Berkshire Money Management

Berkshire Money Management as of March 31, 2019

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 29 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 19.2 $87M 307k 282.48
SPDR Dow Jones Industrial Average ETF (DIA) 15.2 $69M 264k 259.13
Vanguard Dividend Appreciation ETF (VIG) 13.8 $63M 570k 109.64
SPDR S&P MidCap 400 ETF (MDY) 10.6 $48M 139k 345.40
iShares Russell 1000 Growth Index (IWF) 10.1 $45M 300k 151.36
Invesco S&p 500 Low Volatility Etf (SPLV) 5.5 $25M 474k 52.64
Spdr Short-term High Yield mf (SJNK) 5.0 $23M 835k 27.25
iShares Russell 2000 Index (IWM) 4.5 $20M 132k 153.09
Vanguard Growth ETF (VUG) 3.0 $13M 86k 156.42
Health Care SPDR (XLV) 2.5 $11M 120k 91.75
iShares S&P 100 Index (OEF) 2.2 $9.8M 78k 125.28
Innovator Etfs Tr s&p 500 pwretf (POCT) 2.0 $9.2M 375k 24.45
Ishares Tr usa min vo (USMV) 1.6 $7.4M 127k 58.80
SPDR S&P Dividend (SDY) 1.3 $6.1M 61k 99.41
Vanguard Scottsdale Fds cmn (VONE) 1.2 $5.3M 41k 129.88
Vanguard Short Term Corporate Bond ETF (VCSH) 0.5 $2.1M 27k 79.75
Ishares Tr 0-5yr hi yl cp (SHYG) 0.4 $1.6M 34k 46.71
Apple (AAPL) 0.2 $990k 5.2k 189.95
Vanguard Total Stock Market ETF (VTI) 0.2 $956k 6.6k 144.72
Vanguard Mid-Cap Growth ETF (VOT) 0.2 $885k 6.2k 142.74
Exxon Mobil Corporation (XOM) 0.2 $769k 9.5k 80.78
Sherwin-Williams Company (SHW) 0.1 $694k 1.6k 430.52
Vanguard High Dividend Yield ETF (VYM) 0.1 $609k 7.1k 85.68
Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $449k 6.6k 67.64
Berkshire Hathaway (BRK.B) 0.1 $302k 1.5k 200.80
At&t (T) 0.1 $301k 9.6k 31.40
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.1 $301k 5.7k 52.81
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 0.1 $336k 8.8k 37.98
Sch Us Mid-cap Etf etf (SCHM) 0.1 $213k 3.8k 55.47