|
Q3 2025
|
216 |
705,380 |
BSJQ, BSJR, GOOG, AAPL
|
13F-HR
|
10/6/2025 |
000108514625005813 |
|
Q2 2025
|
200 |
615,453 |
BSJP, BSJQ, BRK-B, AAPL
|
13F-HR
|
7/9/2025 |
000108514625003679 |
|
Q1 2025
|
197 |
570,687 |
BSJP, BSJQ, BRK-B, AAPL
|
13F-HR
|
4/8/2025 |
000108514625001940 |
|
Q4 2024
|
196 |
551,620 |
BSJP, BSJQ, AAPL, BRK-B
|
13F-HR
|
1/14/2025 |
000108514625000187 |
|
Q3 2024
|
194 |
555,743 |
BSJP, BSJO, AAPL, BRK-B
|
13F-HR
|
10/4/2024 |
000108514624004639 |
|
Q2 2024
|
188 |
531,634 |
BSJO, BSJP, AAPL, GOOG
|
13F-HR
|
7/12/2024 |
000108514624002889 |
|
Q1 2024
|
194 |
523,788 |
BSJO, BSJP, BRK-B, AMZN
|
13F-HR
|
4/17/2024 |
000108514624001880 |
|
Q4 2023
|
184 |
472,256 |
BSJO, BSJP, BRK-B, AAPL
|
13F-HR
|
1/19/2024 |
000108514624000367 |
|
Q3 2023
|
185 |
439,415 |
BSJO, BSJN, BRK-B, AAPL
|
13F-HR
|
10/5/2023 |
000108514623003575 |
|
Q2 2023
|
189 |
421,835 |
BSJN, BSJO, AAPL, BRK-B
|
13F-HR
|
8/14/2023 |
000108514623003406 |
|
Q1 2023
|
188 |
422,016 |
BSJN, SH, AAPL, BRK-B
|
13F-HR
|
4/14/2023 |
000108514623001700 |
|
Q4 2022
|
191 |
422,812 |
BSJN, SH, BSCN, BRK-B
|
13F-HR
|
2/9/2023 |
000108514623000964 |
|
Q3 2022
|
190 |
414,663 |
SH, BSJN, BSCN, BSJM
|
13F-HR
|
11/14/2022 |
000108514622004060 |
|
Q2 2022
|
187 |
423,642 |
SH, BSJN, BSCN, AAPL
|
13F-HR
|
8/4/2022 |
000108514622002798 |
|
Q1 2022
|
203 |
494,025 |
SH, AAPL, BSJN, BRK-B
|
13F-HR
|
5/5/2022 |
000108514622001772 |
|
Q4 2021
|
215 |
474,882 |
AAPL, AMZN, BRK-B, GOOG
|
13F-HR
|
2/2/2022 |
000108514622000463 |
|
Q3 2021
|
200 |
440,783 |
AAPL, AMZN, SH, BRK-B
|
13F-HR
|
11/8/2021 |
000108514621003061 |
|
Q2 2021
|
198 |
442,034 |
AAPL, AMZN, BRK-B, BSJM
|
13F-HR
|
7/26/2021 |
000108514621002088 |
|
Q1 2021
|
181 |
389,561 |
AAPL, AMZN, BRK-B, BSJM
|
13F-HR
|
4/29/2021 |
000108514621001366 |
|
Q4 2020
|
169 |
364,443 |
AAPL, AMZN, BRK-B, BSJL
|
13F-HR
|
1/20/2021 |
000108514621000192 |
|
Q3 2020
|
164 |
320,864 |
SH, AMZN, AAPL, BRK-B
|
13F-HR
|
11/12/2020 |
000108514620002879 |
|
Q2 2020
|
152 |
267,503 |
SH, BSCK, AMZN, AAPL
|
13F-HR
|
8/6/2020 |
000108514620002019 |
|
Q1 2020
|
137 |
239,351 |
SH, AMZN, BSJL, AAPL
|
13F-HR
|
5/11/2020 |
000108514620001387 |
|
Q4 2019
|
177 |
248,105 |
BSJL, BRK-B, AAPL, BSCK
|
13F-HR
|
1/17/2020 |
000108514620000175 |
|
Q3 2019
|
166 |
223,965 |
BSJL, AAPL, BSCK, BSCL
|
13F-HR
|
10/31/2019 |
000108514619002693 |
|
Q2 2019
|
163 |
202,963 |
BSJJ, AAPL, BRK-B, BSCN
|
13F-HR
|
8/6/2019 |
000108514619002108 |
|
Q1 2019
|
141 |
184,336 |
AAPL, BSCK, VWO, BRK-B
|
13F-HR
|
5/14/2019 |
000108514619001498 |
|
Q4 2018
|
134 |
161,770 |
VEA, BRK-B, VWO, AAPL
|
13F-HR
|
2/13/2019 |
000108514619000619 |
|
Q3 2018
|
153 |
204,330 |
AAPL, VWO, VEA, BRK-B
|
13F-HR
|
11/13/2018 |
000108514618002587 |
|
Q2 2018
|
143 |
183,664 |
VWO, VEA, AAPL, BRK-B
|
13F-HR
|
8/8/2018 |
000108514618001907 |
|
Q1 2018
|
118 |
143,449 |
VWO, VEA, AAPL, BRK-B
|
13F-HR
|
5/2/2018 |
000108514618001211 |
|
Q4 2017
|
141 |
182,598 |
CLAYMORE EXCHANGE TRD FD TR, BRK-B, VEA, VWO
|
13F-HR
|
2/12/2018 |
000108514618000524 |
|
Q3 2017
|
141 |
170,550 |
CLAYMORE EXCHANGE TRD FD TR, BRK-B, VEA, VWO
|
13F-HR
|
11/13/2017 |
000108514617002330 |
|
Q2 2017
|
142 |
163,240 |
CLAYMORE EXCHANGE TRD FD TR, VEA, VWO, BRK-B
|
13F-HR
|
8/8/2017 |
000108514617001681 |
|
Q1 2017
|
132 |
137,337 |
CLAYMORE EXCHANGE TRD FD TR, VWO, BRK-B, VEA
|
13F-HR
|
5/12/2017 |
000108514617001190 |
|
Q4 2016
|
125 |
124,653 |
CLAYMORE EXCHANGE TRD FD TR, BRK-B, AAPL, VEA
|
13F-HR
|
2/13/2017 |
000108514617000538 |
|
Q3 2016
|
107 |
113,801 |
HYG, LQD, BRK-B, AAPL
|
13F-HR
|
11/7/2016 |
000108514616004651 |
|
Q2 2016
|
98 |
99,733 |
BRK-B, AAPL, VOOV, INTC
|
13F-HR
|
8/16/2016 |
000108514616004368 |
|
Q1 2016
|
89 |
90,225 |
AAPL, BRK-B, INTC, GOOGL
|
13F-HR
|
8/16/2016 |
000108514616004367 |
|
Q4 2015
|
1 |
4,490 |
MTSN
|
13F-HR
|
1/11/2016 |
000108514616002573 |
|
Q3 2015
|
1 |
2,994 |
MTSN
|
13F-HR
|
10/13/2015 |
000108514615001992 |
|
Q2 2015
|
1 |
4,055 |
MTSN
|
13F-HR
|
7/14/2015 |
000108514615001448 |
|
Q1 2015
|
1 |
4,489 |
MTSN
|
13F-HR
|
5/6/2015 |
000108514615001052 |
|
Q4 2014
|
1 |
4,887 |
MTSN
|
13F-HR
|
2/17/2015 |
000108514615000537 |