Portfolio (Quarterly)
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Berkshire Money Management, Inc.
· CIK 0001535172| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | PFG | PRINCIPAL FINANCIAL GROUP IN | Financial Services | 3,222.0 | $284K | 0.03% | NEW | — | $88.21 | +16.6% |
| 102 | CSCO | CISCO SYS INC | Technology | 3,536.0 | $272K | 0.03% | NEW | — | $77.03 | +53.4% |
| 103 | BMAY | INNOVATOR ETFS TRUST | — | 6,072.0 | $272K | 0.03% | NEW | — | $44.82 | +5.1% |
| 104 | ABT | ABBOTT LABS | Healthcare | 2,165.0 | $271K | 0.03% | NEW | — | $125.29 | -29.9% |
| 105 | WMT | WALMART INC | Consumer Defensive | 2,323.0 | $259K | 0.03% | NEW | — | $111.42 | +17.4% |
| 106 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 4,862.0 | $257K | 0.03% | NEW | — | $52.84 | +17.7% |
| 107 | BSCR | INVESCO EXCH TRD SLF IDX FD | — | 13,004.0 | $257K | 0.02% | — | — | $19.74 | -0.7% |
| 108 | BAC | BANK AMERICA CORP | Financial Services | 4,637.0 | $255K | 0.02% | NEW | — | $55.00 | -6.4% |
| 109 | QCOM | QUALCOMM INC | Technology | 1,485.0 | $254K | 0.02% | NEW | — | $171.01 | +18.4% |
| 110 | VERA | VERA THERAPEUTICS INC | Healthcare | 5,000.0 | $253K | 0.02% | NEW | — | $50.64 | -31.6% |
| 111 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 982.0 | $253K | 0.02% | NEW | — | $257.23 | -14.4% |
| 112 | CAT | CATERPILLAR INC | Industrials | 434.0 | $249K | 0.02% | NEW | — | $572.87 | +51.2% |
| 113 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 811.0 | $246K | 0.02% | NEW | — | $303.89 | +32.2% |
| 114 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,604.0 | $246K | 0.02% | NEW | — | $153.61 | +3.6% |
| 115 | NFLX | NETFLIX INC | Communication Services | 2,591.0 | $243K | 0.02% | NEW | — | $93.75 | -4.8% |
| 116 | IVW | ISHARES TR | — | 1,875.0 | $231K | 0.02% | NEW | — | $123.26 | +10.8% |
| 117 | PAUG | INNOVATOR ETFS TRUST | — | 5,173.0 | $224K | 0.02% | NEW | — | $43.25 | +4.4% |
| 118 | CEG | CONSTELLATION ENERGY CORP | Utilities | 620.0 | $219K | 0.02% | NEW | — | $353.27 | -19.1% |
| 119 | TIP | ISHARES TR | — | 1,963.0 | $216K | 0.02% | NEW | — | $109.91 | +0.4% |
| 120 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 651.0 | $215K | 0.02% | NEW | — | $330.11 | +16.1% |
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%