| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Gastar Exploration, Ltd. | 20,000 | 22,000 | 0.00% | ||
| 2 | UNION PAC CORP | 2,650 | 211,000 | 0.03% | ||
| 3 | VALERO ENERGY CORP NEW | 3,285 | 211,000 | 0.03% | ||
| 4 | Berkshire Hathaway Class A 1/100 | 100 | 213,000 | 0.03% | ||
| 5 | BERKSHIRE HATHAWAY INC DEL | 1 | 213,000 | 0.03% | ||
| 6 | ISHARES RUSSELL 2000 VALUE ETF | 2,545 | 237,000 | 0.04% | ||
| 7 | AFLAC INC | 4,173 | 263,000 | 0.04% | ||
| 8 | SOUTHERN CO | 5,142 | 266,000 | 0.04% | ||
| 9 | CLOROX CO DEL | 2,142 | 270,000 | 0.04% | ||
| 10 | CISCO SYS INC | 9,927 | 283,000 | 0.04% | ||
| 11 | ORACLE CORP | 7,228 | 296,000 | 0.04% | ||
| 12 | PG&E CORP | 5,137 | 307,000 | 0.05% | ||
| 13 | HOME DEPOT INC | 2,341 | 312,000 | 0.05% | ||
| 14 | BRISTOL MYERS SQUIBB CO | 5,371 | 343,000 | 0.05% | ||
| 15 | Intuitive Surgical Inc | 575 | 346,000 | 0.05% | ||
| 16 | UNITED TECHNOLOGIES CORP | 4,201 | 421,000 | 0.06% | ||
| 17 | TEXAS INSTRS INC | 8,192 | 470,000 | 0.07% | ||
| 18 | VERIZON COMMUNICATIONS INC | 8,693 | 470,000 | 0.07% | ||
| 19 | BOEING CO | 3,756 | 477,000 | 0.07% | ||
| 20 | VANGUARD INTL EQUITY INDEX F | 8,744 | 483,000 | 0.07% | ||
| 21 | INTUIT | 5,420 | 564,000 | 0.09% | ||
| 22 | ISHARES TR | 5,181 | 600,000 | 0.09% | ||
| 23 | SELECT SECTOR SPDR TR | 11,019 | 682,000 | 0.10% | ||
| 24 | INTERNATIONAL BUSINESS MACHS | 5,506 | 834,000 | 0.13% | ||
| 25 | COSTCO WHSL CORP NEW | 6,136 | 967,000 | 0.15% | ||
| 26 | SELECT SECTOR SPDR TRUST THE H | 26,083 | 1,768,000 | 0.27% | ||
| 27 | VANGUARD INDEX FDS | 19,523 | 2,046,000 | 0.31% | ||
| 28 | ISHARES RUSSELL 2000 GROWTH ETF | 16,849 | 2,234,000 | 0.34% | ||
| 29 | DAILY JOURNAL CORP | 11,637 | 2,277,000 | 0.35% | ||
| 30 | HERSHEY CO | 32,102 | 2,956,000 | 0.45% | ||
| 31 | ABBOTT LABS | 76,207 | 3,188,000 | 0.48% | ||
| 32 | HONEYWELL INTL INC | 28,533 | 3,197,000 | 0.49% | ||
| 33 | ALPHABET INC | 4,522 | 3,369,000 | 0.51% | ||
| 34 | Intuit Inc | 30,038 | 3,435,000 | 0.52% | ||
| 35 | CARDINAL HEALTH INC | 44,381 | 3,637,000 | 0.55% | ||
| 36 | DU PONT E I DE NEMOURS & CO | 57,794 | 3,659,000 | 0.56% | ||
| 37 | ISHARES TR | 23,166 | 3,767,000 | 0.57% | ||
| 38 | PFIZER INC | 128,205 | 3,800,000 | 0.58% | ||
| 39 | MEAD JOHNSON NUTRITI | 45,090 | 3,831,000 | 0.58% | ||
| 40 | JPMORGAN CHASE & CO | 68,113 | 4,033,000 | 0.61% | ||
| 41 | CME GROUP INC | 42,255 | 4,059,000 | 0.62% | ||
| 42 | INTEL CORP | 128,605 | 4,161,000 | 0.63% | ||
| 43 | UNITED PARCEL SERVICE INC | 39,451 | 4,161,000 | 0.63% | ||
| 44 | 3M CO | 25,052 | 4,174,000 | 0.63% | ||
| 45 | TARGET CORP | 51,218 | 4,214,000 | 0.64% | ||
| 46 | MICROSOFT CORP | 77,762 | 4,295,000 | 0.65% | ||
| 47 | FIRST REP BK SAN FRANCISCO C | 65,828 | 4,387,000 | 0.67% | ||
| 48 | COCA COLA CO | 95,858 | 4,447,000 | 0.68% | ||
| 49 | GILEAD SCIENCES INC | 49,143 | 4,514,000 | 0.69% | ||
| 50 | CHEVRON CORP NEW | 47,483 | 4,530,000 | 0.69% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001009209-16-000009, filed 2016.05.13).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
