Titelia

Holdings of Berkshire Money Management, Inc.

40 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 76.9 % of the equity sleeve

Sector breakdown

  • Technology 1.2 %
  • Funds 1.1 %
  • Consumer discretionary 0.3 %
  • Energy 0.2 %
  • Unattributed 97.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US40847.2M $100.00 %

Positions

RankCompanySharesValueWeight
1State Street SPDR S&P 500 ETF Trust 339,480220.8M $
2State Street Spdr Dow Jones Industrial Average Etf Trust 205,14595M $
3VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 279,61160.1M $
4Invesco S&P 500 Equal Weight ETF 306,43258.8M $
5Invesco QQQ Trust Series 1 96,50155.7M $
6State Street SPDR Bloomberg Short Term High Yield Bond ETF 1,681,30842M $
7Vanguard Short-term Bond Etf 421,56633.1M $
8iShares Trust 150,90831.9M $
9Vanguard FTSE Developed Markets ETF 455,64729.2M $
10iShares Russell 1000 Growth ETF 59,01925.2M $
11Innovator U.S. Equit 598,77824.5M $
12SPDR Series Trust 253,66723.2M $
13iShares Trust 527,44722.4M $
14Vanguard Growth ETF 48,15721M $
15VanEck Morningstar Wide Moat ETF 215,15820.8M $
16State Street SPDR Bloomberg High Yield Bond ETF 172,65116.5M $
17Tidal Trust I 304,4857.3M $
18iShares Russell 2000 ETF 27,8616.9M $
19Apple Inc 27,1836.9M $
20Innovator U.S. Equity Buffer E 141,3466.7M $
21State Street SPDR S&P Regional Banking ETF 84,1415.5M $
22Direxion NASDAQ-100 Equal Weighted Index ETF 52,6445.2M $
23Innovator U.S. Equity Power Bu 110,1974.6M $
24NVIDIA Corp 18,1093.2M $
25Innovator U.S. Equity Buffer E 55,5872.7M $
26Amazon.com Inc 11,0722.3M $
27Innovator U.S. Equity Power Bu 44,1372M $
28Exxon Mobil Corp 11,4361.9M $
29Innovator U.S. Equity Buffer E 34,8561.7M $
30VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 17,6201.4M $
31Innovator U.S. Equity Buffer E 23,2191.2M $
32iShares Trust 10,5421.1M $
33Innovator U.S. Equity Buffer E 21,3741M $
34iShares MSCI USA Min Vol Factor ETF 10,251950.7K $
35Innovator U.S. Equity Buffer E 21,410921.1K $
36ISHARES TRUST 11,230899K $
37State Street Utilities Select Sector SPDR ETF 15,984733.5K $
38Innovator Growth 100 Power Buffer ETF - January 12,055643.4K $
39Innovator U.S. Equity Buffer E 12,687610K $
40Innovator U.S. Equity Buffer E 10,801527.6K $