Portfolio (Quarterly)
Guide ↗
Berkshire Money Management, Inc.
· CIK 0001535172| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 5,556 | $3.5M | 0.33% | SOLD |
| 2 | MTUM | ISHARES TR | — | 13,878 | $3.5M | 0.33% | SOLD |
| 3 | MSFT | MICROSOFT CORP | Technology | 6,498 | $3.1M | 0.30% | SOLD |
| 4 | OEF | ISHARES TR | — | 6,500 | $2.2M | 0.21% | SOLD |
| 5 | AVGO | BROADCOM INC | Technology | 5,584 | $1.9M | 0.18% | SOLD |
| 6 | VOT | VANGUARD INDEX FDS | — | 6,200 | $1.7M | 0.17% | SOLD |
| 7 | GOOGL | ALPHABET INC | Communication Services | 5,264 | $1.6M | 0.16% | SOLD |
| 8 | VONE | VANGUARD SCOTTSDALE FDS | — | 5,295 | $1.6M | 0.16% | SOLD |
| 9 | VV | VANGUARD INDEX FDS | — | 4,420 | $1.4M | 0.13% | SOLD |
| 10 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 2,163 | $1.3M | 0.12% | SOLD |
| 11 | SMH | VANECK ETF TRUST | — | 3,347 | $1.2M | 0.12% | SOLD |
| 12 | RTX | RTX CORPORATION | Industrials | 6,428 | $1.2M | 0.11% | SOLD |
| 13 | IVV | ISHARES TR | — | 1,569 | $1.1M | 0.10% | SOLD |
| 14 | SGOV | ISHARES TR | — | 10,542 | $1.1M | 0.10% | SOLD |
| 15 | META | META PLATFORMS INC | Communication Services | 1,595 | $1.1M | 0.10% | SOLD |
| 16 | USMV | ISHARES TR | — | 10,062 | $947K | 0.09% | SOLD |
| 17 | XLV | SELECT SECTOR SPDR TR | — | 5,394 | $835K | 0.08% | SOLD |
| 18 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,612 | $810K | 0.08% | SOLD |
| 19 | V | VISA INC | Financial Services | 1,989 | $698K | 0.07% | SOLD |
| 20 | MGK | VANGUARD WORLD FD | — | 1,679 | $693K | 0.07% | SOLD |
Sector Allocation
Financial Services
96.2%
Technology
2.8%
Consumer Cyclical
0.6%
Energy
0.3%