| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Gastar Exploration, Ltd. | 20,000 | 17,000 | 0.00% | ||
| 2 | ROYAL DUTCH SHELL PLC | 4,238 | 212,000 | 0.03% | ||
| 3 | BERKSHIRE HATHAWAY INC DEL | 1 | 216,000 | 0.03% | ||
| 4 | Berkshire Hathaway Class A 1/100 | 100 | 216,000 | 0.03% | ||
| 5 | CLOROX CO DEL | 1,763 | 221,000 | 0.03% | ||
| 6 | ORACLE CORP | 5,663 | 222,000 | 0.03% | ||
| 7 | TEXAS INSTRS INC | 3,192 | 224,000 | 0.03% | ||
| 8 | ISHARES TR | 1,873 | 228,000 | 0.03% | ||
| 9 | HOME DEPOT INC | 1,866 | 240,000 | 0.04% | ||
| 10 | UNION PAC CORP | 2,650 | 258,000 | 0.04% | ||
| 11 | SOUTHERN CO | 5,142 | 264,000 | 0.04% | ||
| 12 | ISHARES RUSSELL 2000 VALUE ETF | 2,545 | 267,000 | 0.04% | ||
| 13 | BRISTOL MYERS SQUIBB CO | 5,007 | 270,000 | 0.04% | ||
| 14 | CISCO SYS INC | 9,064 | 287,000 | 0.04% | ||
| 15 | AFLAC INC | 4,173 | 300,000 | 0.05% | ||
| 16 | PG&E CORP | 5,137 | 314,000 | 0.05% | ||
| 17 | VERIZON COMMUNICATIONS INC | 6,544 | 341,000 | 0.05% | ||
| 18 | BOEING CO | 2,761 | 364,000 | 0.06% | ||
| 19 | Intuitive Surgical Inc | 550 | 399,000 | 0.06% | ||
| 20 | UNITED TECHNOLOGIES CORP | 4,144 | 421,000 | 0.06% | ||
| 21 | INTUIT | 4,284 | 471,000 | 0.07% | ||
| 22 | ISHARES TR | 4,226 | 514,000 | 0.08% | ||
| 23 | VANGUARD SPECIALIZED FUNDS | 7,611 | 639,000 | 0.10% | ||
| 24 | INTERNATIONAL BUSINESS MACHS | 5,082 | 807,000 | 0.12% | ||
| 25 | SELECT SECTOR SPDR TR | 11,858 | 838,000 | 0.13% | ||
| 26 | COSTCO WHSL CORP NEW | 5,869 | 895,000 | 0.14% | ||
| 27 | WELLS FARGO & CO NEW | 20,560 | 910,000 | 0.14% | ||
| 28 | SELECT SECTOR SPDR TRUST THE H | 25,493 | 1,838,000 | 0.28% | ||
| 29 | VANGUARD INDEX FDS | 19,538 | 2,175,000 | 0.33% | ||
| 30 | ISHARES RUSSELL 2000 GROWTH ETF | 15,956 | 2,376,000 | 0.36% | ||
| 31 | DAILY JOURNAL CORP | 11,337 | 2,483,000 | 0.38% | ||
| 32 | HERSHEY CO | 32,620 | 3,118,000 | 0.48% | ||
| 33 | ABBOTT LABS | 77,085 | 3,260,000 | 0.50% | ||
| 34 | ALPHABET INC | 4,323 | 3,360,000 | 0.51% | ||
| 35 | WHOLE FOODS MKT INC | 118,751 | 3,367,000 | 0.51% | ||
| 36 | HONEYWELL INTL INC | 29,302 | 3,416,000 | 0.52% | ||
| 37 | CARDINAL HEALTH INC | 44,397 | 3,450,000 | 0.53% | ||
| 38 | MEAD JOHNSON NUTRITI | 44,806 | 3,540,000 | 0.54% | ||
| 39 | LYONDELLBASELL INDUSTRIES N | 43,984 | 3,548,000 | 0.54% | ||
| 40 | ISHARES TR | 23,033 | 4,025,000 | 0.61% | ||
| 41 | GILEAD SCIENCES INC | 51,624 | 4,084,000 | 0.62% | ||
| 42 | UNITED PARCEL SERVICE INC | 37,517 | 4,103,000 | 0.63% | ||
| 43 | 3M CO | 23,690 | 4,175,000 | 0.64% | ||
| 44 | CME GROUP INC | 41,335 | 4,320,000 | 0.66% | ||
| 45 | PFIZER INC | 129,753 | 4,395,000 | 0.67% | ||
| 46 | MICROSOFT CORP | 77,857 | 4,485,000 | 0.68% | ||
| 47 | JPMORGAN CHASE & CO | 68,437 | 4,557,000 | 0.69% | ||
| 48 | NIKE INC | 87,412 | 4,602,000 | 0.70% | ||
| 49 | Pentair Ltd. | 71,686 | 4,605,000 | 0.70% | ||
| 50 | INTEL CORP | 126,375 | 4,771,000 | 0.73% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001009209-16-000011, filed 2016.11.14).
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.
