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Berkshire Money Management, Inc. Buys Invesco S&P 500 Low Volatility, SPDR MidCap Trust Series I, Vanguard Div Appreciation, Sells iShares Edge MSCI Min Vol USA, SPDR S&P Dividend, Vanguard Russell 1000 ETF

Pittsfield, MA, based Investment company Berkshire Money Management, Inc. buys Invesco S&P 500 Low Volatility, SPDR MidCap Trust Series I, Vanguard Div Appreciation, SPDR Select Sector Fund - Health Care, Vanguard Total Stock Market, Vanguard Short-Term Corporate Bond ETF, iShares Short-Term Corporate Bond ETF, Vanguard High Dividend Yield, Schwab U.S. Mid Cap, sells iShares Edge MSCI Min Vol USA, SPDR S&P Dividend, Vanguard Russell 1000 ETF, iShares iBoxx $ Investment Grade Corporate Bond, Vanguard S&P 500, iShares Core S&P 500, AT&T Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Berkshire Money Management, Inc.. As of 2019Q1, Berkshire Money Management, Inc. owns 28 stocks with a total value of $443 million. These are the details of the buys and sells.

For the details of Berkshire Money Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/berkshire+money+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Berkshire Money Management, Inc.
  1. SPDR S&P 500 (SPY) - 306,910 shares, 19.59% of the total portfolio. Shares reduced by 9.63%
  2. SPDR Dow Jones Industrial Average (DIA) - 264,225 shares, 15.47% of the total portfolio. Shares added by 6.30%
  3. Vanguard Div Appreciation (VIG) - 569,984 shares, 14.12% of the total portfolio. Shares added by 22.63%
  4. SPDR MidCap Trust Series I (MDY) - 138,837 shares, 10.84% of the total portfolio. Shares added by 35.71%
  5. iShares Russell 1000 Growth (IWF) - 300,069 shares, 10.26% of the total portfolio. Shares reduced by 10.97%
New Purchase: Invesco S&P 500 Low Volatility (SPLV)

Berkshire Money Management, Inc. initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $45.48 and $52.64, with an estimated average price of $50.05. The stock is now traded at around $52.93. The impact to a portfolio due to this purchase was 5.64%. The holding were 474,000 shares as of .

New Purchase: iShares Short-Term Corporate Bond ETF (IGSB)

Berkshire Money Management, Inc. initiated holding in iShares Short-Term Corporate Bond ETF. The purchase prices were between $51.64 and $52.87, with an estimated average price of $52.18. The stock is now traded at around $52.74. The impact to a portfolio due to this purchase was 0.07%. The holding were 5,700 shares as of .

New Purchase: Schwab U.S. Mid Cap (SCHM)

Berkshire Money Management, Inc. initiated holding in Schwab U.S. Mid Cap. The purchase prices were between $46.99 and $55.98, with an estimated average price of $53.53. The stock is now traded at around $57.44. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,840 shares as of .

Added: SPDR MidCap Trust Series I (MDY)

Berkshire Money Management, Inc. added to a holding in SPDR MidCap Trust Series I by 35.71%. The purchase prices were between $296.63 and $352.26, with an estimated average price of $335.96. The stock is now traded at around $359.91. The impact to a portfolio due to this purchase was 2.85%. The holding were 138,837 shares as of .

Added: Vanguard Div Appreciation (VIG)

Berkshire Money Management, Inc. added to a holding in Vanguard Div Appreciation by 22.63%. The purchase prices were between $95.15 and $109.87, with an estimated average price of $105.3. The stock is now traded at around $112.93. The impact to a portfolio due to this purchase was 2.61%. The holding were 569,984 shares as of .

Added: SPDR Select Sector Fund - Health Care (XLV)

Berkshire Money Management, Inc. added to a holding in SPDR Select Sector Fund - Health Care by 50.96%. The purchase prices were between $83.47 and $92.95, with an estimated average price of $90.15. The stock is now traded at around $87.28. The impact to a portfolio due to this purchase was 0.84%. The holding were 120,431 shares as of .

Added: Vanguard Total Stock Market (VTI)

Berkshire Money Management, Inc. added to a holding in Vanguard Total Stock Market by 166.80%. The purchase prices were between $124.77 and $146.62, with an estimated average price of $139.34. The stock is now traded at around $149.61. The impact to a portfolio due to this purchase was 0.14%. The holding were 6,606 shares as of .

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

Berkshire Money Management, Inc. added to a holding in Vanguard Short-Term Corporate Bond ETF by 30.35%. The purchase prices were between $77.86 and $79.79, with an estimated average price of $78.8. The stock is now traded at around $79.60. The impact to a portfolio due to this purchase was 0.11%. The holding were 26,596 shares as of .

Added: Vanguard High Dividend Yield (VYM)

Berkshire Money Management, Inc. added to a holding in Vanguard High Dividend Yield by 111.99%. The purchase prices were between $76.7 and $86.72, with an estimated average price of $83.44. The stock is now traded at around $87.72. The impact to a portfolio due to this purchase was 0.07%. The holding were 7,108 shares as of .

Sold Out: iShares iBoxx $ Investment Grade Corporate Bond (LQD)

Berkshire Money Management, Inc. sold out a holding in iShares iBoxx $ Investment Grade Corporate Bond. The sale prices were between $112.82 and $119.15, with an estimated average price of $115.77.

Sold Out: Vanguard S&P 500 (VOO)

Berkshire Money Management, Inc. sold out a holding in Vanguard S&P 500. The sale prices were between $224.5 and $261.43, with an estimated average price of $249.48.

Sold Out: iShares Core S&P 500 (IVV)

Berkshire Money Management, Inc. sold out a holding in iShares Core S&P 500. The sale prices were between $245.43 and $286.57, with an estimated average price of $273.1.



Here is the complete portfolio of Berkshire Money Management, Inc.. Also check out:

1. Berkshire Money Management, Inc.'s Undervalued Stocks
2. Berkshire Money Management, Inc.'s Top Growth Companies, and
3. Berkshire Money Management, Inc.'s High Yield stocks
4. Stocks that Berkshire Money Management, Inc. keeps buying

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