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Home > Institutional Investor > Berkshire Money Management, Inc. > Profile

Instuitional Investor - Berkshire Money Management, Inc.

Fund Profile
Filing Period:
Fund Name: Berkshire Money Management, Inc.
Portfolio Value $971,598,778
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 341,214 $227,309,749 23.4%
2.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 200,808 $93,122,843 9.58%
3.
Invesco Qqq Tr
 130,537 $78,370,792 8.07%
4.
Blue Buffalo Pet Products Inc.
 BUFF 2,449,069 $63,671,386 6.55%
5.
Vanguard Specialized Funds - DIV APP ETF
 283,089 $61,087,743 6.29%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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