Berkshire Money Management as of June 30, 2014
Portfolio Holdings for Berkshire Money Management
Berkshire Money Management holds 14 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Growth Index (IWF) | 28.2 | $41M | 445k | 90.93 | |
| iShares MSCI EAFE Index Fund (EFA) | 23.4 | $34M | 491k | 68.37 | |
| Spdr S&p 500 Etf (SPY) | 17.6 | $25M | 129k | 195.72 | |
| Vanguard Dividend Appreciation ETF (VIG) | 11.1 | $16M | 204k | 77.95 | |
| SPDR S&P Dividend (SDY) | 9.9 | $14M | 186k | 76.59 | |
| Financial Select Sector SPDR (XLF) | 5.4 | $7.7M | 338k | 22.74 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 3.0 | $4.3M | 108k | 39.91 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $912k | 9.1k | 100.68 | |
| Union Pacific Corporation (UNP) | 0.2 | $359k | 3.6k | 99.75 | |
| At&t (T) | 0.2 | $332k | 9.4k | 35.36 | |
| Coca-Cola Company (KO) | 0.2 | $248k | 5.9k | 42.36 | |
| Vical Incorporated | 0.0 | $46k | 38k | 1.22 | |
| Us Silica Hldgs (SLCA) | 0.0 | $16k | 283.00 | 55.44 | |
| Dominion Resources (D) | 0.0 | $2.5k | 35.00 | 71.51 |
