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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | W | WAYFAIR INC | Consumer Cyclical | 3,483.0 | $350K | 0.03% | NEW | — | $100.41 | -11.6% |
| 42 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 2,431.0 | $348K | 0.03% | NEW | — | $143.31 | +1.9% |
| 43 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,640.0 | $339K | 0.03% | NEW | — | $206.95 | +22.7% |
| 44 | EMR | EMERSON ELEC CO | Industrials | 2,528.0 | $336K | 0.03% | NEW | — | $132.72 | +2.5% |
| 45 | GD | GENERAL DYNAMICS CORP | Industrials | 989.0 | $333K | 0.03% | NEW | — | $336.66 | +9.8% |
| 46 | LQD | ISHARES TR | — | 2,973.0 | $328K | 0.03% | NEW | — | $110.19 | -2.7% |
| 47 | CSX | CSX CORP | Industrials | 8,869.0 | $322K | 0.03% | NEW | — | $36.25 | +37.7% |
| 48 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 1,114.0 | $320K | 0.03% | NEW | — | $287.25 | +13.4% |
| 49 | POCT | INNOVATOR ETFS TRUST | — | 7,046.0 | $309K | 0.03% | NEW | — | $43.92 | +6.2% |
| 50 | DLN | WISDOMTREE TR | — | 3,500.0 | $308K | 0.03% | NEW | — | $88.08 | +10.9% |
| 51 | ADI | ANALOG DEVICES INC | Technology | 1,119.0 | $303K | 0.03% | NEW | — | $271.20 | +44.8% |
| 52 | BJUN | INNOVATOR ETFS TRUST | — | 6,329.0 | $296K | 0.03% | NEW | — | $46.74 | +4.7% |
| 53 | MGC | VANGUARD WORLD FD | — | 1,175.0 | $295K | 0.03% | NEW | — | $251.17 | +9.7% |
| 54 | MMTM | SPDR SERIES TRUST | — | 994.0 | $290K | 0.03% | NEW | — | $292.07 | +6.0% |
| 55 | PFG | PRINCIPAL FINANCIAL GROUP IN | Financial Services | 3,222.0 | $284K | 0.03% | NEW | — | $88.21 | +28.0% |
| 56 | CSCO | CISCO SYS INC | Technology | 3,536.0 | $272K | 0.03% | NEW | — | $77.03 | +52.0% |
| 57 | BMAY | INNOVATOR ETFS TRUST | — | 6,072.0 | $272K | 0.03% | NEW | — | $44.82 | +6.4% |
| 58 | ABT | ABBOTT LABS | Healthcare | 2,165.0 | $271K | 0.03% | NEW | — | $125.29 | -29.0% |
| 59 | WMT | WALMART INC | Consumer Defensive | 2,323.0 | $259K | 0.03% | NEW | — | $111.42 | +2.0% |
| 60 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 4,862.0 | $257K | 0.03% | NEW | — | $52.84 | +32.0% |
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%