13F-HR filed by Berkshire Money Management, Inc.
Berkshire Money Management, Inc. filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-01-09, with 37 holding rows worth $513,601,000.
- Accession
- 0001398344-20-000496
- Filer
- CIK 1535172
- Filed
- 2020-01-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2019
A holdings report, 37 entries on the cover page, a total value of $513,601,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $513,600,000 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 | 314,268 | $101,150,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 644,384 | $80,329,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 294,121 | $51,742,000 | thousands by filing date | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 120,378 | $45,187,000 | thousands by filing date | |
| INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER | 45782C771 | ETF | 1,303,452 | $34,173,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 500,546 | $29,202,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C797 | US EQTY PWR BUF | 1,151,297 | $29,013,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R408 | ST TERM HIGH ETF | 959,166 | $25,840,000 | thousands by filing date | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 82,624 | $23,556,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 130,351 | $21,595,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 82,193 | $14,973,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C789 | US EQTY BUFR JUL | 446,496 | $12,337,000 | thousands by filing date | |
| ISHARES TR | 464287101 | S&P 100 ETF | 81,922 | $11,804,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 113,161 | $7,423,000 | thousands by filing date | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 53,142 | $5,716,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 56,662 | $4,591,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C730 | COM | 18,130 | $2,674,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 6,292 | $1,848,000 | thousands by filing date | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 31,316 | $1,454,000 | thousands by filing date | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 6,200 | $984,000 | thousands by filing date | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 17,941 | $962,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 13,803 | $869,000 | thousands by filing date | |
| VTI | 922908769 | COM | 5,126 | $839,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 9,877 | $689,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C599 | US SML CP PWR B | 22,362 | $565,000 | thousands by filing date | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 5,543 | $519,000 | thousands by filing date | |
| PARK NATL CORP COM | 700658107 | Stock | 5,038 | $516,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 6,347 | $488,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 10,652 | $416,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 8,085 | $345,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,504 | $341,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 1,861 | $293,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C813 | US EQTY PWR BUF | 10,874 | $291,000 | thousands by filing date | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 403 | $235,000 | thousands by filing date | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 3,768 | $227,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 1,436 | $208,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 636 | $206,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-20-000496 | this filing | 2020-01-09 | acceptance time not in the bulk data set |