Berkshire Money Management

Berkshire Money Management as of March 31, 2021

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 28 positions in its portfolio as reported in the March 2021 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) 16.1 $92M 233k 396.33
Vanguard Specialized Funds Div App Etf (VIG) 15.8 $90M 614k 147.08
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 12.5 $71M 216k 330.18
Ishares Tr Rus 1000 Grw Etf (IWF) 11.6 $66M 272k 243.04
Vanguard Index Fds Growth Etf (VUG) 7.3 $42M 163k 257.04
Spdr Ser Tr Bloomberg Srt Tr (SJNK) 5.2 $30M 1.1M 27.33
Ishares Tr Tips Bd Etf (TIP) 5.0 $29M 228k 125.50
Ishares Tr Russell 2000 Etf (IWM) 4.8 $28M 125k 220.94
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.8 $16M 138k 116.74
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.8 $16M 194k 82.50
Innovator Etfs Tr S&p 500 Buffer (BFEB) 2.0 $12M 399k 29.05
Innovator Etfs Tr S&p 500 Power (PFEB) 2.0 $12M 420k 27.52
Ishares Tr Msci Usa Mmentm (MTUM) 1.8 $11M 66k 160.86
Innovator Etfs Tr S&p 500 Buffer (BJAN) 1.6 $9.2M 269k 34.14
Innovator Etfs Tr Msci Emgr Mkt (EJAN) 1.6 $9.0M 298k 30.30
Innovator Etfs Tr S&p 500 Buffer (BSEP) 1.4 $8.3M 271k 30.47
Innovator Etfs Tr S&p 500 Pwr Bu (PDEC) 1.2 $6.7M 226k 29.76
Innovator Etfs Tr S&p 500 Buffer E (BDEC) 1.2 $6.7M 210k 31.85
Innovator Etfs Tr S&p 500 Pwretf (POCT) 0.9 $5.2M 182k 28.50
Ishares Tr Us Home Cons Etf (ITB) 0.6 $3.2M 47k 67.86
Apple (AAPL) 0.5 $2.8M 23k 122.16
Innovator Etfs Tr Russell 2000 P (KJAN) 0.4 $2.2M 71k 30.45
Innovator Etfs Tr S&P 500 PWR (PJUL) 0.2 $1.1M 39k 29.32
Innovator Etfs Tr S&p 500 Pwr Bu (PJUN) 0.2 $989k 32k 30.65
Innovator Etfs Tr S&p 500 Buffer (BNOV) 0.1 $794k 26k 30.94
Innovator Etfs Tr S&p 500 Buffer (BAPR) 0.1 $688k 23k 30.05
Exxon Mobil Corporation (XOM) 0.1 $583k 10k 55.86
Innovator Etfs Tr S&p 500 Buffer (BAUG) 0.1 $502k 16k 30.87