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Institutional Investment Manager
Lourd Capital, LLC
Lourd Capital, LLC (CIK: 0001568190) incorporated in Delaware, located at 9777 Wilshire Blvd, Beverly Hills, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Portfolio Summary: 103 holdings with a total value of $355,152,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 635,500 56,350,000 15.87%
2 BERKSHIRE HATHAWAY INC DEL 385,081 55,756,000 15.70%
3 VANGUARD INDEX FDS 505,360 53,219,000 14.98%
4 BANK AMER CORP 2,348,105 31,159,000 8.77%
5 COSTCO WHSL CORP NEW 181,587 28,516,000 8.03%
6 EXXON MOBIL CORP 248,373 23,282,000 6.56%
7 DAILY JOURNAL CORP 41,331 9,795,000 2.76%
8 CHEVRON CORP NEW 71,600 7,506,000 2.11%
9 INTERNATIONAL BUSINESS MACHS 47,786 7,253,000 2.04%
10 FACEBOOK INC 57,967 6,624,000 1.87%
11 SPDR S&P MIDCAP 400 ETF TR 19,160 5,216,000 1.47%
12 SPDR S&P 500 ETF TR 16,399 3,435,000 0.97%
13 APPLE INC 33,776 3,229,000 0.91%
14 LIONS GATE ENTERTAINMENT ORD 133,519 2,701,000 0.76%
15 GENERAL ELECTRIC CO 77,012 2,424,000 0.68%
16 APACHE CORP 38,862 2,163,000 0.61%
17 ISHARES TR 18,479 2,156,000 0.61%
18 WELLS FARGO & CO NEW 43,254 2,047,000 0.58%
19 ISHARES TR 17,537 2,016,000 0.57%
20 AMAZON COM INC 2,750 1,968,000 0.55%
21 VANGUARD INDEX FDS 16,855 1,806,000 0.51%
22 NORDSTROM INC 44,966 1,711,000 0.48%
23 COCA COLA CO 34,815 1,578,000 0.44%
24 PROCTER AND GAMBLE CO 17,686 1,497,000 0.42%
25 JOHNSON & JOHNSON 11,740 1,424,000 0.40%
26 ISHARES TR 25,088 1,400,000 0.39%
27 TIME WARNER INC 18,057 1,328,000 0.37%
28 MICROSOFT CORP 24,577 1,258,000 0.35%
29 AMERICAN EXPRESS CO 19,433 1,181,000 0.33%
30 POWERSHARES QQQ TRUST 10,435 1,122,000 0.32%
31 PFIZER INC 31,328 1,103,000 0.31%
32 AT&T INC 24,551 1,061,000 0.30%
33 DISNEY WALT CO 10,844 1,061,000 0.30%
34 First Century Bankshares Inc 91,892 1,031,000 0.29%
35 3M CO 5,574 976,000 0.27%
36 BRISTOL MYERS SQUIBB CO 12,314 906,000 0.26%
37 DIAGEO P L C 7,708 870,000 0.24%
38 GRUBHUB INC 27,885 866,000 0.24%
39 ALPHABET INC 1,113 783,000 0.22%
40 FLEXSHARES IBOXX 5 Yr DURATION TIPS ETF 29,680 761,000 0.21%
41 SELECT SECTOR SPDR TR 10,211 732,000 0.21%
42 JPMORGAN CHASE & CO 10,661 662,000 0.19%
43 VERIZON COMMUNICATIONS INC 11,687 653,000 0.18%
44 TCW STRATEGIC INCOME FD INC 113,500 617,000 0.17%
45 VANGUARD INDEX FDS 7,214 613,000 0.17%
46 IAC INTERACTIVECORP 10,815 609,000 0.17%
47 PHILIP MORRIS INTL INC 5,883 598,000 0.17%
48 ALPHABET INC 815 564,000 0.16%
49 ISHARES TR 2,641 556,000 0.16%
50 JPMORGAN CHASE & CO 16,964 540,000 0.15%
Page 1 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004094, filed 2016.08.01).

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.