Berkshire Money Management

Berkshire Money Management as of June 30, 2019

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 34 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 19.6 $93M 316k 293.00
Vanguard Dividend Appreciation ETF (VIG) 14.0 $66M 575k 115.16
SPDR S&P MidCap 400 ETF (MDY) 10.6 $50M 141k 354.59
iShares Russell 1000 Growth Index (IWF) 10.0 $47M 301k 157.34
Innovator Etfs Tr s&p 500 bufetf (BOCT) 6.3 $30M 1.2M 24.93
Innovator Etfs Tr s&p 500 pwretf (POCT) 5.8 $28M 1.1M 25.03
Invesco S&p 500 Low Volatility Etf (SPLV) 5.6 $27M 482k 55.02
Spdr Short-term High Yield mf (SJNK) 5.0 $23M 860k 27.23
SPDR Dow Jones Industrial Average ETF (DIA) 4.7 $22M 83k 265.85
iShares Russell 2000 Index (IWM) 4.3 $21M 132k 155.50
Vanguard Growth ETF (VUG) 2.9 $14M 85k 163.39
Innovator Etfs Tr s&p 500 buffer (BJUL) 2.4 $11M 435k 25.76
iShares S&P 100 Index (OEF) 2.2 $11M 82k 129.59
Ishares Tr usa min vo (USMV) 1.6 $7.3M 119k 61.73
SPDR S&P Dividend (SDY) 1.3 $6.0M 59k 100.88
Vanguard Scottsdale Fds cmn (VONE) 1.1 $5.3M 39k 134.71
Vanguard Short Term Corporate Bond ETF (VCSH) 0.4 $2.1M 26k 80.70
Ishares Tr 0-5yr hi yl cp (SHYG) 0.3 $1.6M 34k 46.69
Apple (AAPL) 0.2 $1.1M 5.4k 197.84
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.2 $959k 18k 53.45
Vanguard Mid-Cap Growth ETF (VOT) 0.2 $926k 6.2k 149.35
Consumer Staples Select Sect. SPDR (XLP) 0.2 $802k 14k 58.10
Vanguard Total Stock Market ETF (VTI) 0.2 $769k 5.1k 150.02
Exxon Mobil Corporation (XOM) 0.1 $730k 9.5k 76.62
Sherwin-Williams Company (SHW) 0.1 $722k 1.6k 458.12
Park National Corporation (PRK) 0.1 $501k 5.0k 99.44
Vanguard High Dividend Yield ETF (VYM) 0.1 $484k 5.5k 87.32
Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $482k 6.9k 70.13
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 0.1 $360k 9.2k 39.13
Berkshire Hathaway (BRK.B) 0.1 $321k 1.5k 213.43
At&t (T) 0.1 $331k 9.9k 33.46
Microsoft Corporation (MSFT) 0.1 $223k 1.7k 134.26
Sch Us Mid-cap Etf etf (SCHM) 0.1 $226k 4.0k 57.22
iShares Barclays TIPS Bond Fund (TIP) 0.0 $200k 1.7k 115.27