$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 31.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $84,877,000 | -17.0% | 339,617 | -3.5% | 21.14% | -6.5% |
| DIA | Sell | SPDR DOW JONES INDL AVRG ETFut ser 1 | $57,968,000 | -14.9% | 248,576 | -3.5% | 14.44% | -4.1% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $44,123,000 | -42.9% | 337,050 | -31.9% | 10.99% | -35.6% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $30,963,000 | -17.8% | 102,301 | -0.2% | 7.71% | -7.3% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $15,204,000 | -67.1% | 113,545 | -58.6% | 3.79% | -62.9% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $10,191,000 | -73.4% | 75,866 | -68.1% | 2.54% | -70.0% |
| OEF | Sell | ISHARES TRs&p 100 etf | $8,675,000 | -34.2% | 77,781 | -23.5% | 2.16% | -25.8% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,590,000 | -73.4% | 20,404 | -73.3% | 0.40% | -70.0% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $742,000 | -17.4% | 6,200 | -1.6% | 0.18% | -6.6% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $303,000 | -38.2% | 2,690 | -36.9% | 0.08% | -30.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $225,000 | -20.8% | 894 | -7.8% | 0.06% | -11.1% |
| CSCO | Exit | CISCO SYS INC | $0 | – | -4,171 | -100.0% | -0.04% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -26,024 | -100.0% | -0.06% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -5,400 | -100.0% | -0.07% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -13,640 | -100.0% | -0.23% | – |
| MTUM | Exit | ISHARES TRusa momentum fct | $0 | – | -73,144 | -100.0% | -1.92% | – |
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.