Berkshire Money Management as of Sept. 30, 2017
Portfolio Holdings for Berkshire Money Management
Berkshire Money Management holds 24 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 22.0 | $84M | 328k | 257.15 | |
| SPDR S&P MidCap 400 ETF (MDY) | 14.5 | $56M | 167k | 333.62 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 12.5 | $48M | 206k | 233.63 | |
| iShares Russell 1000 Growth Index (IWF) | 10.8 | $41M | 319k | 129.96 | |
| iShares Russell 2000 Index (IWM) | 9.2 | $35M | 237k | 149.26 | |
| Vanguard Dividend Appreciation ETF (VIG) | 6.4 | $25M | 255k | 96.78 | |
| Vanguard Growth ETF (VUG) | 4.4 | $17M | 122k | 136.59 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 3.8 | $15M | 120k | 121.14 | |
| iShares S&P 100 Index (OEF) | 3.2 | $12M | 108k | 113.98 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 3.1 | $12M | 308k | 38.49 | |
| Spdr Short-term High Yield mf (SJNK) | 3.0 | $11M | 405k | 27.92 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 1.9 | $7.4M | 74k | 100.50 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 1.8 | $6.9M | 86k | 80.04 | |
| iShares Dow Jones US Real Estate (IYR) | 1.6 | $6.1M | 77k | 79.92 | |
| Financial Select Sector SPDR (XLF) | 0.5 | $2.1M | 78k | 26.60 | |
| Technology SPDR (XLK) | 0.2 | $975k | 16k | 62.98 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $781k | 9.4k | 83.34 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.2 | $772k | 6.2k | 124.52 | |
| Sherwin-Williams Company (SHW) | 0.2 | $653k | 1.7k | 395.04 | |
| At&t (T) | 0.1 | $326k | 9.7k | 33.70 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $261k | 1.4k | 187.10 | |
| Apple (AAPL) | 0.1 | $251k | 1.5k | 169.02 | |
| iShares S&P 500 Index (IVV) | 0.1 | $251k | 970.00 | 258.76 | |
| Proshares Tr Ii sht vix st trm | 0.1 | $217k | 2.0k | 107.37 |
