Berkshire Money Management, Inc.

Berkshire Money Management, Inc. latest Q1_2021 13F filings reported $571,725,000 in market value on this 2021-04-20 report date . The portfolio quarterly return is 5.50%. This fund has 28 securities concentrations of 100% weights.

Berkshire Money Management, Inc. largest holding is SPDR S&P 500 ETF Trust with weight of 16.13% and $92,198,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.

Portfolio Performance History

FILE DATEREPORT PERIODQTR YEARFILE TYPENOS. OF STOCKSREPORTED VALUERETURN
2021-04-202021-03-31Q1_202113F-HR28$571,725,0005.50%
2021-01-252020-12-31Q4_202013F-HR31$541,900,00012.57%
2020-10-262020-09-30Q3_202013F-HR29$481,409,0005.94%
2020-07-272020-06-30Q2_202013F-HR45$454,401,00011.65%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightComputed PriceShares Change %Current Shares
S & P DEPOSITORY RECEIPTSSPYINCR$92,1980.07%16.13%$396.330.01%232,629
VANGUARD DIVIDEND APPRECIATION INDEX FUNDVIGINCR$90,3170.03%15.80%$147.08-0.01%614,068
SPDR DOW JONES INDL AVERAGEDIAINCR$71,3210.07%12.47%$330.18-0.01%216,008
ISHARES TRIWFDECR$66,168-0.05%11.57%$243.04-0.06%272,251
VANGUARD INDEX FDSVUGINCR$41,9170.03%7.33%$257.040.01%163,075
SPDR SER TRSJNKINCR$29,9500.28%5.24%$27.330.26%1,095,851
ISHARES TRTIPINCR$28,5700.07%5.00%$125.500.09%227,650
ISHARES TRIWMINCR$27,5210.14%4.81%$220.940.01%124,564
SELECT SECTOR SPDR TRXLVINCR$16,1080.05%2.82%$116.740.02%137,985
VANGUARD SCOTTSDALE FDSVCSHDECR$16,035-0.08%2.80%$82.50-0.07%194,361
INNOVATOR ETFS TRBFEBBUY$11,5860.00%2.03%$29.050.00%398,876
INNOVATOR ETFS TRPFEBBUY$11,5530.00%2.02%$27.520.00%419,801
ISHARES TRMTUMINCR$10,5570.04%1.85%$160.860.04%65,629
INNOVATOR ETFS TRUSTBJANINCR$9,1670.14%1.60%$34.140.09%268,501
INNOVATOR ETFS TREJANINCR$9,0430.17%1.58%$30.300.16%298,417
INNOVATOR ETFS TRBSEPBUY$8,2710.00%1.45%$30.470.00%271,404
INNOVATOR ETFS TRUSTPDECINCR$6,7100.59%1.17%$29.760.55%225,483
INNOVATOR ETFS TRUSTBDECINCR$6,6780.92%1.17%$31.850.84%209,679
INNOVATOR ETFS TRPOCTDECR$5,195-0.35%0.91%$28.50-0.36%182,276
ISHARES TRITBINCR$3,1940.21%0.56%$67.860.00%47,068
APPLE INCAAPLINCR$2,7900.02%0.49%$122.160.11%22,838
INNOVATOR ETFS TRKJANDECR$2,170-0.01%0.38%$30.45-0.06%71,275
INNOVATOR ETFS TRUSTPJULDECR$1,150-0.27%0.20%$29.32-0.29%39,217
INNOVATOR ETFS TRUSTPJUNDECR$989-0.34%0.17%$30.65-0.35%32,263
INNOVATOR ETFS TRBNOVDECR$794-0.24%0.14%$30.94-0.27%25,661
INNOVATOR S&P 500 BUFFER ETFBAPRDECR$688-0.13%0.12%$30.05-0.14%22,897
EXXON MOBIL CORPXOMINCR$5830.36%0.10%$55.860.00%10,437
INNOVATOR ETFS TRBAUGINCR$5020.04%0.09%$30.870.00%16,263
INNOVATOR RUSSELL 2000 POWER BUFFER ETF - OCTOBERKOCTSOLD$00.00%-100.00%$0.000.00%0
INNOVATOR ETFS TRBOCTSOLD$00.00%-100.00%$0.000.00%0
INNOVATOR S&P 500 BUFFER ETF - JUNEBJUNSOLD$00.00%-100.00%$0.000.00%0
ISHARES TRLQDSOLD$00.00%-100.00%$0.000.00%0
ISHARES TRIGSBSOLD$00.00%-100.00%$0.000.00%0
SELECT SECTOR SPDR TRXLPSOLD$00.00%-100.00%$0.000.00%0