Berkshire Money Management as of June 30, 2013
Portfolio Holdings for Berkshire Money Management
Berkshire Money Management holds 17 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF (VIG) | 20.4 | $43M | 652k | 66.20 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 15.7 | $33M | 223k | 148.55 | |
| iShares MSCI EAFE Index Fund (EFA) | 15.3 | $32M | 565k | 57.30 | |
| Spdr S&p 500 Etf (SPY) | 13.0 | $27M | 171k | 160.42 | |
| iShares Russell 1000 Growth Index (IWF) | 9.4 | $20M | 272k | 72.74 | |
| PowerShares Fin. Preferred Port. | 5.8 | $12M | 678k | 17.89 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 5.6 | $12M | 302k | 39.28 | |
| Financial Select Sector SPDR (XLF) | 3.6 | $7.7M | 396k | 19.45 | |
| SPDR S&P MidCap 400 ETF (MDY) | 3.6 | $7.7M | 37k | 210.10 | |
| iShares MSCI Japan Index | 3.6 | $7.6M | 675k | 11.22 | |
| Health Care SPDR (XLV) | 3.0 | $6.4M | 134k | 47.61 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $816k | 9.0k | 90.30 | |
| At&t (T) | 0.2 | $331k | 9.3k | 35.40 | |
| Union Pacific Corporation (UNP) | 0.1 | $309k | 2.0k | 154.50 | |
| General Electric Company | 0.1 | $276k | 12k | 23.18 | |
| Coca-Cola Company (KO) | 0.1 | $235k | 5.9k | 40.07 | |
| AVANIR Pharmaceuticals | 0.0 | $88k | 19k | 4.60 |
