$631 Million is the total value of Berkshire Money Management, Inc.'s 45 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PJUN | INNOVATOR ETFS TRus eqty pwr buf | $959,127 | +4.8% | 32,263 | 0.0% | 0.15% | -3.2% | |
| BFEB | INNOVATOR ETFS TRus eqty bufr feb | $828,676 | +7.2% | 27,680 | 0.0% | 0.13% | -1.5% | |
| BAPR | INNOVATOR ETFS TRus eqt bufr apr | $710,469 | +6.7% | 22,897 | 0.0% | 0.11% | -1.7% | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $259,329 | +1.7% | 13,703 | 0.0% | 0.04% | -6.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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.