Berkshire Money Management, Inc. New Holdings in Q2 2025

Berkshire Money Management, Inc.

  • $840 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
271K
New
$85.42 - $94.39 $23.1M - $25.5M
271K $25.4M
KAPR
Innovator U.S. Small Cap Power

ETFs
102K
New
$28.5 - $32.39 $2.9M - $3.3M
102K $3.3M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
40.2K
New
$68.13 - $74.77 $2.74M - $3.01M
40.2K $2.93M
VONE
Vanguard Russell 1000 ETF

ETFs
5.52K
New
$225.48 - $280.86 $1.24M - $1.55M
5.52K $1.54M
VDC
Vanguard Consumer Staples ETF

ETFs
6.04K
New
$204.89 - $224.73 $1.24M - $1.36M
6.04K $1.32M
JNK
Spdr Bloomberg High Yield Bond

ETFs
8.46K
New
$91.23 - $97.27 $772K - $823K
8.46K $822K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.78K
New
$273.67 - $366.17 $488K - $653K
1.78K $652K
BAC
Bank Of America Corp

Financial Services
4.46K
New
$34.39 - $47.46 $153K - $211K
4.46K $210K
PAUG
Innovator U.S. Equity Power Bu

ETFs
5.17K
New
$35.3 - $40.46 $183K - $209K
5.17K $209K
CSCO
Cisco Systems, Inc.

Technology
2.89K
New
$53.19 - $69.38 $154K - $200K
2.89K $200K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.22K
New
$72.96 - $90.39 $162K - $201K
2.22K $198K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.79K
New
$107.93 - $110.97 $194K - $199K
1.79K $197K
XLI
Industrial Sector Spdr

ETFs
1.27K
New
$116.42 - $147.52 $148K - $188K
1.27K $187K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
4.46K
New
$30.77 - $35.62 $137K - $159K
4.46K $158K
NJUL
Innovator Growth 100 Power Buf

Technology
2.27K
New
$56.05 - $68.06 $127K - $154K
2.27K $154K
XLK
Technology Sector Spdr

ETFs
581
New
$179.73 - $253.23 $104K - $147K
581 $147K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.86K
New
$58.13 - $69.92 $108K - $130K
1.86K $130K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
248
New
$299.15 - $396.54 $74.2K - $98.3K
248 $98K
XLF
Financial Sector Spdr

ETFs
1.87K
New
$43.92 - $52.37 $82.3K - $98.1K
1.87K $98K
VLUE
Ishares Msci Usa Value Factor

ETFs
772
New
$93.5 - $113.21 $72.2K - $87.4K
772 $87K
DJD
Invesco Exchange Traded Fd Tr

ETFs
1.55K
New
$47.46 - $53.19 $73.6K - $82.5K
1.55K $82K
DVY
Ishares Tr

ETFs
566
New
$118.37 - $134.86 $67K - $76.3K
566 $75K
IEFA
Ishares Tr

ETFs
821
New
$67.83 - $84.09 $55.7K - $69K
821 $68K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.46K
New
$45.2 - $46.6 $65.9K - $68K
1.46K $67K
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.59K
New
$24.54 - $25.07 $63.5K - $64.9K
2.59K $64K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
851
New
$58.41 - $72.69 $49.7K - $61.9K
851 $61K
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.62K
New
$33.46 - $38.01 $54.2K - $61.6K
1.62K $61K
VTI
Vanguard Total Stock Market Et

ETFs
198
New
$243.75 - $303.93 $48.3K - $60.2K
198 $60K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
456
New
$102.11 - $124.82 $46.6K - $56.9K
456 $56K
VNQ
Vanguard Specialized Funds Van

ETFs
592
New
$79.79 - $91.42 $47.2K - $54.1K
592 $52K
FNDX
Schwab Fundamental U S Large C

ETFs
2.11K
New
$20.84 - $24.54 $44K - $51.8K
2.11K $51K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
2.73K
New
$18.28 - $18.7 $49.8K - $51K
2.73K $50K
IWR
Ishares Russell Mid Cap ETF

ETFs
553
New
$74.88 - $91.97 $41.4K - $50.9K
553 $50K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
500
New
$86.79 - $101.21 $43.4K - $50.6K
500 $49K
IWP
Ishares Russell Mid Cap Growth

ETFs
325
New
$104.34 - $138.68 $33.9K - $45.1K
325 $45K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.84K
New
$19.6 - $24.44 $36K - $44.9K
1.84K $44K
VBK
Vanguard Small Cap Growth ETF

ETFs
158
New
$219.76 - $276.94 $34.7K - $43.8K
158 $43K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
520
New
$82.21 - $83.12 $42.7K - $43.2K
520 $43K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1K
New
$34.28 - $41.6 $34.3K - $41.6K
1K $41K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.7K
New
$21.85 - $22.76 $37.1K - $38.7K
1.7K $38K
XBAP
Innovator ETF Tr Us Equity Acc
964
New
$32.27 - $36.74 $31.1K - $35.4K
964 $35K
XLB
Select Sector Spdr Fd Material

ETFs
400
New
$74.27 - $88.92 $29.7K - $35.6K
400 $35K
ROBO
Robo Global Robotics And Autom

ETFs
575
New
$43.89 - $59.78 $25.2K - $34.4K
575 $34K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
294
New
$66.89 - $111.18 $19.7K - $32.7K
294 $32K
VTV
Vanguard Value ETF

ETFs
186
New
$153.67 - $176.74 $28.6K - $32.9K
186 $32K
VGSH
Vanguard

ETFs
460
New
$58.32 - $58.95 $26.8K - $27.1K
460 $27K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
390
New
$59.24 - $71.39 $23.1K - $27.8K
390 $27K
IBB
Ishares Biotechnology ETF

ETFs
220
New
$112.02 - $129.0 $24.6K - $28.4K
220 $27K
VBR
Vanguard Small Cap Value ETF

ETFs
125
New
$162.76 - $195.77 $20.3K - $24.5K
125 $24K
Activity Summary
Buys All Purchases 86 New Holdings 56 Increased Positions 30 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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