Berkshire Money Management, Inc. ETFs

Berkshire Money Management, Inc.

$840 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$256,000 0.03% of portfolio	12,403	Q1 2024 New
BSCR Invesco Et Self Idxd Fd Tr Bul	$0	$255,000 0.03% of portfolio	13,004	Q2 2024 New
IVV Ishares Core S&P 500 ETF	$0	$252,000 0.03% of portfolio	407	Q2 2025 Reduced 15.21%
GLD Spdr Gold Trust	$106B	$248,000 0.03% of portfolio	816	Q2 2025 Added 10.87%
BJUN Innovator U.S. Equity Buffer E	$0	$247,000 0.03% of portfolio	6,329	Q4 2024 New
PAUG Innovator U.S. Equity Power Bu	$0	$209,000 0.02% of portfolio	5,173	Q2 2025 New
EFA Ishares Tr Msci Eafe ETF	$0	$198,000 0.02% of portfolio	2,221	Q2 2025 New
TIP Ishares Tr Tips Bd ETF	$0	$197,000 0.02% of portfolio	1,793	Q2 2025 New
XLE Energy Sector Spdr	$0	$190,000 0.02% of portfolio	2,252	Q2 2025 Added 0.4%
XLI Industrial Sector Spdr	$0	$187,000 0.02% of portfolio	1,272	Q2 2025 New
VB Vanguard Small Cap ETF	$0	$181,000 0.02% of portfolio	765	Q2 2025 Reduced 26.93%
UJUN Innovator U.S. Equity Ultra Bu	$0	$158,000 0.02% of portfolio	4,459	Q2 2025 New
XLK Technology Sector Spdr	$0	$147,000 0.02% of portfolio	581	Q2 2025 New
PHO Invesco Exchange Traded Fd Tr	$0	$130,000 0.02% of portfolio	1,863	Q2 2025 New
IVW Ishares S&P 500 Growth ETF	$0	$128,000 0.02% of portfolio	1,171	Q2 2025 Reduced 61.67%
MGC Vanguard Mega Cap ETF	$0	$119,000 0.01% of portfolio	533	Q2 2025 Reduced 98.91%
VOOG Vanguard S&P 500 Growth ETF	$0	$98,000 0.01% of portfolio	248	Q2 2025 New
XLF Financial Sector Spdr	$0	$98,000 0.01% of portfolio	1,874	Q2 2025 New
VLUE Ishares Msci Usa Value Factor	$0	$87,000 0.01% of portfolio	772	Q2 2025 New
DJD Invesco Exchange Traded Fd Tr	$0	$82,000 0.01% of portfolio	1,551	Q2 2025 New
DVY Ishares Tr	$0	$75,000 0.01% of portfolio	566	Q2 2025 New
IEFA Ishares Tr	$0	$68,000 0.01% of portfolio	821	Q2 2025 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$67,000 0.01% of portfolio	1,459	Q2 2025 New
SCHR Schwab Intermediate Term Us Tr	$0	$64,000 0.01% of portfolio	2,587	Q2 2025 New
PFEB Innovator U.S. Equity Power Bu	$0	$61,000 0.01% of portfolio	1,621	Q2 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$61,000 0.01% of portfolio	851	Q2 2025 New
SHE Spdr Ser Tr Ssga Gender Divers	$0	$56,000 0.01% of portfolio	456	Q2 2025 New
VNQ Vanguard Specialized Funds Van	$0	$52,000 0.01% of portfolio	592	Q2 2025 New
FNDX Schwab Fundamental U S Large C	$0	$51,000 0.01% of portfolio	2,112	Q2 2025 New
IWR Ishares Russell Mid Cap ETF	$0	$50,000 0.01% of portfolio	553	Q2 2025 New
BSCT Invesco Index Fd Tr Bulletshar	$0	$50,000 0.01% of portfolio	2,726	Q2 2025 New
XHB Spdr Series Tr Spdr S&P Homebu	$0	$49,000 0.01% of portfolio	500	Q2 2025 New
IWP Ishares Russell Mid Cap Growth	$0	$45,000 0.01% of portfolio	325	Q2 2025 New
SCHX Schwab Strategic Tr Us Large C	$0	$44,000 0.01% of portfolio	1,836	Q2 2025 New
VBK Vanguard Small Cap Growth ETF	$0	$43,000 0.01% of portfolio	158	Q2 2025 New
SHY Ishares Barclays 1 3 Year Trea	$0	$43,000 0.01% of portfolio	520	Q2 2025 New
XJH Ishares Tr Esg Screened S&P Mi	$0	$41,000 0.0% of portfolio	1,000	Q2 2025 New
SCHI Schwab Strategic Tr 5 10 Yr C	$0	$38,000 0.0% of portfolio	1,699	Q2 2025 New
XLB Select Sector Spdr Fd Material	$0	$35,000 0.0% of portfolio	400	Q2 2025 New
ROBO Robo Global Robotics And Autom	$0	$34,000 0.0% of portfolio	575	Q2 2025 New
VTV Vanguard Value ETF	$0	$32,000 0.0% of portfolio	186	Q2 2025 New
NLR Vaneck ETF Tr Uranium+Nuclear	$0	$32,000 0.0% of portfolio	294	Q2 2025 New
IBB Ishares Biotechnology ETF	$0	$27,000 0.0% of portfolio	220	Q2 2025 New
SPHQ Invesco Exchange Traded Fd Tr	$0	$27,000 0.0% of portfolio	390	Q2 2025 New
VGSH Vanguard	$0	$27,000 0.0% of portfolio	460	Q2 2025 New
VBR Vanguard Small Cap Value ETF	$0	$24,000 0.0% of portfolio	125	Q2 2025 New
IWD Ishares Russell 1000 Val ETF	$0	$23,000 0.0% of portfolio	123	Q2 2025 New
SCHV Schwab Strategic Tr Us Large C	$0	$23,000 0.0% of portfolio	867	Q2 2025 New
FXI Ishares Tr	$0	$22,000 0.0% of portfolio	600	Q2 2025 New
EPI Wisdomtree Tr India Earnings F	$0	$21,000 0.0% of portfolio	450	Q2 2025 New

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