Berkshire Money Management

Berkshire Money Management as of June 30, 2020

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 45 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 15.7 $71M 276k 257.87
Vanguard Specialized Funds Div App Etf (VIG) 11.5 $52M 445k 117.18
Ishares Tr Rus 1000 Grw Etf (IWF) 9.8 $44M 231k 191.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.5 $43M 140k 308.36
Ishares Tr Tips Bd Etf (TIP) 8.2 $37M 303k 123.00
Innovator Etfs Tr S&p 500 Bufetf (BOCT) 6.6 $30M 1.2M 25.89
Innovator Etfs Tr S&p 500 Buffer (BJUN) 5.0 $23M 804k 28.12
Innovator Etfs Tr S&p 500 Pwretf (POCT) 4.5 $20M 809k 25.18
Innovator Etfs Tr S&p 500 Buffer (BNOV) 3.6 $16M 620k 26.23
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.2 $15M 145k 100.07
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR) 2.9 $13M 514k 25.93
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.6 $12M 141k 82.66
Innovator Etfs Tr S&p 500 Buffer (BAUG) 2.4 $11M 425k 26.15
Innovator Etfs Tr S&p 500 Buffer (BAPR) 2.1 $9.7M 351k 27.60
Ishares Tr Russell 2000 Etf (IWM) 2.1 $9.6M 67k 143.18
Innovator Etfs Tr S&p 500 Buffer (BJAN) 1.7 $7.8M 277k 28.36
Vanguard Index Fds Growth Etf (VUG) 1.7 $7.8M 39k 202.08
Innovator Etfs Tr S&p 500 Buffer (BJUL) 1.4 $6.4M 238k 26.99
Innovator Etfs Tr S&p 500 Power (PJAN) 1.1 $4.9M 175k 28.00
Innovator Etfs Tr S&p 500 Pwr Bu (PJUN) 0.5 $2.3M 84k 28.07
Innovator Etfs Tr S&p 500 Ultra (UJUL) 0.5 $2.2M 86k 25.34
Innovator Etfs Tr S&P 500 PWR (PJUL) 0.5 $2.0M 77k 26.75
Apple (AAPL) 0.4 $1.8M 5.0k 364.76
Ishares Tr S&p 100 Etf (OEF) 0.3 $1.2M 8.8k 142.48
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.0M 6.2k 165.00
Ishares Tr Sh Tr Crport Etf (IGSB) 0.2 $982k 18k 54.73
Innovator Etfs Tr Russell 2000 P (KJAN) 0.2 $966k 39k 24.96
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $809k 14k 58.61
Microsoft Corporation (MSFT) 0.2 $704k 3.5k 203.41
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $563k 1.7k 324.50
Innovator Etfs Tr S&p 500 Buffer (BSEP) 0.1 $539k 21k 25.67
Exxon Mobil Corporation (XOM) 0.1 $523k 12k 44.70
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.1 $516k 5.8k 88.33
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $507k 6.8k 74.10
Innovator Etfs Tr S&p 500 Ultra (UOCT) 0.1 $449k 18k 24.93
Park National Corporation (PRK) 0.1 $355k 5.0k 70.46
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.1 $343k 9.3k 36.79
At&t (T) 0.1 $326k 11k 30.22
Innovator Etfs Tr Russell 2000 P (KOCT) 0.1 $326k 14k 23.91
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $319k 4.1k 78.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $286k 1.6k 178.30
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $270k 5.4k 49.61
Disney Walt Com Disney (DIS) 0.1 $265k 2.4k 111.34
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $244k 2.4k 102.56
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $202k 2.2k 90.99