Berkshire Money Management as of Sept. 30, 2018
Portfolio Holdings for Berkshire Money Management
Berkshire Money Management holds 25 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 22.6 | $102M | 352k | 290.72 | |
| iShares Russell 1000 Growth Index (IWF) | 17.1 | $77M | 495k | 155.98 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 15.1 | $68M | 258k | 264.40 | |
| iShares Russell 2000 Index (IWM) | 10.2 | $46M | 274k | 168.55 | |
| Vanguard Growth ETF (VUG) | 8.4 | $38M | 238k | 161.04 | |
| SPDR S&P MidCap 400 ETF (MDY) | 8.3 | $38M | 103k | 367.47 | |
| Vanguard Dividend Appreciation ETF (VIG) | 8.1 | $37M | 332k | 110.70 | |
| iShares S&P 100 Index (OEF) | 2.9 | $13M | 102k | 129.62 | |
| Spdr Short-term High Yield mf (SJNK) | 2.4 | $11M | 396k | 27.59 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 1.9 | $8.7M | 73k | 119.00 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 1.3 | $6.0M | 77k | 78.16 | |
| Apple (AAPL) | 0.2 | $1.1M | 4.9k | 225.66 | |
| Technology SPDR (XLK) | 0.2 | $1.0M | 14k | 75.37 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.2 | $898k | 6.3k | 142.56 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $797k | 9.4k | 85.00 | |
| Sherwin-Williams Company (SHW) | 0.2 | $730k | 1.6k | 455.11 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $490k | 4.3k | 114.97 | |
| At&t (T) | 0.1 | $360k | 11k | 33.54 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $340k | 4.9k | 69.57 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $303k | 1.4k | 214.29 | |
| Materials SPDR (XLB) | 0.1 | $313k | 5.4k | 57.96 | |
| General Electric Company | 0.1 | $294k | 26k | 11.30 | |
| iShares S&P 500 Index (IVV) | 0.1 | $284k | 970.00 | 292.78 | |
| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.1 | $250k | 6.3k | 39.71 | |
| Cisco Systems (CSCO) | 0.0 | $203k | 4.2k | 48.67 |
