$402 Million is the total value of Berkshire Money Management, Inc.'s 30 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 125.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VIG | Buy | VANGUARD GROUPdiv app etf | $45,526,000 | +23.8% | 464,791 | +39.9% | 11.34% | +39.5% |
USMV | New | ISHARES TRmin vol usa etf | $22,948,000 | – | 437,946 | +100.0% | 5.71% | – |
SJNK | Buy | SPDR SER TRbloomberg srt tr | $18,739,000 | +71.7% | 719,912 | +82.0% | 4.67% | +93.6% |
SPLV | New | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $16,935,000 | – | 363,023 | +100.0% | 4.22% | – |
POCT | New | INNOVATOR ETFS TRs&p 500 pwretf | $13,214,000 | – | 578,541 | +100.0% | 3.29% | – |
SDY | New | SPDR SERIES TRUSTs&p divid etf | $10,221,000 | – | 114,180 | +100.0% | 2.54% | – |
XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $6,902,000 | – | 79,779 | +100.0% | 1.72% | – |
VONE | New | VANGUARD SCOTTSDALE FDSvng rus1000idx | $6,441,000 | – | 56,254 | +100.0% | 1.60% | – |
SHYG | New | ISHARES TR0-5yr hi yl cp | $1,530,000 | – | 34,350 | +100.0% | 0.38% | – |
AAPL | Buy | APPLE INC | $844,000 | -24.3% | 5,351 | +8.3% | 0.21% | -14.6% |
XOM | Buy | EXXON MOBIL CORP | $667,000 | -16.3% | 9,783 | +4.3% | 0.17% | -5.7% |
SHW | Buy | SHERWIN WILLIAMS CO | $632,000 | -13.4% | 1,607 | +0.2% | 0.16% | -2.5% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $371,000 | +9.1% | 6,219 | +27.3% | 0.09% | +22.7% |
T | Buy | AT&T INC | $353,000 | -1.9% | 12,386 | +15.4% | 0.09% | +10.0% |
VTI | New | VANGUARD INDEX FDStotal stk mkt | $316,000 | – | 2,476 | +100.0% | 0.08% | – |
FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $281,000 | +12.4% | 8,282 | +31.6% | 0.07% | +27.3% |
VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $262,000 | – | 3,353 | +100.0% | 0.06% | – |
VOO | New | VANGUARD INDEX FDS | $251,000 | – | 1,091 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-06
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.