Portfolio (Quarterly) Guide ↗

Berkshire Money Management, Inc.

· CIK 0001535172

13F Portfolio $1.0B AUM 132 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 84 New 20 Added 11 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	INVESCO EXCH TRD SLF IDX FD	—	12,403	$257K	0.03%	SOLD

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%