13F-HR/A filed by Berkshire Money Management, Inc.
Berkshire Money Management, Inc. filed this 13F-HR/A for the quarter ended 2013-06-30, filed 2014-01-10, with 17 holding rows worth $211,140,000.
- Accession
- 0001398344-14-000169
- Filer
- CIK 1535172
- Filed
- 2014-01-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2013
A holdings report, amendment of type restatement, 17 entries on the cover page, a total value of $211,140,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $211,140,000 with VALUE read as thousands by filing date, 13F file number 028-15668. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 652,396 | $43,189,000 | thousands by filing date | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 222,672 | $33,078,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 564,677 | $32,356,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 170,659 | $27,377,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 271,969 | $19,783,000 | thousands by filing date | |
| INVESCO FINANCIAL PREFERRED ETF | 73935X229 | COM | 678,442 | $12,137,000 | thousands by filing date | |
| ISHARES TR | 464288687 | COM | 302,439 | $11,880,000 | thousands by filing date | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 395,473 | $7,690,000 | thousands by filing date | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 36,463 | $7,661,000 | thousands by filing date | |
| ISHARES | 464286848 | EXCHANGE TRADED | 674,912 | $7,573,000 | thousands by filing date | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 133,605 | $6,361,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 9,037 | $816,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 9,349 | $331,000 | thousands by filing date | |
| Union Pacific Corporation | 907818108 | COM | 2,000 | $309,000 | thousands by filing date | |
| GENERAL ELEC CO | 369604103 | COM | 11,907 | $276,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 5,865 | $235,000 | thousands by filing date | |
| AVANIR PHARMACEUTICALS INC | 05348P401 | CL A NEW | 19,150 | $88,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-14-000084 | superseded | 2014-01-07 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001398344-14-000169 | this filing | 2014-01-10 | acceptance time not in the bulk data set |