Portfolio (Quarterly)
Guide ↗
Berkshire Money Management, Inc.
· CIK 0001535172| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | XLF | SELECT SECTOR SPDR TR | — | 3,882.0 | $213K | 0.02% | NEW | — | $54.78 | -5.6% |
| 122 | HON | HONEYWELL INTL INC | Industrials | 1,084.0 | $211K | 0.02% | NEW | — | $195.09 | +14.7% |
| 123 | CRM | SALESFORCE INC | Technology | 791.0 | $210K | 0.02% | NEW | — | $264.91 | -33.4% |
| 124 | T | AT&T INC | Communication Services | 8,396.0 | $209K | 0.02% | NEW | — | $24.84 | +0.4% |
| 125 | QQQM | INVESCO EXCH TRADED FD TR II | — | 821.0 | $208K | 0.02% | NEW | — | $252.92 | +16.3% |
| 126 | PEP | PEPSICO INC | Consumer Defensive | 1,442.0 | $207K | 0.02% | NEW | — | $143.52 | +3.7% |
| 127 | VB | VANGUARD INDEX FDS | — | 801.0 | $207K | 0.02% | NEW | — | $257.95 | +11.0% |
| 128 | EFA | ISHARES TR | — | 2,146.0 | $206K | 0.02% | NEW | — | $96.03 | +8.5% |
| 129 | BND | VANGUARD BD INDEX FDS | — | 2,751.0 | $204K | 0.02% | NEW | — | $74.07 | -1.5% |
| 130 | XLE | SELECT SECTOR SPDR TR | — | 4,537.0 | $203K | 0.02% | NEW | — | $44.71 | +32.2% |
| 131 | NEE | NEXTERA ENERGY INC | Utilities | 2,513.0 | $202K | 0.02% | NEW | — | $80.29 | +11.7% |
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%