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  Name: Berkshire Money Management Inc.
  City: Pittsfield
  State: MA
  Zip: 01202-9914
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $828,441,000
  Total Value Change : $77,068,000
  Securities Held Change : 44
   
All Securities Held : 84
  New Positions : 42
  Closed Positions : 1
  Increased Positions : 19
  Unchanged Positions : 6
  Decreased Positions : 17

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Holdings Found : 17     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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
   (DIA)1 Year Chart         DIA Diamonds Trust 2 - $399.28 $78,216,000 196,642 9.44% 2,544,000 -4,149 0.23    Closed - End Fund - E...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 6 - $183.61 $56,068,000 307,039 6.77% 2,871,000 -5,151 0.082    Closed - End Fund - Debt
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 7 - $344.03 $44,277,000 131,367 5.34% 3,566,000 -2,916 0.049    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 12 - $351.38 $21,158,000 61,470 2.55% 1,841,000 -667 0.023    Closed - End Fund - E...
   (BJUL)1 Year Chart         BJUL Innovator S&p 500 Buffer Et... 15 - $0.00 $10,198,000 252,870 1.23% -72,883,000 -1,954,977 2.81    N/A
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 17 - $146.20 $4,589,000 31,067 0.55% -332,000 -5,015 0.001    Closed - End Fund - E...
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 20 - $168.06 $3,962,000 23,394 0.48% -29,000 -1,896 0.008    Closed - End Fund - E...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 21 - $486.90 $3,531,000 7,345 0.43% -1,294,000 -3,702 0.001    Closed - End Fund - E...
   (UJAN)1 Year Chart         UJAN Innovator S&p 500 Ultra Buf... 23 - $0.00 $2,888,000 80,010 0.35% 103,000 -870 0.242    N/A
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 24 - $243.08 $2,660,000 11,094 0.32% -481,000 -3,304 0.009    Closed - End Fund - E...
   (BOCT)1 Year Chart         BOCT Boulder Capital Opportuniti... 25 - $0.00 $2,510,000 62,027 0.3% -2,648,000 -72,043 0.689    N/A
   (BSEP)1 Year Chart         BSEP Innovator S&p 500 Buffer Et... 27 - $0.00 $1,513,000 38,504 0.18% -15,666,000 -429,853 0.428    N/A
   (NJUL)1 Year Chart         NJUL Innovator ETFs Tr 35 - $0.00 $934,000 16,208 0.11% -9,081,000 -165,544 0.18    N/A
   (BAUG)1 Year Chart         BAUG Innovator S&p 500 Buffer Et... 38 - $0.00 $798,000 20,530 0.1% 2,000 -1,586 0.119    N/A
   (BNOV)1 Year Chart         BNOV Innovator S 40 - $0.00 $709,000 19,439 0.09% -1,019,000 -30,070 0.216    N/A
   (FNDX)1 Year Chart         FNDX Schwab Fundamental US Large... 45 - $67.38 $538,000 7,989 0.06% -119,000 -2,615 0.001    N/A
   (PNOV)1 Year Chart         PNOV Innovator S&p 500 Power Buf... 50 - $0.00 $471,000 13,236 0.06% -15,000 -878 0.061    N/A
      17 Records Found
  1    
Page 1 of 1
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