Berkshire Money Management

Berkshire Money Management as of Dec. 31, 2018

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 30 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 21.1 $85M 340k 249.92
SPDR Dow Jones Industrial Average ETF (DIA) 14.4 $58M 249k 233.20
Vanguard Dividend Appreciation ETF (VIG) 11.3 $46M 465k 97.95
iShares Russell 1000 Growth Index (IWF) 11.0 $44M 337k 130.91
SPDR S&P MidCap 400 ETF (MDY) 7.7 $31M 102k 302.67
Ishares Tr usa min vo (USMV) 5.7 $23M 438k 52.40
Spdr Short-term High Yield mf (SJNK) 4.7 $19M 720k 26.03
Invesco S&p 500 Low Volatility Etf (SPLV) 4.2 $17M 363k 46.65
iShares Russell 2000 Index (IWM) 3.8 $15M 114k 133.90
Innovator Etfs Tr s&p 500 pwretf (POCT) 3.3 $13M 579k 22.84
SPDR S&P Dividend (SDY) 2.5 $10M 114k 89.52
Vanguard Growth ETF (VUG) 2.5 $10M 76k 134.33
iShares S&P 100 Index (OEF) 2.2 $8.7M 78k 111.53
Health Care SPDR (XLV) 1.7 $6.9M 80k 86.51
Vanguard Scottsdale Fds cmn (VONE) 1.6 $6.4M 56k 114.50
Vanguard Short Term Corporate Bond ETF (VCSH) 0.4 $1.6M 20k 77.93
Ishares Tr 0-5yr hi yl cp (SHYG) 0.4 $1.5M 34k 44.54
Apple (AAPL) 0.2 $844k 5.4k 157.73
Vanguard Mid-Cap Growth ETF (VOT) 0.2 $742k 6.2k 119.68
Exxon Mobil Corporation (XOM) 0.2 $667k 9.8k 68.18
Sherwin-Williams Company (SHW) 0.2 $632k 1.6k 393.28
At&t (T) 0.1 $353k 12k 28.50
Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $371k 6.2k 59.66
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.1 $303k 2.7k 112.64
Vanguard Total Stock Market ETF (VTI) 0.1 $316k 2.5k 127.63
Berkshire Hathaway (BRK.B) 0.1 $289k 1.4k 204.38
Vanguard High Dividend Yield ETF (VYM) 0.1 $262k 3.4k 78.14
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 0.1 $281k 8.3k 33.93
iShares S&P 500 Index (IVV) 0.1 $225k 894.00 251.68
Vanguard S&p 500 Etf idx (VOO) 0.1 $251k 1.1k 230.06