0001398344-19-006958.txt : 20190424 0001398344-19-006958.hdr.sgml : 20190424 20190424110201 ACCESSION NUMBER: 0001398344-19-006958 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190424 DATE AS OF CHANGE: 20190424 EFFECTIVENESS DATE: 20190424 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: 19762986 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 03-31-2019 03-31-2019 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 04-23-2019 0 29 451745
INFORMATION TABLE 2 fp0041551_13fhr-table.xml 13F INFORMATION TABLE APPLE INC COM 037833100 990 5212 SH SOLE 0 0 5212 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 302 1504 SH SOLE 0 0 1504 ISHARES TR S&P 100 ETF 464287101 9784 78097 SH SOLE 0 0 78097 ISHARES TR RUS 1000 GRW ETF 464287614 45418 300069 SH SOLE 0 0 300069 ISHARES TR RUSSELL 2000 ETF 464287655 20243 132227 SH SOLE 0 0 132227 ISHARES TR SH TR CRPORT ETF 464288646 301 5700 SH SOLE 0 0 5700 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 449 6638 SH SOLE 0 0 6638 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 213 3840 SH SOLE 0 0 3840 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 336 8847 SH SOLE 0 0 8847 SHERWIN WILLIAMS CO COM 824348106 694 1612 SH SOLE 0 0 1612 VANGUARD GROUP DIV APP ETF 921908844 62493 569984 SH SOLE 0 0 569984 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 609 7108 SH SOLE 0 0 7108 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 885 6200 SH SOLE 0 0 6200 VANGUARD INDEX FDS GROWTH ETF 922908736 13402 85679 SH SOLE 0 0 85679 VANGUARD INDEX FDS TOTAL STK MKT 922908769 956 6606 SH SOLE 0 0 6606 AT&T INC COM 00206R102 301 9586 SH SOLE 0 0 9586 EXXON MOBIL CORP COM 30231G102 769 9520 SH SOLE 0 0 9520 INNOVATOR ETFS TR S&P 500 PWRETF 45782C797 9170 375097 SH SOLE 0 0 375097 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 24951 474000 SH SOLE 0 0 474000 ISHARES TR MIN VOL USA ETF 46429B697 7441 126550 SH SOLE 0 0 126550 ISHARES TR 0-5YR HI YL CP 46434V407 1609 34447 SH SOLE 0 0 34447 SPDR S&P 500 ETF TR TR UNIT 78462F103 86696 306910 SH SOLE 0 0 306910 SPDR SERIES TRUST S&P DIVID ETF 78464A763 6051 60871 SH SOLE 0 0 60871 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 68469 264225 SH SOLE 0 0 264225 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 47954 138837 SH SOLE 0 0 138837 SPDR SER TR BLOOMBERG SRT TR 78468R408 22749 834844 SH SOLE 0 0 834844 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 11050 120431 SH SOLE 0 0 120431 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2121 26596 SH SOLE 0 0 26596 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 5338 41099 SH SOLE 0 0 41099