Legal Name: BERKSHIRE MONEY MANAGEMENT, INC.
報告期間:
Jun 30, 2019
有効日:
Jul 29, 2019
セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
316,141 |
$92,629k |
|
VANGUARD GROUP (921908844)
|
575,389 |
$66,262k |
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
141,150 |
$50,050k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
301,087 |
$47,373k |
|
INNOVATOR ETFS TR (45782C771)
|
1,187,943 |
$29,615k |
|
INNOVATOR ETFS TR (45782C797)
|
1,098,673 |
$27,500k |
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
481,529 |
$26,494k |
|
SPDR SERIES TRUST BLOOMBERG SRT TR (78468R408)
|
860,327 |
$23,427k |
|
SPDR DOW JONES INDL (78467X109)
|
83,246 |
$22,131k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
131,787 |
$20,493k |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
84,761 |
$13,849k |
|
INNOVATOR ETFS TR (45782C789)
|
434,683 |
$11,197k |
|
ISHA (464287101)
|
82,307 |
$10,666k |
|
ISHARES TR (46429B697)
|
118,615 |
$7,322k |
|
SPDR S&P DIVIDEND (78464A763)
|
59,070 |
$5,959k |
|
VANGUARD SCOTTSDALE FDS (92206C730)
|
39,239 |
$5,286k |
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
25,936 |
$2,093k |
|
ISHARES TR (46434V407)
|
33,537 |
$1,566k |
|
Apple Inc (037833100)
|
5,363 |
$1,061k |
|
ISHARES (464288646)
|
17,941 |
$959k |
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
6,200 |
$926k |
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
13,803 |
$802k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
5,126 |
$769k |
|
Exxon Mobil Corp (30231G102)
|
9,528 |
$730k |
|
SHERWIN WILLIAMS CO (824348106)
|
1,576 |
$722k |
|
PARK NATL CORP (700658107)
|
5,038 |
$501k |
|
VANGUARD WHITEHALL FDS INC (921946406)
|
5,543 |
$484k |
|
SCHWAB STRATEGIC TR (808524201)
|
6,873 |
$482k |
|
SCHWAB STRATEGIC TR SCHWAB (808524771)
|
9,200 |
$360k |
|
AT&T INC (00206R102)
|
9,891 |
$331k |
|
Berkshire Hathaway, Inc. (084670702)
|
1,504 |
$321k |
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
3,950 |
$226k |
|
MICROSOFT CORP (594918104)
|
1,661 |
$223k |
|
ISHARES TR (464287176)
|
1,735 |
$200k |
|