Berkeley, Inc

13F Portfolio Filings

Most recent 13F
Q4 2024
Location
Boise, ID
CIK
0002051965
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 65 193,279 DSTL, V, LOW, IHDG RESTATEMENT 3/28/2025 000108514625001875
Q3 2024 66 343,438 DSTL, LOW, IHDG, V RESTATEMENT 3/28/2025 000108514625001874
Q2 2024 62 160,899 DSTL, IHDG, LOW, V RESTATEMENT 3/28/2025 000108514625001873
Q1 2024 68 165,169 SCHD, V, IHDG, LOW RESTATEMENT 3/28/2025 000108514625001872
Q4 2023 69 158,998 SCHD, V, IHDG, LOW RESTATEMENT 3/28/2025 000108514625001871
Q3 2023 81 146,499 SCHD, V, IHDG, LOW RESTATEMENT 3/28/2025 000108514625001870
Q2 2023 79 148,490 SCHD, V, IHDG, LOW RESTATEMENT 3/28/2025 000108514625001869
Q1 2023 77 137,796 SCHD, IHDG, V, LOW RESTATEMENT 3/28/2025 000108514625001868
Q4 2022 78 132,454 SCHD, V, IHDG, LOW RESTATEMENT 3/28/2025 000108514625001867
Q3 2022 77 118,710 SCHD, IHDG, V, LOW RESTATEMENT 3/28/2025 000108514625001866
Q2 2022 83 124,911 SCHD, IHDG, V, HSCZ RESTATEMENT 3/28/2025 000108514625001865
Q1 2022 92 143,158 SCHD, IHDG, V, VBR RESTATEMENT 3/28/2025 000108514625001864
Q4 2021 92 150,267 SCHD, IHDG, V, LOW RESTATEMENT 3/28/2025 000108514625001863
Q3 2021 85 135,820 SCHD, IHDG, LOW, V RESTATEMENT 3/28/2025 000108514625001862
Q2 2021 85 139,571 SCHD, IHDG, V, LOW RESTATEMENT 3/28/2025 000108514625001861
Q1 2021 79 134,460 SCHD, IHDG, V, LOW RESTATEMENT 3/28/2025 000108514625001860
Q4 2020 78 123,752 SCHD, IHDG, V, MA RESTATEMENT 3/28/2025 000108514625001859
Additional filings from Berkeley, Inc that have since been restated