Berkshire Money Management, Inc.
57 holdingsFiling period: 2026-06-30Current AUM: $1.09Bestimated 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 | $254.1M | 23.22% | -3,293 | 2026-06-30 |
| 2 | DIA | State Str Spdr Dow Jones Ind | 204.3K | $106.7M | $105.6M | 9.65% | -889 | 2026-06-30 |
| 3 | QQQ | Invesco Qqq TR | 103.2K | $76.0M | $71.3M | 6.51% | +6.7K | 2026-06-30 |
| 4 | KNOV | Innovator ETFs Trust | 2.36M | $74.8M | $75.1M | 6.86% | +131.7K | 2026-06-30 |
| 5 | RSP | Invesco Exchange Traded FD T | 311.3K | $66.2M | $68.0M | 6.21% | +4.9K | 2026-06-30 |
| 6 | VIG | Vanguard Specialized Funds | 278.9K | $66.0M | $69.1M | 6.32% | -721 | 2026-06-30 |
| 7 | SJNK | Spdr Series Trust | 1.68M | $42.1M | $40.6M | 3.71% | +78 | 2026-06-30 |
| 8 | IVE | iShares TR | 151.4K | $34.4M | $36.3M | 3.31% | +463 | 2026-06-30 |
| 9 | VEA | Vanguard Tax-Managed Fds | 481.5K | $34.3M | $33.4M | 3.06% | +25.9K | 2026-06-30 |
| 10 | BSV | Vanguard BD Index Fds | 423.4K | $33.0M | $32.6M | 2.98% | +1.9K | 2026-06-30 |
| 11 | IWF | iShares TR | 237.2K | $29.4M | $27.9M | 2.55% | +178.2K | 2026-06-30 |
| 12 | PNOV | Innovator ETFs Trust | 608.7K | $27.0M | $27.8M | 2.54% | +10.0K | 2026-06-30 |
| 13 | VUG | Vanguard Index Fds | 288.1K | $24.8M | $24.5M | 2.24% | +239.9K | 2026-06-30 |
| 14 | IGPT | Invesco Exchange Traded FD T | 224.3K | $23.4M | $18.8M | 1.72% | -10,211 | 2026-06-30 |
| 15 | BIL | Spdr Series Trust | 252.7K | $23.2M | $23.2M | 2.12% | -940 | 2026-06-30 |
| 16 | IDV | iShares TR | 551.3K | $22.8M | $23.6M | 2.15% | +23.9K | 2026-06-30 |
| 17 | MOAT | VanEck ETF Trust | 213.9K | $22.2M | $24.0M | 2.20% | -1,286 | 2026-06-30 |
| 18 | THNQ | Exchange Traded Concepts Tru | 243.3K | $22.2M | $20.9M | 1.91% | -7,146 | 2026-06-30 |
| 19 | JNK | Spdr Series Trust | 174.9K | $16.9M | $16.3M | 1.49% | +2.3K | 2026-06-30 |
| 20 | INOV | Innovator ETFs Trust | 263.8K | $9.7M | $9.7M | 0.89% | +6.9K | 2026-06-30 |
| 21 | IWM | iShares TR | 31.0K | $9.3M | $8.7M | 0.79% | +3.1K | 2026-06-30 |
| 22 | GRNY | Tidal Trust I | 294.2K | $8.1M | $7.8M | 0.71% | -10,242 | 2026-06-30 |
| 23 | AAPL | Apple Inc | 27.4K | $7.9M | $9.5M | 0.86% | +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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