$333 Million is the total value of Berkshire Money Management, Inc.'s 20 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 13.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $73,959,000 | +3.5% | 313,731 | -1.9% | 22.22% | +4.8% |
| DIA | Sell | SPDR DOW JONES INDL AVRG ETFut ser 1 | $35,136,000 | +3.5% | 170,281 | -0.9% | 10.55% | +4.8% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $22,977,000 | +6.0% | 201,909 | -2.3% | 6.90% | +7.4% |
| VIG | Sell | VANGUARD SPECIALIZED PORTFOLdiv app etf | $22,483,000 | +5.4% | 249,978 | -0.2% | 6.75% | +6.8% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $14,704,000 | -1.8% | 124,708 | -2.5% | 4.42% | -0.6% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $14,467,000 | +8.2% | 118,913 | -0.9% | 4.34% | +9.5% |
| SJNK | Sell | SPDR SER TRbloomberg srt tr | $11,564,000 | +0.1% | 413,592 | -0.9% | 3.47% | +1.4% |
| OEF | Sell | ISHARES TRs&p 100 etf | $11,020,000 | +4.0% | 105,256 | -1.4% | 3.31% | +5.3% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $7,179,000 | -2.8% | 90,031 | -3.2% | 2.16% | -1.6% |
| IYR | Sell | ISHARES TRu.s. real es etf | $7,028,000 | -2.6% | 89,544 | -4.5% | 2.11% | -1.4% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $1,873,000 | +1.2% | 78,927 | -0.8% | 0.56% | +2.6% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $859,000 | +7.4% | 16,122 | -2.5% | 0.26% | +8.9% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $230,000 | -3.0% | 970 | -8.0% | 0.07% | -1.4% |
| CLF | Exit | CLIFFS NAT RES INC | $0 | – | -12,240 | -100.0% | -0.03% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -231,555 | -100.0% | -4.73% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-12
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.