MyPlanIQ 401k Investor Berkshire Hathaway Profit Sharing Plan for Government Employees Companies

Berkshire Hathaway Profit Sharing Plan for Government Employees Companies

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX Vanguard Emerging Markets Stock Index
INTERNATIONAL EQUITY
EUROPE STOCK VEURX Vanguard European Stock Index
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index
Foreign Large Blend VGTSX Vanguard Total International Stock Index
Others
Retirement Income VTINX Vanguard Retirement Savings Trust
Moderate Allocation VBINX Vanguard Balanced Index
Conservative Allocation VASIX Vanguard LifeStrategy Income
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA
Intermediate Government VFITX Vanguard Intermediate-Term Treasury
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX Vanguard Emerging Markets Stock Index
INTERNATIONAL EQUITY
EUROPE STOCK VEURX Vanguard European Stock Index
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index
Foreign Large Blend VGTSX Vanguard Total International Stock Index
Others
Retirement Income VTINX Vanguard Retirement Savings Trust
Moderate Allocation VBINX Vanguard Balanced Index
Conservative Allocation VASIX Vanguard LifeStrategy Income
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth
ROOT CASH Vanguard Treasury Money Market
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA
Intermediate Government VFITX Vanguard Intermediate-Term Treasury
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index
LARGE VALUE VWNFX Vanguard Windsor II
LARGE GROWTH VWUSX Vanguard U.S. Growth
Mid-Cap Growth VMGIX Vanguard Mid-Cap Index
LARGE BLEND VFINX Vanguard 500
LARGE VALUE VWNDX Vanguard Windsor
LARGE GROWTH VIGRX Vanguard Growth Index
LARGE VALUE VIVAX Vanguard Value Index
LARGE BLEND VASGX Vanguard LifeStrategy Growth
Total Available Funds: 21
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX Vanguard Emerging Markets Stock Index 66% 3 60 0 0.08% 3.3%
INTERNATIONAL EQUITY
EUROPE STOCK VEURX Vanguard European Stock Index 87% 3 60 0 0.09% 3.11%
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index 19% 3 60 0 0.08% 3.02%
Foreign Large Blend VGTSX Vanguard Total International Stock Index 16% 3 60 0 0.08% 3.18%
Others
Retirement Income VTINX Vanguard Retirement Savings Trust 97% 3 60 0 0.08% 4.09%
Moderate Allocation VBINX Vanguard Balanced Index 93% 3 60 0 0.07% 4.3%
Conservative Allocation VASIX Vanguard LifeStrategy Income 91% 3 60 0 0.11% 3.33%
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth 89% 3 60 0 0.12% 5.3%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth 84% 3 60 0 0.13% 3.88%
ROOT CASH Vanguard Treasury Money Market 0% 1 60 0 NA 3.73%
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA 98% 3 60 0 0.11% 3.44%
Intermediate Government VFITX Vanguard Intermediate-Term Treasury 97% 3 60 0 0.2% 3.81%
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index 99% 3 60 0 0.03% 1.35%
LARGE VALUE VWNFX Vanguard Windsor II 99% 3 60 0 0.26% 8.81%
LARGE GROWTH VWUSX Vanguard U.S. Growth 99% 3 60 0 0.3% 0.25%
Mid-Cap Growth VMGIX Vanguard Mid-Cap Index 98% 3 60 0 0.19% 0.58%
LARGE BLEND VFINX Vanguard 500 98% 3 60 0 0.14% 1.25%
LARGE VALUE VWNDX Vanguard Windsor 97% 3 60 0 0.32% 15.12%
LARGE GROWTH VIGRX Vanguard Growth Index 97% 3 60 0 0.04% 0.43%
LARGE VALUE VIVAX Vanguard Value Index 96% 3 60 0 0.05% 2.31%
LARGE BLEND VASGX Vanguard LifeStrategy Growth 89% 3 60 0 0.14% 2.85%
Average Expense Ratio: 0.13%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 4.1% 11.7% 2.1% 6.1% 5.1% 6.6%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:BRK-A)
The plan consists of 22 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Foreign Equity and Fixed Income.

Berkshire Hathaway (Ticker: BRK-A BRK-B) is the parent company of various companies. This plan is for the employees of Government Employees Companies that include GEICO Corporation and certain of its subsidiaries. It is based on paper submission for the year end of 2007 to SEC.



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