Berkshire Money Management

Berkshire Money Management as of March 31, 2018

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 27 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 22.7 $91M 346k 263.15
iShares Russell 1000 Growth Index (IWF) 16.6 $66M 487k 136.09
SPDR Dow Jones Industrial Average ETF (DIA) 15.5 $62M 258k 241.40
Vanguard Dividend Appreciation ETF (VIG) 8.7 $35M 344k 101.05
SPDR S&P MidCap 400 ETF (MDY) 8.6 $35M 101k 341.73
iShares Russell 2000 Index (IWM) 7.5 $30M 198k 151.83
Vanguard Growth ETF (VUG) 4.8 $19M 137k 141.88
iShares S&P 100 Index (OEF) 3.0 $12M 103k 115.99
Spdr Short-term High Yield mf (SJNK) 2.8 $11M 402k 27.37
Schwab International Equity ETF (SCHF) 2.0 $7.9M 234k 33.71
Ishares Tr Msci Usa Momentum Factor (MTUM) 1.9 $7.4M 70k 105.92
Vanguard Short Term Corporate Bond ETF (VCSH) 1.7 $6.7M 86k 78.43
Ishares Inc em mkt min vol (EEMV) 1.1 $4.4M 70k 62.34
Vanguard Emerging Markets ETF (VWO) 1.0 $4.0M 85k 46.98
Financial Select Sector SPDR (XLF) 0.7 $3.0M 107k 27.57
Technology SPDR (XLK) 0.2 $898k 14k 65.42
Vanguard Mid-Cap Growth ETF (VOT) 0.2 $804k 6.2k 129.68
Exxon Mobil Corporation (XOM) 0.2 $699k 9.4k 74.66
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.2 $676k 5.8k 117.38
Sherwin-Williams Company (SHW) 0.2 $638k 1.6k 392.13
Apple (AAPL) 0.1 $601k 3.6k 167.64
At&t (T) 0.1 $345k 9.7k 35.65
Materials SPDR (XLB) 0.1 $307k 5.4k 56.85
Berkshire Hathaway (BRK.B) 0.1 $272k 1.4k 199.27
PowerShares DB Com Indx Trckng Fund 0.1 $297k 18k 16.97
iShares S&P 500 Index (IVV) 0.1 $257k 970.00 264.95
iShares S&P US Pref Stock Idx Fnd (PFF) 0.1 $249k 6.6k 37.55