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Home > Institutional Investor > Berkshire Money Management, Inc. > Profile

Instuitional Investor - Berkshire Money Management, Inc.

Fund Profile
Filing Period:
Fund Name: Berkshire Money Management, Inc.
Portfolio Value $751,371,995
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 345,332 $164,139,789 21.84%
2.
Innovator Etfs Tr
 2,207,847 $83,081,283 11.05%
3.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 200,791 $75,672,258 10.07%
4.
Direxion Shs Etf Tr
 762,559 $64,542,973 8.59%
5.
Vanguard Specialized Funds
 312,190 $53,197,251 7.08%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)