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CIK: 0001535172
Total reported value
$1.1B
$1.1B
39 檔
42.6%
During the Q2 2024 filing period, Berkshire Money Management, Inc. (CIK: 0001535172) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 39 reported positions.
During Q2 2024, Berkshire Money Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 25.10% | +0.33% | +1.78% | |
| 2 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 8.63% | +0.05% | +2.54% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.59% | +1.24% | +13.38% | |
| 4 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 7.41% | -0.02% | +3.77% | |
| 5 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 6.94% | +0.02% | -25.69% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.85% | -0.13% | +0.64% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.71% | +0.11% | -1.86% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.86% | -0.38% | +2.09% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.48% | -0.12% | +1.60% | |
| 10 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 4.38% | -0.45% | +1.94% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 3.55% | +0.12% | +27.23% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.60% | -0.26% | +0.13% | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.48% | -0.10% | +3.92% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.40% | — | +2.28% | |
| 15 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 1.28% | -0.01% | -0.19% | |
| 16 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.02% | — | +78.61% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.70% | +0.14% | +4.11% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-Other | 0.56% | — | +1.19% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.53% | +0.02% | -22.16% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.43% | +0.03% | -8.90% | |
| 21 | UJAN | Innovator U.s. Equity Ultra | ETF-Other | 0.36% | -0.02% | -0.27% | |
| 22 | BOCT | Innovator U.s. Equity Buffer | ETF-Other | 0.31% | — | — | |
| 23 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.21% | -0.01% | -1.39% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | -0.01% | +1294.57% | |
| 25 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.19% | — | -1.72% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.06% | -1.46% | |
| 27 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.13% | -0.23% | -0.01% | |
| 28 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.13% | -0.24% | -2.33% | |
| 29 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 0.13% | -0.01% | -0.46% | |
| 30 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.12% | — | — | |
| 31 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.11% | -0.01% | -1.06% | |
| 32 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 0.09% | — | -0.07% | |
| 33 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.07% | -0.01% | — | |
| 34 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.07% | -0.01% | — | |
| 35 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.07% | — | -34.66% | |
| 36 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.06% | -0.04% | — | |
| 37 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.03% | — | — | |
| 38 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.03% | -0.01% | — | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.03% | — | -6.91% |
According to official SEC Form 13F filings, Berkshire Money Management, Inc. reported a total U.S. public equity portfolio value of $1.1B across 39 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQE, QQQ) accounted for 42.6% of total reported equity market value during Q2 2024.
During Q2 2024, Berkshire Money Management, Inc.'s top holdings by market value included SPY (25.1%)、QQQE (8.6%)、QQQ (8.6%). The largest single position, SPY, represented 25.1% of total portfolio value.
In Q2 2024, Berkshire Money Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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