.7% |
| DXJ | New | WISDOMTREE TRjapn hedge eqt | $7,593,000 | – | 158,412 | +100.0% | 3.30% | – |
| PFF | Sell | ISHARESu.s. pfd stk etf | $5,840,000 | -50.8% | 153,677 | -49.2% | 2.54% | -54.9% |
| XOM | Sell | EXXON MOBIL CORP | $769,000 | -5.8% | 8,932 | -1.2% | 0.33% | -13.5% |
| T | AT&T INC | $316,000 | -4.5% | 9,349 | 0.0% | 0.14% | -12.7% | |
| UNP | UNION PAC CORP | $311,000 | +0.6% | 2,000 | 0.0% | 0.14% | -7.5% | |
| AVNR | Exit | AVANIR PHARMACEUTICALS INCcl a new | $0 | – | -19,150 | -100.0% | -0.04% | – |
| KO | Exit | COCA COLA CO | $0 | – | -5,865 | -100.0% | -0.11% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -11,907 | -100.0% | -0.13% | – |
| EWJ | Exit | ISHARES INCmsci japan | $0 | – | -674,912 | -100.0% | -3.59% | – |
| PGF | Exit | POWERSHARES ETF TRUSTfinl pfd ptfl | $0 | – | -678,442 | -100.0% | -5.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-01-03
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.