Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
3
0
0
0
0
0
1
1
0
BERKSHIRE MONEY MANAGEMENT INC

Time Period2018-03-31

Total Holdings27

Total Value ($x1000)400,554
Activities
New5

Increased8

Unchanged2

Decreased12

Sold Out1

Top 10 Stock Holdingstotal 92.14%
SPY22.73

IWF16.55

DIA15.53

VIG8.68

MDY8.62

 
IWM7.49

VUG4.84

OEF2.98

SJNK2.75

SCHF1.97

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
22.73%
TR UNIT
IWF
16.55%
RUS 1000 GRW ETF
DIA
15.53%
UT SER 1
VIG
8.68%
DIV APP ETF
MDY
8.62%
UTSER1 S&PDCRP
IWM
7.49%
RUSSELL 2000 ETF
VUG
4.84%
GROWTH ETF
OEF
2.98%
S&P 100 ETF
SJNK
2.75%
SHT TRM HGH YLD
SCHF
1.97%
INTL EQTY ETF
MTUM
1.85%
MSCI USAMOMFCT
VCSH
1.68%
SHRT TRM CORP BD
EEMV
1.09%
EM MK MINVOL ETF
VWO
1%
FTSE EMR MKT ETF
XLF
0.74%
SBI INT-FINL
XLK
0.22%
TECHNOLOGY
VOT
0.2%
MCAP GR IDXVIP
XOM
0.17%
COM
LQD
0.17%
IBOXX INV CP ETF
SHW
0.16%
COM
AAPL
0.15%
COM
T
0.09%
COM
XLB
0.08%
SBI MATERIALS
DBC
0.07%
UNIT BEN INT
BRK.B
0.07%
CL B NEW
IVV
0.06%
CORE S&P500 ETF
PFF
0.06%
U.S. PFD STK ETF
IYR
1.47%
U.S. REAL ES ETF