Berkshire Money Management

Berkshire Money Management as of March 31, 2023

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 45 positions in its portfolio as reported in the March 2023 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) 14.7 $97M 291k 332.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 13.9 $92M 224k 409.39
Vanguard Specialized Funds Div App Etf (VIG) 10.2 $68M 438k 154.01
Innovator Etfs Tr Us Eqty Buf Nov (BNOV) 6.2 $41M 1.3M 31.61
Spdr Ser Tr Bloomberg Sht Te (SJNK) 6.0 $40M 1.6M 24.84
Ishares Tr S&p 500 Val Etf (IVE) 5.4 $36M 234k 151.76
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.9 $26M 335k 76.49
Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) 3.5 $23M 709k 32.67
Ishares Tr Russell 2000 Etf (IWM) 3.4 $22M 124k 178.40
Ishares Tr Rus 1000 Grw Etf (IWF) 3.3 $22M 89k 244.33
Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) 2.9 $19M 625k 30.73
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.6 $17M 131k 129.46
Vanguard Index Fds Growth Etf (VUG) 2.5 $17M 67k 249.44
Innovator Etfs Tr Us Eqty Buf Sep (BSEP) 2.4 $16M 489k 32.12
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.0 $13M 146k 91.82
Innovator Etfs Tr Us Eqty Bufr Mar (BMAY) 2.0 $13M 429k 30.23
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 1.6 $11M 145k 72.55
Ishares Tr Msci Eafe Etf (EFA) 1.4 $9.0M 126k 71.52
Innovator Etfs Tr Us Eqty Buf Oct (BOCT) 1.2 $7.8M 230k 33.81
Ishares Tr Msci Usa Value (VLUE) 1.1 $7.5M 81k 92.59
Ishares Tr Msci Usa Mmentm (MTUM) 1.1 $7.0M 50k 139.04
Innovator Etfs Tr Us Equt Bufr Aug (BAUG) 1.0 $6.8M 216k 31.56
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 0.8 $5.4M 153k 35.16
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.8 $5.1M 160k 31.80
Vanguard Index Fds Large Cap Etf (VV) 0.8 $5.0M 27k 186.81
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $4.2M 29k 144.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $4.1M 11k 376.07
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.6 $3.8M 130k 29.50
Apple (AAPL) 0.5 $3.6M 22k 164.90
Innovator Etfs Tr Us Eqt Ultra Bf (UJAN) 0.4 $2.5M 82k 31.09
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.3M 12k 189.56
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.3 $2.1M 67k 31.64
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $2.0M 32k 62.40
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $1.9M 29k 65.58
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $1.5M 13k 123.71
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) 0.2 $1.4M 44k 32.00
Exxon Mobil Corporation (XOM) 0.2 $1.3M 12k 109.66
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.1 $957k 31k 30.78
Pfizer (PFE) 0.1 $863k 21k 40.80
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) 0.1 $855k 27k 31.99
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) 0.1 $725k 22k 33.56
Innovator Etfs Tr GRWT100 PWR BF (NJAN) 0.1 $514k 14k 37.91
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.1 $338k 11k 31.63
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $310k 16k 19.16
At&t (T) 0.0 $269k 14k 19.25