0001398344-24-002289.txt : 20240208 0001398344-24-002289.hdr.sgml : 20240208 20240208091737 ACCESSION NUMBER: 0001398344-24-002289 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240208 DATE AS OF CHANGE: 20240208 EFFECTIVENESS DATE: 20240208 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: 24607076 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 12-31-2023 12-31-2023 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 02-02-2024 0 40 751371995 INFORMATION TABLE 2 fp0087048-1_13fhr-table.xml SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 656799 10604 SH SOLE 0 0 10604 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4825344 11047 SH SOLE 0 0 11047 EXXON MOBIL CORP COM 30231G102 1194919 11952 SH SOLE 0 0 11952 INNOVATOR ETFS TR GRWT100 PWR BF 45782C466 502573 12055 SH SOLE 0 0 12055 AT&T INC COM 00206R102 216798 12920 SH SOLE 0 0 12920 INNOVATOR ETFS TR US EQTY PWR BUF 45782C573 486087 14114 SH SOLE 0 0 14114 VANGUARD INDEX FDS LARGE CAP ETF 922908637 3140924 14398 SH SOLE 0 0 14398 VANGUARD WORLD FD MEGA CAP INDEX 921910873 2757064 16287 SH SOLE 0 0 16287 APPLE INC COM 037833100 4025351 20908 SH SOLE 0 0 20908 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 408890 21186 SH SOLE 0 0 21186 PFIZER INC COM 717081103 611918 21255 SH SOLE 0 0 21255 INNOVATOR ETFS TR US EQT BUFR APR 45782C888 825582 21604 SH SOLE 0 0 21604 INNOVATOR ETFS TR US EQUT BUFR AUG 45782C698 795650 22116 SH SOLE 0 0 22116 INNOVATOR ETFS TR US EQTY BUFR JAN 45782C409 955060 23376 SH SOLE 0 0 23376 ISHARES TR RUSSELL 2000 ETF 464287655 5052944 25175 SH SOLE 0 0 25175 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3990762 25290 SH SOLE 0 0 25290 INNOVATOR ETFS TR US EQTY BUFR FEB 45782C433 978754 26720 SH SOLE 0 0 26720 INNOVATOR ETFS TR US EQTY PWR BUF 45782C748 1037985 31096 SH SOLE 0 0 31096 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4920864 36082 SH SOLE 0 0 36082 INNOVATOR ETFS TR US EQTY PWR BUF 45782C813 1619865 44760 SH SOLE 0 0 44760 INNOVATOR ETFS TR US EQTY BUF NOV 45782C581 1728310 49509 SH SOLE 0 0 49509 VANGUARD INDEX FDS GROWTH ETF 922908736 19317151 62137 SH SOLE 0 0 62137 INNOVATOR ETFS TR US EQT ULTRA BF 45782C300 2784699 80880 SH SOLE 0 0 80880 INVESCO QQQ TR UNIT SER 1 46090E103 39017652 95277 SH SOLE 0 0 95277 INNOVATOR ETFS TR US EQTY BUF OCT 45782C771 5157673 134070 SH SOLE 0 0 134070 ISHARES TR RUS 1000 GRW ETF 464287614 40710712 134283 SH SOLE 0 0 134283 ISHARES TR MSCI EAFE ETF 464287465 10282704 136466 SH SOLE 0 0 136466 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 12037028 141829 SH SOLE 0 0 141829 INNOVATOR ETFS TR GRWT100 PWR BUF 45782C276 10015408 181752 SH SOLE 0 0 181752 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 17185250 188043 SH SOLE 0 0 188043 ISHARES TR S&P 500 VAL ETF 464287408 34019480 195638 SH SOLE 0 0 195638 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 75672258 200791 SH SOLE 0 0 200791 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 53197251 312190 SH SOLE 0 0 312190 SPDR S&P 500 ETF TR TR UNIT 78462F103 164139789 345332 SH SOLE 0 0 345332 SPDR SER TR BLOOMBERG SHT TE 78468R408 11063916 440092 SH SOLE 0 0 440092 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 34820434 452096 SH SOLE 0 0 452096 INNOVATOR ETFS TR US EQTY BUF SEP 45782C664 17179335 468357 SH SOLE 0 0 468357 INNOVATOR ETFS TR US SML CP PWR B 45782C474 16414556 478419 SH SOLE 0 0 478419 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 64542973 762559 SH SOLE 0 0 762559 INNOVATOR ETFS TR US EQTY BUFR JUL 45782C789 83081283 2207847 SH SOLE 0 0 2207847