Berkshire Money Management

Berkshire Money Management as of Dec. 31, 2019

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 37 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 19.7 $101M 314k 321.86
Vanguard Dividend Appreciation ETF (VIG) 15.6 $80M 644k 124.66
iShares Russell 1000 Growth Index (IWF) 10.1 $52M 294k 175.92
SPDR S&P MidCap 400 ETF (MDY) 8.8 $45M 120k 375.38
Innovator Etfs Tr s&p 500 bufetf (BOCT) 6.7 $34M 1.3M 26.22
Invesco S&p 500 Low Volatility Etf (SPLV) 5.7 $29M 501k 58.34
Innovator Etfs Tr s&p 500 pwretf (POCT) 5.7 $29M 1.2M 25.20
Spdr Short-term High Yield mf (SJNK) 5.0 $26M 959k 26.94
SPDR Dow Jones Industrial Average ETF (DIA) 4.6 $24M 83k 285.10
iShares Russell 2000 Index (IWM) 4.2 $22M 130k 165.67
Vanguard Growth ETF (VUG) 2.9 $15M 82k 182.17
Innovator Etfs Tr s&p 500 buffer (BJUL) 2.4 $12M 447k 27.63
iShares S&P 100 Index (OEF) 2.3 $12M 82k 144.09
Ishares Tr usa min vo (USMV) 1.4 $7.4M 113k 65.60
SPDR S&P Dividend (SDY) 1.1 $5.7M 53k 107.56
Vanguard Short Term Corporate Bond ETF (VCSH) 0.9 $4.6M 57k 81.02
Vanguard Scottsdale Fds cmn (VONE) 0.5 $2.7M 18k 147.49
Apple (AAPL) 0.4 $1.8M 6.3k 293.71
Ishares Tr 0-5yr hi yl cp (SHYG) 0.3 $1.5M 31k 46.43
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.2 $962k 18k 53.62
Vanguard Mid-Cap Growth ETF (VOT) 0.2 $984k 6.2k 158.71
Consumer Staples Select Sect. SPDR (XLP) 0.2 $869k 14k 62.96
Vanguard Total Stock Market ETF (VTI) 0.2 $839k 5.1k 163.68
Exxon Mobil Corporation (XOM) 0.1 $689k 9.9k 69.76
Innovator Etfs Tr russell 2000 p (KOCT) 0.1 $565k 22k 25.27
Park National Corporation (PRK) 0.1 $516k 5.0k 102.42
Vanguard High Dividend Yield ETF (VYM) 0.1 $519k 5.5k 93.63
Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $488k 6.3k 76.89
At&t (T) 0.1 $416k 11k 39.05
Berkshire Hathaway (BRK.B) 0.1 $341k 1.5k 226.73
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 0.1 $345k 8.1k 42.67
Microsoft Corporation (MSFT) 0.1 $293k 1.9k 157.44
Innovator Etfs Tr s&p 500 pwr (PJUL) 0.1 $291k 11k 26.76
Sherwin-Williams Company (SHW) 0.1 $235k 403.00 583.13
Walt Disney Company (DIS) 0.0 $208k 1.4k 144.85
iShares S&P 500 Index (IVV) 0.0 $206k 636.00 323.90
Sch Us Mid-cap Etf etf (SCHM) 0.0 $227k 3.8k 60.24