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 |
