Berkshire Money Management

Berkshire Money Management as of Sept. 30, 2019

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 35 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 19.5 $94M 318k 296.77
Vanguard Dividend Appreciation ETF (VIG) 14.3 $69M 577k 119.58
SPDR S&P MidCap 400 ETF (MDY) 10.6 $51M 145k 352.47
iShares Russell 1000 Growth Index (IWF) 9.8 $47M 297k 159.63
Innovator Etfs Tr s&p 500 bufetf (BOCT) 6.4 $31M 1.2M 24.87
Invesco S&p 500 Low Volatility Etf (SPLV) 5.8 $28M 487k 57.90
Innovator Etfs Tr s&p 500 pwretf (POCT) 5.8 $28M 1.1M 24.89
Spdr Short-term High Yield mf (SJNK) 5.2 $25M 934k 27.01
SPDR Dow Jones Industrial Average ETF (DIA) 4.4 $21M 79k 269.18
iShares Russell 2000 Index (IWM) 4.1 $20M 133k 151.34
Vanguard Growth ETF (VUG) 2.9 $14M 84k 166.28
Innovator Etfs Tr s&p 500 buffer (BJUL) 2.5 $12M 457k 26.15
iShares S&P 100 Index (OEF) 2.2 $11M 82k 131.49
Ishares Tr usa min vo (USMV) 1.6 $7.6M 119k 64.10
SPDR S&P Dividend (SDY) 1.2 $6.0M 58k 102.61
Vanguard Scottsdale Fds cmn (VONE) 1.1 $5.2M 38k 136.02
Vanguard Short Term Corporate Bond ETF (VCSH) 0.4 $2.1M 26k 81.06
Ishares Tr 0-5yr hi yl cp (SHYG) 0.3 $1.5M 33k 46.48
Apple (AAPL) 0.3 $1.2M 5.5k 224.07
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.2 $963k 18k 53.68
Vanguard Mid-Cap Growth ETF (VOT) 0.2 $918k 6.2k 148.06
Consumer Staples Select Sect. SPDR (XLP) 0.2 $848k 14k 61.44
Vanguard Total Stock Market ETF (VTI) 0.2 $774k 5.1k 150.99
Exxon Mobil Corporation (XOM) 0.1 $697k 9.9k 70.61
Park National Corporation (PRK) 0.1 $478k 5.0k 94.88
Vanguard High Dividend Yield ETF (VYM) 0.1 $492k 5.5k 88.76
Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $428k 6.0k 70.90
At&t (T) 0.1 $406k 11k 37.82
Berkshire Hathaway (BRK.B) 0.1 $313k 1.5k 208.11
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 0.1 $310k 7.8k 39.51
Innovator Etfs Tr s&p 500 pwr (PJUL) 0.1 $278k 11k 26.10
Microsoft Corporation (MSFT) 0.1 $245k 1.8k 139.13
Sherwin-Williams Company (SHW) 0.1 $222k 403.00 550.87
iShares Barclays TIPS Bond Fund (TIP) 0.0 $202k 1.7k 116.43
Sch Us Mid-cap Etf etf (SCHM) 0.0 $204k 3.6k 56.48