Portfolio (Quarterly)
Guide ↗
Berkshire Money Management, Inc.
· CIK 0001535172| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VV | VANGUARD INDEX FDS | — | 4,420.0 | $1.4M | 0.13% | NEW | — | $314.80 | +8.5% |
| 42 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 2,163.0 | $1.3M | 0.12% | NEW | — | $603.34 | +10.3% |
| 43 | BJAN | INNOVATOR ETFS TRUST | — | 23,219.0 | $1.3M | 0.12% | -363.0 | -1.5% | $55.05 | +5.9% |
| 44 | XOM | EXXON MOBIL CORP | Energy | 10,362.0 | $1.2M | 0.12% | -399.0 | -3.7% | $120.34 | +29.9% |
| 45 | SMH | VANECK ETF TRUST | — | 3,347.0 | $1.2M | 0.12% | NEW | — | $360.13 | +57.6% |
| 46 | IGV | ISHARES TR | — | 11,230.0 | $1.2M | 0.11% | NEW | — | $105.69 | -12.5% |
| 47 | RTX | RTX CORPORATION | Industrials | 6,428.0 | $1.2M | 0.11% | NEW | — | $183.40 | -4.7% |
| 48 | IVV | ISHARES TR | — | 1,569.0 | $1.1M | 0.10% | NEW | — | $684.78 | +9.0% |
| 49 | SGOV | ISHARES TR | — | 10,542.0 | $1.1M | 0.10% | — | — | $100.38 | +0.2% |
| 50 | META | META PLATFORMS INC | Communication Services | 1,595.0 | $1.1M | 0.10% | NEW | — | $660.29 | -8.0% |
| 51 | BAPR | INNOVATOR ETFS TRUST | — | 21,374.0 | $1.0M | 0.10% | — | — | $47.98 | +10.0% |
| 52 | — | INNOVATOR ETFS TRUST | — | 38,951.0 | $995K | 0.10% | — | — | $25.54 | — |
| 53 | BNOV | INNOVATOR ETFS TRUST | — | 21,410.0 | $952K | 0.09% | +661.0 | +3.2% | $44.46 | +6.5% |
| 54 | USMV | ISHARES TR | — | 10,062.0 | $947K | 0.09% | -49K | -83.1% | $94.16 | +2.0% |
| 55 | XLV | SELECT SECTOR SPDR TR | — | 5,394.0 | $835K | 0.08% | NEW | — | $154.81 | -4.3% |
| 56 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,612.0 | $810K | 0.08% | NEW | — | $502.65 | — |
| 57 | V | VISA INC | Financial Services | 1,989.0 | $698K | 0.07% | NEW | — | $350.71 | -5.7% |
| 58 | MGK | VANGUARD WORLD FD | — | 1,679.0 | $693K | 0.07% | NEW | — | $412.77 | -78.5% |
| 59 | NJAN | INNOVATOR ETFS TRUST | — | 12,055.0 | $662K | 0.06% | — | — | $54.92 | +6.6% |
| 60 | BSEP | INNOVATOR ETFS TRUST | — | 12,687.0 | $625K | 0.06% | — | — | $49.25 | +5.6% |
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%