Berkshire Money Management

Berkshire Money Management as of Sept. 30, 2020

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 29 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 15.4 $74M 222k 334.89
Vanguard Specialized Funds Div App Etf (VIG) 13.8 $66M 516k 128.66
Ishares Tr Rus 1000 Grw Etf (IWF) 13.7 $66M 304k 216.89
Innovator Etfs Tr Russell 2000 P (KJAN) 10.5 $50M 1.9M 25.92
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 9.7 $47M 168k 277.50
Ishares Tr Tips Bd Etf (TIP) 8.1 $39M 307k 126.50
Vanguard Index Fds Growth Etf (VUG) 6.9 $33M 147k 227.61
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.0 $15M 139k 105.48
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.8 $13M 162k 82.85
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.4 $11M 85k 134.71
Innovator Etfs Tr S&p 500 Buffer (BJAN) 2.3 $11M 361k 30.16
Ishares Tr Russell 2000 Etf (IWM) 2.1 $10M 69k 149.80
Innovator Etfs Tr S&p 500 Pwretf (POCT) 2.1 $10M 382k 26.41
Ishares Tr Msci Usa Mmentm (MTUM) 2.0 $9.8M 67k 147.41
Innovator Etfs Tr S&p 500 Power (PJAN) 1.6 $7.7M 264k 29.32
Innovator Etfs Tr Russell 2000 P (KOCT) 1.2 $5.6M 232k 23.96
Apple (AAPL) 0.5 $2.4M 21k 115.81
Innovator Etfs Tr S&P 500 PWR (PJUL) 0.3 $1.5M 55k 27.67
Innovator Etfs Tr S&p 500 Pwr Bu (PJUN) 0.3 $1.4M 50k 29.03
Innovator Etfs Tr S&p 500 Buffer (BNOV) 0.2 $1.0M 36k 27.90
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $985k 18k 54.90
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $885k 14k 64.12
Innovator Etfs Tr S&p 500 Buffer (BAPR) 0.2 $831k 29k 28.56
Innovator Etfs Tr S&p 500 Buffer (BAUG) 0.2 $751k 27k 27.81
Innovator Etfs Tr S&p 500 Bufetf (BOCT) 0.1 $551k 20k 27.88
Innovator Etfs Tr S&p 500 Buffer (BJUN) 0.1 $448k 15k 29.48
Exxon Mobil Corporation (XOM) 0.1 $360k 11k 34.28
Innovator Etfs Tr S&p 500 Buffer (BJUL) 0.1 $353k 13k 28.31
At&t (T) 0.1 $287k 10k 28.47