0001398344-23-014140.txt : 20230807 0001398344-23-014140.hdr.sgml : 20230807 20230807091912 ACCESSION NUMBER: 0001398344-23-014140 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230807 DATE AS OF CHANGE: 20230807 EFFECTIVENESS DATE: 20230807 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: 231145879 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 X0202 13F-HR LIVE false false false 0001535172 XXXXXXXX 06-30-2023 06-30-2023 false Berkshire Money Management, Inc.

161 MAIN ST DALTON MA 01226

13F HOLDINGS REPORT 028-15668 000124873 801-61763 N Allen Pierre Harris 413-997-2006 /s/ Allen Pierre Harris Dalton MA 08-04-2023 0 47 692146093 INFORMATION TABLE 2 fp0084530_13fhr-table.xml Fidelity Contrafund Large Cap Growth 316071109 213993 14343 SH SOLE 0 0 14343 AT&T INC COM 00206R102 221035 13858 SH SOLE 0 0 13858 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 306757 16192 SH SOLE 0 0 16192 Lord Abbett Series Short Duration Inc Vc Bonds, Short Term 0P00011V9 354170 35274 SH SOLE 0 0 35274 INNOVATOR ETFS TR US EQTY PWR BUF 45782C797 357292 10675 SH SOLE 0 0 10675 INNOVATOR ETFS TR GRWT100 PWR BF 45782C466 541954 13539 SH SOLE 0 0 13539 INNOVATOR ETFS TR US EQT BUFR APR 45782C888 773231 21604 SH SOLE 0 0 21604 PFIZER INC COM 717081103 789079 21513 SH SOLE 0 0 21513 Dws Core Equity Vip A Large Cap Blend 0P00003C4 807249 17295 SH SOLE 0 0 17295 INNOVATOR ETFS TR US EQTY BUFR JUL 45782C789 904638 25645 SH SOLE 0 0 25645 INNOVATOR ETFS TR US EQTY BUFR FEB 45782C433 913022 26720 SH SOLE 0 0 26720 INNOVATOR ETFS TR US EQTY PWR BUF 45782C748 984810 31096 SH SOLE 0 0 31096 SPDR SER TR BLOOMBERG SHT TE 78468R408 1026313 41551 SH SOLE 0 0 41551 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1165063 18549 SH SOLE 0 0 18549 EXXON MOBIL CORP COM 30231G102 1285532 11986 SH SOLE 0 0 11986 INNOVATOR ETFS TR US EQTY BUFR JUN 45782C755 1467041 43727 SH SOLE 0 0 43727 VANGUARD INDEX FDS SMALL CP ETF 922908751 2288627 11507 SH SOLE 0 0 11507 INNOVATOR ETFS TR US EQTY PWR BUF 45782C813 2303485 67314 SH SOLE 0 0 67314 INNOVATOR ETFS TR US EQT ULTRA BF 45782C300 2647202 80880 SH SOLE 0 0 80880 ISHARES TR MSCI USA VALUE 46432F388 3483736 37144 SH SOLE 0 0 37144 VANGUARD INDEX FDS LARGE CAP ETF 922908637 3849247 18988 SH SOLE 0 0 18988 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3942266 26345 SH SOLE 0 0 26345 APPLE INC COM 037833100 4127424 21279 SH SOLE 0 0 21279 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4319213 10605 SH SOLE 0 0 10605 INNOVATOR ETFS TR US EQTY PWR BUF 45782C573 5396064 159129 SH SOLE 0 0 159129 INNOVATOR ETFS TR US EQTY BUFR JAN 45782C409 5793211 153585 SH SOLE 0 0 153585 ISHARES TR MSCI USA MMENTM 46432F396 7390951 51237 SH SOLE 0 0 51237 INNOVATOR ETFS TR US EQTY BUF OCT 45782C771 8368899 229978 SH SOLE 0 0 229978 INNOVATOR ETFS TR US EQTY PWR BF 45782C680 8874341 284434 SH SOLE 0 0 284434 ISHARES TR MSCI EAFE ETF 464287465 9794827 135101 SH SOLE 0 0 135101 INNOVATOR ETFS TR US EQTY BUFR MAY 45782C326 13653509 429638 SH SOLE 0 0 429638 INNOVATOR ETFS TR US EQTY BUF SEP 45782C664 16763873 486592 SH SOLE 0 0 486592 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 17060815 128538 SH SOLE 0 0 128538 VANGUARD INDEX FDS GROWTH ETF 922908736 18338355 64809 SH SOLE 0 0 64809 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 19026481 207215 SH SOLE 0 0 207215 INNOVATOR ETFS TR US SML CP PWR B 45782C474 20288419 634362 SH SOLE 0 0 634362 ISHARES TR RUSSELL 2000 ETF 464287655 21004763 112163 SH SOLE 0 0 112163 ISHARES TR RUS 1000 GRW ETF 464287614 23228237 84411 SH SOLE 0 0 84411 INNOVATOR ETFS TR US EQTY BUF NOV 45782C581 23331562 686788 SH SOLE 0 0 686788 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 32245400 418880 SH SOLE 0 0 418880 INNOVATOR ETFS TR US EQUT BUFR AUG 45782C698 33082240 985764 SH SOLE 0 0 985764 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 36653753 485030 SH SOLE 0 0 485030 ISHARES TR S&P 500 VAL ETF 464287408 37803792 234529 SH SOLE 0 0 234529 ISHARES TR IBOXX INV CP ETF 464287242 39813363 368165 SH SOLE 0 0 368165 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 66180683 192470 SH SOLE 0 0 192470 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 72820429 448319 SH SOLE 0 0 448319 SPDR S&P 500 ETF TR TR UNIT 78462F103 116159747 262046 SH SOLE 0 0 262046