Berkshire Money Management as of Sept. 30, 2014
Portfolio Holdings for Berkshire Money Management
Berkshire Money Management holds 17 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Growth Index (IWF) | 18.2 | $43M | 471k | 91.63 | |
| iShares MSCI EAFE Index Fund (EFA) | 17.1 | $41M | 634k | 64.12 | |
| iShares S&P 500 Value Index (IVE) | 13.7 | $32M | 360k | 90.07 | |
| Spdr S&p 500 Etf (SPY) | 11.1 | $26M | 134k | 197.02 | |
| SPDR S&P Dividend (SDY) | 9.5 | $23M | 302k | 74.94 | |
| Vanguard Dividend Appreciation ETF (VIG) | 9.0 | $21M | 277k | 76.95 | |
| iShares S&P 100 Index (OEF) | 4.9 | $12M | 132k | 88.16 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 4.8 | $11M | 287k | 39.52 | |
| Health Care SPDR (XLV) | 3.8 | $9.1M | 142k | 63.91 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 3.6 | $8.6M | 224k | 38.28 | |
| Financial Select Sector SPDR (XLF) | 3.4 | $8.1M | 348k | 23.17 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $871k | 9.3k | 94.08 | |
| Union Pacific Corporation (UNP) | 0.1 | $357k | 3.3k | 108.44 | |
| At&t (T) | 0.1 | $331k | 9.4k | 35.29 | |
| Alibaba Group Holding (BABA) | 0.1 | $278k | 3.1k | 88.96 | |
| Coca-Cola Company (KO) | 0.1 | $250k | 5.9k | 42.63 | |
| Vical Incorporated | 0.0 | $42k | 38k | 1.12 |
