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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	—	INNOVATOR ETFS TRUST	—	37,421.0	$1.1M	0.10%	-2K	-3.9%	$28.38	—
42	BNOV	INNOVATOR ETFS TRUST	—	21,410.0	$1.0M	0.09%	—	—	$47.81	+2.1%
43	IGV	ISHARES TR	—	11,230.0	$1.0M	0.09%	—	—	$90.60	+12.5%
44	NJAN	INNOVATOR ETFS TRUST	—	12,055.0	$711K	0.07%	—	—	$59.02	+0.8%
45	BSEP	INNOVATOR ETFS TRUST	—	12,687.0	$669K	0.06%	—	—	$52.73	+2.1%
46	BAUG	INNOVATOR ETFS TRUST	—	10,801.0	$579K	0.05%	—	—	$53.61	+2.6%
47	XLU	SELECT SECTOR SPDR TR	—	11,663.0	$529K	0.05%	-564K	-98.0%	$45.34	-3.5%
48	BSCQ	INVESCO EXCH TRD SLF IDX FD	—	26,453.0	$516K	0.05%	-2K	-8.6%	$19.52	+0.2%
49	BSCS	INVESCO EXCH TRD SLF IDX FD	—	20,159.0	$411K	0.04%	—	—	$20.36	+0.1%
50	IBDX	ISHARES TR	—	12,288.0	$310K	0.03%	NEW	—	$25.19	-1.4%
51	IBDW	ISHARES TR	—	14,224.0	$296K	0.03%	NEW	—	$20.84	-1.1%
52	IBDS	ISHARES TR	—	12,213.0	$296K	0.03%	NEW	—	$24.22	-0.1%
53	IBDU	ISHARES TR	—	12,756.0	$295K	0.03%	NEW	—	$23.16	-0.4%
54	IBDT	ISHARES TR	—	11,687.0	$295K	0.03%	NEW	—	$25.25	-0.2%
55	BSCR	INVESCO EXCH TRD SLF IDX FD	—	13,004.0	$255K	0.02%	—	—	$19.61	+0.3%
56	IBDV	ISHARES TR	—	11,520.0	$251K	0.02%	NEW	—	$21.80	-0.8%

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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%