Berkshire Money Management as of Dec. 31, 2016
Portfolio Holdings for Berkshire Money Management
Berkshire Money Management holds 22 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 21.2 | $72M | 320k | 223.53 | |
| SPDR S&P MidCap 400 ETF (MDY) | 14.3 | $48M | 160k | 301.73 | |
| iShares Russell 2000 Index (IWM) | 12.6 | $42M | 314k | 134.85 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 10.1 | $34M | 172k | 197.51 | |
| iShares Russell 1000 Growth Index (IWF) | 6.4 | $22M | 207k | 104.90 | |
| Vanguard Dividend Appreciation ETF (VIG) | 6.3 | $21M | 250k | 85.18 | |
| Health Care SPDR (XLV) | 4.7 | $16M | 232k | 68.94 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 4.4 | $15M | 128k | 117.18 | |
| Vanguard Growth ETF (VUG) | 4.0 | $13M | 120k | 111.48 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 3.4 | $12M | 311k | 37.21 | |
| Spdr Short-term High Yield mf (SJNK) | 3.4 | $12M | 417k | 27.68 | |
| iShares S&P 100 Index (OEF) | 3.1 | $11M | 107k | 99.30 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 2.2 | $7.4M | 93k | 79.37 | |
| iShares Dow Jones US Real Estate (IYR) | 2.1 | $7.2M | 94k | 76.94 | |
| Financial Select Sector SPDR (XLF) | 0.6 | $1.8M | 80k | 23.24 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $819k | 9.1k | 90.21 | |
| Technology SPDR (XLK) | 0.2 | $800k | 17k | 48.37 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.2 | $655k | 6.2k | 105.65 | |
| Sherwin-Williams Company (SHW) | 0.1 | $444k | 1.7k | 268.93 | |
| At&t (T) | 0.1 | $411k | 9.7k | 42.49 | |
| iShares S&P 500 Index (IVV) | 0.1 | $237k | 1.1k | 224.86 | |
| Cliffs Natural Resources | 0.0 | $103k | 12k | 8.42 |
