$326 Million is the total value of Berkshire Money Management, Inc.'s 24 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $94,302,000 | +4.6% | 435,980 | +1.3% | 28.95% | -6.6% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $44,738,000 | +147.7% | 158,492 | +138.9% | 13.73% | +121.3% |
| PFF | Buy | ISHARES TRu.s. pfd stk etf | $25,137,000 | +5.2% | 636,389 | +6.2% | 7.72% | -6.0% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $23,355,000 | +24.0% | 224,202 | +19.5% | 7.17% | +10.8% |
| OEF | Buy | ISHARES TRs&p 100 etf | $16,357,000 | +37.3% | 170,510 | +33.0% | 5.02% | +22.7% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $15,243,000 | +6.8% | 123,748 | +6.4% | 4.68% | -4.6% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $14,354,000 | +145.2% | 127,834 | +134.1% | 4.41% | +119.0% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $10,483,000 | +3.4% | 145,377 | +2.8% | 3.22% | -7.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $7,706,000 | +31.1% | 62,038 | +21.3% | 2.36% | +17.0% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $6,444,000 | +40.5% | 80,003 | +41.0% | 1.98% | +25.5% |
| SJNK | Buy | SPDR SER TRsht trm hgh yld | $4,474,000 | +57.2% | 161,573 | +53.2% | 1.37% | +40.4% |
| VIG | Buy | VANGUARD SPECIALIZED PORTFOLdiv app etf | $945,000 | +4.5% | 11,259 | +3.6% | 0.29% | -6.8% |
| XOM | Buy | EXXON MOBIL CORP | $792,000 | -6.8% | 9,074 | +0.1% | 0.24% | -16.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-08
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.