Berkshire Money Management

Berkshire Money Management as of Dec. 31, 2015

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 23 positions in its portfolio as reported in the December 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 27.9 $92M 449k 203.87
iShares Russell 1000 Growth Index (IWF) 23.0 $75M 758k 99.48
Vanguard Growth ETF (VUG) 7.9 $26M 243k 106.39
SPDR S&P Dividend (SDY) 7.6 $25M 340k 73.57
iShares S&P US Pref Stock Idx Fnd (PFF) 6.5 $21M 550k 38.85
SPDR S&P MidCap 400 ETF (MDY) 5.7 $19M 74k 254.04
iShares Dow Jones US Real Estate (IYR) 4.7 $15M 204k 75.08
iShares S&P 100 Index (OEF) 3.8 $13M 137k 91.17
Health Care SPDR (XLV) 3.6 $12M 164k 72.03
Financial Select Sector SPDR (XLF) 2.6 $8.5M 358k 23.83
SPDR Barclays Capital High Yield B 2.4 $7.8M 229k 33.91
iShares Russell 2000 Index (IWM) 2.2 $7.3M 65k 112.62
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.9 $2.9M 26k 114.01
Spdr Short-term High Yield mf (SJNK) 0.4 $1.3M 52k 25.69
Vanguard Dividend Appreciation ETF (VIG) 0.3 $943k 12k 77.76
Exxon Mobil Corporation (XOM) 0.2 $706k 9.1k 77.95
Sherwin-Williams Company (SHW) 0.1 $375k 1.4k 259.68
At&t (T) 0.1 $323k 9.4k 34.41
Coca-Cola Company (KO) 0.1 $241k 5.6k 42.96
iShares S&P 500 Value Index (IVE) 0.1 $211k 2.4k 88.54
SPDR Dow Jones Industrial Average ETF (DIA) 0.1 $204k 1.2k 174.04
JPMorgan Chase & Co. (JPM) 0.0 $14k 215.00 66.03
Vical Incorporated 0.0 $15k 38k 0.41