Berkshire Money Management as of March 31, 2013
Portfolio Holdings for Berkshire Money Management
Berkshire Money Management holds 13 positions in its portfolio as reported in the March 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Dividend Appreciation ETF (VIG) | 25.2 | $41M | 616k | 65.70 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 18.0 | $29M | 199k | 145.32 | |
Spdr S&p 500 Etf (SPY) | 16.2 | $26M | 166k | 156.67 | |
iShares Russell 1000 Growth Index (IWF) | 11.5 | $19M | 260k | 71.37 | |
PowerShares Fin. Preferred Port. | 7.8 | $13M | 676k | 18.53 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 7.7 | $12M | 303k | 40.52 | |
SPDR S&P MidCap 400 ETF (MDY) | 4.5 | $7.2M | 34k | 209.73 | |
Financial Select Sector SPDR (XLF) | 4.3 | $7.0M | 383k | 18.21 | |
Materials SPDR (XLB) | 3.8 | $6.1M | 157k | 39.18 | |
Exxon Mobil Corporation (XOM) | 0.5 | $771k | 8.6k | 90.10 | |
At&t (T) | 0.2 | $343k | 9.3k | 36.69 | |
Union Pacific Corporation (UNP) | 0.2 | $256k | 1.8k | 142.22 | |
AVANIR Pharmaceuticals | 0.0 | $71k | 26k | 2.76 |