Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BERKSHIRE MONEY MANAGEMENT INC | 02-02-2024 | 12-31-2023 | 40 | 751,371,995 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $164,139,789 | 345,332 | 0.02 | 0.02 | 55,271 | 19.05 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQTY BUFR JUL | 2 | $83,081,283 | 2,207,847 | 0.01 | 0.01 | 110,524 | 5.27 | 12-31-2023 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 3 | $75,672,258 | 200,791 | 0.01 | 0.01 | 2,227 | 1.12 | 12-31-2023 |
| DIREXION SHS ETF TR | NAS100 EQL WGT | 4 | $64,542,973 | 762,559 | 0.01 | 0.01 | 41,661 | 5.78 | 12-31-2023 |
