$453 Million is the total value of Berkshire Money Management, Inc.'s 25 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 28.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | Sell | VANGUARD GROUPdiv app etf | $36,785,000 | +7.5% | 332,294 | -0.2% | 8.12% | +1.8% |
| SJNK | Sell | SPDR SER TRbloomberg srt tr | $10,911,000 | +0.5% | 395,464 | -0.6% | 2.41% | -4.9% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $5,979,000 | -4.5% | 76,496 | -4.6% | 1.32% | -9.5% |
| SHW | Sell | Sherwin Williams Co | $730,000 | +8.3% | 1,604 | -1.7% | 0.16% | +2.5% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $490,000 | -8.8% | 4,262 | -8.5% | 0.11% | -13.6% |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -97,342 | -100.0% | -0.61% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -210,276 | -100.0% | -1.63% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-17
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.