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| Name: |
Berkshire Money Management Inc. |
| City: |
Pittsfield |
| State: |
MA |
| Zip: |
01202-9914 |
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data |
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| Holdings
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19 |
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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 |
- |
$523.30 |
$195,210,000 |
373,201 |
23.56% |
31,070,000 |
27,869 |
0.004 |
Closed - End Fund - E... |
|
|
QQQE |
Direxion Nasdaq 100 Equal W... |
3 |
- |
$87.33 |
$69,652,000 |
780,857 |
8.41% |
5,109,000 |
18,298 |
1.755 |
N/A |
|
|
KJAN |
Innovator Russell 2000 Powe... |
4 |
- |
$0.00 |
$59,583,000 |
1,684,573 |
7.19% |
43,168,000 |
1,206,154 |
18.718 |
N/A |
|
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QQQ |
Invesco QQQ Trust Series I |
5 |
- |
$445.93 |
$57,823,000 |
130,228 |
6.98% |
18,805,000 |
34,951 |
0.027 |
Closed - End Fund - Debt |
|
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BSV |
Vanguard Short-Term Bond |
8 |
- |
$76.30 |
$39,190,000 |
511,153 |
4.73% |
4,370,000 |
59,057 |
0.097 |
Closed - End Fund - E... |
|
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IVE |
iShares S&P 500/BARRA Value |
9 |
- |
$184.70 |
$37,300,000 |
199,667 |
4.5% |
3,281,000 |
4,029 |
0.142 |
Closed - End Fund - E... |
|
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SJNK |
Spdr Barclays Capital Short... |
10 |
- |
$24.91 |
$35,762,000 |
1,418,004 |
4.32% |
24,698,000 |
977,912 |
1.071 |
N/A |
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BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
11 |
- |
$0.00 |
$21,421,000 |
233,339 |
2.59% |
4,236,000 |
45,296 |
0.026 |
Closed - End Fund - E... |
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MOAT |
VANECK VECTORS ETF TR |
13 |
- |
$53.88 |
$20,424,000 |
227,182 |
2.47% |
8,387,000 |
85,353 |
0.252 |
N/A |
|
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EFA |
iShares TR MSCI EAFE Indx FD |
14 |
- |
$80.94 |
$11,474,000 |
143,678 |
1.39% |
1,191,000 |
7,212 |
0.02 |
Closed - End Fund - E... |
|
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IWM |
iShares Tr Russell 2000 Indx |
16 |
- |
$206.86 |
$5,729,000 |
27,244 |
0.69% |
676,000 |
2,069 |
0.001 |
Closed - End Fund - E... |
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AAPL |
Apple Inc |
18 |
- |
$187.43 |
$4,569,000 |
26,643 |
0.55% |
544,000 |
5,735 |
0 |
Personal Computers |
|
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MGC |
Vanguard Mega Cap 300 Index... |
19 |
- |
$185.36 |
$4,457,000 |
23,852 |
0.54% |
1,700,000 |
7,565 |
0.097 |
Closed - End Fund - E... |
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XOM |
Exxon Mobil Corp |
28 |
- |
$117.67 |
$1,489,000 |
12,810 |
0.18% |
294,000 |
858 |
0 |
Integrated Oil & Gas |
|
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BSCQ |
Invesco Bulletshares 2026 C... |
44 |
- |
$19.19 |
$556,000 |
28,942 |
0.07% |
147,000 |
7,756 |
0.01 |
N/A |
|
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POCT |
Innovator S&p 500 Power Buf... |
69 |
- |
$0.00 |
$276,000 |
7,366 |
0.03% |
276,000 |
7,366 |
0.009 |
N/A |
|
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BMAY |
Innovator S&p 500 Buffer Et... |
72 |
- |
$0.00 |
$261,000 |
7,335 |
0.03% |
261,000 |
7,335 |
0.008 |
N/A |
|
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BJUN |
Innovator S&p 500 Buffer Et... |
74 |
- |
$0.00 |
$251,000 |
6,669 |
0.03% |
251,000 |
6,669 |
0.074 |
N/A |
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T |
AT&T Corp |
75 |
- |
$17.30 |
$242,000 |
13,777 |
0.03% |
25,000 |
857 |
0 |
Long Distance Carriers |
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