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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
QQQ +95,277+$39,018
MOAT +141,829+$12,037
MGC +16,287+$2,757
FNDX +10,604+$657
T +12,920+$217
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
BMAY -435,799-$13,543
VB -11,077-$2,094
BJUN -42,986-$1,411
SPLV -16,696-$982
POCT -10,675-$363
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
BJUL +110,524+$10,786
SPY +55,271+$40,145
QQQE +41,661+$10,641
IWF +33,088+$13,794
SJNK +26,882+$957
NJUL +15,445+$1,567
BSEP +6,548+$1,635
DIA +2,227+$9,163
AAPL +612+$550
VOO +477+$674
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
KJAN -157,072-$3,108
BOCT -95,107-$2,978
IWM -85,216-$14,458
IVE -74,569-$7,550
XLV -54,808-$6,780
VIG -38,288-$1,260
BSV -26,024-$1,120
EFA -7,919+$332
VV -4,775-$611
Berkshire Money Management Inc. Info
Size ($ in 1000's)
At 12/31/2023: $751,373
At 09/30/2023: $660,241

Berkshire Money Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Berkshire Money Management Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Berkshire Money Management Inc.
As of  12/31/2023, we find all stocks held by Berkshire Money Management Inc. to be as follows, presented in the table below with each row detailing each Berkshire Money Management Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Berkshire Money Management Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Berkshire Money Management Inc. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 345,332 +55,271 $164,140
     SPY345,332+55,271$164,140
INNOVATOR ETFS TR (BJUL) 2,207,847 +110,524 $83,081
     BJUL2,207,847+110,524$83,081
SPDR DOW JONES INDL AVERAGE (DIA) 200,791 +2,227 $75,672
     DIA200,791+2,227$75,672
DIREXION SHS ETF TR (QQQE) 762,559 +41,661 $64,543
     QQQE762,559+41,661$64,543
VANGUARD SPECIALIZED FUNDS (VIG) 312,190 -38,288 $53,197
     VIG312,190-38,288$53,197
ISHARES TR (IWF) 134,283 +33,088 $40,711
     IWF134,283+33,088$40,711
INVESCO QQQ TR 95,277 +95,277 $39,018
     QQQ95,277+95,277$39,018
VANGUARD BD INDEX FDS (BSV) 452,096 -26,024 $34,820
     BSV452,096-26,024$34,820
ISHARES TR (IVE) 195,638 -74,569 $34,019
     IVE195,638-74,569$34,019
VANGUARD INDEX FDS (VUG) 62,137 -868 $19,317
     VUG62,137-868$19,317
SPDR SER TR (BIL) 188,043 -3,413 $17,185
     BIL188,043-3,413$17,185
INNOVATOR ETFS TR (BSEP) 468,357 +6,548 $17,179
     BSEP468,357+6,548$17,179
INNOVATOR ETFS TR (KJAN) 478,419 -157,072 $16,415
     KJAN478,419-157,072$16,415
VANECK ETF TRUST (MOAT) 141,829 +141,829 $12,037
     MOAT141,829+141,829$12,037
SPDR SER TR (SJNK) 440,092 +26,882 $11,064
     SJNK440,092+26,882$11,064
ISHARES TR (EFA) 136,466 -7,919 $10,283
     EFA136,466-7,919$10,283
INNOVATOR ETFS TR (NJUL) 181,752 +15,445 $10,015
     NJUL181,752+15,445$10,015
INNOVATOR ETFS TR (BOCT) 134,070 -95,107 $5,158
     BOCT134,070-95,107$5,158
ISHARES TR (IWM) 25,175 -85,216 $5,053
     IWM25,175-85,216$5,053
SELECT SECTOR SPDR TR (XLV) 36,082 -54,808 $4,921
     XLV36,082-54,808$4,921
VANGUARD INDEX FDS (VOO) 11,047 +477 $4,825
     VOO11,047+477$4,825
APPLE INC 20,908 +612 $4,025
     AAPL20,908+612$4,025
INVESCO EXCHANGE TRADED FD T (RSP) 25,290 -595 $3,991
     RSP25,290-595$3,991
VANGUARD INDEX FDS (VV) 14,398 -4,775 $3,141
     VV14,398-4,775$3,141
INNOVATOR ETFS TR (UJAN) 80,880 UNCH $2,785
     UJAN80,880UNCH$2,785
VANGUARD WORLD FD (MGC) 16,287 +16,287 $2,757
     MGC16,287+16,287$2,757
INNOVATOR ETFS TR (BNOV) 49,509 -414 $1,728
     BNOV49,509-414$1,728
INNOVATOR ETFS TR (PJUL) 44,760 UNCH $1,620
     PJUL44,760UNCH$1,620
EXXON MOBIL CORP 11,952 +11 $1,195
     XOM11,952+11$1,195
INNOVATOR ETFS TR (PJUN) 31,096 UNCH $1,038
     PJUN31,096UNCH$1,038
INNOVATOR ETFS TR (BFEB) 26,720 UNCH $979
     BFEB26,720UNCH$979
INNOVATOR ETFS TR (BJAN) 23,376 -94 $955
     BJAN23,376-94$955
INNOVATOR ETFS TR (BAPR) 21,604 UNCH $826
     BAPR21,604UNCH$826
INNOVATOR ETFS TR (BAUG) 22,116 -2,263 $796
     BAUG22,116-2,263$796
SCHWAB STRATEGIC TR 10,604 +10,604 $657
     FNDX10,604+10,604$657
PFIZER INC 21,255 -1,008 $612
     PFE21,255-1,008$612
INNOVATOR ETFS TR (NJAN) 12,055 UNCH $503
     NJAN12,055UNCH$503
INNOVATOR ETFS TR (PNOV) 14,114 -106 $486
     PNOV14,114-106$486
INVESCO EXCH TRD SLF IDX FD 21,186 UNCH $409
     BSCQ21,186UNCH$409
AT&T INC 12,920 +12,920 $217
     T12,920+12,920$217
INNOVATOR ETFS TR $0 (exited)
     BJUN0-42,986$0
INNOVATOR ETFS TR $0 (exited)
     BMAY0-435,799$0
INNOVATOR ETFS TR $0 (exited)
     POCT0-10,675$0
INVESCO EXCH TRADED FD TR II $0 (exited)
     SPLV0-16,696$0
VANGUARD INDEX FDS 0 -11,077 $0 (exited)
     VB0-11,077$0

See Summary: Berkshire Money Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Berkshire Money Management Inc.

All Stocks Held By Berkshire Money Management Inc. | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

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