$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 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SDY | Sell | SPDR SERIES TRUSTs&p divid etf | $28,538,000 | -1.4% | 338,289 | -1.9% | 8.76% | -11.9% |
| IYR | Sell | ISHARES TRu.s. real es etf | $16,149,000 | -0.3% | 195,545 | -0.5% | 4.96% | -10.9% |
| USMV | Sell | ISHARES TRmin vol usa etf | $6,584,000 | -56.1% | 144,936 | -55.4% | 2.02% | -60.8% |
| JNK | Sell | SPDR SERIES TRUSTbrc hgh yld bd | $4,446,000 | -42.5% | 121,089 | -44.1% | 1.36% | -48.6% |
| SPLV | Sell | POWERSHARES ETF TR IIs&p500 low vol | $3,826,000 | -68.5% | 92,207 | -67.5% | 1.17% | -71.9% |
| T | Sell | AT&T INC | $401,000 | -12.1% | 9,871 | -6.6% | 0.12% | -21.7% |
| AAPL | Exit | APPLE INC | $0 | – | -3,263 | -100.0% | -0.11% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -1,838 | -100.0% | -0.19% | – |
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 | 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.