13F-HR filed by Berkshire Money Management, Inc.
Berkshire Money Management, Inc. filed this 13F-HR for the quarter ended 2015-12-31, filed 2016-01-19, with 23 holding rows worth $328,369,000.
- Accession
- 0001398344-16-009100
- Filer
- CIK 1535172
- Filed
- 2016-01-19
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2015
A holdings report, 23 entries on the cover page, a total value of $328,369,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $328,368,785 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 |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 449,305 | $91,599,795 | dollars, detected | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 757,823 | $75,388,203 | dollars, detected | |
| Vanguard Growth | 922908736 | COM | 242,851 | $25,836,918 | dollars, detected | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 339,852 | $25,002,887 | dollars, detected | |
| ISHARES TR | 464288687 | COM | 549,653 | $21,354,006 | dollars, detected | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 73,606 | $18,698,952 | dollars, detected | |
| ISHARES TR | 464287739 | U.S. REAL ES ETF | 203,831 | $15,303,631 | dollars, detected | |
| ISHARES TR | 464287101 | S&P 100 ETF | 137,361 | $12,523,197 | dollars, detected | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 164,062 | $11,817,414 | dollars, detected | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 358,099 | $8,533,497 | dollars, detected | |
| SPDR SERIES TRUST BLOOMBERG BR | 78464A417 | BLOOMBERG BRCLYS | 229,223 | $7,772,947 | dollars, detected | |
| iShares Russell 2000 ETF | 464287655 | SHS | 64,474 | $7,261,062 | dollars, detected | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 25,462 | $2,902,890 | dollars, detected | |
| SPDR SERIES TRUST | 78468R408 | ST TERM HIGH ETF | 52,150 | $1,339,734 | dollars, detected | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 12,132 | $943,406 | dollars, detected | |
| EXXON MOBIL CORP | 30231G102 | COM | 9,058 | $706,071 | dollars, detected | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 1,442 | $374,459 | dollars, detected | |
| AT&T Inc | 00206R102 | COM | 9,395 | $323,293 | dollars, detected | |
| Coca-Cola Company | 191216100 | COM | 5,619 | $241,392 | dollars, detected | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 2,386 | $211,251 | dollars, detected | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 1,173 | $204,147 | dollars, detected | |
| VICAL INC | 925602104 | COM | 37,651 | $15,437 | dollars, detected | |
| JPMorgan Chase & Co | 46625H100 | COM | 215 | $14,196 | dollars, detected |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-16-009100 | this filing | 2016-01-19 | acceptance time not in the bulk data set |