Berkshire Money Management

Berkshire Money Management as of March 31, 2022

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 30 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 19.4 $135M 835k 162.16
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 17.5 $122M 351k 346.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 16.2 $113M 250k 451.64
Spdr Ser Tr Bloomberg Sht Te (SJNK) 7.6 $53M 2.0M 26.24
Ishares Tr Rus 1000 Grw Etf (IWF) 7.4 $51M 185k 277.63
Ishares Tr Tips Bd Etf (TIP) 4.8 $33M 266k 124.57
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 4.3 $30M 451k 67.09
Ishares Tr Russell 2000 Etf (IWM) 3.6 $25M 123k 205.27
Vanguard Index Fds Growth Etf (VUG) 3.6 $25M 88k 287.60
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.9 $20M 145k 136.99
Ishares Tr Msci Usa Mmentm (MTUM) 2.6 $18M 108k 168.27
Innovator Etfs Tr Us Eqty Buf Sep (BSEP) 2.3 $16M 490k 32.63
Innovator Etfs Tr Us Eqt Ultra Bf (UJAN) 1.5 $10M 332k 30.94
Innovator Etfs Tr Us Eqty Buf Nov (BNOV) 1.3 $9.3M 291k 32.13
Ishares Tr S&p 100 Etf (OEF) 1.1 $7.4M 36k 208.51
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 0.8 $5.5M 154k 36.12
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.7 $5.0M 163k 30.52
Select Sector Spdr Tr Financial (XLF) 0.5 $3.8M 100k 38.32
Apple (AAPL) 0.5 $3.6M 21k 174.60
Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) 0.3 $2.0M 65k 31.24
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $1.3M 44k 30.67
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.1 $1.0M 32k 32.17
Exxon Mobil Corporation (XOM) 0.1 $917k 11k 82.58
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) 0.1 $900k 28k 32.39
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $800k 10k 78.08
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) 0.1 $777k 23k 33.93
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $566k 11k 53.86
Pfizer (PFE) 0.1 $534k 10k 51.73
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.1 $496k 16k 30.25
Innovator Etfs Tr Us Equt Bufr Aug (BAUG) 0.1 $453k 14k 32.75