Berkshire Money Management

Berkshire Money Management as of June 30, 2023

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 47 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 16.8 $116M 262k 443.28
Vanguard Specialized Funds Div App Etf (VIG) 10.5 $73M 448k 162.43
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 9.6 $66M 193k 343.85
Ishares Tr Iboxx Inv Cp Etf (LQD) 5.8 $40M 368k 108.14
Ishares Tr S&p 500 Val Etf (IVE) 5.5 $38M 235k 161.19
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.3 $37M 485k 75.57
Innovator Etfs Tr Us Equt Bufr Aug (BAUG) 4.8 $33M 986k 33.56
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 4.7 $32M 419k 76.98
Innovator Etfs Tr Us Eqty Buf Nov (BNOV) 3.4 $23M 687k 33.97
Ishares Tr Rus 1000 Grw Etf (IWF) 3.4 $23M 84k 275.18
Ishares Tr Russell 2000 Etf (IWM) 3.0 $21M 112k 187.27
Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) 2.9 $20M 634k 31.98
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.7 $19M 207k 91.82
Vanguard Index Fds Growth Etf (VUG) 2.6 $18M 65k 282.96
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.5 $17M 129k 132.73
Innovator Etfs Tr Us Eqty Buf Sep (BSEP) 2.4 $17M 487k 34.45
Innovator Etfs Tr Us Eqty Bufr May (BMAY) 2.0 $14M 430k 31.78
Ishares Tr Msci Eafe Etf (EFA) 1.4 $9.8M 135k 72.50
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 1.3 $8.9M 284k 31.20
Innovator Etfs Tr Us Eqty Buf Oct (BOCT) 1.2 $8.4M 230k 36.39
Ishares Tr Msci Usa Mmentm (MTUM) 1.1 $7.4M 51k 144.25
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 0.8 $5.8M 154k 37.72
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.8 $5.4M 159k 33.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $4.3M 11k 407.28
Apple (AAPL) 0.6 $4.1M 21k 193.97
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $3.9M 26k 149.64
Vanguard Index Fds Large Cap Etf (VV) 0.6 $3.8M 19k 202.72
Ishares Tr Msci Usa Value (VLUE) 0.5 $3.5M 37k 93.79
Innovator Etfs Tr Us Eqt Ultra Bf (UJAN) 0.4 $2.6M 81k 32.73
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.3 $2.3M 67k 34.22
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.3M 12k 198.89
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) 0.2 $1.5M 44k 33.55
Exxon Mobil Corporation (XOM) 0.2 $1.3M 12k 107.25
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $1.2M 19k 62.81
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.1 $1.0M 42k 24.70
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.1 $985k 31k 31.67
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) 0.1 $913k 27k 34.17
Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) 0.1 $905k 26k 35.28
Dws Core Equity Vip A Large Cap Blend 0.1 $807k 17k 46.68
Pfizer (PFE) 0.1 $789k 22k 36.68
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) 0.1 $773k 22k 35.79
Innovator Etfs Tr GRWT100 PWR BF (NJAN) 0.1 $542k 14k 40.03
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.1 $357k 11k 33.47
Lord Abbett Series Short Duration Inc Vc Bonds, Short Term 0.1 $354k 35k 10.04
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $307k 16k 18.95
At&t (T) 0.0 $221k 14k 15.95
Fidelity Contrafund Large Cap Growth (FCNTX) 0.0 $214k 14k 14.92