Berkshire Money Management, Inc. Diversified Active

CIK: 0001535172 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 14, 2025

Total Value ($000): $971,599 (100.0% shares, 0.0% debt)

Holdings (48)

SPY SPDR S&P 500 ETF TR 23.4%
Value ($000) $227,310 Shares 341,214 Est. Cost $13311.40 Unrealized —
DIA SPDR DOW JONES INDL AVERAGE 9.6%
Value ($000) $93,123 Shares 200,808 Est. Cost $341.13 Unrealized —
QQQ INVESCO QQQ TR 8.1%
Value ($000) $78,371 Shares 130,537 Est. Cost $428.16 Unrealized —
KAUG INNOVATOR ETFS TRUST 6.6%
Value ($000) $63,671 Shares 2,449,069 Est. Cost $24.98 Unrealized —
VIG VANGUARD SPECIALIZED FUNDS 6.3%
Value ($000) $61,088 Shares 283,089 Est. Cost $128.82 Unrealized —
RSP INVESCO EXCHANGE TRADED FD T 5.5%
Value ($000) $53,559 Shares 282,337 Est. Cost $177.87 Unrealized —
IWF ISHARES TR 5.5%
Value ($000) $53,173 Shares 113,518 Est. Cost $2673.10 Unrealized —
SJNK SPDR SERIES TRUST 4.5%
Value ($000) $43,650 Shares 1,705,063 Est. Cost $25.13 Unrealized —
BSV VANGUARD BD INDEX FDS 4.0%
Value ($000) $38,492 Shares 487,797 Est. Cost $77.04 Unrealized —
IVE ISHARES TR 3.2%
Value ($000) $31,410 Shares 152,101 Est. Cost $146.92 Unrealized —
PJUN INNOVATOR ETFS TRUST 2.7%
Value ($000) $26,160 Shares 635,721 Est. Cost $39.29 Unrealized —
VUG VANGUARD INDEX FDS 2.6%
Value ($000) $25,421 Shares 53,004 Est. Cost $425.56 Unrealized —
XLU SELECT SECTOR SPDR TR 2.5%
Value ($000) $24,609 Shares 282,184 Est. Cost $79.23 Unrealized —
BIL SPDR SERIES TRUST 2.3%
Value ($000) $22,431 Shares 244,478 Est. Cost $91.79 Unrealized —
MOAT VANECK ETF TRUST 2.1%
Value ($000) $20,602 Shares 207,871 Est. Cost $87.25 Unrealized —
THNQ EXCHANGE TRADED CONCEPTS TRU 1.5%
Value ($000) $14,981 Shares 233,926 Est. Cost $52.55 Unrealized —
IGPT INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $13,157 Shares 243,515 Est. Cost $45.12 Unrealized —
JNK SPDR SERIES TRUST 1.0%
Value ($000) $10,027 Shares 102,330 Est. Cost $97.93 Unrealized —
BFEB INNOVATOR ETFS TRUST 0.7%
Value ($000) $6,680 Shares 141,367 Est. Cost $43.53 Unrealized —
KJAN INNOVATOR ETFS TRUST 0.6%
Value ($000) $6,203 Shares 153,722 Est. Cost $34.14 Unrealized —
GRNY TIDAL TRUST I 0.6%
Value ($000) $6,131 Shares 245,357 Est. Cost $24.99 Unrealized —
AAPL APPLE INC 0.6%
Value ($000) $6,097 Shares 23,946 Est. Cost $138.11 Unrealized +63.3%
QQQE DIREXION SHS ETF TR 0.6%
Value ($000) $5,722 Shares 56,313 Est. Cost $76.31 Unrealized —
USMV ISHARES TR 0.6%
Value ($000) $5,655 Shares 59,435 Est. Cost $93.87 Unrealized —
KAPR INNOVATOR ETFS TRUST 0.4%
Value ($000) $3,462 Shares 101,233 Est. Cost $32.39 Unrealized —
UJAN INNOVATOR ETFS TRUST 0.3%
Value ($000) $3,361 Shares 79,793 Est. Cost $30.94 Unrealized —
MTUM ISHARES TR 0.3%
Value ($000) $3,064 Shares 11,947 Est. Cost $242.04 Unrealized —
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $2,970 Shares 15,920 Est. Cost $113.10 Unrealized +54.1%
BOCT INNOVATOR ETFS TRUST 0.3%
Value ($000) $2,730 Shares 56,376 Est. Cost $29.97 Unrealized —
AMZN AMAZON COM INC 0.2%
Value ($000) $2,367 Shares 10,778 Est. Cost $206.51 Unrealized +9.6%
PJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $2,013 Shares 44,137 Est. Cost $26.70 Unrealized —
BJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,784 Shares 35,925 Est. Cost $34.82 Unrealized —
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,420 Shares 17,768 Est. Cost $79.01 Unrealized —
BJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,250 Shares 23,582 Est. Cost $33.90 Unrealized —
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,213 Shares 10,761 Est. Cost $63.68 Unrealized +72.3%
SGOV ISHARES TR 0.1%
Value ($000) $1,062 Shares 10,542 Est. Cost $100.68 Unrealized —
BAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,003 Shares 21,374 Est. Cost $24.82 Unrealized —
KDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $996 Shares 39,120 Est. Cost $23.84 Unrealized —
BNOV INNOVATOR ETFS TRUST 0.1%
Value ($000) $903 Shares 20,749 Est. Cost $31.20 Unrealized —
NJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $641 Shares 12,055 Est. Cost $34.61 Unrealized —
BSEP INNOVATOR ETFS TRUST 0.1%
Value ($000) $613 Shares 12,687 Est. Cost $32.12 Unrealized —
BAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $572 Shares 11,672 Est. Cost $32.45 Unrealized —
BSCQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $566 Shares 28,942 Est. Cost $18.85 Unrealized —
PNOV INNOVATOR ETFS TRUST 0.1%
Value ($000) $487 Shares 11,871 Est. Cost $30.51 Unrealized —
TFC TRUIST FINL CORP 0.0%
Value ($000) $471 Shares 10,292 Est. Cost $44.34 Unrealized 0.0%
BSCS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $415 Shares 20,159 Est. Cost $20.56 Unrealized —
— INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $257 Shares 12,403 Est. Cost $20.43 Unrealized —
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $256 Shares 13,004 Est. Cost $19.22 Unrealized —