$143 Billion is the total value of Berkshire Money Management, Inc.'s 14 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Sell | ISHARESrus 1000 grw etf | $40,467,378,000 | +79061.5% | 445,039 | -24.7% | 28.24% | +20.7% |
| EFA | Sell | ISHARESmsci eafe etf | $33,541,351,000 | +100824.8% | 490,586 | -0.8% | 23.40% | +53.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $25,295,065,000 | +103717.2% | 129,241 | -0.8% | 17.65% | +58.3% |
| VIG | Sell | VANGUARD SPECIALIZED PORTFOLdiv app etf | $15,925,361,000 | +101232.2% | 204,302 | -2.2% | 11.11% | +54.5% |
| SDY | Sell | SPDR SERIES TRUSTs&p divid etf | $14,211,734,000 | +101652.2% | 185,556 | -2.2% | 9.92% | +55.2% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $7,677,665,000 | +100842.2% | 337,628 | -0.8% | 5.36% | +53.9% |
| PFF | Sell | ISHARESu.s. pfd stk etf | $4,291,330,000 | +100872.5% | 107,525 | -1.3% | 2.99% | +53.9% |
| XOM | EXXON MOBIL CORP | $911,959,000 | +102946.2% | 9,058 | 0.0% | 0.64% | +57.0% | |
| UNP | Buy | UNION PAC CORP | $359,100,000 | +106142.6% | 3,600 | +100.0% | 0.25% | +61.9% |
| T | Buy | AT&T INC | $331,629,000 | +101006.4% | 9,379 | +0.3% | 0.23% | +54.0% |
| KO | COCA COLA CO | $248,441,000 | +109345.4% | 5,865 | 0.0% | 0.17% | +66.3% | |
| VICL | VICAL INC | $45,934,000 | +93642.9% | 37,651 | 0.0% | 0.03% | +45.5% | |
| SLCA | New | U S SILICA HLDGS INC | $15,690,000 | – | 283 | +100.0% | 0.01% | – |
| D | New | DOMINION RES INC VA NEW | $2,503,000 | – | 35 | +100.0% | 0.00% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -133,360 | -100.0% | -3.57% | – |
| IWO | Exit | ISHARESrus 2000 grw etf | $0 | – | -183,118 | -100.0% | -11.40% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -134,750 | -100.0% | -15.45% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-08-07
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.