0001398344-23-019327.txt : 20231017 0001398344-23-019327.hdr.sgml : 20231017 20231017082534 ACCESSION NUMBER: 0001398344-23-019327 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231017 DATE AS OF CHANGE: 20231017 EFFECTIVENESS DATE: 20231017 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: 231328493 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 09-30-2023 09-30-2023 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 10-16-2023 0 40 660241062 INFORMATION TABLE 2 fp0085594-1_13fhr-table.xml APPLE INC COM 037833100 3474894 20296 SH SOLE 0 0 20296 ISHARES TR S&P 500 VAL ETF 464287408 41568705 270207 SH SOLE 0 0 270207 ISHARES TR MSCI EAFE ETF 464287465 9951019 144385 SH SOLE 0 0 144385 ISHARES TR RUS 1000 GRW ETF 464287614 26916757 101195 SH SOLE 0 0 101195 ISHARES TR RUSSELL 2000 ETF 464287655 19510503 110391 SH SOLE 0 0 110391 PFIZER INC COM 717081103 738448 22263 SH SOLE 0 0 22263 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 54457301 350478 SH SOLE 0 0 350478 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 35940280 478120 SH SOLE 0 0 478120 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4150849 10570 SH SOLE 0 0 10570 VANGUARD INDEX FDS LARGE CAP ETF 922908637 3751964 19173 SH SOLE 0 0 19173 VANGUARD INDEX FDS GROWTH ETF 922908736 17156892 63005 SH SOLE 0 0 63005 VANGUARD INDEX FDS SMALL CP ETF 922908751 2094328 11077 SH SOLE 0 0 11077 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 53901525 720898 SH SOLE 0 0 720898 EXXON MOBIL CORP COM 30231G102 1404008 11941 SH SOLE 0 0 11941 INNOVATOR ETFS TR GRWT100 PWR BUF 45782C276 8448396 166307 SH SOLE 0 0 166307 INNOVATOR ETFS TR US EQT ULTRA BF 45782C300 2634140 80880 SH SOLE 0 0 80880 INNOVATOR ETFS TR US EQTY BUFR MAY 45782C326 13542715 435799 SH SOLE 0 0 435799 INNOVATOR ETFS TR US EQTY BUFR JAN 45782C409 862314 23470 SH SOLE 0 0 23470 INNOVATOR ETFS TR US EQTY BUFR FEB 45782C433 890177 26720 SH SOLE 0 0 26720 INNOVATOR ETFS TR GRWT100 PWR BF 45782C466 489164 12055 SH SOLE 0 0 12055 INNOVATOR ETFS TR US SML CP PWR B 45782C474 19522983 635491 SH SOLE 0 0 635491 INNOVATOR ETFS TR US EQTY PWR BUF 45782C573 470113 14220 SH SOLE 0 0 14220 INNOVATOR ETFS TR US EQTY BUF NOV 45782C581 1633810 49923 SH SOLE 0 0 49923 INNOVATOR ETFS TR US EQTY BUF SEP 45782C664 15544491 461809 SH SOLE 0 0 461809 INNOVATOR ETFS TR US EQUT BUFR AUG 45782C698 804751 24379 SH SOLE 0 0 24379 INNOVATOR ETFS TR US EQTY PWR BUF 45782C748 973616 31096 SH SOLE 0 0 31096 INNOVATOR ETFS TR US EQTY BUFR JUN 45782C755 1410801 42986 SH SOLE 0 0 42986 INNOVATOR ETFS TR US EQTY BUF OCT 45782C771 8135784 229177 SH SOLE 0 0 229177 INNOVATOR ETFS TR US EQTY BUFR JUL 45782C789 72294724 2097323 SH SOLE 0 0 2097323 INNOVATOR ETFS TR US EQTY PWR BUF 45782C797 362523 10675 SH SOLE 0 0 10675 INNOVATOR ETFS TR US EQTY PWR BUF 45782C813 1508412 44760 SH SOLE 0 0 44760 INNOVATOR ETFS TR US EQT BUFR APR 45782C888 755490 21604 SH SOLE 0 0 21604 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3667646 25885 SH SOLE 0 0 25885 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 981558 16696 SH SOLE 0 0 16696 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 397985 21186 SH SOLE 0 0 21186 SPDR S&P 500 ETF TR TR UNIT 78462F103 123995153 290061 SH SOLE 0 0 290061 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 66509020 198564 SH SOLE 0 0 198564 SPDR SER TR BLOOMBERG SHT TE 78468R408 10107120 413210 SH SOLE 0 0 413210 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 17579490 191456 SH SOLE 0 0 191456 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 11701213 90890 SH SOLE 0 0 90890