Portfolio (Quarterly)
Guide ↗
Berkshire Money Management, Inc.
· CIK 0001535172| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | BFEB | INNOVATOR ETFS TRUST | — | 141,361.0 | $6.9M | 0.66% | — | — | $48.67 | +7.2% |
| 22 | KJAN | INNOVATOR ETFS TRUST | — | 149,379.0 | $6.2M | 0.59% | -4K | -2.8% | $41.42 | +7.3% |
| 23 | QQQE | DIREXION SHS ETF TR | — | 55,368.0 | $5.7M | 0.54% | -945.0 | -1.7% | $102.31 | +12.9% |
| 24 | KAPR | INNOVATOR ETFS TRUST | — | 100,464.0 | $3.5M | 0.34% | -769.0 | -0.8% | $35.13 | +10.2% |
| 25 | VOO | VANGUARD INDEX FDS | — | 5,556.0 | $3.5M | 0.33% | NEW | — | $627.17 | +8.9% |
| 26 | MTUM | ISHARES TR | — | 13,878.0 | $3.5M | 0.33% | +2K | +16.2% | $250.30 | +20.7% |
| 27 | UJAN | INNOVATOR ETFS TRUST | — | 79,793.0 | $3.5M | 0.33% | — | — | $43.26 | +4.0% |
| 28 | MSFT | MICROSOFT CORP | Technology | 6,498.0 | $3.1M | 0.30% | NEW | — | $483.58 | -13.3% |
| 29 | NVDA | NVIDIA CORPORATION | Technology | 16,551.0 | $3.1M | 0.29% | +631.0 | +4.0% | $186.50 | +17.7% |
| 30 | BOCT | INNOVATOR ETFS TRUST | — | 55,587.0 | $2.7M | 0.26% | -789.0 | -1.4% | $49.42 | +6.1% |
| 31 | AMZN | AMAZON COM INC | Consumer Cyclical | 11,036.0 | $2.5M | 0.24% | +258.0 | +2.4% | $230.83 | +16.3% |
| 32 | OEF | ISHARES TR | — | 6,500.0 | $2.2M | 0.21% | NEW | — | $342.97 | +8.0% |
| 33 | PJUL | INNOVATOR ETFS TRUST | — | 44,137.0 | $2.0M | 0.20% | — | — | $46.43 | +4.3% |
| 34 | AVGO | BROADCOM INC | Technology | 5,584.0 | $1.9M | 0.18% | NEW | — | $346.08 | +19.8% |
| 35 | BJUL | INNOVATOR ETFS TRUST | — | 35,230.0 | $1.8M | 0.17% | -695.0 | -1.9% | $50.76 | +5.8% |
| 36 | IWM | ISHARES TR | — | 7,068.0 | $1.7M | 0.17% | NEW | — | $246.18 | +14.8% |
| 37 | VOT | VANGUARD INDEX FDS | — | 6,200.0 | $1.7M | 0.17% | NEW | — | $279.14 | +3.5% |
| 38 | GOOGL | ALPHABET INC | Communication Services | 5,264.0 | $1.6M | 0.16% | NEW | — | $312.99 | +23.9% |
| 39 | VONE | VANGUARD SCOTTSDALE FDS | — | 5,295.0 | $1.6M | 0.16% | NEW | — | $309.04 | +8.4% |
| 40 | VCSH | VANGUARD SCOTTSDALE FDS | — | 18,513.0 | $1.5M | 0.14% | +745.0 | +4.2% | $79.73 | -1.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
92.3%
Technology
3.9%
Consumer Cyclical
1.0%
Industrials
0.9%
Communication Services
0.8%
Consumer Defensive
0.4%
Healthcare
0.3%
Energy
0.3%
Utilities
0.1%