Berkshire Money Management

Berkshire Money Management as of Dec. 31, 2014

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 18 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 22.0 $74M 358k 205.54
iShares Russell 1000 Growth Index (IWF) 16.2 $54M 566k 95.61
SPDR Barclays Capital High Yield B 12.3 $41M 1.1M 38.61
iShares S&P 500 Value Index (IVE) 11.7 $39M 417k 93.77
SPDR S&P Dividend (SDY) 7.4 $25M 314k 78.80
Vanguard Dividend Appreciation ETF (VIG) 6.8 $23M 280k 81.16
iShares FTSE/Xinhua China 25 Index (FXI) 5.0 $17M 405k 41.62
iShares S&P 100 Index (OEF) 4.9 $16M 179k 90.94
iShares S&P US Pref Stock Idx Fnd (PFF) 3.5 $12M 296k 39.44
Health Care SPDR (XLV) 3.3 $11M 163k 68.38
Financial Select Sector SPDR (XLF) 2.7 $9.1M 367k 24.73
Vanguard Short-Term Bond ETF (BSV) 2.2 $7.5M 94k 79.95
iShares IBoxx $ Invest Grade Corp Bd (LQD) 1.4 $4.6M 39k 119.41
Exxon Mobil Corporation (XOM) 0.2 $837k 9.1k 92.40
At&t (T) 0.1 $316k 9.4k 33.55
Coca-Cola Company (KO) 0.1 $233k 5.5k 42.22
iShares S&P AMT-Fr Mncpl Bnd (NYF) 0.1 $217k 2.0k 111.28
Vical Incorporated 0.0 $40k 38k 1.06