News + Filings Holdings
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Berkshire Money Management, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
SPDR S&P 500 ETF TRUST
| SPY | Common | 262,046 | 37,773 | 116,159,747,000 | 24,344,514,000 | 16.78 | |
Hist
| 06/30/2023 |
VANGUARD SPECIALIZED FUNDS
| VIG | Common | 448,319 | 10,064 | 72,820,429,000 | 5,324,801,000 | 10.52 | |
Hist
| 06/30/2023 |
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
| DIA | | 192,470 | -98,411 | 66,180,683,000 | -30,572,318,000 | 9.56 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| LQD | OPTIONS | 368,165 | 368,165 | 39,813,363,000 | 39,813,363,000 | 5.75 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IVE | Common | 234,529 | 230 | 37,803,792,000 | 2,246,637,000 | 5.46 | |
Hist
| 06/30/2023 |
Vanguard BD Index Fund Inc Sho
| BSV | COM | 485,030 | 149,749 | 36,653,753,000 | 11,008,109,000 | 5.30 | |
Hist
| 06/30/2023 |
Innovator ETFs Trust
| BAUG | Common | 985,764 | 769,764 | 33,082,240,000 | 26,264,783,000 | 4.78 | |
Hist
| 06/30/2023 |
DIREXION SHS ETF TR NAS100 EQL WGT
| QQQE | STOCK | 418,880 | 274,210 | 32,245,400,000 | 21,749,591,000 | 4.66 | |
Hist
| 06/30/2023 |
Innovator ETFs Trust
| BNOV | Common | 686,788 | -615,494 | 23,331,562,000 | -17,827,063,000 | 3.37 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWF | Common | 84,411 | -4,608 | 23,228,237,000 | 1,478,136,000 | 3.36 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWM | Common | 112,163 | -11,943 | 21,004,763,000 | -1,135,768,000 | 3.03 | |
Hist
| 06/30/2023 |
Innovator ETFs Trust
| KJAN | Common | 634,362 | 9,744 | 20,288,419,000 | 1,093,908,000 | 2.93 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| BIL | Common | 207,215 | 61,578 | 19,026,481,000 | 5,654,092,000 | 2.75 | |
Hist
| 06/30/2023 |
Vanguard Growth ETF
| VUG | ETF | 64,809 | -1,720 | 18,338,355,000 | 1,743,361,000 | 2.65 | |
Hist
| 06/30/2023 |
SELECT SECTOR SPDR TRUST
| XLV | Common | 128,538 | -2,211 | 17,060,815,000 | 134,063,000 | 2.46 | |
Hist
| 06/30/2023 |
Innovator ETFs Trust
| BSEP | Common | 486,592 | -2,082 | 16,763,873,000 | 1,069,179,000 | 2.42 | |
Hist
| 06/30/2023 |
Innovator ETFs Trust
| BMAY | Common | 429,638 | 444 | 13,653,509,000 | 678,631,000 | 1.97 | |
Hist
| 06/30/2023 |
ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 135,101 | 8,709 | 9,794,827,000 | 755,271,000 | 1.42 | |
Hist
| 06/30/2023 |
Innovator ETFs Trust
| PAUG | Common | 284,434 | 154,618 | 8,874,341,000 | 5,044,769,000 | 1.28 | |
Hist
| 06/30/2023 |
Innovator ETFs Trust
| BOCT | Common | 229,978 | -250 | 8,368,899,000 | 584,890,000 | 1.21 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| MTUM | Common | 51,237 | 914 | 7,390,951,000 | 394,039,000 | 1.07 | |
Hist
| 06/30/2023 |
Innovator ETFs Trust
| BJAN | Common | 153,585 | 395 | 5,793,211,000 | 407,051,000 | 0.84 | |
Hist
| 06/30/2023 |
Innovator ETFs Trust
| PNOV | Common | 159,129 | -1,117 | 5,396,064,000 | 300,241,000 | 0.78 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 10,605 | -294 | 4,319,213,000 | 220,418,000 | 0.62 | |
Hist
| 06/30/2023 |
Apple Inc.
| AAPL | Common | 21,279 | -562 | 4,127,424,000 | 525,786,000 | 0.60 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| RSP | Common | 26,345 | -2,718 | 3,942,266,000 | -260,825,000 | 0.57 | |
Hist
| 06/30/2023 |
Navvis & Company, LLC
| VV | ETF | 18,988 | -7,633 | 3,849,247,000 | -1,123,822,000 | 0.56 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| VLUE | Common | 37,144 | -44,008 | 3,483,736,000 | -4,030,128,000 | 0.50 | |
Hist
| 06/30/2023 |
Innovator ETFs Trust
| UJAN | Common | 80,880 | -825 | 2,647,202,000 | 106,830,000 | 0.38 | |
Hist
| 06/30/2023 |
Innovator ETFs Trust
| PJUL | Common | 67,314 | -99 | 2,303,485,000 | 170,538,000 | 0.33 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FUNDS
| VB | ETF | 11,507 | -603 | 2,288,627,000 | -6,945,000 | 0.33 | |
Hist
| 06/30/2023 |
Innovator ETFs Trust
| BJUN | Common | 43,727 | -226 | 1,467,041,000 | 60,545,000 | 0.21 | |
Hist
| 06/30/2023 |
EXXON MOBIL CORP
| XOM | Common | 11,986 | -294 | 1,285,532,000 | -61,090,000 | 0.19 | 0.00 |
Hist
| 06/30/2023 |
INVESCO EXCH TRADED FD TR II
| SPLV | Common | 18,549 | -12,978 | 1,165,063,000 | -802,222,000 | 0.17 | |
Hist
| 06/30/2023 |
SJNK
| SJNK | COMMON STOCK | 41,551 | -1,554,288 | 1,026,313,000 | -38,614,340,000 | 0.15 | |
Hist
| 06/30/2023 |
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