Portfolio (Quarterly)
Guide ↗
Berkshire Money Management, Inc.
· CIK 0001535172| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | IWM | ISHARES TR | — | 31,009.0 | $9.3M | 0.85% | +24K | +338.7% | $300.45 | +0.4% |
| 22 | GRNY | TIDAL TRUST I | — | 294,243.0 | $8.1M | 0.74% | +7K | +2.3% | $27.65 | +0.1% |
| 23 | AAPL | APPLE INC | Technology | 27,427.0 | $7.9M | 0.72% | +477.0 | +1.8% | $289.36 | +9.5% |
| 24 | — | INNOVATOR ETFS TRUST | — | 269,755.0 | $7.7M | 0.71% | -2.2M | -89.2% | $28.62 | — |
| 25 | KJAN | INNOVATOR ETFS TRUST | — | 148,779.0 | $6.8M | 0.62% | — | — | $45.63 | +1.6% |
| 26 | QQQE | DIREXION SHARES ETF TRUST | — | 52,469.0 | $6.4M | 0.58% | -3K | -5.2% | $122.01 | +0.8% |
| 27 | BFEB | INNOVATOR ETFS TRUST | — | 95,648.0 | $5.0M | 0.46% | -46K | -32.3% | $52.64 | +2.3% |
| 28 | UJAN | INNOVATOR ETFS TRUST | — | 79,793.0 | $3.6M | 0.33% | — | — | $45.33 | +1.8% |
| 29 | NVDA | NVIDIA CORPORATION | Technology | 17,092.0 | $3.4M | 0.31% | +541.0 | +3.3% | $200.09 | +8.7% |
| 30 | BOCT | INNOVATOR ETFS TRUST | — | 55,587.0 | $2.9M | 0.27% | — | — | $53.02 | +2.6% |
| 31 | AMZN | AMAZON COM INC | Consumer Cyclical | 12,057.0 | $2.9M | 0.26% | +1K | +9.2% | $238.35 | +11.5% |
| 32 | PJUN | INNOVATOR ETFS TRUST | — | 58,061.0 | $2.5M | 0.23% | -579K | -90.9% | $43.23 | +2.0% |
| 33 | KAPR | INNOVATOR ETFS TRUST | — | 55,618.0 | $2.2M | 0.20% | -45K | -44.6% | $39.80 | +1.5% |
| 34 | PJUL | INNOVATOR ETFS TRUST | — | 44,137.0 | $2.2M | 0.20% | — | — | $48.81 | +1.9% |
| 35 | BJUL | INNOVATOR ETFS TRUST | — | 34,038.0 | $1.8M | 0.17% | -1K | -3.4% | $54.31 | +2.2% |
| 36 | XOM | EXXON MOBIL CORP | Energy | 11,212.0 | $1.5M | 0.14% | +850.0 | +8.2% | $136.73 | +20.5% |
| 37 | STM | STMICROELECTRONICS N V | Technology | 19,780.0 | $1.5M | 0.14% | NEW | — | $74.89 | -32.7% |
| 38 | VCSH | VANGUARD SCOTTSDALE FDS | — | 17,560.0 | $1.4M | 0.13% | -953.0 | -5.2% | $79.03 | -0.4% |
| 39 | BJAN | INNOVATOR ETFS TRUST | — | 23,219.0 | $1.4M | 0.12% | — | — | $58.87 | +2.4% |
| 40 | BAPR | INNOVATOR ETFS TRUST | — | 21,374.0 | $1.1M | 0.10% | — | — | $53.26 | +1.9% |
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%