|
Q3 2024
|
74 |
282,699 |
BILS, BRK-B, SGOV, TPL
|
13F-HR
|
11/6/2024 |
000139834424020033 |
|
Q2 2024
|
70 |
264,451 |
SGOV, BRK-B, BILS, GOOG
|
13F-HR
|
8/7/2024 |
000139834424014028 |
|
Q1 2024
|
78 |
268,310 |
SGOV, BRK-B, BILS, GOOG
|
13F-HR
|
5/7/2024 |
000139834424008925 |
|
Q4 2023
|
80 |
249,075 |
BRK-B, SGOV, SPDR SER TR, AAPL
|
13F-HR
|
2/7/2024 |
000139834424002270 |
|
Q3 2023
|
101 |
238,863 |
BRK-B, SGOV, SPDR SER TR, AAPL
|
13F-HR
|
11/13/2023 |
000139834423020445 |
|
Q2 2023
|
106 |
237,061 |
BRK-B, SGOV, SPDR SER TR, AAPL
|
RESTATEMENT
|
1/2/2024 |
000139834424000027 |
|
Q1 2023
|
110 |
219,505 |
BRK-B, SPSB, SGOV, AAPL
|
13F-HR
|
5/11/2023 |
000139834423009501 |
|
Q4 2022
|
108 |
210,606 |
BRK-B, SPSB, TPL, AAPL
|
13F-HR
|
2/14/2023 |
000139834423003151 |
|
Q3 2022
|
102 |
188,642 |
BRK-B, SPSB, AAPL, TPL
|
13F-HR
|
11/9/2022 |
000139834422021668 |
|
Q2 2022
|
98 |
177,488 |
BRK-B, SPSB, AAPL, GOOG
|
13F-HR
|
8/4/2022 |
000139834422014760 |
|
Q1 2022
|
103 |
205,380 |
BRK-B, AAPL, GOOG, SPSB
|
13F-HR
|
5/10/2022 |
000139834422009212 |
|
Q4 2021
|
98 |
196,961 |
BRK-B, AAPL, GOOG, SPSB
|
13F-HR
|
2/10/2022 |
000139834422002669 |
|
Q3 2021
|
80 |
167,607 |
BRK-B, AAPL, GOOG, SPSB
|
13F-HR
|
11/5/2021 |
000139834421020951 |
|
Q2 2021
|
82 |
153,528 |
BRK-B, AAPL, GOOG, TPL
|
13F-HR
|
8/12/2021 |
000139834421016044 |
|
Q1 2021
|
58 |
138,596 |
BRK-B, AAPL, GOOG, TPL
|
13F-HR
|
5/13/2021 |
000139834421010577 |
|
Q4 2020
|
57 |
132,864 |
BRK-B, AAPL, GOOG, BRK-A
|
13F-HR
|
2/11/2021 |
000139834421002976 |
|
Q3 2020
|
59 |
131,918 |
BRK-B, AAPL, GOOG, BRK-A
|
13F-HR
|
11/13/2020 |
000139834420022482 |
|
Q2 2020
|
62 |
127,660 |
AAPL, BRK-B, GOOG, BRK-A
|
13F-HR
|
8/13/2020 |
000139834420015742 |
|
Q1 2020
|
62 |
110,164 |
BRK-B, AAPL, GOOG, BRK-A
|
13F-HR
|
5/12/2020 |
000139834420009988 |
|
Q4 2019
|
65 |
156,859 |
BRK-B, AAPL, GOOG, WFC
|
13F-HR
|
2/4/2020 |
000139834420002101 |
|
Q3 2019
|
71 |
143,566 |
BRK-B, AAPL, GOOG, WFC
|
13F-HR
|
11/8/2019 |
000139834419019378 |
|
Q2 2019
|
70 |
146,335 |
BRK-B, AAPL, GOOG, TPL
|
13F-HR
|
8/8/2019 |
000139834419013783 |
|
Q1 2019
|
69 |
144,737 |
BRK-B, AAPL, GOOG, TPL
|
RESTATEMENT
|
5/28/2019 |
000139834419009581 |
|
Q4 2018
|
67 |
121,193 |
BRK-B, AAPL, GOOG, BRK-A
|
13F-HR
|
2/13/2019 |
000139834419002621 |
|
Q3 2018
|
71 |
144,497 |
BRK-B, AAPL, GOOG, TPL
|
RESTATEMENT
|
1/3/2020 |
000139834420000142 |
|
Q2 2018
|
63 |
137,052 |
BRK-B, AAPL, GOOG, LSXMA
|
13F-HR
|
8/6/2018 |
000139834418011258 |
|
Q1 2018
|
63 |
131,616 |
BRK-B, AAPL, GOOG, BRK-A
|
13F-HR
|
5/1/2018 |
000139834418006394 |
|
Q4 2017
|
61 |
135,969 |
BRK-B, AAPL, GOOG, BRK-A
|
13F-HR
|
2/9/2018 |
000108514618000436 |
|
Q3 2017
|
52 |
122,211 |
BRK-B, AAPL, GOOG, LSXMA
|
13F-HR
|
10/31/2017 |
000108514617002153 |
|
Q2 2017
|
52 |
120,811 |
BRK-B, AAPL, LSXMA, GOOG
|
13F-HR
|
7/17/2017 |
000108514617001505 |
|
Q1 2017
|
50 |
111,854 |
BRK-B, AAPL, QSR, LSXMA
|
13F-HR
|
4/26/2017 |
000108514617001039 |
|
Q4 2016
|
48 |
103,212 |
BRK-B, AAPL, BRK-A, QSR
|
13F-HR
|
1/25/2017 |
000108514617000180 |
|
Q3 2016
|
45 |
93,094 |
BRK-B, AAPL, QSR, BRK-A
|
13F-HR
|
10/21/2016 |
000108514616004531 |
|
Q2 2016
|
48 |
96,605 |
BRK-B, AAPL, WFC, QSR
|
13F-HR
|
7/13/2016 |
000108514616003970 |
|
Q1 2016
|
47 |
98,611 |
BRK-B, AAPL, WFC, QSR
|
13F-HR
|
4/18/2016 |
000108514616003466 |
|
Q4 2015
|
45 |
96,730 |
BRK-B, WFC, AAPL, QSR
|
13F-HR
|
1/15/2016 |
000108514616002614 |
|
Q3 2015
|
47 |
97,224 |
BRK-B, WFC, AAPL, JEF
|
13F-HR
|
10/16/2015 |
000108514615002016 |
|
Q2 2015
|
48 |
103,582 |
BRK-B, AAPL, JEF, WFC
|
13F-HR
|
7/28/2015 |
000108514615001524 |
|
Q1 2015
|
49 |
102,063 |
BRK-B, AAPL, WFC, BRK-A
|
13F-HR
|
4/22/2015 |
000108514615000963 |
|
Q4 2014
|
49 |
106,247 |
BRK-B, AAPL, WFC, BRK-A
|
13F-HR
|
1/28/2015 |
000108514615000186 |
|
Q3 2014
|
49 |
101,720 |
BRK-B, AAPL, WFC, BRK-A
|
13F-HR
|
11/14/2014 |
000108514614002311 |
|
Q2 2014
|
49 |
107,306 |
BRK-B, WFC, AAPL, BKW
|
13F-HR
|
8/5/2014 |
000108514614001501 |
|
Q1 2014
|
45 |
101,166 |
BRK-B, WFC, AAPL, BKW
|
13F-HR
|
4/30/2014 |
000108514614000939 |
|
Q4 2013
|
48 |
102,701 |
BRK-B, WFC, AXP, L
|
13F-HR
|
1/16/2014 |
000108514614000106 |