0001398344-22-000560.txt : 20220114 0001398344-22-000560.hdr.sgml : 20220114 20220114083025 ACCESSION NUMBER: 0001398344-22-000560 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220114 DATE AS OF CHANGE: 20220114 EFFECTIVENESS DATE: 20220114 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: 22530501 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 12-31-2021 12-31-2021 false Berkshire Money Management, Inc.
161 MAIN ST DALTON MA 01226
13F HOLDINGS REPORT 028-15668 N
Allen Pierre Harris CEO, CIO, and CCO 413-997-2006 /s/ Allen Pierre Harris Dalton MA 01-13-2022 0 28 683638
INFORMATION TABLE 2 fp0072011_13fhr-table.xml 13F INFORMATION TABLE APPLE INC COM 037833100 3853 21701 SH SOLE 21701 0 0 ISHARES TR S&P 100 ETF 464287101 7333 33464 SH SOLE 33464 0 0 ISHARES TR TIPS BD ETF 464287176 33752 261239 SH SOLE 261239 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 65619 214730 SH SOLE 214730 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 27563 123907 SH SOLE 123907 0 0 ISHARES TR US HOME CONS ETF 464288752 4943 59615 SH SOLE 59615 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 123740 720463 SH SOLE 720463 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 53386 166364 SH SOLE 166364 0 0 EXXON MOBIL CORP COM 30231G102 677 11057 SH SOLE 11057 0 0 INNOVATOR ETFS TR US EQTY BUFR JAN 45782C409 863 23143 SH SOLE 23143 0 0 INNOVATOR ETFS TR US EQTY BUFR FEB 45782C433 893 27805 SH SOLE 27805 0 0 INNOVATOR ETFS TR US SML CP PWR B 45782C474 2104 64940 SH SOLE 64940 0 0 INNOVATOR ETFS TR EMRGNG MKT JAN 45782C516 507 17146 SH SOLE 17146 0 0 INNOVATOR ETFS TR US EQTY PWR BUF 45782C573 4897 157911 SH SOLE 157911 0 0 INNOVATOR ETFS TR US EQTY BUF NOV 45782C581 9835 298475 SH SOLE 298475 0 0 INNOVATOR ETFS TR US EQTY BUF SEP 45782C664 12081 361660 SH SOLE 361660 0 0 INNOVATOR ETFS TR US EQUT BUFR AUG 45782C698 515 15433 SH SOLE 15433 0 0 INNOVATOR ETFS TR US EQTY PWR BUF 45782C748 1040 32263 SH SOLE 32263 0 0 INNOVATOR ETFS TR US EQTY PWR BUF 45782C797 499 16399 SH SOLE 16399 0 0 INNOVATOR ETFS TR US EQTY PWR BUF 45782C813 1354 43917 SH SOLE 43917 0 0 INNOVATOR ETFS TR US EQT BUFR APR 45782C888 764 22897 SH SOLE 22897 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 7235 105421 SH SOLE 105421 0 0 ISHARES TR MSCI USA MMENTM 46432F396 11989 65942 SH SOLE 65942 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 116312 244889 SH SOLE 244889 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 106363 292752 SH SOLE 292752 0 0 SPDR SER TR BLOOMBERG SHT TE 78468R408 50250 1850823 SH SOLE 1850823 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 20879 148194 SH SOLE 148194 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 14391 177097 SH SOLE 177097 0 0