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Berkshire Hathaway shares owned by Asset Allocation Strategies

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Asset Allocation Strategies from 13F filings

Historical chart of Asset Allocation Strategies investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Asset Allocation Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $368k 876 420.52

More positions owned by Asset Allocation Strategies

Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Global 100 Etf (IOO)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Financial (XLF)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Faln Angls Usd (FALN)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Asset Allocation Strategies

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of New York Mellon
T. Rowe Price Associates
FMR
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Susquehanna International
Legal & General Group
Goldman Sachs Group

View all funds holding Berkshire Hathaway