Q1 2025 · 13F-HR
Berkshire Money Management, Inc.holdings as filed
Filed 2025-04-23 · accession 0001398344-25-007540
$891.1M
Reported value
102
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $216.8M | 24.3% | 387,526 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $70.7M | 7.93% | 150,756 | Common | NONE |
| 78467X109 | DIA | SPDR DOW JONES INDL AVERAGE | $60.8M | 6.82% | 144,829 | Common | NONE |
| 45783Y137 | KAUG | INNOVATOR ETFS TRUST | $57.1M | 6.40% | 2,374,651 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $55.0M | 6.17% | 283,545 | Common | NONE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $53.3M | 5.98% | 307,876 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $46.5M | 5.22% | 594,142 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $44.0M | 4.94% | 121,895 | Common | NONE |
| 78468R408 | SJNK | SPDR SER TR | $42.0M | 4.71% | 1,668,047 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $29.5M | 3.31% | 79,661 | Common | NONE |
| 464287408 | IVE | ISHARES TR | $25.1M | 2.82% | 131,755 | Common | NONE |
| 78468R663 | BIL | SPDR SER TR | $24.5M | 2.75% | 267,319 | Common | NONE |
| 92189F643 | MOAT | VANECK ETF TRUST | $22.4M | 2.51% | 253,995 | Common | NONE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $20.2M | 2.27% | 256,087 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $18.7M | 2.10% | 93,983 | Common | NONE |
| 45784N833 | KDEC | INNOVATOR ETFS TRUST | $10.1M | 1.14% | 442,026 | Common | NONE |
| 921910873 | MGC | VANGUARD WORLD FD | $9.8M | 1.10% | 48,896 | Common | NONE |
| 45782C474 | KJAN | INNOVATOR ETFS TRUST | $9.1M | 1.02% | 253,641 | Common | NONE |
| 25459Y207 | QQQE | DIREXION SHS ETF TR | $6.8M | 0.77% | 78,447 | Common | NONE |
| 46137V639 | IGPT | INVESCO EXCHANGE TRADED FD T | $6.4M | 0.72% | 157,999 | Common | NONE |
| 301505731 | THNQ | EXCHANGE TRADED CONCEPTS TRU | $5.8M | 0.65% | 131,757 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $5.2M | 0.58% | 23,268 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $3.3M | 0.37% | 6,402 | Common | NONE |
| 45782C300 | UJAN | INNOVATOR ETFS TRUST | $3.0M | 0.34% | 79,793 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $2.4M | 0.27% | 6,510 | Common | NONE |
| 45782C771 | BOCT | INNOVATOR ETFS TRUST | $2.4M | 0.27% | 56,376 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $1.8M | 0.20% | 9,555 | Common | NONE |
| 45782C813 | PJUL | INNOVATOR ETFS TRUST | $1.8M | 0.20% | 44,137 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $1.6M | 0.18% | 15,065 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.6M | 0.18% | 13,728 | Common | NONE |
| 45782C789 | BJUL | INNOVATOR ETFS TRUST | $1.6M | 0.18% | 36,752 | Common | NONE |
| 922908538 | VOT | VANGUARD INDEX FDS | $1.5M | 0.17% | 6,200 | Common | NONE |
| 922908637 | VV | VANGUARD INDEX FDS | $1.2M | 0.14% | 4,693 | Common | NONE |
| 45782C433 | BFEB | INNOVATOR ETFS TRUST | $1.1M | 0.12% | 26,717 | Common | NONE |
| 464287101 | OEF | ISHARES TR | $1.1M | 0.12% | 4,070 | Common | NONE |
| 45782C409 | BJAN | INNOVATOR ETFS TRUST | $1.1M | 0.12% | 23,582 | Common | NONE |
| 45782C888 | BAPR | INNOVATOR ETFS TRUST | $907,754 | 0.10% | 21,374 | Common | NONE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $899,507 | 0.10% | 6,161 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $847,868 | 0.10% | 1,592 | Common | NONE |
| 45782C748 | PJUN | INNOVATOR ETFS TRUST | $781,763 | 0.09% | 21,123 | Common | NONE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TR | $747,520 | 0.08% | 1,401 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $745,228 | 0.08% | 1,293 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $742,533 | 0.08% | 785 | Common | NONE |
| 45782C581 | BNOV | INNOVATOR ETFS TRUST | $741,841 | 0.08% | 19,425 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $717,081 | 0.08% | 4,637 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $620,841 | 0.07% | 4,687 | Common | NONE |
| 46138J791 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $563,791 | 0.06% | 28,942 | Common | NONE |
| 45782C466 | NJAN | INNOVATOR ETFS TRUST | $559,015 | 0.06% | 12,055 | Common | NONE |
| 45782C664 | BSEP | INNOVATOR ETFS TRUST | $530,004 | 0.06% | 12,687 | Common | NONE |
| 92826C839 | V | VISA INC | $519,032 | 0.06% | 1,481 | Common | NONE |
| 291011104 | EMR | EMERSON ELEC CO | $517,501 | 0.06% | 4,720 | Common | NONE |
| 45782C573 | PNOV | INNOVATOR ETFS TRUST | $512,743 | 0.06% | 13,776 | Common | NONE |
| 45782C698 | BAUG | INNOVATOR ETFS TRUST | $496,071 | 0.06% | 11,686 | Common | NONE |
| 700658107 | PRK | PARK NATL CORP | $488,720 | 0.05% | 3,228 | Common | NONE |
| 97717W307 | DLN | WISDOMTREE TR | $476,220 | 0.05% | 6,000 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $476,191 | 0.05% | 1,941 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $470,009 | 0.05% | 5,954 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $428,091 | 0.05% | 1,168 | Common | NONE |
| 46138J643 | BSCS | INVESCO EXCH TRD SLF IDX FD | $410,236 | 0.05% | 20,159 | Common | NONE |
| 921932703 | VOOV | VANGUARD ADMIRAL FDS INC | $398,403 | 0.04% | 2,163 | Common | NONE |
| 46436E718 | SGOV | ISHARES TR | $391,305 | 0.04% | 3,887 | Common | NONE |
| 78468R705 | MMTM | SPDR SER TR | $382,563 | 0.04% | 1,588 | Common | NONE |
| 78464A763 | SDY | SPDR SER TR | $348,698 | 0.04% | 2,570 | Common | NONE |
| 45782C508 | PJAN | INNOVATOR ETFS TRUST | $340,220 | 0.04% | 8,204 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $338,455 | 0.04% | 1,986 | Common | NONE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $335,534 | 0.04% | 552 | Common | NONE |
| 00206R102 | T | AT&T INC | $332,863 | 0.04% | 11,770 | Common | NONE |
| 097023105 | BA | BOEING CO | $332,402 | 0.04% | 1,949 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $323,173 | 0.04% | 1,247 | Common | NONE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $305,373 | 0.03% | 1,342 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $305,014 | 0.03% | 327 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $298,456 | 0.03% | 1,910 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $296,443 | 0.03% | 566 | Common | NONE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $288,663 | 0.03% | 1,059 | Common | NONE |
| 464287309 | IVW | ISHARES TR | $283,596 | 0.03% | 3,055 | Common | NONE |
| 45782C326 | BMAY | INNOVATOR ETFS TRUST | $282,728 | 0.03% | 7,127 | Common | NONE |
| 14448C104 | CARR | CARRIER GLOBAL CORPORATION | $280,799 | 0.03% | 4,429 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $278,164 | 0.03% | 1,661 | Common | NONE |
| 45782C797 | POCT | INNOVATOR ETFS TRUST | $273,738 | 0.03% | 7,046 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $269,498 | 0.03% | 480 | Common | NONE |
| 931142103 | WMT | WALMART INC | $259,725 | 0.03% | 2,958 | Common | NONE |
| 46138J825 | BSCP | INVESCO EXCH TRD SLF IDX FD | $256,495 | 0.03% | 12,403 | Common | NONE |
| 45782C755 | BJUN | INNOVATOR ETFS TRUST | $256,341 | 0.03% | 6,329 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $256,049 | 0.03% | 310 | Common | NONE |
| 46432F396 | MTUM | ISHARES TR | $255,351 | 0.03% | 1,263 | Common | NONE |
| 46138J783 | BSCR | INVESCO EXCH TRD SLF IDX FD | $254,749 | 0.03% | 13,004 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $254,406 | 0.03% | 948 | Common | NONE |
| 464287242 | LQD | ISHARES TR | $250,474 | 0.03% | 2,304 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $249,430 | 0.03% | 1,491 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $233,457 | 0.03% | 1,557 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $232,173 | 0.03% | 1,047 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $227,927 | 0.03% | 1,484 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $224,455 | 0.03% | 1,060 | Common | NONE |
| 46138G649 | QQQM | INVESCO EXCH TRADED FD TR II | $220,043 | 0.02% | 1,140 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $213,142 | 0.02% | 2,976 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $212,072 | 0.02% | 736 | Common | NONE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $209,603 | 0.02% | 2,243 | Common | NONE |
| 68902V107 | OTIS | OTIS WORLDWIDE CORP | $206,400 | 0.02% | 2,000 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $203,217 | 0.02% | 2,264 | Common | NONE |
| 20464U100 | COMP | COMPASS INC | $129,204 | 0.01% | 14,800 | Common | NONE |
| 032797300 | AVXL | ANAVEX LIFE SCIENCES CORP | $85,800 | 0.01% | 10,000 | Common | NONE |
| 363225202 | GALT | GALECTIN THERAPEUTICS INC | $13,846 | 0.00% | 11,349 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.