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Name: |
Berkshire Money Management Inc. |
City: |
Pittsfield |
State: |
MA |
Zip: |
01202-9914 |
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Holdings
Found :
17 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
SPY |
Standard & Poors Depository... |
1 |
- |
$580.01 |
$223,673,000 |
389,837 |
25.6% |
16,954,000 |
9,993 |
0.004 |
Closed - End Fund - E... |
|
QQQ |
Invesco QQQ Trust Series I |
2 |
- |
$496.38 |
$74,783,000 |
153,223 |
8.56% |
4,038,000 |
5,564 |
0.032 |
Closed - End Fund - Debt |
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KJAN |
Innovator Russell 2000 Powe... |
3 |
- |
$0.00 |
$68,571,000 |
1,849,782 |
7.85% |
7,545,000 |
101,700 |
20.553 |
N/A |
|
RSP |
Guggenheim ETF Trust - Gugg... |
4 |
- |
$178.19 |
$61,985,000 |
345,976 |
7.09% |
58,484,000 |
324,664 |
0.113 |
Closed - End Fund - E... |
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BSV |
Vanguard Short-Term Bond |
8 |
- |
$77.67 |
$42,710,000 |
542,761 |
4.89% |
2,685,000 |
20,919 |
0.103 |
Closed - End Fund - E... |
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IVE |
iShares S&P 500/BARRA Value |
9 |
- |
$195.89 |
$40,340,000 |
204,597 |
4.62% |
3,417,000 |
1,732 |
0.145 |
Closed - End Fund - E... |
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SJNK |
Spdr Barclays Capital Short... |
10 |
- |
$24.91 |
$38,869,000 |
1,509,490 |
4.45% |
2,775,000 |
64,010 |
1.14 |
N/A |
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VUG |
Vanguard Growth VIPERS |
11 |
- |
$394.25 |
$30,600,000 |
79,701 |
3.5% |
1,349,000 |
1,491 |
0.03 |
Closed - End Fund - E... |
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MOAT |
VANECK VECTORS ETF TR |
12 |
- |
$53.88 |
$24,029,000 |
247,853 |
2.75% |
3,582,000 |
11,766 |
0.028 |
N/A |
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BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
13 |
- |
$0.00 |
$22,199,000 |
241,798 |
2.54% |
756,000 |
8,167 |
0.027 |
Closed - End Fund - E... |
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EFA |
iShares TR MSCI EAFE Indx FD |
14 |
- |
$79.71 |
$13,201,000 |
157,849 |
1.51% |
1,690,000 |
10,890 |
0.022 |
Closed - End Fund - E... |
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MGC |
Vanguard Mega Cap 300 Index... |
15 |
- |
$185.36 |
$10,131,000 |
49,028 |
1.16% |
1,726,000 |
6,425 |
0.2 |
Closed - End Fund - E... |
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IWM |
iShares Tr Russell 2000 Indx |
17 |
- |
$221.44 |
$6,515,000 |
29,496 |
0.75% |
760,000 |
1,132 |
0.001 |
Closed - End Fund - E... |
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NVDA |
NVIDIA Corporation |
24 |
- |
$139.34 |
$1,713,000 |
14,106 |
0.2% |
62,000 |
746 |
0 |
Semiconductor - Speci... |
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BSEP |
Innovator S&p 500 Buffer Et... |
25 |
- |
$0.00 |
$1,607,000 |
38,154 |
0.18% |
68,000 |
314 |
0.424 |
N/A |
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XOM |
Exxon Mobil Corp |
26 |
- |
$116.69 |
$1,492,000 |
12,727 |
0.17% |
39,000 |
104 |
0 |
Integrated Oil & Gas |
|
T |
AT&T Corp |
37 |
- |
$22.02 |
$350,000 |
15,896 |
0.04% |
105,000 |
3,071 |
0 |
Long Distance Carriers |
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