$399 Million is the total value of Berkshire Money Management, Inc.'s 23 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 4.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $87,422,000 | +3.6% | 327,595 | -0.2% | 21.89% | -0.7% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $59,239,000 | +6.6% | 171,503 | +3.0% | 14.83% | +2.3% |
| DIA | Buy | SPDR DOW JONES INDL AVRG ETFut ser 1 | $51,620,000 | +7.5% | 208,665 | +1.5% | 12.92% | +3.1% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $42,763,000 | +3.2% | 317,514 | -0.4% | 10.71% | -1.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $37,214,000 | +5.3% | 244,088 | +3.1% | 9.32% | +1.0% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $26,830,000 | +8.7% | 262,959 | +3.1% | 6.72% | +4.2% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $17,273,000 | +3.4% | 122,806 | +0.4% | 4.32% | -0.8% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $14,433,000 | -0.6% | 118,733 | -0.9% | 3.61% | -4.6% |
| OEF | Sell | ISHARES TRs&p 100 etf | $12,793,000 | +4.0% | 107,831 | -0.1% | 3.20% | -0.2% |
| PFF | Sell | ISHARES TRs&p us pfd stk | $11,482,000 | -3.0% | 301,591 | -2.0% | 2.88% | -7.0% |
| SJNK | Buy | SPDR SER TRbloomberg srt tr | $11,350,000 | +0.3% | 411,844 | +1.6% | 2.84% | -3.8% |
| MTUM | Buy | ISHARES TRusa momentum fct | $7,639,000 | +3.0% | 74,072 | +0.3% | 1.91% | -1.3% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $6,766,000 | -1.5% | 85,318 | -0.6% | 1.69% | -5.5% |
| IYR | Sell | ISHARES TRu.s. real es etf | $5,880,000 | -4.3% | 72,586 | -5.6% | 1.47% | -8.2% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $2,263,000 | +8.9% | 81,086 | +3.8% | 0.57% | +4.4% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $969,000 | -0.6% | 15,156 | -2.1% | 0.24% | -4.3% |
| XOM | Buy | EXXON MOBIL CORP | $845,000 | +8.2% | 10,109 | +7.9% | 0.21% | +3.9% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $792,000 | +2.6% | 6,200 | 0.0% | 0.20% | -1.5% | |
| SHW | Buy | SHERWIN WILLIAMS CO | $679,000 | +4.0% | 1,657 | +0.2% | 0.17% | 0.0% |
| T | Buy | AT&T INC | $387,000 | +18.7% | 9,960 | +2.9% | 0.10% | +14.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $280,000 | +7.3% | 1,415 | +1.4% | 0.07% | +2.9% |
| IVV | ISHARES TRcore s&p500 etf | $261,000 | +4.0% | 970 | 0.0% | 0.06% | -1.5% | |
| AAPL | APPLE INC | $251,000 | 0.0% | 1,485 | 0.0% | 0.06% | -4.5% | |
| SVXY | Exit | PROSHARES TR IIsht vix st trm | $0 | – | -2,021 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-29
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.