Berkshire Money Management

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