Berkshire Money Management

Berkshire Money Management as of Sept. 30, 2022

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 43 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 16.9 $98M 342k 287.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 14.0 $81M 228k 357.18
Vanguard Specialized Funds Div App Etf (VIG) 11.4 $67M 492k 135.16
Innovator Etfs Tr Us Eqty Buf Oct (BOCT) 8.9 $52M 1.7M 29.90
Spdr Ser Tr Bloomberg Sht Te (SJNK) 5.9 $35M 1.5M 23.78
Ishares Tr Rus 1000 Grw Etf (IWF) 5.5 $32M 152k 210.40
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 4.1 $24M 414k 57.83
Ishares Tr S&p 500 Val Etf (IVE) 4.0 $23M 180k 128.52
Ishares Tr Russell 2000 Etf (IWM) 2.9 $17M 103k 164.92
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.8 $16M 135k 121.11
Vanguard Index Fds Growth Etf (VUG) 2.5 $15M 69k 213.95
Innovator Etfs Tr Us Eqty Buf Sep (BSEP) 2.3 $14M 477k 28.61
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 2.1 $12M 423k 28.63
Innovator Etfs Tr Us Eqty Bufr Mar (BMAY) 1.6 $9.6M 348k 27.42
Ishares Tr Msci Usa Value (VLUE) 1.6 $9.2M 113k 81.86
Innovator Etfs Tr Us Eqty Buf Nov (BNOV) 1.3 $7.8M 282k 27.75
Ishares Tr Msci Usa Mmentm (MTUM) 1.2 $6.8M 52k 131.17
Ishares Tr S&p 100 Etf (OEF) 1.1 $6.5M 40k 162.50
Innovator Etfs Tr Us Equt Bufr Aug (BAUG) 1.0 $5.9M 210k 28.27
Spdr Ser Tr S&p Divid Etf (SDY) 0.9 $5.5M 49k 111.50
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.8 $4.9M 39k 127.28
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 0.8 $4.7M 151k 31.00
Vanguard Index Fds Large Cap Etf (VV) 0.8 $4.4M 27k 163.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $3.8M 12k 328.33
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.6 $3.3M 123k 26.97
Apple (AAPL) 0.5 $3.1M 22k 138.21
Innovator Etfs Tr Us Eqt Ultra Bf (UJAN) 0.4 $2.4M 83k 29.19
Vanguard Index Fds Small Cp Etf (VB) 0.4 $2.4M 14k 170.88
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $2.1M 32k 66.10
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $1.9M 32k 58.50
Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) 0.3 $1.8M 65k 28.18
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) 0.2 $1.3M 47k 28.87
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $1.2M 42k 28.62
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.2 $1.1M 23k 47.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.1M 19k 57.84
Exxon Mobil Corporation (XOM) 0.2 $1.1M 12k 87.29
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.2 $915k 32k 28.36
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $886k 12k 74.25
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) 0.1 $773k 28k 27.93
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) 0.1 $666k 23k 29.09
Pfizer (PFE) 0.1 $452k 10k 43.76
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $451k 11k 42.38
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $255k 14k 18.61