$684 Million is the total value of Berkshire Money Management, Inc.'s 28 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $14,391,000 | -19.8% | 177,097 | -18.6% | 2.10% | -26.1% |
| KJAN | Sell | INNOVATOR ETFS TRus sml cp pwr b | $2,104,000 | -1.5% | 64,940 | -5.4% | 0.31% | -9.1% |
| BFEB | Sell | INNOVATOR ETFS TRus eqty bufr feb | $893,000 | -93.4% | 27,805 | -93.7% | 0.13% | -93.9% |
| BJAN | Sell | INNOVATOR ETFS TRus eqty bufr jan | $863,000 | -91.9% | 23,143 | -92.1% | 0.13% | -92.5% |
| BAUG | Sell | INNOVATOR ETFS TRus equt bufr aug | $515,000 | +1.0% | 15,433 | -5.1% | 0.08% | -7.4% |
| EJAN | Sell | INNOVATOR ETFS TRemrgng mkt jan | $507,000 | -95.0% | 17,146 | -94.9% | 0.07% | -95.4% |
| PFEB | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -432,038 | -100.0% | -1.96% | – |
| BJUN | Exit | INNOVATOR ETFS TRus eqty bufr jun | $0 | – | -427,451 | -100.0% | -2.22% | – |
| SPSB | Exit | SPDR SER TRportfolio short | $0 | – | -1,417,946 | -100.0% | -6.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-14
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.