$630 Million is the total value of Berkshire Money Management, Inc.'s 26 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 27.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Sell | ISHARES TRrus 1000 grw etf | $58,738,000 | -0.7% | 214,340 | -1.7% | 9.32% | -2.1% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $26,503,000 | -14.4% | 121,157 | -10.2% | 4.21% | -15.5% |
| PFEB | Sell | INNOVATOR ETFS TRus eqty pwr buf | $12,343,000 | -0.5% | 432,038 | -1.2% | 1.96% | -1.8% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $11,496,000 | -2.3% | 65,465 | -3.5% | 1.82% | -3.6% |
| ITB | Sell | ISHARES TRus home cons etf | $3,942,000 | -36.8% | 59,565 | -33.9% | 0.63% | -37.6% |
| AAPL | Sell | APPLE INC | $3,067,000 | -0.1% | 21,674 | -3.3% | 0.49% | -1.4% |
| XOM | Sell | EXXON MOBIL CORP | $617,000 | -8.3% | 10,491 | -1.6% | 0.10% | -9.3% |
| POCT | Sell | INNOVATOR ETFS TRus eqty pwr buf | $481,000 | -90.8% | 16,399 | -90.8% | 0.08% | -90.9% |
| BNOV | Exit | INNOVATOR ETFS TRs&p 500 buffer | $0 | – | -25,661 | -100.0% | -0.13% | – |
| BDEC | Exit | INNOVATOR ETFS TRs&p 500 buffer e | $0 | – | -213,012 | -100.0% | -1.14% | – |
| SJNK | Exit | SPDR SER TRbloomberg srt tr | $0 | – | -1,250,514 | -100.0% | -5.55% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-13
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.