$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | New | ISHARES TRmin vol usa etf | $22,948,000 | – | 437,946 | +100.0% | 5.71% | – |
| 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% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $316,000 | – | 2,476 | +100.0% | 0.08% | – |
| 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.