Portfolio (Quarterly) Guide ↗

Berkshire Money Management, Inc.

· CIK 0001535172

13F Portfolio $1.1B AUM 56 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 11 New 15 Added 17 Reduced 86 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	SPY	STATE STR SPDR S&P 500 ETF T	Financial Services	336,187.0	$251.1M	22.94%	-5K	-1.3%	$746.77	+3.0%
2	DIA	STATE STR SPDR DOW JONES IND	Financial Services	204,256.0	$106.7M	9.75%	-2K	-1.1%	$522.39	+2.3%
3	QQQ	INVESCO QQQ TR	Financial Services	103,208.0	$76.0M	6.94%	-28K	-21.6%	$736.40	-2.8%
4	VIG	VANGUARD SPECIALIZED FUNDS	—	278,890.0	$66.0M	6.03%	-4K	-1.5%	$236.62	+3.5%
5	SJNK	SPDR SERIES TRUST	—	1,681,386.0	$42.1M	3.85%	-74K	-4.2%	$25.03	-0.6%
6	IVE	ISHARES TR	—	151,371.0	$34.4M	3.14%	-993.0	-0.7%	$227.06	+5.0%
7	IGPT	INVESCO EXCHANGE TRADED FD T	—	224,341.0	$23.4M	2.13%	-21K	-8.7%	$104.10	-12.2%
8	—	INNOVATOR ETFS TRUST	—	269,755.0	$7.7M	0.71%	-2.2M	-89.2%	$28.62	—
9	QQQE	DIREXION SHARES ETF TRUST	—	52,469.0	$6.4M	0.58%	-3K	-5.2%	$122.01	+0.8%
10	BFEB	INNOVATOR ETFS TRUST	—	95,648.0	$5.0M	0.46%	-46K	-32.3%	$52.64	+2.3%
11	PJUN	INNOVATOR ETFS TRUST	—	58,061.0	$2.5M	0.23%	-579K	-90.9%	$43.23	+2.0%
12	KAPR	INNOVATOR ETFS TRUST	—	55,618.0	$2.2M	0.20%	-45K	-44.6%	$39.80	+1.5%
13	BJUL	INNOVATOR ETFS TRUST	—	34,038.0	$1.8M	0.17%	-1K	-3.4%	$54.31	+2.2%
14	VCSH	VANGUARD SCOTTSDALE FDS	—	17,560.0	$1.4M	0.13%	-953.0	-5.2%	$79.03	-0.4%
15	—	INNOVATOR ETFS TRUST	—	37,421.0	$1.1M	0.10%	-2K	-3.9%	$28.38	—
16	XLU	SELECT SECTOR SPDR TR	—	11,663.0	$529K	0.05%	-564K	-98.0%	$45.34	-2.9%
17	BSCQ	INVESCO EXCH TRD SLF IDX FD	—	26,453.0	$516K	0.05%	-2K	-8.6%	$19.52	+0.2%

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 96.2%

Technology 2.8%

Consumer Cyclical 0.6%

Energy 0.3%