Berkshire Money Management

Berkshire Money Management as of Dec. 31, 2020

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 31 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 16.2 $88M 621k 141.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 15.9 $86M 231k 373.88
Ishares Tr Rus 1000 Grw Etf (IWF) 12.8 $70M 288k 241.14
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 12.3 $67M 217k 305.79
Vanguard Index Fds Growth Etf (VUG) 7.5 $41M 161k 253.34
Ishares Tr Tips Bd Etf (TIP) 4.9 $27M 210k 127.65
Ishares Tr Russell 2000 Etf (IWM) 4.5 $24M 124k 196.06
Spdr Ser Tr Bloomberg Srt Tr (SJNK) 4.3 $23M 870k 26.95
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.5 $19M 136k 138.13
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.2 $17M 210k 83.25
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.8 $15M 136k 113.44
Ishares Tr Msci Usa Mmentm (MTUM) 1.9 $10M 63k 161.28
Innovator Etfs Tr S&p 500 Buffer (BJAN) 1.5 $8.0M 245k 32.75
Innovator Etfs Tr S&p 500 Pwretf (POCT) 1.5 $7.9M 285k 27.82
Innovator Etfs Tr Msci Emgr Mkt (EJAN) 1.4 $7.7M 258k 30.04
Innovator Etfs Tr Russell 2000 P (KOCT) 1.4 $7.7M 296k 25.93
Innovator Etfs Tr S&p 500 Pwr Bu (PDEC) 0.8 $4.2M 145k 29.00
Innovator Etfs Tr S&p 500 Buffer E (BDEC) 0.6 $3.5M 114k 30.52
Apple (AAPL) 0.5 $2.7M 21k 132.68
Ishares Tr Us Home Cons Etf (ITB) 0.5 $2.6M 47k 55.80
Innovator Etfs Tr Russell 2000 P (KJAN) 0.4 $2.2M 76k 29.00
Innovator Etfs Tr S&P 500 PWR (PJUL) 0.3 $1.6M 55k 28.77
Innovator Etfs Tr S&p 500 Pwr Bu (PJUN) 0.3 $1.5M 50k 30.07
Innovator Etfs Tr S&p 500 Buffer (BNOV) 0.2 $1.0M 35k 29.80
Innovator Etfs Tr S&p 500 Buffer (BAPR) 0.1 $787k 27k 29.65
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $702k 10k 67.48
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $690k 13k 55.20
Innovator Etfs Tr S&p 500 Bufetf (BOCT) 0.1 $594k 20k 30.05
Innovator Etfs Tr S&p 500 Buffer (BAUG) 0.1 $485k 16k 29.82
Innovator Etfs Tr S&p 500 Buffer (BJUN) 0.1 $459k 15k 31.20
Exxon Mobil Corporation (XOM) 0.1 $430k 10k 41.25