13F-HR filed by Berkshire Money Management, Inc.
Berkshire Money Management, Inc. filed this 13F-HR for the quarter ended 2016-09-30, filed 2016-11-08, with 24 holding rows worth $325,791,000.
- Accession
- 0001398344-16-020461
- Filer
- CIK 1535172
- Filed
- 2016-11-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2016
A holdings report, 24 entries on the cover page, a total value of $325,791,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $325,790,000 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 |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 435,980 | $94,302,000 | thousands by filing date | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 158,492 | $44,738,000 | thousands by filing date | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 338,289 | $28,538,000 | thousands by filing date | |
| ISHARES TR | 464288687 | COM | 636,389 | $25,137,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 224,202 | $23,355,000 | thousands by filing date | |
| ISHARES TR | 464287101 | S&P 100 ETF | 170,510 | $16,357,000 | thousands by filing date | |
| ISHARES TR | 464287739 | U.S. REAL ES ETF | 195,545 | $16,149,000 | thousands by filing date | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 123,748 | $15,243,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 127,834 | $14,354,000 | thousands by filing date | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 145,377 | $10,483,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 62,038 | $7,706,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 144,936 | $6,584,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 80,003 | $6,444,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R408 | ST TERM HIGH ETF | 161,573 | $4,474,000 | thousands by filing date | |
| SPDR SERIES TRUST BLOOMBERG BR | 78464A417 | BLOOMBERG BRCLYS | 121,089 | $4,446,000 | thousands by filing date | |
| POWERSHARES ETF TR II S&P500 L | 73937B779 | COM | 92,207 | $3,826,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 11,259 | $945,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 9,074 | $792,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 3,600 | $783,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 9,871 | $401,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 5,619 | $238,000 | thousands by filing date | |
| PIMCO CORPORATE & INCOME OPP | 72201B101 | COM | 14,502 | $212,000 | thousands by filing date | |
| EATON VANCE TAX-MANAGED DIVE | 27828N102 | COM | 19,671 | $211,000 | thousands by filing date | |
| CLIFFS NATURAL RESOURCES | 18683K101 | COMMON STOCK | 12,240 | $72,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-16-020461 | this filing | 2016-11-08 | acceptance time not in the bulk data set |