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