Berkshire Money Management, Inc.
CIK Number: 0001535172
891.12M
Market Value
84
# of Holdings
8 months
Avg. Holding Period
28.57%
Win Rate
17.29%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 391.59K | +0.45% | 229.5M | 360.28 | 24.95% |
| 2 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 153.81K | +0.38% | 78.63M | 429 | 8.55% |
| 3 | DIA | SPDR Dow Jones ... | 430.26 | +0.15% | 146.58K | +0.61% | 62.37M | 300.25 | 6.78% |
| 4 | RSP | Invesco S&P 500... | 179.44 | +0.19% | 354.99K | +2.60% | 62.2M | 176.23 | 6.76% |
| 5 | VIG | Vanguard Divide... | 202.54 | +0.63% | 313.15K | +1.39% | 61.32M | 129.29 | 6.67% |
| 6 | IWF | iShares Russell... | 410.56 | +0.34% | 125.69K | -1.31% | 50.47M | 209.58 | 5.49% |
| 7 | BSV | Vanguard Short-... | 78.19 | +0.13% | 566.56K | +4.38% | 43.78M | 76.36 | 4.76% |
| 8 | SJNK | SPDR Bloomberg ... | 25.19 | +0.06% | 1.6M | +5.93% | 40.37M | 24.97 | 4.39% |
| 9 | IVE | iShares S&P 500... | 192.83 | +0.30% | 206.53K | +0.94% | 39.42M | 140.29 | 4.29% |
| 10 | VUG | Vanguard Growth... | 423.76 | +0.11% | 80.11K | +0.52% | 32.88M | 260.86 | 3.58% |
| 11 | BIL | SPDR Bloomberg ... | 91.54 | +0.01% | 255.52K | +5.67% | 23.36M | 91.73 | 2.54% |
| 12 | MOAT | VanEck Mornings... | 92.60 | +0.05% | 249.75K | +0.76% | 23.16M | 87.02 | 2.52% |
| 13 | IWM | iShares Russell... | 212.65 | -0.46% | 89.04K | +201.86% | 19.67M | 207.16 | 2.14% |
| 14 | KJAN | Innovator U.S. ... | 37.10 | -0.19% | 370.2K | -79.99% | 13.83M | 34.02 | 1.50% |
| 15 | MGC | Vanguard Mega C... | 219.12 | +0.31% | 49.39K | +0.74% | 10.5M | 188.14 | 1.14% |
| 16 | QQQE | Direxion NASDAQ... | 96.31 | -0.06% | 101.02K | -0.68% | 9.07M | 76.3 | 0.99% |
| 17 | AAPL | Apple Inc. | 198.98 | +0.10% | 23.13K | +12.92% | 5.79M | 115.43 | 0.63% |
| 18 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 6.7K | +100.00% | 3.61M | 538.81 | 0.39% |
| 19 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 7.79K | +100.00% | 3.29M | 421.5 | 0.36% |
| 20 | UJAN | Innovator U.S. ... | 39.81 | +0.03% | 79.79K | 0.00% | 3.11M | 30.94 | 0.34% |
| 21 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 19.5K | +38.24% | 2.62M | 110.28 | 0.28% |
| 22 | BOCT | Innovator S&P 5... | 44.45 | +0.14% | 56.38K | -8.82% | 2.44M | 29.97 | 0.26% |
| 23 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 9.37K | +100.00% | 2.06M | 219.39 | 0.22% |
| 24 | PJUL | Innovator S&P 5... | 42.56 | +0.35% | 44.14K | 0.00% | 1.82M | 26.7 | 0.20% |
| 25 | BJUL | Innovator U.S. ... | 45.78 | +0.12% | 39.83K | -53.91% | 1.77M | 34.61 | 0.19% |
| 26 | VOT | Vanguard Mid-Ca... | 273.00 | +0.13% | 6.2K | +100.00% | 1.57M | 253.75 | 0.17% |
| 27 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 13.98K | +9.88% | 1.5M | 85.46 | 0.16% |
| 28 | VV | Vanguard Large ... | 278.41 | +0.31% | 5.41K | +100.00% | 1.46M | 269.7 | 0.16% |
| 29 | OEF | iShares S&P 100... | 295.94 | +0.33% | 4.42K | +100.00% | 1.28M | 288.85 | 0.14% |
| 30 | BFEB | Innovator S&P 5... | 43.81 | +0.13% | 26.72K | 0.00% | 1.15M | 29.2 | 0.13% |
| 31 | BJAN | Innovator U.S. ... | 49.20 | +0.21% | 23.27K | 0.00% | 1.12M | 33.74 | 0.12% |
| 32 | BAPR | Innovator S&P 5... | 44.52 | +0.08% | 21.37K | 0.00% | 947.08K | 24.82 | 0.10% |
| 33 | XLV | Health Care Sel... | 136.74 | +0.73% | 6.71K | -78.67% | 922.46K | 103.03 | 0.10% |
| 34 | GOOGL | Alphabet Inc. | 175.57 | -1% | 4.54K | +100.00% | 858.63K | 189.3 | 0.09% |
| 35 | MDY | SPDR S&P MIDCAP... | 559.03 | +0.06% | 1.41K | +100.00% | 800.38K | 569.58 | 0.09% |
| 36 | PJUN | Innovator S&P 5... | 39.22 | +0.08% | 21.12K | -30.45% | 792.52K | 24.92 | 0.09% |
| 37 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 1.9K | +100.00% | 768.91K | 403.84 | 0.08% |
| 38 | BNOV | Innovator U.S. ... | 40.38 | +0.29% | 19.43K | 0.00% | 762.82K | 30.51 | 0.08% |
| 39 | META | Meta Platforms,... | 693.11 | -0.15% | 1.28K | +100.00% | 749.92K | 585.51 | 0.08% |
| 40 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 1.56K | +100.00% | 705.3K | 453.28 | 0.08% |
| 41 | EMR | Emerson Electri... | 126.72 | +0.18% | 4.7K | +100.00% | 582.72K | 123.93 | 0.06% |
| 42 | NJAN | Innovator Growt... | 49.81 | -0.01% | 12.05K | 0.00% | 579.73K | 34.61 | 0.06% |
| 43 | COST | Costco Wholesal... | 1002.64 | +0.59% | 627 | +100.00% | 574.59K | 916.27 | 0.06% |
| 44 | BSCQ | Invesco BulletS... | 19.52 | +0.01% | 28.94K | 0.00% | 562.34K | 18.86 | 0.06% |
| 45 | RTX | RTX Corporation | 141.01 | -0.56% | 4.83K | +100.00% | 559.39K | 115.72 | 0.06% |
| 46 | PRK | Park National C... | 162.49 | -0.86% | 3.23K | +100.00% | 553.38K | 171.43 | 0.06% |
| 47 | BSEP | Innovator S&P 5... | 44.20 | +0.33% | 12.69K | -66.75% | 544.29K | 32.2 | 0.06% |
| 48 | VOOV | Vanguard S&P 50... | 186.44 | +0.31% | 2.85K | +100.00% | 525.49K | 184.51 | 0.06% |
| 49 | PNOV | Innovator U.S. ... | 38.97 | +0.26% | 13.78K | +4.08% | 521.76K | 30.51 | 0.06% |
| 50 | BAUG | Innovator U.S. ... | 44.92 | +0.22% | 11.69K | -6.95% | 509.32K | 32.45 | 0.06% |
| 51 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 1.97K | +100.00% | 471.3K | 239.71 | 0.05% |
| 52 | DLN | WisdomTree U.S.... | 81.03 | +0.43% | 6K | +100.00% | 466.74K | 77.79 | 0.05% |
| 53 | VCSH | Vanguard Short-... | 78.96 | +0.13% | 5.95K | +100.00% | 464.47K | 78.01 | 0.05% |
| 54 | MMTM | SPDR S&P 1500 M... | 258.93 | +0.19% | 1.76K | +100.00% | 458.4K | 260.31 | 0.05% |
| 55 | HD | The Home Depot,... | 362.78 | +0.64% | 1.18K | +100.00% | 457.1K | 388.99 | 0.05% |
| 56 | V | Visa Inc. | 371.03 | -0.61% | 1.38K | +100.00% | 435.19K | 316.04 | 0.05% |
| 57 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 1.81K | +100.00% | 418.99K | 231.84 | 0.05% |
| 58 | BSCS | Invesco BulletS... | 20.43 | +0.10% | 20.16K | 0.00% | 405.8K | 20.56 | 0.04% |
| 59 | IVW | iShares S&P 500... | 106.36 | +0.36% | 3.59K | +100.00% | 364.09K | 101.53 | 0.04% |
| 60 | PH | Parker-Hannifin... | 666.03 | -0.85% | 552 | +100.00% | 351.09K | 636.03 | 0.04% |
| 61 | PJAN | Innovator U.S. ... | 43.30 | +0.05% | 8.2K | +100.00% | 346.62K | 42.25 | 0.04% |
| 62 | SDY | SPDR S&P Divide... | 136.38 | +0.35% | 2.57K | +100.00% | 339.5K | 132.1 | 0.04% |
| 63 | PG | The Procter & G... | 163.05 | +0.58% | 2.02K | +100.00% | 338.99K | 167.65 | 0.04% |
| 64 | IVV | iShares Core S&... | 606.23 | +0.32% | 572 | +100.00% | 336.46K | 588.68 | 0.04% |
| 65 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 1.76K | +100.00% | 335.36K | 190.44 | 0.04% |
| 66 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 376 | +100.00% | 335.21K | 891.32 | 0.04% |
| 67 | HLT | Hilton Worldwid... | 250.28 | -1.29% | 1.31K | +100.00% | 323.04K | 247.16 | 0.04% |
| 68 | CRM | Salesforce, Inc... | 266.57 | +0.25% | 912 | +100.00% | 304.91K | 334.33 | 0.03% |
| 69 | CARR | Carrier Global ... | 72.47 | -0.01% | 4.43K | +100.00% | 302.32K | 68.26 | 0.03% |
| 70 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 391 | +100.00% | 301.72K | 772 | 0.03% |
| 71 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 586 | +100.00% | 296.43K | 505.86 | 0.03% |
| 72 | GD | General Dynamic... | 279.72 | +1.41% | 1.1K | +100.00% | 290.37K | 263.49 | 0.03% |
| 73 | BMAY | Innovator S&P 5... | 41.55 | +0.17% | 7.13K | +100.00% | 287.34K | 40.32 | 0.03% |
| 74 | POCT | Innovator S&P 5... | 40.66 | +0.20% | 7.05K | +100.00% | 278.79K | 39.57 | 0.03% |
| 75 | EFA | iShares MSCI EA... | 90.38 | +0.76% | 3.65K | -97.69% | 276.28K | 72.77 | 0.03% |
| 76 | MTUM | iShares MSCI US... | 232.19 | -0.08% | 1.3K | +100.00% | 269.66K | 206.92 | 0.03% |
| 77 | T | AT&T Inc. | 28.23 | -0.39% | 11.77K | -25.94% | 268.06K | 17.82 | 0.03% |
| 78 | BJUN | Innovator S&P 5... | 42.95 | +0.20% | 6.33K | +100.00% | 262.78K | 41.52 | 0.03% |
| 79 | CVX | Chevron Corpora... | 144.84 | +0.04% | 1.79K | +100.00% | 258.69K | 144.84 | 0.03% |
| 80 | BSCP | Invesco BulletS... | 20.71 | +0.07% | 12.4K | 0.00% | 256.12K | 20.43 | 0.03% |
| 81 | BSCR | Invesco BulletS... | 19.64 | +0.05% | 13K | 0.00% | 253.32K | 19.2 | 0.03% |
| 82 | QQQM | Invesco NASDAQ ... | 219.63 | +0.19% | 1.19K | +100.00% | 250.01K | 210.45 | 0.03% |
| 83 | COMP | Compass, Inc. | 6.41 | -1.54% | 18.8K | +100.00% | 109.98K | 5.85 | 0.01% |
| 84 | AVXL | Anavex Life Sci... | 8.20 | 0.00% | 10K | +100.00% | 107.4K | 10.74 | 0.01% |