13F-HR filed by Berkshire Money Management, Inc.
Berkshire Money Management, Inc. filed this 13F-HR for the quarter ended 2014-06-30, filed 2014-08-07, with 14 holding rows worth $143,325,140.
- Accession
- 0001398344-14-003975
- Filer
- CIK 1535172
- Filed
- 2014-08-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2014
A holdings report, 14 entries on the cover page, a total value of $143,325,140 stated on the cover page (in dollars after the unit check, H1), rows summing to $143,325,140 with VALUE read as dollars, detected, 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 |
|---|---|---|---|---|---|---|
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 445,039 | $40,467,378 | dollars, detected | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 490,586 | $33,541,351 | dollars, detected | |
| SPY | 78462F103 | SHS | 129,241 | $25,295,065 | dollars, detected | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 204,302 | $15,925,361 | dollars, detected | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 185,556 | $14,211,734 | dollars, detected | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 337,628 | $7,677,665 | dollars, detected | |
| ISHARES TR | 464288687 | COM | 107,525 | $4,291,330 | dollars, detected | |
| EXXON MOBIL CORP | 30231G102 | COM | 9,058 | $911,959 | dollars, detected | |
| Union Pacific Corporation | 907818108 | COM | 3,600 | $359,100 | dollars, detected | |
| AT&T Inc | 00206R102 | COM | 9,379 | $331,629 | dollars, detected | |
| Coca-Cola Company | 191216100 | COM | 5,865 | $248,441 | dollars, detected | |
| VICAL INC | 925602104 | COM | 37,651 | $45,934 | dollars, detected | |
| U S SILICA HLDGS INC | 90346E103 | COM | 283 | $15,690 | dollars, detected | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 35 | $2,503 | dollars, detected |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-14-003975 | this filing | 2014-08-07 | acceptance time not in the bulk data set |