Berkshire Money Management, Inc.
53 holdingsFiling period: 2026-03-31Current AUM: $1.10Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 339.5K | $220.8M | $253.6M | 23.11% | -1,272 | 2026-03-31 |
| 2 | DIA | STATE STR SPDR DOW JONES IND | 205.1K | $95.0M | $107.6M | 9.80% | -1,429 | 2026-03-31 |
| 3 | KNOV | INNOVATOR ETFS TRUST | 2.23M | $63.8M | $70.8M | 6.45% | -- | 2026-03-31 |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 279.6K | $60.1M | $66.9M | 6.09% | -3,476 | 2026-03-31 |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | 306.4K | $58.8M | $65.9M | 6.00% | +7.3K | 2026-03-31 |
| 6 | QQQ | INVESCO QQQ TR | 96.5K | $55.7M | $66.4M | 6.05% | -35,115 | 2026-03-31 |
| 7 | SJNK | SPDR SERIES TRUST | 1.68M | $42.0M | $41.8M | 3.81% | -74,471 | 2026-03-31 |
| 8 | BSV | VANGUARD BD INDEX FDS | 421.6K | $33.1M | $32.7M | 2.98% | +14.7K | 2026-03-31 |
| 9 | IVE | ISHARES TR | 150.9K | $31.9M | $35.0M | 3.19% | -1,456 | 2026-03-31 |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 455.6K | $29.2M | $32.2M | 2.93% | -- | 2026-03-31 |
| 11 | IWF | ISHARES TR | 59.0K | $25.2M | $27.9M | 2.55% | -55,687 | 2026-03-31 |
| 12 | PNOV | INNOVATOR ETFS TRUST | 598.8K | $24.5M | $26.7M | 2.44% | +586.9K | 2026-03-31 |
| 13 | BIL | SPDR SERIES TRUST | 253.7K | $23.2M | $23.3M | 2.12% | +2.4K | 2026-03-31 |
| 14 | IDV | ISHARES TR | 527.4K | $22.4M | $23.4M | 2.13% | -- | 2026-03-31 |
| 15 | VUG | VANGUARD INDEX FDS | 48.2K | $21.0M | $24.6M | 2.24% | -6,322 | 2026-03-31 |
| 16 | MOAT | VANECK ETF TRUST | 215.2K | $20.8M | $23.3M | 2.12% | +2.5K | 2026-03-31 |
| 17 | JNK | SPDR SERIES TRUST | 172.7K | $16.5M | $16.5M | 1.51% | +16.6K | 2026-03-31 |
| 18 | THNQ | EXCHANGE TRADED CONCEPTS TRU | 250.4K | $14.8M | $21.2M | 1.93% | +9.3K | 2026-03-31 |
| 19 | IGPT | INVESCO EXCHANGE TRADED FD T | 234.6K | $13.6M | $20.3M | 1.85% | -11,068 | 2026-03-31 |
| 20 | KAUG | INNOVATOR ETFS TRUST | 485.2K | $13.0M | $14.0M | 1.27% | -2,011,067 | 2026-03-31 |
| 21 | INOV | INNOVATOR ETFS TRUST | 256.8K | $8.9M | $9.6M | 0.87% | -- | 2026-03-31 |
| 22 | GRNY | TIDAL TRUST I | 304.5K | $7.3M | $8.2M | 0.75% | +17.0K | 2026-03-31 |
| 23 | IWM | ISHARES TR | 27.9K | $6.9M | $8.1M | 0.74% | +20.8K | 2026-03-31 |
| 24 | AAPL | APPLE INC | 27.2K | $6.9M | $8.4M | 0.77% | +233 | 2026-03-31 |
| 25 | BFEB | INNOVATOR ETFS TRUST | 141.3K | $6.7M | $7.5M | 0.68% | -15 | 2026-03-31 |
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