Berkshire Money Management as of Sept. 30, 2013
Portfolio Holdings for Berkshire Money Management
Berkshire Money Management holds 14 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SPDR Dow Jones Industrial Average ETF (DIA) | 20.5 | $47M | 353k | 134.05 | |
| Vanguard Dividend Appreciation ETF (VIG) | 17.2 | $40M | 571k | 69.61 | |
| iShares MSCI EAFE Index Fund (EFA) | 12.7 | $29M | 459k | 63.80 | |
| Spdr S&p 500 Etf (SPY) | 10.9 | $25M | 150k | 168.01 | |
| SPDR S&P MidCap 400 ETF (MDY) | 9.9 | $23M | 101k | 226.33 | |
| SPDR S&P Dividend (SDY) | 7.7 | $18M | 256k | 68.94 | |
| iShares Russell 1000 Growth Index (IWF) | 7.3 | $17M | 216k | 78.20 | |
| Financial Select Sector SPDR (XLF) | 3.9 | $8.9M | 449k | 19.90 | |
| Health Care SPDR (XLV) | 3.3 | $7.6M | 150k | 50.59 | |
| WisdomTree Japan Total Dividend (DXJ) | 3.3 | $7.6M | 158k | 47.93 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 2.5 | $5.8M | 154k | 38.00 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $769k | 8.9k | 86.09 | |
| At&t (T) | 0.1 | $316k | 9.3k | 33.80 | |
| Union Pacific Corporation (UNP) | 0.1 | $311k | 2.0k | 155.50 |
