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
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8704
73144
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SOLE
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SPDR S&P 500 ETF TR
TR UNIT
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351921
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SOLE
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SPDR DOW JONES INDL AVRG ETF
UT SER 1
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68141
257720
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SOLE
0
0
257720
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
37662
102491
SH
SOLE
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0
102491
SPDR SER TR
BLOOMBERG SRT TR
78468R408
10911
395464
SH
SOLE
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SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
313
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SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
1028
13640
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SOLE
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0
13640
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
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5979
76496
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SOLE
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0
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