investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

Reported Holdings Of The
Berkshire Money Management Inc

Legal Name: BERKSHIRE MONEY MANAGEMENT, INC.

Period of report: Jun 30, 2019
Effectiveness Date: Jul 29, 2019

Security Shares Held / Principal Amount Market Value Option
SPDR S&P 500 ETF TR TR UNIT (78462F103) 316,141 $92,629k
VANGUARD GROUP (921908844) 575,389 $66,262k
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107) 141,150 $50,050k
ISHARES TR RUS 1000 GRW ETF (464287614) 301,087 $47,373k
INNOVATOR ETFS TR (45782C771) 1,187,943 $29,615k
INNOVATOR ETFS TR (45782C797) 1,098,673 $27,500k
INVESCO EXCHNG TRADED FD TR (46138E354) 481,529 $26,494k
SPDR SERIES TRUST BLOOMBERG SRT TR (78468R408) 860,327 $23,427k
SPDR DOW JONES INDL (78467X109) 83,246 $22,131k
ISHARES TR RUSSELL 2000 ETF (464287655) 131,787 $20,493k
VANGUARD INDEX FDS GROWTH ETF (922908736) 84,761 $13,849k
INNOVATOR ETFS TR (45782C789) 434,683 $11,197k
ISHA (464287101) 82,307 $10,666k
ISHARES TR (46429B697) 118,615 $7,322k
SPDR S&P DIVIDEND (78464A763) 59,070 $5,959k
VANGUARD SCOTTSDALE FDS (92206C730) 39,239 $5,286k
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409) 25,936 $2,093k
ISHARES TR (46434V407) 33,537 $1,566k
Apple Inc (037833100) 5,363 $1,061k
ISHARES (464288646) 17,941 $959k
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538) 6,200 $926k
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308) 13,803 $802k
VANGUARD INDEX FDS TOTAL STK MKT (922908769) 5,126 $769k
Exxon Mobil Corp (30231G102) 9,528 $730k
SHERWIN WILLIAMS CO (824348106) 1,576 $722k
PARK NATL CORP (700658107) 5,038 $501k
VANGUARD WHITEHALL FDS INC (921946406) 5,543 $484k
SCHWAB STRATEGIC TR (808524201) 6,873 $482k
SCHWAB STRATEGIC TR SCHWAB (808524771) 9,200 $360k
AT&T INC (00206R102) 9,891 $331k
Berkshire Hathaway, Inc. (084670702) 1,504 $321k
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508) 3,950 $226k
MICROSOFT CORP (594918104) 1,661 $223k
ISHARES TR (464287176) 1,735 $200k

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.


Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.