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CIK: 0001535172
Total reported value
$1.1B
$1.1B
40 檔
44.8%
According to the latest 13F quarterly dataset, Berkshire Money Management, Inc. managed an equity portfolio of $1.1B at the end of Q3 2024, spanning 40 distinct U.S. exchange-listed positions.
In Q3 2024, Berkshire Money Management, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | 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 | 25.60% | +0.33% | +2.63% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.56% | +1.24% | +3.77% | |
| 3 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 7.85% | -0.02% | +5.82% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 7.09% | +0.03% | +1523.39% | |
| 5 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 7.06% | +0.02% | -0.29% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.00% | -0.13% | -0.04% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.47% | +0.11% | -1.22% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.89% | -0.38% | +4.01% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.62% | -0.12% | +0.85% | |
| 10 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 4.45% | -0.45% | +4.43% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 3.50% | +0.12% | +1.91% | |
| 12 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.75% | -0.10% | +4.98% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.54% | -0.26% | +3.50% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.51% | — | +7.41% | |
| 15 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.16% | — | +15.08% | |
| 16 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 1.05% | +0.05% | -87.30% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.75% | +0.14% | +3.99% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-Other | 0.55% | — | -0.02% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.55% | +0.02% | -1.22% | |
| 20 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 0.43% | -0.01% | -65.76% | |
| 21 | UJAN | Innovator U.s. Equity Ultra | ETF-Other | 0.35% | -0.02% | — | |
| 22 | BOCT | Innovator U.s. Equity Buffer | ETF-Other | 0.30% | — | -0.32% | |
| 23 | KAUG | Inv US Sml Cap Pb ETF - Aug | ETF-Other | 0.25% | -0.62% | — | |
| 24 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.20% | -0.01% | — | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | -0.01% | +5.58% | |
| 26 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.18% | — | +0.83% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.06% | +0.82% | |
| 28 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.13% | -0.23% | — | |
| 29 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.13% | -0.24% | — | |
| 30 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 0.12% | -0.01% | -0.00% | |
| 31 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.11% | -0.01% | — | |
| 32 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 0.08% | — | — | |
| 33 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.06% | -0.01% | — | |
| 34 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.06% | -0.01% | — | |
| 35 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.06% | — | -6.38% | |
| 36 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.06% | -0.04% | — | |
| 37 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.05% | — | — | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.04% | — | +23.95% | |
| 39 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.03% | -0.01% | — | |
| 40 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.03% | — | — |
According to official SEC Form 13F filings, Berkshire Money Management, Inc. reported a total U.S. public equity portfolio value of $1.1B across 40 disclosed positions in Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, KJAN) accounted for 44.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
KAUG
市值: $2.2M
Top Position Liquidated / Trimmed
NJUL
前期市值: $963.7K
During Q3 2024, Berkshire Money Management, Inc.'s top holdings by market value included SPY (25.6%)、QQQ (8.6%)、KJAN (7.8%). The largest single position, SPY, represented 25.6% of total portfolio value.
In Q3 2024, Berkshire Money Management, Inc. made 30 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 10 holdings, and fully liquidating 1 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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