$452 Million is the total value of Berkshire Money Management, Inc.'s 29 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $86,696,000 | +2.1% | 306,910 | -9.6% | 19.19% | -9.2% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $45,418,000 | +2.9% | 300,069 | -11.0% | 10.05% | -8.5% |
| POCT | Sell | INNOVATOR ETFS TRs&p 500 pwretf | $9,170,000 | -30.6% | 375,097 | -35.2% | 2.03% | -38.3% |
| USMV | Sell | ISHARES TRmin vol usa etf | $7,441,000 | -67.6% | 126,550 | -71.1% | 1.65% | -71.2% |
| SDY | Sell | SPDR SERIES TRUSTs&p divid etf | $6,051,000 | -40.8% | 60,871 | -46.7% | 1.34% | -47.4% |
| VONE | Sell | VANGUARD SCOTTSDALE FDSvng rus1000idx | $5,338,000 | -17.1% | 41,099 | -26.9% | 1.18% | -26.3% |
| AAPL | Sell | APPLE INC | $990,000 | +17.3% | 5,212 | -2.6% | 0.22% | +4.3% |
| XOM | Sell | EXXON MOBIL CORP | $769,000 | +15.3% | 9,520 | -2.7% | 0.17% | +2.4% |
| T | Sell | AT&T INC | $301,000 | -14.7% | 9,586 | -22.6% | 0.07% | -23.9% |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -894 | -100.0% | -0.06% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -1,091 | -100.0% | -0.06% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -2,690 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-24
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.