Berkshire Money Management

Berkshire Money Management as of June 30, 2017

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 21 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 22.0 $78M 323k 241.80
SPDR S&P MidCap 400 ETF (MDY) 14.9 $53M 167k 317.62
iShares Russell 2000 Index (IWM) 12.5 $44M 314k 140.92
SPDR Dow Jones Industrial Average ETF (DIA) 10.6 $38M 177k 213.24
iShares Russell 1000 Growth Index (IWF) 7.6 $27M 226k 119.02
Vanguard Dividend Appreciation ETF (VIG) 6.6 $24M 253k 92.67
Vanguard Growth ETF (VUG) 4.3 $15M 121k 127.04
iShares IBoxx $ Invest Grade Corp Bd (LQD) 4.2 $15M 123k 120.51
iShares S&P US Pref Stock Idx Fnd (PFF) 3.4 $12M 311k 39.17
iShares S&P 100 Index (OEF) 3.3 $12M 109k 106.90
Spdr Short-term High Yield mf (SJNK) 3.2 $12M 413k 27.97
Vanguard Short Term Corporate Bond ETF (VCSH) 2.0 $7.2M 89k 80.04
iShares Dow Jones US Real Estate (IYR) 1.9 $6.7M 84k 79.77
Ishares Tr Msci Usa Momentum Factor (MTUM) 1.8 $6.5M 73k 88.89
Financial Select Sector SPDR (XLF) 0.6 $1.9M 79k 24.67
Technology SPDR (XLK) 0.2 $856k 16k 54.69
Exxon Mobil Corporation (XOM) 0.2 $754k 9.3k 80.69
Vanguard Mid-Cap Growth ETF (VOT) 0.2 $730k 6.2k 117.74
Sherwin-Williams Company (SHW) 0.2 $593k 1.7k 351.10
At&t (T) 0.1 $365k 9.7k 37.73
iShares S&P 500 Index (IVV) 0.1 $236k 970.00 243.30