Berkshire Money Management

Berkshire Money Management as of Dec. 31, 2021

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 28 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 18.1 $124M 721k 171.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 17.0 $116M 245k 474.96
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 15.6 $106M 293k 363.32
Ishares Tr Rus 1000 Grw Etf (IWF) 9.6 $66M 215k 305.59
Vanguard Index Fds Growth Etf (VUG) 7.8 $53M 166k 320.90
Spdr Ser Tr Bloomberg Sht Te (SJNK) 7.4 $50M 1.9M 27.15
Ishares Tr Tips Bd Etf (TIP) 4.9 $34M 261k 129.20
Ishares Tr Russell 2000 Etf (IWM) 4.0 $28M 124k 222.45
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.1 $21M 148k 140.89
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $14M 177k 81.26
Innovator Etfs Tr Us Eqty Buf Sep (BSEP) 1.8 $12M 362k 33.40
Ishares Tr Msci Usa Mmentm (MTUM) 1.8 $12M 66k 181.81
Innovator Etfs Tr Us Eqty Buf Nov (BNOV) 1.4 $9.8M 299k 32.95
Ishares Tr S&p 100 Etf (OEF) 1.1 $7.3M 34k 219.13
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.1 $7.2M 105k 68.63
Ishares Tr Us Home Cons Etf (ITB) 0.7 $4.9M 60k 82.92
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.7 $4.9M 158k 31.01
Apple (AAPL) 0.6 $3.9M 22k 177.55
Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) 0.3 $2.1M 65k 32.40
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $1.4M 44k 30.83
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.2 $1.0M 32k 32.24
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) 0.1 $893k 28k 32.12
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 0.1 $863k 23k 37.29
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) 0.1 $764k 23k 33.37
Exxon Mobil Corporation (XOM) 0.1 $677k 11k 61.23
Innovator Etfs Tr Us Equt Bufr Aug (BAUG) 0.1 $515k 15k 33.37
Innovator Etfs Tr Emrgng Mkt Jan (EJAN) 0.1 $507k 17k 29.57
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.1 $499k 16k 30.43