Berkshire Money Management

Berkshire Money Management as of Sept. 30, 2016

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 24 positions in its portfolio as reported in the September 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 29.0 $94M 436k 216.30
SPDR S&P MidCap 400 ETF (MDY) 13.8 $45M 159k 282.27
SPDR S&P Dividend (SDY) 8.8 $29M 338k 84.36
iShares S&P US Pref Stock Idx Fnd (PFF) 7.7 $25M 636k 39.50
iShares Russell 1000 Growth Index (IWF) 7.2 $23M 224k 104.17
iShares S&P 100 Index (OEF) 5.0 $16M 171k 95.93
iShares Dow Jones US Real Estate (IYR) 4.8 $16M 196k 80.64
iShares IBoxx $ Invest Grade Corp Bd (LQD) 4.7 $15M 124k 123.18
Vanguard Growth ETF (VUG) 4.4 $14M 128k 112.29
Health Care SPDR (XLV) 3.2 $11M 145k 72.11
iShares Russell 2000 Index (IWM) 2.4 $7.7M 62k 124.21
Ishares Tr usa min vo (USMV) 2.0 $6.6M 145k 45.43
Vanguard Short Term Corporate Bond ETF (VCSH) 2.0 $6.4M 80k 80.55
SPDR Barclays Capital High Yield B 1.4 $4.4M 121k 36.72
Spdr Short-term High Yield mf (SJNK) 1.4 $4.5M 162k 27.69
Powershares Etf Tr Ii s^p500 low vol 1.2 $3.8M 92k 41.49
Vanguard Dividend Appreciation ETF (VIG) 0.3 $945k 11k 83.93
Exxon Mobil Corporation (XOM) 0.2 $792k 9.1k 87.28
iShares S&P 500 Index (IVV) 0.2 $783k 3.6k 217.50
At&t (T) 0.1 $401k 9.9k 40.62
Coca-Cola Company (KO) 0.1 $238k 5.6k 42.36
PIMCO Corporate Opportunity Fund (PTY) 0.1 $212k 15k 14.62
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.1 $211k 20k 10.73
Cliffs Natural Resources 0.0 $72k 12k 5.88