Portfolio (Quarterly)
Guide ↗
Berkshire Money Management, Inc.
· CIK 0001535172| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | PEP | PEPSICO INC | Consumer Defensive | 1,442 | $207K | 0.02% | SOLD |
| 82 | VB | VANGUARD INDEX FDS | — | 801 | $207K | 0.02% | SOLD |
| 83 | EFA | ISHARES TR | — | 2,146 | $206K | 0.02% | SOLD |
| 84 | BND | VANGUARD BD INDEX FDS | — | 2,751 | $204K | 0.02% | SOLD |
| 85 | XLE | SELECT SECTOR SPDR TR | — | 4,537 | $203K | 0.02% | SOLD |
| 86 | NEE | NEXTERA ENERGY INC | Utilities | 2,513 | $202K | 0.02% | SOLD |
Sector Allocation
Financial Services
96.2%
Technology
2.8%
Consumer Cyclical
0.6%
Energy
0.3%