$660 Million is the total value of Berkshire Money Management, Inc.'s 45 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $25,645,644 | – | 335,281 | +100.0% | 3.89% | – |
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $13,372,389 | – | 145,637 | +100.0% | 2.03% | – |
| QQQE | New | DIREXION SHS ETF TRnas100 eql wgt | $10,495,809 | – | 144,670 | +100.0% | 1.59% | – |
| EFA | New | ISHARES TRmsci eafe etf | $9,039,556 | – | 126,392 | +100.0% | 1.37% | – |
| T | New | AT&T INC | $268,480 | – | 13,947 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 46 | Q2 2024 | 31.0% |
| ISHARES TR | 46 | Q2 2024 | 28.2% |
| VANGUARD SPECIALIZED PORTFOL | 46 | Q2 2024 | 25.2% |
| EXXON MOBIL CORP | 46 | Q2 2024 | 0.6% |
| SPDR DOW JONES INDL AVRG ETF | 39 | Q2 2024 | 20.6% |
| VANGUARD INDEX FDS | 36 | Q2 2024 | 8.4% |
| AT&T INC | 36 | Q2 2024 | 0.2% |
| ISHARES TR | 35 | Q2 2024 | 13.3% |
| SELECT SECTOR SPDR TR | 33 | Q2 2024 | 4.7% |
| SPDR SER TR | 31 | Q2 2024 | 7.6% |
View Berkshire Money Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-19 |
| N-PX | 2024-07-16 |
| 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 |
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.