Portfolio (Quarterly)
Guide ↗
Berkshire Money Management, Inc.
· CIK 0001535172| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 5,556.0 | $3.5M | 0.33% | NEW | — | $627.17 | +8.9% |
| 2 | MSFT | MICROSOFT CORP | Technology | 6,498.0 | $3.1M | 0.30% | NEW | — | $483.58 | -13.3% |
| 3 | OEF | ISHARES TR | — | 6,500.0 | $2.2M | 0.21% | NEW | — | $342.97 | +8.0% |
| 4 | AVGO | BROADCOM INC | Technology | 5,584.0 | $1.9M | 0.18% | NEW | — | $346.08 | +19.8% |
| 5 | IWM | ISHARES TR | — | 7,068.0 | $1.7M | 0.17% | NEW | — | $246.18 | +14.8% |
| 6 | VOT | VANGUARD INDEX FDS | — | 6,200.0 | $1.7M | 0.17% | NEW | — | $279.14 | +3.5% |
| 7 | GOOGL | ALPHABET INC | Communication Services | 5,264.0 | $1.6M | 0.16% | NEW | — | $312.99 | +23.9% |
| 8 | VONE | VANGUARD SCOTTSDALE FDS | — | 5,295.0 | $1.6M | 0.16% | NEW | — | $309.04 | +8.4% |
| 9 | VV | VANGUARD INDEX FDS | — | 4,420.0 | $1.4M | 0.13% | NEW | — | $314.80 | +8.5% |
| 10 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 2,163.0 | $1.3M | 0.12% | NEW | — | $603.34 | +10.3% |
| 11 | SMH | VANECK ETF TRUST | — | 3,347.0 | $1.2M | 0.12% | NEW | — | $360.13 | +57.6% |
| 12 | IGV | ISHARES TR | — | 11,230.0 | $1.2M | 0.11% | NEW | — | $105.69 | -12.5% |
| 13 | RTX | RTX CORPORATION | Industrials | 6,428.0 | $1.2M | 0.11% | NEW | — | $183.40 | -4.7% |
| 14 | IVV | ISHARES TR | — | 1,569.0 | $1.1M | 0.10% | NEW | — | $684.78 | +9.0% |
| 15 | META | META PLATFORMS INC | Communication Services | 1,595.0 | $1.1M | 0.10% | NEW | — | $660.29 | -8.0% |
| 16 | XLV | SELECT SECTOR SPDR TR | — | 5,394.0 | $835K | 0.08% | NEW | — | $154.81 | -4.3% |
| 17 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,612.0 | $810K | 0.08% | NEW | — | $502.65 | — |
| 18 | V | VISA INC | Financial Services | 1,989.0 | $698K | 0.07% | NEW | — | $350.71 | -5.7% |
| 19 | MGK | VANGUARD WORLD FD | — | 1,679.0 | $693K | 0.07% | NEW | — | $412.77 | -78.5% |
| 20 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 702.0 | $605K | 0.06% | NEW | — | $862.46 | +21.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%