$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NOCT | Exit | INNOVATOR ETFS TRgrwt100 pwr buf | $0 | – | -11,063 | -100.0% | -0.06% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -10,057 | -100.0% | -0.07% | – |
| FNDX | Exit | SCHWAB STRATEGIC TRschwab fdt us lg | $0 | – | -11,760 | -100.0% | -0.10% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -12,171 | -100.0% | -0.14% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -19,668 | -100.0% | -0.18% | – |
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.