| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 2,644 | 541,623,000 | 55.35% | ||
| 2 | VANGUARD INDEX FDS | 558,117 | 60,171,000 | 6.15% | ||
| 3 | BERKSHIRE HATHAWAY INC DEL | 380,678 | 51,814,000 | 5.30% | ||
| 4 | VANGUARD INDEX FDS | 687,843 | 51,375,000 | 5.25% | ||
| 5 | BANK AMER CORP | 2,345,614 | 39,922,000 | 4.08% | ||
| 6 | FLEXSHARES IBOXX 5 Yr DURATION TIPS ETF | 1,506,560 | 37,453,000 | 3.83% | ||
| 7 | COSTCO WHSL CORP NEW | 181,673 | 24,537,000 | 2.51% | ||
| 8 | EXXON MOBIL CORP | 244,520 | 20,344,000 | 2.08% | ||
| 9 | ISHARES TR | 180,368 | 20,210,000 | 2.07% | ||
| 10 | SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF | 415,388 | 13,031,000 | 1.33% | ||
| 11 | INTERNATIONAL BUSINESS MACHS | 50,766 | 8,258,000 | 0.84% | ||
| 12 | DAILY JOURNAL CORP | 41,331 | 8,122,000 | 0.83% | ||
| 13 | CHEVRON CORP NEW | 69,499 | 6,705,000 | 0.69% | ||
| 14 | SPDR S&P MIDCAP 400 ETF TR | 19,832 | 5,418,000 | 0.55% | ||
| 15 | FACEBOOK INC | 55,075 | 4,724,000 | 0.48% | ||
| 16 | APPLE INC | 36,724 | 4,606,000 | 0.47% | ||
| 17 | ISHARES TR | 28,514 | 3,560,000 | 0.36% | ||
| 18 | ISHARES TR | 55,022 | 3,493,000 | 0.36% | ||
| 19 | NORDSTROM INC | 45,345 | 3,378,000 | 0.35% | ||
| 20 | LIONS GATE ENTERTAINMENT ORD | 88,436 | 3,277,000 | 0.33% | ||
| 21 | SPDR S&P 500 ETF TR | 15,433 | 3,177,000 | 0.32% | ||
| 22 | VANGUARD INDEX FDS | 25,240 | 2,701,000 | 0.28% | ||
| 23 | APACHE CORP | 38,733 | 2,232,000 | 0.23% | ||
| 24 | WELLS FARGO & CO NEW | 39,455 | 2,219,000 | 0.23% | ||
| 25 | VANGUARD INTL EQUITY INDEX F | 48,719 | 1,992,000 | 0.20% | ||
| 26 | JPMORGAN CHASE & CO | 48,508 | 1,921,000 | 0.20% | ||
| 27 | VANGUARD INDEX FDS | 22,182 | 1,849,000 | 0.19% | ||
| 28 | GENERAL ELECTRIC CO | 68,807 | 1,828,000 | 0.19% | ||
| 29 | KINDER MORGAN INC DEL | 40,885 | 1,570,000 | 0.16% | ||
| 30 | AMERICAN EXPRESS CO | 19,522 | 1,517,000 | 0.16% | ||
| 31 | FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF | 60,600 | 1,490,000 | 0.15% | ||
| 32 | COCA COLA CO | 31,733 | 1,245,000 | 0.13% | ||
| 33 | PROCTER AND GAMBLE CO | 15,607 | 1,221,000 | 0.12% | ||
| 34 | SELECT SECTOR SPDR TR | 16,207 | 1,206,000 | 0.12% | ||
| 35 | ISHARES TR | 11,124 | 1,172,000 | 0.12% | ||
| 36 | POWERSHARES QQQ TRUST | 10,605 | 1,135,000 | 0.12% | ||
| 37 | MICROSOFT CORP | 24,718 | 1,091,000 | 0.11% | ||
| 38 | DISNEY WALT CO | 9,398 | 1,073,000 | 0.11% | ||
| 39 | ZILLOW GROUP INC | 11,848 | 1,028,000 | 0.11% | ||
| 40 | AMAZON COM INC | 2,306 | 1,001,000 | 0.10% | ||
| 41 | JOHNSON & JOHNSON | 10,275 | 1,001,000 | 0.10% | ||
| 42 | ISHARES TR | 18,199 | 952,000 | 0.10% | ||
| 43 | PFIZER INC | 27,445 | 920,000 | 0.09% | ||
| 44 | DIAGEO P L C | 7,647 | 887,000 | 0.09% | ||
| 45 | ISHARES MSCI EAFE SMALL CAP IDX FD | 16,785 | 856,000 | 0.09% | ||
| 46 | SELECT SECTOR SPDR TR | 32,335 | 788,000 | 0.08% | ||
| 47 | EXPEDIA INC DEL | 7,038 | 770,000 | 0.08% | ||
| 48 | ISHARES TR | 18,835 | 746,000 | 0.08% | ||
| 49 | CU BANCORP CALIF | 32,844 | 728,000 | 0.07% | ||
| 50 | BRISTOL MYERS SQUIBB CO | 10,611 | 706,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-001541, filed 2015.07.30).
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.
