0001398344-18-014991.txt : 20181017 0001398344-18-014991.hdr.sgml : 20181017 20181017133705 ACCESSION NUMBER: 0001398344-18-014991 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181017 DATE AS OF CHANGE: 20181017 EFFECTIVENESS DATE: 20181017 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Berkshire Money Management, Inc. CENTRAL INDEX KEY: 0001535172 IRS NUMBER: 043556944 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15668 FILM NUMBER: 181126076 BUSINESS ADDRESS: STREET 1: 161 MAIN ST CITY: DALTON STATE: MA ZIP: 01226 BUSINESS PHONE: 1-888-232-6072 MAIL ADDRESS: STREET 1: 161 MAIN ST CITY: DALTON STATE: MA ZIP: 01226 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001535172 XXXXXXXX 09-30-2018 09-30-2018 false Berkshire Money Management, Inc.
161 Main St Dalton MA 01226
13F HOLDINGS REPORT 028-15668 N
Allen Pierre Harris President and CCO 413-997-2006 /s/ Allen Pierre Harris Dalton MA 10-17-2018 0 25 452734
INFORMATION TABLE 2 fp0036458_13fhr-table.xml 13F INFORMATION TABLE APPLE INC COM 037833100 1115 4941 SH SOLE 0 0 4941 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 303 1414 SH SOLE 0 0 1414 GENERAL ELECTRIC CO COM 369604103 294 26024 SH SOLE 0 0 26024 ISHARES TR S&P 100 ETF 464287101 13185 101717 SH SOLE 0 0 101717 ISHARES TR CORE S&P500 ETF 464287200 284 970 SH SOLE 0 0 970 ISHARES TR IBOXX INV CP ETF 464287242 490 4262 SH SOLE 0 0 4262 ISHARES TR RUS 1000 GRW ETF 464287614 77213 495019 SH SOLE 0 0 495019 ISHARES TR RUSSELL 2000 ETF 464287655 46189 274037 SH SOLE 0 0 274037 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 340 4887 SH SOLE 0 0 4887 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 250 6295 SH SOLE 0 0 6295 Sherwin Williams Co COM 824348106 730 1604 SH SOLE 0 0 1604 VANGUARD GROUP DIV APP ETF 921908844 36785 332294 SH SOLE 0 0 332294 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 898 6299 SH SOLE 0 0 6299 VANGUARD INDEX FDS GROWTH ETF 922908736 38252 237531 SH SOLE 0 0 237531 AT&T INC COM 00206R102 360 10735 SH SOLE 0 0 10735 CISCO SYS INC COM 17275R102 203 4171 SH SOLE 0 0 4171 EXXON MOBIL CORP COM 30231G102 797 9376 SH SOLE 0 0 9376 ISHARES TR USA MOMENTUM FCT 46432F396 8704 73144 SH SOLE 0 0 73144 SPDR S&P 500 ETF TR TR UNIT 78462F103 102310 351921 SH SOLE 0 0 351921 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 68141 257720 SH SOLE 0 0 257720 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 37662 102491 SH SOLE 0 0 102491 SPDR SER TR BLOOMBERG SRT TR 78468R408 10911 395464 SH SOLE 0 0 395464 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 313 5400 SH SOLE 0 0 5400 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1028 13640 SH SOLE 0 0 13640 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 5979 76496 SH SOLE 0 0 76496