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 | KO | COCA COLA CO | Consumer Defensive | 5,858.0 | $410K | 0.04% | NEW | — | $69.91 | +16.1% |
| 82 | SDY | SPDR SERIES TRUST | — | 2,922.0 | $407K | 0.04% | NEW | — | $139.16 | +6.9% |
| 83 | PJAN | INNOVATOR ETFS TRUST | — | 8,204.0 | $386K | 0.04% | NEW | — | $47.02 | +4.6% |
| 84 | MU | MICRON TECHNOLOGY INC | Technology | 1,340.0 | $382K | 0.04% | NEW | — | $285.41 | +167.0% |
| 85 | LLY | ELI LILLY & CO | Healthcare | 346.0 | $371K | 0.04% | NEW | — | $1073.40 | -3.0% |
| 86 | IYJ | ISHARES TR | — | 2,500.0 | $370K | 0.04% | NEW | — | $148.17 | +4.6% |
| 87 | W | WAYFAIR INC | Consumer Cyclical | 3,483.0 | $350K | 0.03% | NEW | — | $100.41 | -35.5% |
| 88 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 2,431.0 | $348K | 0.03% | NEW | — | $143.31 | -0.6% |
| 89 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,640.0 | $339K | 0.03% | NEW | — | $206.95 | +12.0% |
| 90 | EMR | EMERSON ELEC CO | Industrials | 2,528.0 | $336K | 0.03% | NEW | — | $132.72 | +1.6% |
| 91 | GD | GENERAL DYNAMICS CORP | Industrials | 989.0 | $333K | 0.03% | NEW | — | $336.66 | +0.6% |
| 92 | LQD | ISHARES TR | — | 2,973.0 | $328K | 0.03% | NEW | — | $110.19 | -1.8% |
| 93 | CSX | CSX CORP | Industrials | 8,869.0 | $322K | 0.03% | NEW | — | $36.25 | +26.6% |
| 94 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 1,114.0 | $320K | 0.03% | NEW | — | $287.25 | +12.4% |
| 95 | POCT | INNOVATOR ETFS TRUST | — | 7,046.0 | $309K | 0.03% | NEW | — | $43.92 | +4.7% |
| 96 | DLN | WISDOMTREE TR | — | 3,500.0 | $308K | 0.03% | NEW | — | $88.08 | +8.5% |
| 97 | ADI | ANALOG DEVICES INC | Technology | 1,119.0 | $303K | 0.03% | NEW | — | $271.20 | +41.7% |
| 98 | BJUN | INNOVATOR ETFS TRUST | — | 6,329.0 | $296K | 0.03% | NEW | — | $46.74 | +4.5% |
| 99 | MGC | VANGUARD WORLD FD | — | 1,175.0 | $295K | 0.03% | NEW | — | $251.17 | +8.8% |
| 100 | MMTM | SPDR SERIES TRUST | — | 994.0 | $290K | 0.03% | NEW | — | $292.07 | +8.5% |
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%