$337 Million is the total value of Berkshire Money Management, Inc.'s 22 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $33,951,000 | – | 171,897 | +100.0% | 10.07% | – |
XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $1,850,000 | – | 79,590 | +100.0% | 0.55% | – |
XLK | New | SELECT SECTOR SPDR TRtechnology | $800,000 | – | 16,540 | +100.0% | 0.24% | – |
VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $655,000 | – | 6,200 | +100.0% | 0.19% | – |
SHW | New | SHERWIN WILLIAMS CO | $444,000 | – | 1,651 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-14
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.