Berkshire Money Management, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BM Berkshire Money Management, Inc. | Institutional Filer | ▼ 6.85% | $976.4M | 52 |
Current Portfolio Holdings
Showing all 52 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 339K | $220.8M | 22.61% |
| 2 | DIA | SPDR Dow Jones Industrial Average ETF Trust | — | 205K | $95.0M | 9.73% |
| 3 | KNOV | INNOVATOR ETFS TRUST | — | 2.2M | $63.8M | 6.54% |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | — | 280K | $60.1M | 6.16% |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | — | 306K | $58.8M | 6.02% |
| 6 | QQQ | Invesco QQQ Trust | — | 97K | $55.7M | 5.70% |
| 7 | SJNK | SPDR SERIES TRUST | — | 1.7M | $42.0M | 4.30% |
| 8 | BSV | VANGUARD BD INDEX FDS | — | 422K | $33.1M | 3.39% |
| 9 | IVE | ISHARES TR | — | 151K | $31.9M | 3.26% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | — | 456K | $29.2M | 2.99% |
| 11 | IWF | ISHARES TR | — | 59K | $25.2M | 2.58% |
| 12 | PNOV | INNOVATOR ETFS TRUST | — | 599K | $24.5M | 2.51% |
| 13 | BIL | SPDR SERIES TRUST | — | 254K | $23.2M | 2.38% |
| 14 | IDV | ISHARES TR | — | 527K | $22.4M | 2.30% |
| 15 | VUG | VANGUARD INDEX FDS | — | 48K | $21.0M | 2.15% |
Showing 1 to 15 of 52 holdings