BM

Berkshire Money Management, Inc.

13F
Berkshire Money Management, Inc.
Last update 2024-10-16 36 Stocks (2 new)
Value $803.00 Mil Turnover 10 %
Countries:
Top Holdings: SPY(27.86%)QQQ(9.32%)RSP(7.72%)DIA(7.68%)VIG(7.62%)
Portfolio Report
Summary Stock Picks Current Portfolio
Berkshire Money Management, In... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
389,837
223672.600
+2.63%
27.860
+0.71%
0.040
+12.73%
+25.85%
618697.219
 
QQQ 		INVESCO QQQ Trust
153,223
74783.500
+3.77%
9.320
+0.34%
0.030
+14.75%
+25.55%
310746.216
 
RSP 		Invesco S&P 500 Equal Weight ETF
345,976
61985.060
+1,523.39%
7.720
+7.24%
0.090
+10.70%
+16.67%
68746.622
 
DIA 		SPDR Dow Jones Industrial Average ETF
145,693
61645.660
-0.29%
7.680
-0.02%
0.170
+11.56%
+16.78%
37340.194
 
VIG 		Vanguard Dividend Appreciation FTF
308,872
61175.190
-0.04%
7.620
0%
0.080
+9.56%
+19.17%
85497.677
 
IWF 		iShares Russell 1000 Growth ETF
127,351
47805.190
-1.22%
5.960
-0.08%
0.050
+16.36%
+31.49%
103623.847
 
BSV 		Vanguard Short-Term Bond ETF
542,761
42709.830
+4.01%
5.320
+0.21%
0.130
-0.41%
+0.55%
33159.948
 
IVE 		iShares S&P 500 Value ETF
204,597
40340.310
+0.85%
5.030
+0.04%
0.110
+8.76%
+16.06%
36257.649
 
SJNK 		SPDR Bloomberg Short Term High Yield Bond ETF
1,509,490
38869.370
+4.43%
4.840
+0.21%
0.800
+2.19%
+1.95%
4931.461
 
VUG 		Vanguard Growth ETF
79,701
30599.610
+1.91%
3.810
+0.07%
0.020
+15.78%
+31.27%
140079.274
 

Berkshire Money Management, Inc.'s Historical Top Holdings Breakdowns

Berkshire Money Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QQQE 		Direxion Nasdaq-100 Equal Weighted Index Shares2024-09-30Reduce
-8.17%
●
82.41 ($88.17) 92.06
$93.98
6.59%
Reduce -87.3%
101,710
-698,966
RSP 		Invesco S&P 500 Equal Weight ETF2024-09-30Add
+7.24%
●
162.83 ($170.84) 179.16
$184.10
7.76%
Add 1523.39%
345,976
324,664
BJUL 		Innovator U.S. Equity Buffer ETF - July2024-09-30Reduce
-0.91%
●
40.26 ($42.39) 43.68
$44.83
5.76%
Reduce -65.76%
86,407
-165,983
SPY 		S&P 500 ETF TRUST ETF2024-09-30Add
+0.71%
●
517.38 ($552.93) 573.76
$598.19
8.19%
Add 2.63%
389,837
9,993
QQQ 		INVESCO QQQ Trust2024-09-30Add
+0.34%
●
434.77 ($473.23) 502.96
$514.14
8.64%
Add 3.77%
153,223
5,564
KAUG 		Innovator U.S. Small Cap Power Buffer ETF - August2024-09-30New Buy
+0.28%
●
23.54 ($24.45) 25.14
$26.09
6.71%
New holding
88,793
88,793
SJNK 		SPDR Bloomberg Short Term High Yield Bond ETF2024-09-30Add
+0.21%
●
24.8 ($25.3) 25.75
$25.63
1.30%
Add 4.43%
1,509,490
64,010
BSV 		Vanguard Short-Term Bond ETF2024-09-30Add
+0.21%
●
76.38 ($77.89) 78.87
$77.44
-0.58%
Add 4.01%
542,761
20,919
MGC 		Vanguard Mega Cap 300 Index ETF2024-09-30Add
+0.17%
●
185.93 ($199.53) 206.64
$215.56
8.03%
Add 15.08%
49,028
6,425
MOAT 		VanEck Morningstar Wide Moat ETF2024-09-30Add
+0.14%
●
85.84 ($91.44) 96.95
$97.16
6.26%
Add 4.98%
247,853
11,766

Berkshire Money Management, Inc. Total Holding History ($B)

To

Berkshire Money Management, Inc.'s Asset Allocation

To

Berkshire Money Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Berkshire Money Management, Inc.'s Hypothetical Growth since 2024-09-30

Berkshire Money Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Berkshire Money Management, Inc.'s Holdings Heat Map

Size field:

Berkshire Money Management, Inc.'s Holdings Bubble Chart

Berkshire Money Management, Inc. News

  • 1

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