StockDriftsStockDriftsTop 50 Berkshire Money Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 22.61% | 339.5K | $220.8M | -0.37%(-1.27K) | $345.69(+115.45%) | 2026-03-31 | |
| DIA | STATE STR SPDR DOW JONES IND | 9.73% | 205.1K | $95.0M | -0.69%(-1.43K) | $333.92(+58.09%) | 2026-03-31 | |
| KNOV | INNOVATOR ETFS TRUST | 6.54% | 2.23M | $63.8M | +5615.06%(+2.19M) | $28.57(+10.89%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.16% | 279.6K | $60.1M | -1.23%(-3.48K) | $122.87(+94.20%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 6.02% | 306.4K | $58.8M | +2.45%(+7.32K) | $173.47(+23.89%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.7% | 96.5K | $55.7M | -26.68%(-35.12K) | $408.13(+74.60%) | 2026-03-31 | |
| SJNK | SPDR SERIES TRUST | 4.3% | 1.68M | $42.0M | -4.24%(-74.47K) | $25.13(-0.81%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 3.39% | 421.6K | $33.1M | +3.62%(+14.72K) | $76.85(+1.18%) | 2026-03-31 | |
| IVE | ISHARES TR | 3.26% | 150.9K | $31.9M | -0.96%(-1.46K) | $150.11(+53.35%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.99% | 455.6K | $29.2M | new | $63.28(+11.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.00% | +40.49% |
| Top 20 Holdings Unweighted | +11.23% | +37.63% |
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