Berkshire Money Management as of March 31, 2014
Portfolio Holdings for Berkshire Money Management
Berkshire Money Management holds 15 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Growth Index (IWF) | 23.4 | $51M | 591k | 86.54 | |
| SPDR S&P MidCap 400 ETF (MDY) | 15.4 | $34M | 135k | 250.57 | |
| iShares MSCI EAFE Index Fund (EFA) | 15.2 | $33M | 495k | 67.20 | |
| iShares Russell 2000 Growth Index (IWO) | 11.4 | $25M | 183k | 136.06 | |
| Spdr S&p 500 Etf (SPY) | 11.2 | $24M | 130k | 187.01 | |
| Vanguard Dividend Appreciation ETF (VIG) | 7.2 | $16M | 209k | 75.23 | |
| SPDR S&P Dividend (SDY) | 6.4 | $14M | 190k | 73.58 | |
| Health Care SPDR (XLV) | 3.6 | $7.8M | 133k | 58.49 | |
| Financial Select Sector SPDR (XLF) | 3.5 | $7.6M | 341k | 22.34 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 1.9 | $4.3M | 109k | 39.03 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $885k | 9.1k | 97.70 | |
| At&t (T) | 0.1 | $328k | 9.3k | 35.08 | |
| Union Pacific Corporation (UNP) | 0.1 | $338k | 1.8k | 187.78 | |
| Coca-Cola Company (KO) | 0.1 | $227k | 5.9k | 38.70 | |
| Vical Incorporated | 0.0 | $49k | 38k | 1.30 |
