Berkshire Money Management, Inc.
57 holdingsFiling period: 2026-06-30Current 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 | 336.2K | $251.1M | $254.6M | 23.20% | -3,293 | 2026-06-30 |
| 2 | DIA | STATE STR SPDR DOW JONES IND | 204.3K | $106.7M | $106.5M | 9.70% | -889 | 2026-06-30 |
| 3 | QQQ | INVESCO QQQ TR | 103.2K | $76.0M | $72.7M | 6.63% | +6.7K | 2026-06-30 |
| 4 | KNOV | INNOVATOR ETFS TRUST | 2.36M | $74.8M | $75.2M | 6.85% | +131.7K | 2026-06-30 |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | 311.3K | $66.2M | $66.6M | 6.07% | +4.9K | 2026-06-30 |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 278.9K | $66.0M | $66.2M | 6.04% | -721 | 2026-06-30 |
| 7 | SJNK | SPDR SERIES TRUST | 1.68M | $42.1M | $41.3M | 3.76% | +78 | 2026-06-30 |
| 8 | IVE | ISHARES TR | 151.4K | $34.4M | $35.3M | 3.22% | +463 | 2026-06-30 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 481.5K | $34.3M | $34.4M | 3.14% | +25.9K | 2026-06-30 |
| 10 | BSV | VANGUARD BD INDEX FDS | 423.4K | $33.0M | $32.5M | 2.96% | +1.9K | 2026-06-30 |
| 11 | IWF | ISHARES TR | 237.2K | $29.4M | $28.6M | 2.60% | +178.2K | 2026-06-30 |
| 12 | PNOV | INNOVATOR ETFS TRUST | 608.7K | $27.0M | $27.5M | 2.51% | +10.0K | 2026-06-30 |
| 13 | VUG | VANGUARD INDEX FDS | 288.1K | $24.8M | $25.1M | 2.29% | +239.9K | 2026-06-30 |
| 14 | IGPT | INVESCO EXCHANGE TRADED FD T | 224.3K | $23.4M | $20.8M | 1.90% | -10,211 | 2026-06-30 |
| 15 | BIL | SPDR SERIES TRUST | 252.7K | $23.2M | $23.1M | 2.11% | -940 | 2026-06-30 |
| 16 | IDV | ISHARES TR | 551.3K | $22.8M | $24.4M | 2.22% | +23.9K | 2026-06-30 |
| 17 | MOAT | VANECK ETF TRUST | 213.9K | $22.2M | $23.3M | 2.13% | -1,286 | 2026-06-30 |
| 18 | THNQ | EXCHANGE TRADED CONCEPTS TRU | 243.3K | $22.2M | $21.6M | 1.97% | -7,146 | 2026-06-30 |
| 19 | JNK | SPDR SERIES TRUST | 174.9K | $16.9M | $16.5M | 1.50% | +2.3K | 2026-06-30 |
| 20 | INOV | INNOVATOR ETFS TRUST | 263.8K | $9.7M | $9.8M | 0.90% | +6.9K | 2026-06-30 |
| 21 | IWM | ISHARES TR | 31.0K | $9.3M | $8.8M | 0.81% | +3.1K | 2026-06-30 |
| 22 | GRNY | TIDAL TRUST I | 294.2K | $8.1M | $8.0M | 0.73% | -10,242 | 2026-06-30 |
| 23 | AAPL | APPLE INC | 27.4K | $7.9M | $9.1M | 0.83% | +244 | 2026-06-30 |
| 24 | KAUG | INNOVATOR ETFS TRUST | 269.8K | $7.7M | $7.7M | 0.70% | -215,422 | 2026-06-30 |
| 25 | KJAN | INNOVATOR ETFS TRUST | 148.8K | $6.8M | $6.8M | 0.62% | -600 | 2026-06-30 |
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