Berkshire Money Management

Berkshire Money Management as of Dec. 31, 2022

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 45 positions in its portfolio as reported in the December 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) 17.7 $112M 338k 331.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 13.5 $85M 222k 382.43
Vanguard Specialized Funds Div App Etf (VIG) 11.4 $72M 473k 151.85
Innovator Etfs Tr Us Eqty Buf Oct (BOCT) 9.0 $57M 1.8M 31.76
Innovator Etfs Tr Us Eqty Buf Nov (BNOV) 5.9 $37M 1.3M 29.78
Spdr Ser Tr Bloomberg Sht Te (SJNK) 5.8 $37M 1.5M 24.24
Ishares Tr Rus 1000 Grw Etf (IWF) 5.1 $32M 149k 214.24
Ishares Tr S&p 500 Val Etf (IVE) 4.7 $30M 204k 145.07
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.8 $18M 131k 135.85
Ishares Tr Russell 2000 Etf (IWM) 2.8 $18M 102k 174.36
Innovator Etfs Tr Us Eqty Buf Sep (BSEP) 2.4 $15M 491k 30.33
Vanguard Index Fds Growth Etf (VUG) 2.2 $14M 66k 213.11
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 2.1 $14M 449k 30.07
Innovator Etfs Tr Us Eqty Bufr Mar (BMAY) 1.9 $12M 403k 29.01
Ishares Tr Msci Usa Value (VLUE) 1.4 $9.1M 100k 91.14
Ishares Tr Msci Usa Mmentm (MTUM) 1.2 $7.3M 50k 145.93
Innovator Etfs Tr Us Equt Bufr Aug (BAUG) 1.0 $6.5M 216k 29.95
Vanguard Index Fds Large Cap Etf (VV) 0.8 $5.2M 30k 174.20
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 0.8 $5.1M 155k 33.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $4.8M 14k 351.34
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.8 $4.8M 158k 30.19
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $4.5M 32k 141.25
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.5 $3.5M 122k 28.35
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $3.4M 27k 125.11
Apple (AAPL) 0.4 $2.8M 21k 129.93
Innovator Etfs Tr Us Eqt Ultra Bf (UJAN) 0.4 $2.4M 82k 29.71
Vanguard Index Fds Small Cp Etf (VB) 0.4 $2.4M 13k 183.54
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.3 $2.0M 68k 30.19
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $2.0M 32k 63.90
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $2.0M 31k 66.02
Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) 0.3 $1.6M 54k 29.91
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) 0.2 $1.4M 46k 30.56
Exxon Mobil Corporation (XOM) 0.2 $1.3M 12k 110.30
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.2M 20k 58.50
Pfizer (PFE) 0.2 $1.1M 21k 51.24
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.2 $959k 32k 29.73
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $915k 12k 75.19
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) 0.1 $829k 28k 29.94
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) 0.1 $711k 23k 31.03
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.1 $629k 12k 53.44
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $454k 10k 45.15
Innovator Etfs Tr GRWT100 PWR BF (NJAN) 0.1 $449k 13k 34.47
Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) 0.1 $391k 13k 30.91
Innovator Etfs Tr Grwt100 Pwr Buf (NOCT) 0.1 $388k 11k 35.05
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $259k 14k 18.93