$542 Million is the total value of Berkshire Money Management, Inc.'s 31 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 55.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $87,624,000 | +31.9% | 620,696 | +20.2% | 16.17% | +17.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $86,410,000 | +16.3% | 231,118 | +4.2% | 15.95% | +3.3% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $66,485,000 | +43.0% | 217,419 | +29.7% | 12.27% | +27.0% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $40,730,000 | +22.1% | 160,773 | +9.7% | 7.52% | +8.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $24,216,000 | +135.9% | 123,513 | +80.2% | 4.47% | +109.5% |
| SJNK | New | SPDR SER TRbloomberg srt tr | $23,433,000 | – | 869,503 | +100.0% | 4.32% | – |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $18,774,000 | +64.7% | 135,914 | +60.7% | 3.46% | +46.3% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $17,446,000 | +29.8% | 209,559 | +29.2% | 3.22% | +15.3% |
| EJAN | New | INNOVATOR ETFS TRmsci emgr mkt | $7,750,000 | – | 257,979 | +100.0% | 1.43% | – |
| KOCT | Buy | INNOVATOR ETFS TRrussell 2000 p | $7,679,000 | +38.2% | 296,156 | +27.7% | 1.42% | +22.8% |
| PDEC | New | INNOVATOR ETFS TRs&p 500 pwr bu | $4,217,000 | – | 145,408 | +100.0% | 0.78% | – |
| BDEC | New | INNOVATOR ETFS TRs&p 500 buffer e | $3,477,000 | – | 113,939 | +100.0% | 0.64% | – |
| AAPL | Buy | APPLE INC | $2,740,000 | +15.4% | 20,651 | +0.7% | 0.51% | +2.6% |
| ITB | New | ISHARES TRus home cons etf | $2,638,000 | – | 47,273 | +100.0% | 0.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-25
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.