Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BERKSHIRE MONEY MANAGEMENT INC | 07-18-2024 | 06-30-2024 | 39 | 823,510,166 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 51 | $1,453,150 | 12,623 | 0.00 | 0.00 | -187 | -1.46 | 06-30-2024 |
| AMAZON COM INC | COM | Liquidated | $0 | 0 | 0.00 | 7,299 | +Inf | 06-30-2024 | |
| ISHARES TR | S&P 100 ETF | Liquidated | $0 | 0 | 0.00 | 4,786 | +Inf | 06-30-2024 | |
| INNOVATOR ETFS TRUST | US EQTY BUFR FEB | 54 | $1,085,811 | 26,717 | 0.00 | 0.00 | -3 | -0.01 | 06-30-2024 |
