Berkshire Money Management

Berkshire Money Management as of June 30, 2016

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 26 positions in its portfolio as reported in the June 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 31.0 $90M 430k 209.47
SPDR S&P Dividend (SDY) 9.9 $29M 345k 83.92
iShares S&P US Pref Stock Idx Fnd (PFF) 8.2 $24M 599k 39.89
iShares Russell 1000 Growth Index (IWF) 6.5 $19M 188k 100.36
SPDR S&P MidCap 400 ETF (MDY) 6.2 $18M 66k 272.23
iShares Dow Jones US Real Estate (IYR) 5.6 $16M 197k 82.39
Ishares Tr usa min vo (USMV) 5.2 $15M 325k 46.21
iShares IBoxx $ Invest Grade Corp Bd (LQD) 4.9 $14M 116k 122.73
Powershares Etf Tr Ii s^p500 low vol 4.2 $12M 284k 42.78
iShares S&P 100 Index (OEF) 4.1 $12M 128k 92.90
Health Care SPDR (XLV) 3.5 $10M 141k 71.71
SPDR Barclays Capital High Yield B 2.7 $7.7M 217k 35.69
iShares Russell 2000 Index (IWM) 2.0 $5.9M 51k 114.98
Vanguard Growth ETF (VUG) 2.0 $5.9M 55k 107.21
Vanguard Short Term Corporate Bond ETF (VCSH) 1.6 $4.6M 57k 80.84
Spdr Short-term High Yield mf (SJNK) 1.0 $2.8M 105k 26.99
Vanguard Dividend Appreciation ETF (VIG) 0.3 $904k 11k 83.21
Exxon Mobil Corporation (XOM) 0.3 $850k 9.1k 93.74
iShares S&P 500 Index (IVV) 0.3 $758k 3.6k 210.56
Sherwin-Williams Company (SHW) 0.2 $540k 1.8k 293.80
At&t (T) 0.2 $456k 11k 43.16
Apple (AAPL) 0.1 $312k 3.3k 95.62
Coca-Cola Company (KO) 0.1 $255k 5.6k 45.38
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.1 $205k 20k 10.42
PIMCO Corporate Opportunity Fund (PTY) 0.1 $204k 15k 14.07
Cliffs Natural Resources 0.0 $69k 12k 5.64