HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
345,332 | +55,271 | $164,140 |
| SPY | 345,332 | +55,271 | $164,140 |
| INNOVATOR ETFS TR (BJUL) |
2,207,847 | +110,524 | $83,081 |
| BJUL | 2,207,847 | +110,524 | $83,081 |
| SPDR DOW JONES INDL AVERAGE (DIA) |
200,791 | +2,227 | $75,672 |
| DIA | 200,791 | +2,227 | $75,672 |
| DIREXION SHS ETF TR (QQQE) |
762,559 | +41,661 | $64,543 |
| QQQE | 762,559 | +41,661 | $64,543 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
312,190 | -38,288 | $53,197 |
| VIG | 312,190 | -38,288 | $53,197 |
| ISHARES TR (IWF) |
134,283 | +33,088 | $40,711 |
| IWF | 134,283 | +33,088 | $40,711 |
| INVESCO QQQ TR |
95,277 | +95,277 | $39,018 |
| QQQ | 95,277 | +95,277 | $39,018 |
| VANGUARD BD INDEX FDS (BSV) |
452,096 | -26,024 | $34,820 |
| BSV | 452,096 | -26,024 | $34,820 |
| ISHARES TR (IVE) |
195,638 | -74,569 | $34,019 |
| IVE | 195,638 | -74,569 | $34,019 |
| VANGUARD INDEX FDS (VUG) |
62,137 | -868 | $19,317 |
| VUG | 62,137 | -868 | $19,317 |
| SPDR SER TR (BIL) |
188,043 | -3,413 | $17,185 |
| BIL | 188,043 | -3,413 | $17,185 |
| INNOVATOR ETFS TR (BSEP) |
468,357 | +6,548 | $17,179 |
| BSEP | 468,357 | +6,548 | $17,179 |
| INNOVATOR ETFS TR (KJAN) |
478,419 | -157,072 | $16,415 |
| KJAN | 478,419 | -157,072 | $16,415 |
| VANECK ETF TRUST (MOAT) |
141,829 | +141,829 | $12,037 |
| MOAT | 141,829 | +141,829 | $12,037 |
| SPDR SER TR (SJNK) |
440,092 | +26,882 | $11,064 |
| SJNK | 440,092 | +26,882 | $11,064 |
| ISHARES TR (EFA) |
136,466 | -7,919 | $10,283 |
| EFA | 136,466 | -7,919 | $10,283 |
| INNOVATOR ETFS TR (NJUL) |
181,752 | +15,445 | $10,015 |
| NJUL | 181,752 | +15,445 | $10,015 |
| INNOVATOR ETFS TR (BOCT) |
134,070 | -95,107 | $5,158 |
| BOCT | 134,070 | -95,107 | $5,158 |
| ISHARES TR (IWM) |
25,175 | -85,216 | $5,053 |
| IWM | 25,175 | -85,216 | $5,053 |
| SELECT SECTOR SPDR TR (XLV) |
36,082 | -54,808 | $4,921 |
| XLV | 36,082 | -54,808 | $4,921 |
| VANGUARD INDEX FDS (VOO) |
11,047 | +477 | $4,825 |
| VOO | 11,047 | +477 | $4,825 |
| APPLE INC |
20,908 | +612 | $4,025 |
| AAPL | 20,908 | +612 | $4,025 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
25,290 | -595 | $3,991 |
| RSP | 25,290 | -595 | $3,991 |
| VANGUARD INDEX FDS (VV) |
14,398 | -4,775 | $3,141 |
| VV | 14,398 | -4,775 | $3,141 |
| INNOVATOR ETFS TR (UJAN) |
80,880 | UNCH | $2,785 |
| UJAN | 80,880 | UNCH | $2,785 |
| VANGUARD WORLD FD (MGC) |
16,287 | +16,287 | $2,757 |
| MGC | 16,287 | +16,287 | $2,757 |
| INNOVATOR ETFS TR (BNOV) |
49,509 | -414 | $1,728 |
| BNOV | 49,509 | -414 | $1,728 |
| INNOVATOR ETFS TR (PJUL) |
44,760 | UNCH | $1,620 |
| PJUL | 44,760 | UNCH | $1,620 |
| EXXON MOBIL CORP |
11,952 | +11 | $1,195 |
| XOM | 11,952 | +11 | $1,195 |
| INNOVATOR ETFS TR (PJUN) |
31,096 | UNCH | $1,038 |
| PJUN | 31,096 | UNCH | $1,038 |
| INNOVATOR ETFS TR (BFEB) |
26,720 | UNCH | $979 |
| BFEB | 26,720 | UNCH | $979 |
| INNOVATOR ETFS TR (BJAN) |
23,376 | -94 | $955 |
| BJAN | 23,376 | -94 | $955 |
| INNOVATOR ETFS TR (BAPR) |
21,604 | UNCH | $826 |
| BAPR | 21,604 | UNCH | $826 |
| INNOVATOR ETFS TR (BAUG) |
22,116 | -2,263 | $796 |
| BAUG | 22,116 | -2,263 | $796 |
| SCHWAB STRATEGIC TR |
10,604 | +10,604 | $657 |
| FNDX | 10,604 | +10,604 | $657 |
| PFIZER INC |
21,255 | -1,008 | $612 |
| PFE | 21,255 | -1,008 | $612 |
| INNOVATOR ETFS TR (NJAN) |
12,055 | UNCH | $503 |
| NJAN | 12,055 | UNCH | $503 |
| INNOVATOR ETFS TR (PNOV) |
14,114 | -106 | $486 |
| PNOV | 14,114 | -106 | $486 |
| INVESCO EXCH TRD SLF IDX FD |
21,186 | UNCH | $409 |
| BSCQ | 21,186 | UNCH | $409 |
See Full List: All Stocks Held By Berkshire Money Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Berkshire Money Management Inc.
|
Size ($ in 1000's)
At 12/31/2023: $751,373 At 09/30/2023: $660,241 Berkshire Money Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Berkshire Money Management Inc. 13F filings. Link to 13F filings: SEC filings |
