0001398344-20-020663.txt : 20201026
0001398344-20-020663.hdr.sgml : 20201026
20201026111856
ACCESSION NUMBER: 0001398344-20-020663
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201026
DATE AS OF CHANGE: 20201026
EFFECTIVENESS DATE: 20201026
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: 201259569
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
09-30-2020
09-30-2020
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
10-23-2020
0
29
481411
INFORMATION TABLE
2
fp0058528_13fhr-table.xml
13F INFORMATION TABLE
APPLE INC
COM
037833100
2375
20508
SH
SOLE
0
0
20508
ISHARES TR
TIPS BD ETF
464287176
38859
307186
SH
SOLE
0
0
307186
ISHARES TR
IBOXX INV CP ETF
464287242
11396
84596
SH
SOLE
0
0
84596
ISHARES TR
RUS 1000 GRW ETF
464287614
65926
303962
SH
SOLE
0
0
303962
ISHARES TR
RUSSELL 2000 ETF
464287655
10267
68540
SH
SOLE
0
0
68540
ISHARES TR
ISHS 1-5YR INVS
464288646
985
17941
SH
SOLE
0
0
17941
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
66426
516287
SH
SOLE
0
0
516287
VANGUARD INDEX FDS
GROWTH ETF
922908736
33360
146567
SH
SOLE
0
0
146567
AT&T INC
COM
00206R102
287
10081
SH
SOLE
0
0
10081
EXXON MOBIL CORP
COM
30231G102
360
10501
SH
SOLE
0
0
10501
INNOVATOR ETFS TR
S&P 500 BUFFER
45782C409
10897
361307
SH
SOLE
0
0
361307
INNOVATOR ETFS TR
RUSSELL 2000 P
45782C474
50391
1943829
SH
SOLE
0
0
1943829
INNOVATOR ETFS TR
S&P 500 POWER
45782C508
7742
264061
SH
SOLE
0
0
264061
INNOVATOR ETFS TR
S&P 500 BUFFER
45782C581
1003
35951
SH
SOLE
0
0
35951
INNOVATOR ETFS TR
RUSSELL 2000 P
45782C599
5556
231893
SH
SOLE
0
0
231893
INNOVATOR ETFS TR
S&P 500 BUFFER
45782C698
751
27000
SH
SOLE
0
0
27000
INNOVATOR ETFS TR
S&P 500 PWR BU
45782C748
1448
49877
SH
SOLE
0
0
49877
INNOVATOR ETFS TR
S&P 500 BUFFER
45782C755
448
15199
SH
SOLE
0
0
15199
INNOVATOR ETFS TR
S&P 500 BUFETF
45782C771
551
19765
SH
SOLE
0
0
19765
INNOVATOR ETFS TR
S&P 500 BUFFER
45782C789
353
12467
SH
SOLE
0
0
12467
INNOVATOR ETFS TR
S&P 500 PWRETF
45782C797
10090
382053
SH
SOLE
0
0
382053
INNOVATOR ETFS TR
S&P 500 PWR
45782C813
1521
54961
SH
SOLE
0
0
54961
INNOVATOR ETFS TR
S&P 500 BUFFER
45782C888
831
29094
SH
SOLE
0
0
29094
ISHARES TR
MSCI USA MMENTM
46432F396
9823
66639
SH
SOLE
0
0
66639
SPDR S&P 500 ETF TR
TR UNIT
78462F103
74299
221862
SH
SOLE
0
0
221862
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
46503
167577
SH
SOLE
0
0
167577
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
14640
138792
SH
SOLE
0
0
138792
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
885
13803
SH
SOLE
0
0
13803
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
13436
162178
SH
SOLE
0
0
162178