$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
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% |
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% |
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% |
XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $2,263,000 | +8.9% | 81,086 | +3.8% | 0.57% | +4.4% |
XOM | Buy | EXXON MOBIL CORP | $845,000 | +8.2% | 10,109 | +7.9% | 0.21% | +3.9% |
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% |
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.