13F-HR filed by Berkshire Money Management, Inc.
Berkshire Money Management, Inc. filed this 13F-HR for the quarter ended 2022-09-30, filed 2022-10-21, with 43 holding rows worth $581,643,000.
- Accession
- 0001398344-22-020570
- Filer
- CIK 1535172
- Filed
- 2022-10-21
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2022
A holdings report, 43 entries on the cover page, a total value of $581,643,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $581,640,000 with VALUE read as thousands by filing date, 13F file number 028-15668. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 342,209 | $98,317,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 227,920 | $81,408,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 491,787 | $66,470,000 | thousands by filing date | |
| INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER | 45782C771 | ETF | 1,731,168 | $51,762,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R408 | ST TERM HIGH ETF | 1,451,445 | $34,515,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 151,873 | $31,954,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 413,692 | $23,924,000 | thousands by filing date | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 179,501 | $23,069,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 103,121 | $17,007,000 | thousands by filing date | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 135,126 | $16,365,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 69,073 | $14,778,000 | thousands by filing date | |
| INNOVATOR ETFS TR ETF S&P 500 BUFFER SEPTEMBER | 45782C664 | ETF | 476,819 | $13,642,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C797 | US EQTY PWR BUF | 423,443 | $12,123,000 | thousands by filing date | |
| INNOVATOR U.S. EQUITY BUFFER ETF - MAY | 45782C326 | ETF | 348,316 | $9,551,000 | thousands by filing date | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 112,805 | $9,234,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C581 | US EQTY BUF NOV | 282,449 | $7,838,000 | thousands by filing date | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 51,774 | $6,791,000 | thousands by filing date | |
| ISHARES TR | 464287101 | S&P 100 ETF | 39,908 | $6,485,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C698 | US EQUT BUFR AUG | 210,225 | $5,943,000 | thousands by filing date | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 48,958 | $5,459,000 | thousands by filing date | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 38,599 | $4,913,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C409 | US EQTY BUFR JAN | 150,623 | $4,670,000 | thousands by filing date | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 26,897 | $4,399,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 11,668 | $3,831,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C680 | US EQTY PWR BF | 123,137 | $3,321,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 22,394 | $3,095,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C300 | US EQT ULTRA BF | 83,056 | $2,424,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 13,782 | $2,355,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 32,090 | $2,121,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 31,813 | $1,861,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C474 | US SML CP PWR B | 64,940 | $1,830,000 | thousands by filing date | |
| INNOVATOR TR ETF S&P 500 BUFFER ETF JUNE | 45782C755 | ETF | 46,593 | $1,345,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C813 | US EQTY PWR BUF | 41,827 | $1,197,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 23,227 | $1,109,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 18,691 | $1,081,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 12,086 | $1,055,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C748 | US EQTY PWR BUF | 32,263 | $915,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 11,933 | $886,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C433 | US EQTY BUFR FEB | 27,680 | $773,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C888 | US EQT BUFR APR | 22,897 | $666,000 | thousands by filing date | |
| Pfizer Inc. | 717081103 | COM | 10,330 | $452,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 10,642 | $451,000 | thousands by filing date | |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 46138J791 | ETF | 13,703 | $255,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-22-020570 | this filing | 2022-10-21 | acceptance time not in the bulk data set |