Portfolio (Quarterly)
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Berkshire Money Management, Inc.
· CIK 0001535172| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 2,188.0 | $589K | 0.06% | NEW | — | $269.18 | +2.3% |
| 22 | GOOG | ALPHABET INC | Communication Services | 1,765.0 | $554K | 0.05% | NEW | — | $313.83 | +13.9% |
| 23 | JPM | JPMORGAN CHASE & CO. | Financial Services | 1,616.0 | $521K | 0.05% | NEW | — | $322.15 | +6.4% |
| 24 | PRK | PARK NATL CORP | Financial Services | 3,228.0 | $491K | 0.05% | NEW | — | $152.18 | +20.5% |
| 25 | TSLA | TESLA INC | Consumer Cyclical | 1,085.0 | $488K | 0.05% | NEW | — | $449.72 | -11.9% |
| 26 | PH | PARKER-HANNIFIN CORP | Industrials | 552.0 | $485K | 0.05% | NEW | — | $878.96 | +9.7% |
| 27 | SPLV | INVESCO EXCH TRADED FD TR II | — | 6,578.0 | $470K | 0.04% | NEW | — | $71.42 | +6.3% |
| 28 | GLD | SPDR GOLD TR | Financial Services | 1,166.0 | $462K | 0.04% | NEW | — | $396.31 | -6.1% |
| 29 | HD | HOME DEPOT INC | Consumer Cyclical | 1,307.0 | $450K | 0.04% | NEW | — | $344.12 | -1.9% |
| 30 | XLI | SELECT SECTOR SPDR TR | — | 2,864.0 | $444K | 0.04% | NEW | — | $155.10 | +16.3% |
| 31 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,056.0 | $440K | 0.04% | NEW | — | $214.16 | +155.9% |
| 32 | VOOV | VANGUARD ADMIRAL FDS INC | — | 2,142.0 | $439K | 0.04% | NEW | — | $204.85 | +8.3% |
| 33 | BA | BOEING CO | Industrials | 1,936.0 | $420K | 0.04% | NEW | — | $217.12 | -0.0% |
| 34 | MA | MASTERCARD INCORPORATED | Financial Services | 729.0 | $416K | 0.04% | NEW | — | $570.88 | -5.8% |
| 35 | KO | COCA COLA CO | Consumer Defensive | 5,858.0 | $410K | 0.04% | NEW | — | $69.91 | +18.8% |
| 36 | SDY | SPDR SERIES TRUST | — | 2,922.0 | $407K | 0.04% | NEW | — | $139.16 | +10.0% |
| 37 | PJAN | INNOVATOR ETFS TRUST | — | 8,204.0 | $386K | 0.04% | NEW | — | $47.02 | +5.9% |
| 38 | MU | MICRON TECHNOLOGY INC | Technology | 1,340.0 | $382K | 0.04% | NEW | — | $285.41 | +244.5% |
| 39 | LLY | ELI LILLY & CO | Healthcare | 346.0 | $371K | 0.04% | NEW | — | $1073.40 | +7.4% |
| 40 | IYJ | ISHARES TR | — | 2,500.0 | $370K | 0.04% | NEW | — | $148.17 | +10.2% |
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%