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CIK: 0001535172
Total reported value
$1.1B
$1.1B
86 檔
45.1%
As reported in its official Q4 2024 Form 13F filing, Berkshire Money Management, Inc.'s tracked investment portfolio stood at $1.1B with 86 total positions.
In Q4 2024, Berkshire Money Management, Inc. displayed an active expansion posture, initiating 30 new positions and adding to 14 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 | 24.95% | +0.33% | +0.45% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.55% | +1.24% | +0.38% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 6.78% | +0.02% | +0.61% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.76% | +0.03% | +2.60% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.67% | -0.13% | +1.39% | |
| 6 | KAUG | Inv US Sml Cap Pb ETF - Aug | ETF-Other | 5.61% | -0.62% | +2210.92% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.49% | +0.11% | -1.31% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.76% | -0.38% | +4.38% | |
| 9 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 4.39% | -0.45% | +5.93% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.29% | -0.12% | +0.94% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 3.58% | +0.12% | +0.52% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.54% | -0.26% | +5.67% | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.52% | -0.10% | +0.76% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.14% | +0.14% | +201.86% | |
| 15 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 1.50% | -0.02% | -79.99% | |
| 16 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.14% | — | +0.74% | |
| 17 | KDEC | Inn US Sml Cap P B ETF - Dec | ETF-Other | 1.00% | — | — | |
| 18 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.99% | +0.05% | -0.68% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.63% | +0.02% | +12.92% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | — | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | — | — | |
| 22 | UJAN | Innovator U.s. Equity Ultra | ETF-Other | 0.34% | -0.02% | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | -0.01% | +38.24% | |
| 24 | BOCT | Innovator U.s. Equity Buffer | ETF-Other | 0.26% | — | -8.82% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | +0.02% | — | |
| 26 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.20% | -0.01% | — | |
| 27 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 0.19% | -0.01% | -53.91% | |
| 28 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.17% | — | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.06% | +9.88% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-Other | 0.16% | — | — | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.14% | — | — | |
| 32 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.13% | -0.23% | — | |
| 33 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 0.12% | -0.01% | — | |
| 34 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.10% | -0.01% | — | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.10% | — | -78.67% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.09% | — | — | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.09% | — | — | |
| 38 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.09% | -0.24% | -30.45% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.08% | — | — | |
| 40 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 0.08% | — | — | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | — | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.08% | — | — | |
| 43 | EMR | Emerson Electric Co | Stock-Industrials | 0.06% | — | — | |
| 44 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.06% | -0.01% | — | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.06% | — | — | |
| 46 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.06% | -0.01% | — | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.06% | — | — | |
| 48 | PRK | Park National CORP | Stock-Other | 0.06% | — | — | |
| 49 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.06% | — | -66.75% | |
| 50 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KAUG | Inv US Sml Cap Pb ETF - Aug | +5.4% | +2210.92% | Add |
| 2 | IWM | Ishares Russell 2000 ETF | +1.4% | +201.86% | Add |
| 3 | KDEC | Inn US Sml Cap P B ETF - Dec | +1% | NEW | New buy |
| 4 | VOO | Vanguard S&p 500 ETF | +0.4% | NEW | New buy |
| 5 | MSFT | Microsoft CORP | +0.4% | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | +0.2% | NEW | New buy |
| 7 | VOT | Vanguard Mid-cap Growth ETF | +0.2% | NEW | New buy |
| 8 | VV | Vanguard Large-cap ETF | +0.2% | NEW | New buy |
| 9 | OEF | Ishares S&p 100 ETF | +0.1% | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 11 | MDY | State Street Spdr S&p Midcap | +0.1% | NEW | New buy |
| 12 | VUG | Vanguard Growth ETF | +0.1% | +0.52% | Add |
| 13 | AAPL | Apple Inc | +0.1% | +12.92% | Add |
| 14 | NVDA | Nvidia CORP | +0.1% | +38.24% | Add |
| 15 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 16 | META | Meta Platforms Inc-class A | +0.1% | NEW | New buy |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | New buy |
| 18 | EMR | Emerson Electric Co | +0.1% | NEW | New buy |
| 19 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 20 | RTX | Rtx CORP | +0.1% | NEW | New buy |
| 21 | PRK | Park National CORP | +0.1% | NEW | New buy |
| 22 | VOOV | Vanguard S&p 500 Value ETF | +0.1% | NEW | New buy |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | New buy |
| 24 | DLN | Wisdomtree US Largecap Divid | +0.1% | NEW | New buy |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | NEW | New buy |
| 26 | MMTM | Ss Spdr S&p 1500 Mom Tilt | +0.1% | NEW | New buy |
| 27 | HD | Home Depot Inc | +0.1% | NEW | New buy |
| 28 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 29 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 30 | IVW | Ishares S&p 500 Growth ETF | 0% | NEW | New buy |
| 31 | PH | Parker Hannifin CORP | 0% | NEW | New buy |
| 32 | PJAN | Innovator U.s. Equity Power | 0% | NEW | New buy |
| 33 | SDY | Ss Spdr S&p Dividend ETF | 0% | NEW | New buy |
| 34 | PG | Procter & Gamble Co/the | 0% | NEW | New buy |
| 35 | IVV | Ishares Core S&p 500 ETF | 0% | NEW | New buy |
| 36 | IWF | Ishares Russell 1000 Growth | 0% | -1.31% | Trim |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | +5.67% | Add |
| 38 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.38% | Add |
| 39 | MGC | Vanguard Mega Cap ETF | 0% | +0.74% | Add |
| 40 | SJNK | Ss Spdr Bb St Hi Yield ETF | -0.1% | +5.93% | Add |
| 41 | BSEP | Innovator U.s. Equity Buffer | -0.1% | -66.75% | Trim |
| 42 | BSV | Vanguard Short-term Bond ETF | -0.1% | +4.38% | Add |
| 43 | MOAT | Vaneck Morningstar Wide Moat | -0.2% | +0.76% | Add |
| 44 | BJUL | Innovator U.s. Equity Buffer | -0.2% | -53.91% | Trim |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | -0.3% | +0.61% | Add |
| 46 | IVE | Ishares S&p 500 Value ETF | -0.3% | +0.94% | Add |
| 47 | XLV | Ss Health Care Select Sector | -0.5% | -78.67% | Trim |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | +0.45% | Add |
| 49 | EFA | Ishares Msci Eafe ETF | -1.5% | -97.69% | Trim |
| 50 | KJAN | Innovator U.s. Small Cap Pow | -6.4% | -79.99% | Trim |
According to official SEC Form 13F filings, Berkshire Money Management, Inc. reported a total U.S. public equity portfolio value of $1.1B across 86 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, DIA) accounted for 45.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
KDEC
市值: $9.2M
Top Position Liquidated / Trimmed
KJAN
前期市值: $68.6M
During Q4 2024, Berkshire Money Management, Inc.'s top holdings by market value included SPY (24.9%)、QQQ (8.6%)、DIA (6.8%). The largest single position, SPY, represented 24.9% of total portfolio value.
In Q4 2024, Berkshire Money Management, Inc. made 50 total portfolio adjustments, initiating 30 new buys, adding to 14 positions, trimming 6 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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