Berkshire Money Management

Berkshire Money Management as of March 31, 2024

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 84 positions in its portfolio as reported in the March 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) 23.6 $195M 373k 523.07
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 9.4 $78M 197k 397.76
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 8.4 $70M 781k 89.20
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 7.2 $60M 1.7M 35.37
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.0 $58M 130k 444.01
Vanguard Specialized Funds Div App Etf (VIG) 6.8 $56M 307k 182.61
Ishares Tr Rus 1000 Grw Etf (IWF) 5.3 $44M 131k 337.05
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.7 $39M 511k 76.67
Ishares Tr S&p 500 Val Etf (IVE) 4.5 $37M 200k 186.81
Spdr Ser Tr Bloomberg Sht Te (SJNK) 4.3 $36M 1.4M 25.22
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.6 $21M 233k 91.80
Vanguard Index Fds Growth Etf (VUG) 2.6 $21M 62k 344.20
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.5 $20M 227k 89.90
Ishares Tr Msci Eafe Etf (EFA) 1.4 $12M 144k 79.86
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 1.2 $10M 253k 40.33
Ishares Tr Russell 2000 Etf (IWM) 0.7 $5.7M 27k 210.30
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $4.6M 31k 147.73
Apple (AAPL) 0.6 $4.6M 27k 171.48
Vanguard World Mega Cap Index (MGC) 0.5 $4.5M 24k 186.87
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $4.0M 23k 169.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $3.5M 7.3k 480.67
Microsoft Corporation (MSFT) 0.4 $3.5M 8.2k 420.72
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.3 $2.9M 80k 36.10
Vanguard Index Fds Large Cap Etf (VV) 0.3 $2.7M 11k 239.76
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.3 $2.5M 62k 40.47
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $1.7M 45k 37.98
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.2 $1.5M 39k 39.28
Exxon Mobil Corporation (XOM) 0.2 $1.5M 13k 116.24
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.5M 6.2k 235.79
Amazon (AMZN) 0.2 $1.3M 7.3k 180.39
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.2M 4.8k 247.41
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.1 $1.1M 31k 34.52
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 0.1 $1.0M 27k 39.28
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.1 $1.0M 23k 43.54
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.1 $934k 16k 57.65
NVIDIA Corporation (NVDA) 0.1 $866k 958.00 903.82
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.1 $865k 22k 40.04
Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 0.1 $798k 21k 38.87
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $782k 1.4k 556.48
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 0.1 $709k 19k 36.48
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $642k 8.3k 77.31
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $624k 6.1k 101.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $619k 1.5k 420.52
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $556k 29k 19.21
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.1 $538k 8.0k 67.39
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $529k 2.9k 180.47
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.1 $525k 12k 43.58
Meta Platforms Cl A (META) 0.1 $486k 1.0k 485.68
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $477k 7.7k 62.06
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $471k 13k 35.55
Spdr Ser Tr S&p1500momtilt (MMTM) 0.1 $471k 2.0k 229.95
Park National Corporation (PRK) 0.1 $439k 3.2k 135.85
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $433k 6.0k 72.19
Costco Wholesale Corporation (COST) 0.1 $423k 577.00 732.76
Raytheon Technologies Corp (RTX) 0.0 $389k 4.0k 97.53
Alphabet Cap Stk Cl A (GOOGL) 0.0 $359k 2.4k 150.93
Qualcomm (QCOM) 0.0 $356k 2.1k 169.30
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $348k 1.9k 187.30
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $337k 2.6k 131.24
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $325k 3.0k 108.92
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.0 $321k 8.2k 39.11
Visa Com Cl A (V) 0.0 $308k 1.1k 279.08
Parker-Hannifin Corporation (PH) 0.0 $307k 552.00 555.79
JPMorgan Chase & Co. (JPM) 0.0 $303k 1.5k 200.30
General Dynamics Corporation (GD) 0.0 $299k 1.1k 282.49
Ishares Tr Core S&p500 Etf (IVV) 0.0 $299k 568.00 525.94
Emerson Electric (EMR) 0.0 $285k 2.5k 113.42
Hilton Worldwide Holdings (HLT) 0.0 $279k 1.3k 213.31
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.0 $276k 7.4k 37.49
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $276k 3.3k 84.44
Tesla Motors (TSLA) 0.0 $264k 1.5k 175.79
Innovator Etfs Trust Us Eqty Bufr May (BMAY) 0.0 $261k 7.3k 35.60
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $253k 12k 20.43
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.0 $251k 6.7k 37.60
At&t (T) 0.0 $243k 14k 17.60
Pepsi (PEP) 0.0 $240k 1.4k 175.01
Carrier Global Corporation (CARR) 0.0 $236k 4.1k 58.13
Boeing Company (BA) 0.0 $229k 1.2k 192.99
Ishares Tr Tips Bd Etf (TIP) 0.0 $226k 2.1k 107.41
Home Depot (HD) 0.0 $225k 586.00 383.65
Alphabet Cap Stk Cl C (GOOG) 0.0 $219k 1.4k 152.26
Coca-Cola Company (KO) 0.0 $210k 3.4k 61.18
Select Sector Spdr Tr Energy (XLE) 0.0 $209k 2.2k 94.41
Honeywell International (HON) 0.0 $205k 1.0k 205.25