0001398344-24-018928.txt : 20241016 0001398344-24-018928.hdr.sgml : 20241016 20241016130630 ACCESSION NUMBER: 0001398344-24-018928 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241016 DATE AS OF CHANGE: 20241016 EFFECTIVENESS DATE: 20241016 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Berkshire Money Management, Inc. CENTRAL INDEX KEY: 0001535172 ORGANIZATION NAME: 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: 241374074 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 09-30-2024 09-30-2024 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 10-15-2024 0 40 873700100 INFORMATION TABLE 2 fp0090565-1_13fhr-table.xml APPLE INC COM 037833100 4773443 20487 SH SOLE 0 0 20487 AT&T INC COM 00206R102 349721 15896 SH SOLE 0 0 15896 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 9174229 101710 SH SOLE 0 0 101710 EXXON MOBIL CORP COM 30231G102 1491841 12727 SH SOLE 0 0 12727 INNOVATOR ETFS TRUST US SML CP PWR B 45782C474 68571419 1849782 SH SOLE 0 0 1849782 INNOVATOR ETFS TRUST US EQTY BUFR JUL 45782C789 3774258 86407 SH SOLE 0 0 86407 INNOVATOR ETFS TRUST US EQT ULTRA BF 45782C300 3036124 79793 SH SOLE 0 0 79793 INNOVATOR ETFS TRUST US EQTY BUF OCT 45782C771 2624557 61827 SH SOLE 0 0 61827 INNOVATOR ETFS TRUST US SMALL CAP PWR 45783Y137 2223377 88793 SH SOLE 0 0 88793 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C813 1786662 44137 SH SOLE 0 0 44137 INNOVATOR ETFS TRUST US EQTY BUF SEP 45782C664 1607173 38154 SH SOLE 0 0 38154 INNOVATOR ETFS TRUST US EQTY BUFR FEB 45782C433 1121046 26717 SH SOLE 0 0 26717 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C748 1119958 30371 SH SOLE 0 0 30371 INNOVATOR ETFS TRUST US EQTY BUFR JAN 45782C409 1083312 23267 SH SOLE 0 0 23267 INNOVATOR ETFS TRUST US EQT BUFR APR 45782C888 926991 21374 SH SOLE 0 0 21374 INNOVATOR ETFS TRUST US EQTY BUF NOV 45782C581 740639 19425 SH SOLE 0 0 19425 INNOVATOR ETFS TRUST GRWT100 PWR BF 45782C466 560031 12055 SH SOLE 0 0 12055 INNOVATOR ETFS TRUST US EQUT BUFR AUG 45782C698 537234 12559 SH SOLE 0 0 12559 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C573 488674 13236 SH SOLE 0 0 13236 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 566106 28942 SH SOLE 0 0 28942 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 414470 20159 SH SOLE 0 0 20159 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 256439 13004 SH SOLE 0 0 13004 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 256122 12403 SH SOLE 0 0 12403 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 61985061 345976 SH SOLE 0 0 345976 INVESCO QQQ TR UNIT SER 1 46090E103 74783495 153223 SH SOLE 0 0 153223 ISHARES TR RUS 1000 GRW ETF 464287614 47805188 127351 SH SOLE 0 0 127351 ISHARES TR S&P 500 VAL ETF 464287408 40340310 204597 SH SOLE 0 0 204597 ISHARES TR MSCI EAFE ETF 464287465 13200886 157849 SH SOLE 0 0 157849 ISHARES TR RUSSELL 2000 ETF 464287655 6515332 29496 SH SOLE 0 0 29496 NVIDIA CORPORATION COM 67066G104 1713051 14106 SH SOLE 0 0 14106 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4840733 31429 SH SOLE 0 0 31429 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 61645655 145693 SH SOLE 0 0 145693 SPDR S&P 500 ETF TR TR UNIT 78462F103 223672604 389837 SH SOLE 0 0 389837 SPDR SER TR BLOOMBERG SHT TE 78468R408 38869371 1509490 SH SOLE 0 0 1509490 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 22199475 241798 SH SOLE 0 0 241798 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 24029349 247853 SH SOLE 0 0 247853 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 42709825 542761 SH SOLE 0 0 542761 VANGUARD INDEX FDS GROWTH ETF 922908736 30599605 79701 SH SOLE 0 0 79701 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 61175188 308872 SH SOLE 0 0 308872 VANGUARD WORLD FD MEGA CAP INDEX 921910873 10131146 49028 SH SOLE 0 0 49028