Berkshire Money Management, Inc. Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$891.1B
Holdings
102
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (102 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 387,526 | $216.8B | 24.33% | |
| 2 | NDQINVESCO QQQ TR | 150,756 | $70.7B | 7.93% | |
| 3 | DONSPDR DOW JONES INDL AVERAGE | 144,829 | $60.8B | 6.82% | |
| 4 | KAUGINNOVATOR ETFS TRUST | 2,374,651 | $57.1B | 6.40% | |
| 5 | VIGVANGUARD SPECIALIZED FUNDS | 283,545 | $55.0B | 6.17% | |
| 6 | RSPINVESCO EXCHANGE TRADED FD T | 307,876 | $53.3B | 5.98% | |
| 7 | BSVVANGUARD BD INDEX FDS | 594,142 | $46.5B | 5.22% | |
| 8 | IWFISHARES TR | 121,895 | $44.0B | 4.94% | |
| 9 | SJNKSPDR SER TR | 1,668,047 | $42.0B | 4.71% | |
| 10 | VUGVANGUARD INDEX FDS | 79,661 | $29.5B | 3.31% | |
| 11 | IVEISHARES TR | 131,755 | $25.1B | 2.82% | |
| 12 | BILSPDR SER TR | 267,319 | $24.5B | 2.75% | |
| 13 | MOATVANECK ETF TRUST | 253,995 | $22.4B | 2.51% | |
| 14 | XLUSELECT SECTOR SPDR TR | 256,087 | $20.2B | 2.27% | |
| 15 | IWMISHARES TR | 93,983 | $18.7B | 2.10% | |
| 16 | KDECINNOVATOR ETFS TRUST | 442,026 | $10.1B | 1.14% | |
| 17 | MGCVANGUARD WORLD FD | 48,896 | $9.8B | 1.10% | |
| 18 | KJANINNOVATOR ETFS TRUST | 253,641 | $9.1B | 1.02% | |
| 19 | QQQEDIREXION SHS ETF TR | 78,447 | $6.8B | 0.77% | |
| 20 | IGPTINVESCO EXCHANGE TRADED FD T | 157,999 | $6.4B | 0.72% | |
| 21 | THNQEXCHANGE TRADED CONCEPTS TRU | 131,757 | $5.8B | 0.65% | |
| 22 | AAPLAPPLE INC | 23,268 | $5.2B | 0.58% | |
| 23 | VOOVANGUARD INDEX FDS | 6,402 | $3.3B | 0.37% | |
| 24 | UJANINNOVATOR ETFS TRUST | 79,793 | $3.0B | 0.34% | |
| 25 | MSFTMICROSOFT CORP | 6,510 | $2.4B | 0.27% | |
| 26 | BOCTINNOVATOR ETFS TRUST | 56,376 | $2.4B | 0.27% | |
| 27 | AMZNAMAZON COM INC | 9,555 | $1.8B | 0.20% | |
| 28 | PJULINNOVATOR ETFS TRUST | 44,137 | $1.8B | 0.20% | |
| 29 | NVDANVIDIA CORPORATION | 15,065 | $1.6B | 0.18% | |
| 30 | XOMEXXON MOBIL CORP | 13,728 | $1.6B | 0.18% | |
| 31 | BJULINNOVATOR ETFS TRUST | 36,752 | $1.6B | 0.18% | |
| 32 | VOTVANGUARD INDEX FDS | 6,200 | $1.5B | 0.17% | |
| 33 | VVVANGUARD INDEX FDS | 4,693 | $1.2B | 0.14% | |
| 34 | BFEBINNOVATOR ETFS TRUST | 26,717 | $1.1B | 0.12% | |
| 35 | OEFISHARES TR | 4,070 | $1.1B | 0.12% | |
| 36 | BJANINNOVATOR ETFS TRUST | 23,582 | $1.1B | 0.12% | |
| 37 | BAPRINNOVATOR ETFS TRUST | 21,374 | $907.8M | 0.10% | |
| 38 | XLVSELECT SECTOR SPDR TR | 6,161 | $899.5M | 0.10% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,592 | $847.9M | 0.10% | |
| 40 | PJUNINNOVATOR ETFS TRUST | 21,123 | $781.8M | 0.09% | |
| 41 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,401 | $747.5M | 0.08% | |
| 42 | METAMETA PLATFORMS INC | 1,293 | $745.2M | 0.08% | |
| 43 | COSTCOSTCO WHSL CORP NEW | 785 | $742.5M | 0.08% | |
| 44 | BNOVINNOVATOR ETFS TRUST | 19,425 | $741.8M | 0.08% | |
| 45 | GOOGLALPHABET INC | 4,637 | $717.1M | 0.08% | |
| 46 | RTXRTX CORPORATION | 4,687 | $620.8M | 0.07% | |
| 47 | BSCQINVESCO EXCH TRD SLF IDX FD | 28,942 | $563.8M | 0.06% | |
| 48 | NJANINNOVATOR ETFS TRUST | 12,055 | $559.0M | 0.06% | |
| 49 | BSEPINNOVATOR ETFS TRUST | 12,687 | $530.0M | 0.06% | |
| 50 | VVISA INC | 1,481 | $519.0M | 0.06% | |
| 51 | EMREMERSON ELEC CO | 4,720 | $517.5M | 0.06% | |
| 52 | PNOVINNOVATOR ETFS TRUST | 13,776 | $512.7M | 0.06% | |
| 53 | BAUGINNOVATOR ETFS TRUST | 11,686 | $496.1M | 0.06% | |
| 54 | PRKPARK NATL CORP | 3,228 | $488.7M | 0.05% | |
| 55 | DLNWISDOMTREE TR | 6,000 | $476.2M | 0.05% | |
| 56 | JPMJPMORGAN CHASE & CO. | 1,941 | $476.2M | 0.05% | |
| 57 | VCSHVANGUARD SCOTTSDALE FDS | 5,954 | $470.0M | 0.05% | |
| 58 | HDHOME DEPOT INC | 1,168 | $428.1M | 0.05% | |
| 59 | BSCSINVESCO EXCH TRD SLF IDX FD | 20,159 | $410.2M | 0.05% | |
| 60 | VOOVVANGUARD ADMIRAL FDS INC | 2,163 | $398.4M | 0.04% | |
| 61 | SGOVISHARES TR | 3,887 | $391.3M | 0.04% | |
| 62 | MMTMSPDR SER TR | 1,588 | $382.6M | 0.04% | |
| 63 | SDYSPDR SER TR | 2,570 | $348.7M | 0.04% | |
| 64 | PJANINNOVATOR ETFS TRUST | 8,204 | $340.2M | 0.04% | |
| 65 | PGPROCTER AND GAMBLE CO | 1,986 | $338.5M | 0.04% | |
| 66 | PHPARKER-HANNIFIN CORP | 552 | $335.5M | 0.04% | |
| 67 | TAT&T INC | 11,770 | $332.9M | 0.04% | |
| 68 | BABOEING CO | 1,949 | $332.4M | 0.04% | |
| 69 | TSLATESLA INC | 1,247 | $323.2M | 0.04% | |
| 70 | HLTHILTON WORLDWIDE HLDGS INC | 1,342 | $305.4M | 0.03% | |
| 71 | NFLXNETFLIX INC | 327 | $305.0M | 0.03% | |
| 72 | GOOGALPHABET INC | 1,910 | $298.5M | 0.03% | |
| 73 | UNHUNITEDHEALTH GROUP INC | 566 | $296.4M | 0.03% | |
| 74 | GDGENERAL DYNAMICS CORP | 1,059 | $288.7M | 0.03% | |
| 75 | IVWISHARES TR | 3,055 | $283.6M | 0.03% | |
| 76 | BMAYINNOVATOR ETFS TRUST | 7,127 | $282.7M | 0.03% | |
| 77 | CARRCARRIER GLOBAL CORPORATION | 4,429 | $280.8M | 0.03% | |
| 78 | AVGOBROADCOM INC | 1,661 | $278.2M | 0.03% | |
| 79 | POCTINNOVATOR ETFS TRUST | 7,046 | $273.7M | 0.03% | |
| 80 | IVVISHARES TR | 480 | $269.5M | 0.03% | |
| 81 | WMTWALMART INC | 2,958 | $259.7M | 0.03% | |
| 82 | BSCPINVESCO EXCH TRD SLF IDX FD | 12,403 | $256.5M | 0.03% | |
| 83 | BJUNINNOVATOR ETFS TRUST | 6,329 | $256.3M | 0.03% | |
| 84 | LLYELI LILLY & CO | 310 | $256.0M | 0.03% | |
| 85 | MTUMISHARES TR | 1,263 | $255.4M | 0.03% | |
| 86 | BSCRINVESCO EXCH TRD SLF IDX FD | 13,004 | $254.7M | 0.03% | |
| 87 | CRMSALESFORCE INC | 948 | $254.4M | 0.03% | |
| 88 | LQDISHARES TR | 2,304 | $250.5M | 0.03% | |
| 89 | CVXCHEVRON CORP NEW | 1,491 | $249.4M | 0.03% | |
| 90 | PEPPEPSICO INC | 1,557 | $233.5M | 0.03% | |
| 91 | VBVANGUARD INDEX FDS | 1,047 | $232.2M | 0.03% | |
| 92 | QCOMQUALCOMM INC | 1,484 | $227.9M | 0.03% | |
| 93 | HONHONEYWELL INTL INC | 1,060 | $224.5M | 0.03% | |
| 94 | QQQMINVESCO EXCH TRADED FD TR II | 1,140 | $220.0M | 0.02% | |
| 95 | KOCOCA COLA CO | 2,976 | $213.1M | 0.02% | |
| 96 | GQ9SPDR GOLD TR | 736 | $212.1M | 0.02% | |
| 97 | XLESELECT SECTOR SPDR TR | 2,243 | $209.6M | 0.02% | |
| 98 | OTISOTIS WORLDWIDE CORP | 2,000 | $206.4M | 0.02% | |
| 99 | MRKMERCK & CO INC | 2,264 | $203.2M | 0.02% | |
| 100 | COMPCOMPASS INC | 14,800 | $129.2M | 0.01% |
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