Avoid Fraud, Get The Facts, And Find The Best
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.
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