0001398344-22-020570.txt : 20221021 0001398344-22-020570.hdr.sgml : 20221021 20221021152206 ACCESSION NUMBER: 0001398344-22-020570 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221021 DATE AS OF CHANGE: 20221021 EFFECTIVENESS DATE: 20221021 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: 221323435 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 09-30-2022 09-30-2022 false Berkshire Money Management, Inc.

161 MAIN ST DALTON MA 01226

13F HOLDINGS REPORT 028-15668 N Allen Pierre Harris 413-997-2006 /s/ Allen Pierre Harris Dalton MA 10-21-2022 0 43 581643 INFORMATION TABLE 2 fp0080316-1_13fhr-table.xml 13F INFORMATION TABLE APPLE INC COM 037833100 3095 22394 SH SOLE 22394 0 0 INNOVATOR ETFS TR US EQT BUFR APR 45782C888 666 22897 SH SOLE 22897 0 0 INNOVATOR ETFS TR US EQUT BUFR AUG 45782C698 5943 210225 SH SOLE 210225 0 0 INNOVATOR ETFS TR US EQTY BUFR FEB 45782C433 773 27680 SH SOLE 27680 0 0 INNOVATOR ETFS TR US EQTY BUFR JAN 45782C409 4670 150623 SH SOLE 150623 0 0 INNOVATOR ETFS TR US EQTY BUFR JUN 45782C755 1345 46593 SH SOLE 46593 0 0 INNOVATOR ETFS TR US EQTY BUFR MAR 45782C326 9551 348316 SH SOLE 348316 0 0 INNOVATOR ETFS TR US EQTY BUF NOV 45782C581 7838 282449 SH SOLE 282449 0 0 INNOVATOR ETFS TR US EQTY BUF OCT 45782C771 51762 1731168 SH SOLE 1731168 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 255 13703 SH SOLE 13703 0 0 INNOVATOR ETFS TR US EQTY BUF SEP 45782C664 13642 476819 SH SOLE 476819 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 98317 342209 SH SOLE 342209 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 1109 23227 SH SOLE 23227 0 0 ISHARES TR S&P 500 VAL ETF 464287408 23069 179501 SH SOLE 179501 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1081 18691 SH SOLE 18691 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 31954 151873 SH SOLE 151873 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 17007 103121 SH SOLE 103121 0 0 INNOVATOR ETFS TR US SML CP PWR B 45782C474 1830 64940 SH SOLE 64940 0 0 ISHARES TR MSCI USA MMENTM 46432F396 6791 51774 SH SOLE 51774 0 0 ISHARES TR S&P 100 ETF 464287101 6485 39908 SH SOLE 39908 0 0 INNOVATOR ETFS TR US EQTY PWR BF 45782C680 3321 123137 SH SOLE 123137 0 0 PFIZER INC COM 717081103 452 10330 SH SOLE 10330 0 0 INNOVATOR ETFS TR US EQTY PWR BUF 45782C813 1197 41827 SH SOLE 41827 0 0 INNOVATOR ETFS TR US EQTY PWR BUF 45782C748 915 32263 SH SOLE 32263 0 0 INNOVATOR ETFS TR US EQTY PWR BUF 45782C797 12123 423443 SH SOLE 423443 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 4913 38599 SH SOLE 38599 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1861 31813 SH SOLE 31813 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 451 10642 SH SOLE 10642 0 0 SPDR SER TR S&P DIVID ETF 78464A763 5459 48958 SH SOLE 48958 0 0 SPDR SER TR BLOOMBERG SHT TE 78468R408 34515 1451445 SH SOLE 1451445 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 23924 413692 SH SOLE 413692 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 81408 227920 SH SOLE 227920 0 0 INNOVATOR ETFS TR US EQT ULTRA BF 45782C300 2424 83056 SH SOLE 83056 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 2121 32090 SH SOLE 32090 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 2355 13782 SH SOLE 13782 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 886 11933 SH SOLE 11933 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 66470 491787 SH SOLE 491787 0 0 ISHARES TR MSCI USA VALUE 46432F388 9234 112805 SH SOLE 112805 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3831 11668 SH SOLE 11668 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 14778 69073 SH SOLE 69073 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 4399 26897 SH SOLE 26897 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 16365 135126 SH SOLE 135126 0 0 EXXON MOBIL CORP COM 30231G102 1055 12086 SH SOLE 12086 0 0