Berkshire Money Management

Berkshire Money Management as of Sept. 30, 2021

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 26 positions in its portfolio as reported in the September 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) 16.5 $104M 243k 429.14
Vanguard Specialized Funds Div App Etf (VIG) 16.4 $103M 673k 153.60
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 15.0 $95M 280k 338.29
Ishares Tr Rus 1000 Grw Etf (IWF) 9.3 $59M 214k 274.04
Vanguard Index Fds Growth Etf (VUG) 7.7 $48M 166k 290.17
Spdr Ser Tr Portfolio Short (SPSB) 6.2 $39M 1.4M 27.39
Ishares Tr Tips Bd Etf (TIP) 5.1 $32M 251k 127.69
Ishares Tr Russell 2000 Etf (IWM) 4.2 $27M 121k 218.75
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.9 $18M 144k 127.30
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.8 $18M 218k 82.41
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) 2.2 $14M 428k 32.77
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) 2.1 $14M 440k 30.79
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 2.0 $12M 432k 28.57
Ishares Tr Msci Usa Mmentm (MTUM) 1.8 $12M 66k 175.61
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 1.7 $11M 294k 36.06
Innovator Etfs Tr Emrgng Mkt Jan (EJAN) 1.6 $10M 337k 29.92
Ishares Tr Us Home Cons Etf (ITB) 0.6 $3.9M 60k 66.18
Apple (AAPL) 0.5 $3.1M 22k 141.51
Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) 0.3 $2.1M 69k 31.13
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $1.3M 44k 29.76
Innovator Etfs Tr Us Eqty Buf Sep (BSEP) 0.2 $1.3M 40k 31.23
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.2 $1.0M 32k 31.06
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) 0.1 $728k 23k 31.79
Exxon Mobil Corporation (XOM) 0.1 $617k 11k 58.81
Innovator Etfs Tr Us Equt Bufr Aug (BAUG) 0.1 $510k 16k 31.36
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.1 $481k 16k 29.33