Portfolio (Quarterly)
Guide ↗
Berkshire Money Management, Inc.
· CIK 0001535172| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | EFA | ISHARES TR | — | 2,146.0 | $206K | 0.02% | NEW | — | $96.03 | +8.5% |
| 82 | BND | VANGUARD BD INDEX FDS | — | 2,751.0 | $204K | 0.02% | NEW | — | $74.07 | -1.5% |
| 83 | XLE | SELECT SECTOR SPDR TR | — | 4,537.0 | $203K | 0.02% | NEW | — | $44.71 | +32.2% |
| 84 | NEE | NEXTERA ENERGY INC | Utilities | 2,513.0 | $202K | 0.02% | NEW | — | $80.29 | +11.7% |
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%