Berkshire Money Management

Berkshire Money Management as of Dec. 31, 2024

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 86 positions in its portfolio as reported in the December 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) 25.0 $230M 392k 586.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.5 $79M 154k 511.23
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 6.8 $62M 147k 425.50
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 6.8 $62M 355k 175.23
Vanguard Specialized Funds Div App Etf (VIG) 6.7 $61M 313k 195.83
Innovator Etfs Trust Us Small Cap Pwr (KAUG) 5.6 $52M 2.1M 25.14
Ishares Tr Rus 1000 Grw Etf (IWF) 5.5 $51M 126k 401.58
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.8 $44M 567k 77.27
Spdr Ser Tr Bloomberg Sht Te (SJNK) 4.4 $40M 1.6M 25.25
Ishares Tr S&p 500 Val Etf (IVE) 4.3 $39M 207k 190.88
Vanguard Index Fds Growth Etf (VUG) 3.6 $33M 80k 410.44
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.5 $23M 256k 91.43
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.5 $23M 250k 92.72
Ishares Tr Russell 2000 Etf (IWM) 2.1 $20M 89k 220.96
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 1.5 $14M 370k 37.35
Vanguard World Mega Cap Index (MGC) 1.1 $11M 49k 212.66
Innovator Etfs Trust Us Small Cap Pwr (KDEC) 1.0 $9.2M 384k 23.98
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 1.0 $9.1M 101k 89.77
Apple (AAPL) 0.6 $5.8M 23k 250.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $3.6M 6.7k 538.81
Microsoft Corporation (MSFT) 0.4 $3.3M 7.8k 421.52
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.3 $3.1M 80k 38.95
NVIDIA Corporation (NVDA) 0.3 $2.6M 20k 134.29
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.3 $2.4M 56k 43.23
Amazon (AMZN) 0.2 $2.1M 9.4k 219.40
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $1.8M 44k 41.17
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.2 $1.8M 40k 44.56
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.6M 6.2k 253.75
Exxon Mobil Corporation (XOM) 0.2 $1.5M 14k 107.57
Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.5M 5.4k 269.70
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.3M 4.4k 288.85
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 0.1 $1.2M 27k 43.07
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.1 $1.1M 23k 47.95
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.1 $947k 21k 44.31
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $923k 6.7k 137.58
Alphabet Cap Stk Cl A (GOOGL) 0.1 $859k 4.5k 189.29
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $800k 1.4k 569.67
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.1 $793k 21k 37.52
Tesla Motors (TSLA) 0.1 $769k 1.9k 403.84
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 0.1 $763k 19k 39.27
Meta Platforms Cl A (META) 0.1 $750k 1.3k 585.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $705k 1.6k 453.28
Emerson Electric (EMR) 0.1 $583k 4.7k 123.93
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.1 $580k 12k 48.09
Costco Wholesale Corporation (COST) 0.1 $575k 627.00 916.42
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $562k 29k 19.43
Raytheon Technologies Corp (RTX) 0.1 $559k 4.8k 115.72
Park National Corporation (PRK) 0.1 $553k 3.2k 171.43
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.1 $544k 13k 42.90
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $526k 2.8k 184.51
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $522k 14k 37.87
Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 0.1 $509k 12k 43.58
JPMorgan Chase & Co. (JPM) 0.1 $471k 2.0k 239.73
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $467k 6.0k 77.79
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $465k 6.0k 78.01
Spdr Ser Tr S&p1500momtilt (MMTM) 0.0 $458k 1.8k 260.31
Home Depot (HD) 0.0 $457k 1.2k 389.02
Visa Com Cl A (V) 0.0 $435k 1.4k 316.04
Broadcom (AVGO) 0.0 $419k 1.8k 231.87
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.0 $406k 20k 20.13
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $364k 3.6k 101.53
Parker-Hannifin Corporation (PH) 0.0 $351k 552.00 636.03
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.0 $347k 8.2k 42.25
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $340k 2.6k 132.10
Procter & Gamble Company (PG) 0.0 $339k 2.0k 167.65
Ishares Tr Core S&p500 Etf (IVV) 0.0 $337k 572.00 588.22
Alphabet Cap Stk Cl C (GOOG) 0.0 $335k 1.8k 190.44
Netflix (NFLX) 0.0 $335k 376.00 891.51
Hilton Worldwide Holdings (HLT) 0.0 $323k 1.3k 247.16
salesforce (CRM) 0.0 $305k 912.00 334.33
Carrier Global Corporation (CARR) 0.0 $302k 4.4k 68.26
Eli Lilly & Co. (LLY) 0.0 $302k 391.00 771.67
UnitedHealth (UNH) 0.0 $296k 586.00 505.86
General Dynamics Corporation (GD) 0.0 $290k 1.1k 263.49
Innovator Etfs Trust Us Eqty Bufr May (BMAY) 0.0 $287k 7.1k 40.32
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.0 $279k 7.0k 39.57
Ishares Tr Msci Eafe Etf (EFA) 0.0 $276k 3.7k 75.61
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $270k 1.3k 206.95
At&t (T) 0.0 $268k 12k 22.77
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.0 $263k 6.3k 41.52
Chevron Corporation (CVX) 0.0 $259k 1.8k 144.84
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $256k 12k 20.65
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $253k 13k 19.48
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $250k 1.2k 210.45
Compass Cl A (COMP) 0.0 $110k 19k 5.85
Anavex Life Sciences Corp Com New (AVXL) 0.0 $107k 10k 10.74