Berkshire Money Management as of June 30, 2018
Portfolio Holdings for Berkshire Money Management
Berkshire Money Management holds 23 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 22.0 | $94M | 342k | 275.42 | |
| iShares Russell 1000 Growth Index (IWF) | 16.4 | $70M | 482k | 146.09 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 14.6 | $62M | 255k | 244.60 | |
| iShares Russell 2000 Index (IWM) | 10.2 | $44M | 260k | 168.25 | |
| SPDR S&P MidCap 400 ETF (MDY) | 8.4 | $36M | 100k | 361.77 | |
| Vanguard Growth ETF (VUG) | 8.3 | $36M | 233k | 152.50 | |
| Vanguard Dividend Appreciation ETF (VIG) | 8.0 | $34M | 333k | 102.74 | |
| iShares S&P 100 Index (OEF) | 2.9 | $12M | 102k | 121.48 | |
| Spdr Short-term High Yield mf (SJNK) | 2.5 | $11M | 398k | 27.29 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 1.8 | $7.6M | 68k | 111.01 | |
| Schwab International Equity ETF (SCHF) | 1.6 | $7.0M | 210k | 33.28 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 1.5 | $6.3M | 80k | 78.07 | |
| Financial Select Sector SPDR (XLF) | 0.6 | $2.6M | 97k | 26.67 | |
| Technology SPDR (XLK) | 0.2 | $969k | 14k | 71.04 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.2 | $850k | 6.2k | 137.10 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $771k | 9.4k | 82.28 | |
| Sherwin-Williams Company (SHW) | 0.2 | $674k | 1.6k | 413.24 | |
| Apple (AAPL) | 0.2 | $674k | 3.6k | 187.95 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $537k | 4.7k | 115.26 | |
| At&t (T) | 0.1 | $316k | 9.7k | 32.65 | |
| Materials SPDR (XLB) | 0.1 | $316k | 5.4k | 58.52 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $258k | 1.4k | 187.77 | |
| iShares S&P 500 Index (IVV) | 0.1 | $269k | 970.00 | 277.32 |
