BMM
Berkshire Money Management Portfolio holdings
AUM
$1.05B
1-Year Est. Return
12.4%
This Fund
S&P 500
1 Year Est. Return
+12.4%
AUM
$1.05B
AUM Growth
+$76.6M
(+7.9%)
Holding
132
Top Buys
| 1 | +$5.22M | |
| 2 | +$3.45M | |
| 3 | +$3.26M | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$3.18M |
| 5 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$2.73M |
Top Sells
| 1 | +$6.39M | |
| 2 | +$4.65M | |
| 3 | +$312K | |
| 4 |
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$257K |
| 5 |
Innovator US Small Cap Power Buffer ETF January
KJAN
|
+$178K |
Sector Composition
| 1 | Technology | 1.7% |
| 2 | Consumer Discretionary | 0.42% |
| 3 | Financials | 0.38% |
| 4 | Industrials | 0.36% |
| 5 | Communication Services | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
PepsiCo
PEP
$232B
| $207K | 0.02% |
+1,442
|
|
||
127
Vanguard Small-Cap ETF
VB
$73.8B
| $207K | 0.02% |
+801
|
|
||
128
iShares MSCI EAFE ETF
EFA
$77.8B
| $206K | 0.02% |
+2,146
|
|
||
129
Vanguard Total Bond Market
BND
$152B
| $204K | 0.02% |
+2,751
|
|
||
130
State Street Energy Select Sector SPDR ETF
XLE
$37.9B
| $203K | 0.02% |
+4,537
|
|
||
131
NextEra Energy
NEE
$195B
| $202K | 0.02% |
+2,513
|
|
||
|
BSCP
132
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| – | – |
-12,403
|
|