Berkshire Money Management, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$874M
Signature - Title
Allen Pierre Harris - CEO, CIO, and CCO
Location
Dalton, MA
Summary
This page shows a list of all the recent 13F filings made by Berkshire Money Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Berkshire Money Management, Inc. reported 40 stock holdings with total value $874M as of Q3 2024. Top holdings included SPY, QQQ, KJAN, RSP, and DIA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 40 $874M +$81.8M -$72.2M +$9.63M SPY, QQQ, KJAN, RSP, DIA 13F-HR 10/16/2024, 01:06 PM
Q2 2024 39 $824M +$31.5M -$50.6M -$19.1M SPY, QQQE, QQQ, KJAN, DIA 13F-HR 7/19/2024, 09:40 AM
Q1 2024 84 $828M +$142M -$118M +$24.5M SPY, DIA, QQQE, KJAN, QQQ 13F-HR 5/8/2024, 03:47 PM
Q4 2023 40 $751M +$102M -$76M +$25.6M SPY, BJUL, DIA, QQQE, VIG 13F-HR 2/8/2024, 09:17 AM
Q3 2023 40 $660M +$137M -$148M -$11.8M SPY, BJUL, DIA, VIG, QQQE 13F-HR 10/17/2023, 08:25 AM
Q2 2023 47 $692M +$129M -$132M -$2.97M SPY, VIG, DIA, LQD, IVE 13F-HR 8/7/2023, 09:19 AM
Q1 2023 45 $660M +$113M -$112M +$1.46M DIA, SPY, VIG, BNOV, SJNK 13F-HR 5/12/2023, 02:29 PM
Q4 2022 45 $631M +$47.7M -$48.1M -$405K DIA, SPY, VIG, BOCT, BNOV 13F-HR 2/13/2023, 06:55 PM
Q3 2022 43 $582M +$122M -$114M +$7.42M DIA, SPY, VIG, BOCT, SJNK 13F-HR 10/21/2022, 03:22 PM
Q2 2022 47 $602M +$67.2M -$71.6M -$4.38M VIG, DIA, SPY, SJNK, IWF 13F-HR 7/13/2022, 07:11 PM
Q1 2022 30 $696M +$100M -$50.6M +$49.8M VIG, DIA, SPY, SJNK, IWF 13F-HR 4/19/2022, 01:25 PM
Q4 2021 28 $684M +$107M -$101M +$5.62M VIG, SPY, DIA, IWF, VUG 13F-HR 1/14/2022, 08:30 AM
Q3 2021 26 $630M +$64.8M -$53.9M +$10.9M SPY, VIG, DIA, IWF, VUG 13F-HR 10/13/2021, 01:22 PM
Q2 2021 27 $622M +$45.1M -$29.9M +$15.2M VIG, SPY, DIA, IWF, VUG 13F-HR 7/23/2021, 09:59 AM
Q1 2021 28 $572M +$49.7M -$40M +$9.7M SPY, VIG, DIA, IWF, VUG 13F-HR 4/20/2021, 10:12 AM
Q4 2020 31 $542M +$102M -$87.2M +$14.9M VIG, SPY, IWF, DIA, VUG 13F-HR 1/25/2021, 01:57 PM
Q3 2020 29 $481M +$162M -$165M -$2.7M SPY, VIG, IWF, KJAN, DIA 13F-HR 10/26/2020, 11:18 AM
Q2 2020 45 $454M +$183M -$187M -$3.95M DIA, VIG, IWF, SPY, TIP 13F-HR 7/27/2020, 02:41 PM
Q1 2020 77 $407M +$245M -$261M -$16.4M PJUN, PJUL, SPY, TIP, BOCT 13F-HR 4/15/2020, 10:49 AM
Q4 2019 37 $514M +$16.9M -$16.1M +$737K SPY, VIG, IWF, MDY, BOCT 13F-HR 1/9/2020, 01:09 PM
Q3 2019 35 $484M +$7.41M -$2.82M +$4.6M SPY, VIG, MDY, IWF, BOCT 13F-HR 10/21/2019, 11:22 AM
Q2 2019 34 $473M +$67.3M -$60.8M +$6.57M SPY, VIG, MDY, IWF, BOCT 13F-HR 7/29/2019, 11:01 AM
Q1 2019 29 $452M +$47.3M -$46.3M +$1.05M SPY, DIA, VIG, MDY, IWF 13F-HR 4/24/2019, 11:02 AM
Q4 2018 30 $402M +$101M -$86.9M +$13.8M SPY, DIA, VIG, IWF, MDY 13F-HR 2/6/2019, 12:09 PM
Q3 2018 25 $453M +$11.9M -$10.1M +$1.8M SPY, IWF, DIA, IWM, VUG 13F-HR 10/17/2018, 01:37 PM
Q2 2018 23 $429M +$25.1M -$15.1M +$10M SPY, IWF, DIA, IWM, MDY 13F-HR 7/19/2018, 01:56 PM
Q1 2018 27 $401M +$67.9M -$62.8M +$5.06M SPY, IWF, DIA, VIG, MDY 13F-HR 5/2/2018, 02:10 PM
Q4 2017 23 $399M +$4.84M -$1.35M +$3.49M SPY, MDY, DIA, IWF, IWM 13F-HR 1/29/2018, 02:20 PM
Q3 2017 24 $383M +$21.3M -$13.2M +$8.02M SPY, MDY, DIA, IWF, IWM 13F-HR 11/3/2017, 04:11 PM
Q2 2017 21 $355M +$15.3M -$1.94M +$13.4M SPY, MDY, IWM, DIA, IWF 13F-HR 7/21/2017, 01:01 PM
Q1 2017 20 $333M +$1.72M -$19.8M -$18.1M SPY, MDY, IWM, DIA, IWF 13F-HR 5/12/2017, 03:41 PM
Q4 2016 22 $337M +$107M -$99.5M +$7.75M SPY, MDY, IWM, DIA, IWF 13F-HR 2/14/2017, 02:07 PM
Q3 2016 25 $325M +$50.8M -$21.3M +$29.5M SPY, MDY, SDY, PFF, IWF 13F-HR 11/8/2016, 03:47 PM
Q2 2016 26 $291M +$37.6M -$83M -$45.4M SPY, SDY, PFF, IWF, MDY 13F-HR 8/26/2016, 12:36 PM
Q1 2016 26 $328M +$10.3M -$14.3M -$4.01M SPY, IWF, SDY, VUG, PFF 13F-HR 5/16/2016, 04:27 PM
Q4 2015 23 $328M +$123M -$113M +$10.6M SPY, IWF, VUG, SDY, PFF 13F-HR 1/19/2016, 03:35 PM
Q3 2015 18 $325M +$20.3M -$32.3M -$11.9M SPY, IWF, JNK, IVE, SDY 13F-HR 11/9/2015, 03:44 PM
Q2 2015 19 $340M +$4.37M -$2.39M +$1.98M SPY, IWF, IVE, SDY, VIG 13F-HR 8/12/2015, 01:20 PM
Q1 2015 19 $340M +$24.3M -$22.7M +$1.69M SPY, IWF, IVE, SDY, VIG 13F-HR 4/22/2015, 11:10 AM
Q4 2014 18 $334M +$129M -$41.3M +$87.8M SPY, IWF, JNK, IVE, SDY 13F-HR 1/22/2015, 01:17 PM
Q3 2014 17 $237M +$96.2M -$51.6K +$96.2M IWF, EFA, IVE, SPY, SDY 13F-HR 11/13/2014, 02:44 PM
Q2 2014 14 $143M +$199K -$81M -$80.8M IWF, EFA, SPY, VIG, SDY 13F-HR 8/7/2014, 03:24 PM
Q1 2014 15 $219M +$8.62M -$65.9M -$57.3M IWF, MDY, EFA, IWO, SPY 13F-HR 4/23/2014, 11:46 AM
Q4 2013 17 $273M +$62.3M -$44M +$18.3M DIA, IWF, EFA, MDY, IWO 13F-HR 1/10/2014, 10:43 AM
Q3 2013 14 $230M +$59.2M -$46.2M +$13M DIA, VIG, EFA, SPY, MDY 13F-HR 1/3/2014, 12:14 PM
Q2 2013 17 $211M +$55.2M -$6.2M +$49M VIG, DIA, EFA, SPY, IWF Restatement 1/10/2014, 10:40 AM
Q1 2013 13 $160M $0 $0 VIG, DIA, SPY, IWF, PGF Restatement 1/10/2014, 10:38 AM