Berkshire Money Management

Berkshire Money Management as of Sept. 30, 2024

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 40 positions in its portfolio as reported in the September 2024 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) 25.6 $224M 390k 573.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.6 $75M 153k 488.07
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 7.8 $69M 1.8M 37.07
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 7.1 $62M 346k 179.16
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 7.1 $62M 146k 423.12
Vanguard Specialized Funds Div App Etf (VIG) 7.0 $61M 309k 198.06
Ishares Tr Rus 1000 Grw Etf (IWF) 5.5 $48M 127k 375.38
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.9 $43M 543k 78.69
Ishares Tr S&p 500 Val Etf (IVE) 4.6 $40M 205k 197.17
Spdr Ser Tr Bloomberg Sht Te (SJNK) 4.4 $39M 1.5M 25.75
Vanguard Index Fds Growth Etf (VUG) 3.5 $31M 80k 383.93
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.8 $24M 248k 96.95
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.5 $22M 242k 91.81
Ishares Tr Msci Eafe Etf (EFA) 1.5 $13M 158k 83.63
Vanguard World Mega Cap Index (MGC) 1.2 $10M 49k 206.64
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 1.1 $9.2M 102k 90.20
Ishares Tr Russell 2000 Etf (IWM) 0.7 $6.5M 30k 220.89
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $4.8M 31k 154.02
Apple (AAPL) 0.5 $4.8M 21k 233.00
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.4 $3.8M 86k 43.68
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.3 $3.0M 80k 38.05
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.3 $2.6M 62k 42.45
Innovator Etfs Trust Us Small Cap Pwr 0.3 $2.2M 89k 25.04
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $1.8M 44k 40.48
NVIDIA Corporation (NVDA) 0.2 $1.7M 14k 121.44
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.2 $1.6M 38k 42.12
Exxon Mobil Corporation (XOM) 0.2 $1.5M 13k 117.22
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 0.1 $1.1M 27k 41.96
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.1 $1.1M 30k 36.88
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.1 $1.1M 23k 46.56
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.1 $927k 21k 43.37
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 0.1 $741k 19k 38.13
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $566k 29k 19.56
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.1 $560k 12k 46.46
Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 0.1 $537k 13k 42.78
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $489k 13k 36.92
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.0 $415k 20k 20.56
At&t (T) 0.0 $350k 16k 22.00
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $256k 13k 19.72
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $256k 12k 20.65