Berkshire Money Management as of Dec. 31, 2013
Portfolio Holdings for Berkshire Money Management
Berkshire Money Management holds 17 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SPDR Dow Jones Industrial Average ETF (DIA) | 20.0 | $55M | 330k | 165.47 | |
| iShares Russell 1000 Growth Index (IWF) | 18.1 | $50M | 576k | 85.95 | |
| iShares MSCI EAFE Index Fund (EFA) | 11.5 | $31M | 468k | 67.09 | |
| SPDR S&P MidCap 400 ETF (MDY) | 11.5 | $31M | 129k | 244.20 | |
| iShares Russell 2000 Growth Index (IWO) | 8.6 | $24M | 173k | 135.51 | |
| Spdr S&p 500 Etf (SPY) | 8.1 | $22M | 119k | 184.69 | |
| Vanguard Dividend Appreciation ETF (VIG) | 6.4 | $17M | 231k | 75.24 | |
| SPDR S&P Dividend (SDY) | 5.5 | $15M | 207k | 72.62 | |
| WisdomTree Japan Total Dividend (DXJ) | 3.0 | $8.3M | 164k | 50.84 | |
| Health Care SPDR (XLV) | 2.7 | $7.3M | 131k | 55.44 | |
| Financial Select Sector SPDR (XLF) | 2.6 | $7.2M | 330k | 21.86 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 1.4 | $3.8M | 103k | 36.83 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $965k | 9.5k | 101.17 | |
| At&t (T) | 0.1 | $329k | 9.3k | 35.19 | |
| Union Pacific Corporation (UNP) | 0.1 | $302k | 1.8k | 167.78 | |
| Coca-Cola Company (KO) | 0.1 | $254k | 6.1k | 41.33 | |
| Vical Incorporated | 0.0 | $31k | 27k | 1.16 |
