Portfolio (Quarterly)
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Berkshire Money Management, Inc.
· CIK 0001535172| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 702.0 | $605K | 0.06% | NEW | — | $862.46 | +6.9% |
| 62 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 2,188.0 | $589K | 0.06% | NEW | — | $269.18 | +2.3% |
| 63 | BSCQ | INVESCO EXCH TRD SLF IDX FD | — | 28,942.0 | $567K | 0.05% | — | — | $19.57 | -0.1% |
| 64 | GOOG | ALPHABET INC | Communication Services | 1,765.0 | $554K | 0.05% | NEW | — | $313.83 | +13.9% |
| 65 | BAUG | INNOVATOR ETFS TRUST | — | 10,801.0 | $540K | 0.05% | -871.0 | -7.5% | $50.04 | +8.0% |
| 66 | JPM | JPMORGAN CHASE & CO. | Financial Services | 1,616.0 | $521K | 0.05% | NEW | — | $322.15 | +6.4% |
| 67 | TFC | TRUIST FINL CORP | Financial Services | 10,192.0 | $502K | 0.05% | -100.0 | -1.0% | $49.21 | +5.6% |
| 68 | PNOV | INNOVATOR ETFS TRUST | — | 11,871.0 | $496K | 0.05% | — | — | $41.78 | +6.8% |
| 69 | PRK | PARK NATL CORP | Financial Services | 3,228.0 | $491K | 0.05% | NEW | — | $152.18 | +20.5% |
| 70 | TSLA | TESLA INC | Consumer Cyclical | 1,085.0 | $488K | 0.05% | NEW | — | $449.72 | -11.9% |
| 71 | PH | PARKER-HANNIFIN CORP | Industrials | 552.0 | $485K | 0.05% | NEW | — | $878.96 | +9.7% |
| 72 | SPLV | INVESCO EXCH TRADED FD TR II | — | 6,578.0 | $470K | 0.04% | NEW | — | $71.42 | +6.3% |
| 73 | GLD | SPDR GOLD TR | Financial Services | 1,166.0 | $462K | 0.04% | NEW | — | $396.31 | -6.1% |
| 74 | HD | HOME DEPOT INC | Consumer Cyclical | 1,307.0 | $450K | 0.04% | NEW | — | $344.12 | -1.9% |
| 75 | XLI | SELECT SECTOR SPDR TR | — | 2,864.0 | $444K | 0.04% | NEW | — | $155.10 | +16.3% |
| 76 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,056.0 | $440K | 0.04% | NEW | — | $214.16 | +155.9% |
| 77 | VOOV | VANGUARD ADMIRAL FDS INC | — | 2,142.0 | $439K | 0.04% | NEW | — | $204.85 | +8.3% |
| 78 | BA | BOEING CO | Industrials | 1,936.0 | $420K | 0.04% | NEW | — | $217.12 | -0.0% |
| 79 | MA | MASTERCARD INCORPORATED | Financial Services | 729.0 | $416K | 0.04% | NEW | — | $570.88 | -5.8% |
| 80 | BSCS | INVESCO EXCH TRD SLF IDX FD | — | 20,159.0 | $415K | 0.04% | — | — | $20.60 | -1.1% |
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%