Berkshire Money Management

Berkshire Money Management as of June 30, 2021

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 27 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 16.3 $102M 656k 154.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 16.2 $100M 235k 428.06
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 13.5 $84M 243k 344.95
Ishares Tr Rus 1000 Grw Etf (IWF) 9.5 $59M 218k 271.48
Vanguard Index Fds Growth Etf (VUG) 7.6 $47M 164k 286.81
Spdr Ser Tr Bloomberg Srt Tr (SJNK) 5.5 $35M 1.3M 27.58
Ishares Tr Russell 2000 Etf (IWM) 5.0 $31M 135k 229.37
Ishares Tr Tips Bd Etf (TIP) 4.9 $30M 236k 128.01
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.9 $18M 142k 125.95
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.7 $17M 200k 82.71
Innovator Etfs Tr S&p 500 Buffer (BJUN) 2.1 $13M 403k 32.61
Innovator Etfs Tr S&p 500 Buffer (BFEB) 2.1 $13M 428k 30.63
Innovator Etfs Tr S&p 500 Power (PFEB) 2.0 $12M 437k 28.38
Ishares Tr Msci Usa Mmentm (MTUM) 1.9 $12M 68k 173.42
Innovator Etfs Tr S&p 500 Buffer (BJAN) 1.7 $10M 288k 35.82
Innovator Etfs Tr Msci Emgr Mkt (EJAN) 1.6 $10M 322k 31.05
Innovator Etfs Tr S&p 500 Buffer E (BDEC) 1.1 $7.1M 213k 33.22
Ishares Tr Us Home Cons Etf (ITB) 1.0 $6.2M 90k 69.22
Innovator Etfs Tr S&p 500 Pwretf (POCT) 0.8 $5.2M 179k 29.11
Apple (AAPL) 0.5 $3.1M 22k 136.95
Innovator Etfs Tr Russell 2000 P (KJAN) 0.3 $2.1M 69k 31.22
Innovator Etfs Tr S&P 500 PWR (PJUL) 0.2 $1.3M 44k 29.60
Innovator Etfs Tr S&p 500 Pwr Bu (PJUN) 0.2 $1.0M 32k 31.03
Innovator Etfs Tr S&p 500 Buffer (BNOV) 0.1 $815k 26k 31.76
Innovator Etfs Tr S&p 500 Buffer (BAPR) 0.1 $725k 23k 31.66
Exxon Mobil Corporation (XOM) 0.1 $673k 11k 63.10
Innovator Etfs Tr S&p 500 Buffer (BAUG) 0.1 $513k 16k 31.54