Berkshire Money Management

Berkshire Money Management as of June 30, 2022

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 47 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 17.8 $107M 748k 143.47
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 16.2 $97M 316k 307.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 15.1 $91M 242k 377.25
Spdr Ser Tr Bloomberg Sht Te (SJNK) 6.2 $38M 1.6M 24.12
Ishares Tr Rus 1000 Grw Etf (IWF) 6.2 $37M 170k 218.70
Ishares Tr Tips Bd Etf (TIP) 4.2 $25M 222k 113.91
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 3.8 $23M 370k 62.00
Ishares Tr Russell 2000 Etf (IWM) 3.1 $19M 110k 169.36
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.1 $19M 145k 128.24
Vanguard Index Fds Growth Etf (VUG) 2.9 $17M 78k 222.88
Innovator Etfs Tr Us Eqty Buf Sep (BSEP) 1.8 $11M 378k 29.27
Ishares Tr Msci Usa Value (VLUE) 1.6 $9.7M 107k 90.52
Ishares Tr Msci Usa Mmentm (MTUM) 1.6 $9.5M 70k 136.37
Innovator Etfs Tr Us Eqt Ultra Bf (UJAN) 1.6 $9.3M 321k 29.12
Innovator Etfs Tr Us Eqty Buf Nov (BNOV) 1.3 $7.9M 276k 28.66
Ishares Tr S&p 500 Val Etf (IVE) 1.2 $7.0M 51k 137.45
Vanguard Index Fds Large Cap Etf (VV) 1.1 $6.8M 40k 172.36
Proshares Tr S&p 500 Dv Arist (NOBL) 1.1 $6.8M 80k 85.36
Ishares Tr S&p 100 Etf (OEF) 1.1 $6.4M 37k 172.47
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.9 $5.4M 87k 62.42
Spdr Ser Tr S&p Divid Etf (SDY) 0.8 $4.9M 42k 118.69
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $4.2M 59k 70.22
Ishares Tr Pfd And Incm Sec (PFF) 0.6 $3.7M 112k 32.88
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $3.5M 26k 134.22
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.6 $3.5M 124k 28.31
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 0.6 $3.5M 108k 32.15
Apple (AAPL) 0.6 $3.5M 25k 136.73
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $2.6M 44k 60.36
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.4 $2.2M 82k 26.98
Innovator Etfs Tr Us Equt Bufr Aug (BAUG) 0.3 $2.1M 70k 29.56
Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) 0.3 $1.8M 65k 28.26
Innovator Etfs Tr Us Eqty Bufr Mar (BMAY) 0.3 $1.7M 59k 28.38
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.2 $1.3M 49k 27.01
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $1.2M 42k 29.38
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) 0.2 $1.2M 40k 29.81
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.2 $979k 34k 28.75
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.2 $961k 32k 30.02
Exxon Mobil Corporation (XOM) 0.2 $949k 11k 85.67
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.2 $938k 32k 29.07
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) 0.1 $793k 28k 28.65
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) 0.1 $685k 23k 29.92
Innovator Etfs Tr Us Eqt Acc 9 Bfr (XBJA) 0.1 $544k 26k 21.28
Pfizer (PFE) 0.1 $538k 10k 52.44
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $472k 11k 44.62
Innovator Etfs Tr Us Equity Accele (XBAP) 0.1 $399k 16k 24.55
Innovator Etfs Tr Us Eqty Accelrt9 (XBOC) 0.1 $336k 15k 22.49
Innovator Etfs Tr Us Eqty Buf Oct (BOCT) 0.1 $316k 10k 30.48