Lourd Capital, LLC 13F Holdings
CIK 0001568190 · BEVERLY HILLS, CA
As of Jun 30, 2019, Lourd Capital, LLC reported 127 positions worth
CIK 0001568190 · BEVERLY HILLS, CA
As of Jun 30, 2019, Lourd Capital, LLC reported 127 positions worth
.1M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 2,099 | $668.2K | 62.02% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 461,914 | $98.5K | 9.14% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 479,334 | $62.6K | 5.81% |
| BANK OF AMERICA CORP | BAC | Financial Services | 1,197,075 | $34.7K | 3.22% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 386,481 | $33.8K | 3.14% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 106,793 | $28.2K | 2.62% |
| EXXON MOBIL CORP | XOM | Energy | 247,215 | 8.9K | 1.76% |
| CHEVRON CORP | CHV | Energy | 80,165 | 0.0K | 0.93% |
| DAILY JOURNAL CORP | DJCO | Technology | 41,331 | $9.8K | 0.91% |
| WELLS FARGO & COMPANY | WFC | Financial Services | 178,340 | $8.4K | 0.78% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 44,329 | $6.1K | 0.57% |
| APPLE INC | AAPL | Technology | 29,577 | $5.9K | 0.54% |
| JPMORGAN BETABUILDERS MSCI US REIT ETF | BBRE | — | 63,591 | $5.3K | 0.50% |
| IAC/Interactive Corp | — | — | 21,637 | $4.7K | 0.44% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 12,003 | $4.3K | 0.40% |
| MICROSOFT CORP | MSFT | Technology | 27,507 | $3.7K | 0.34% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 19,895 | $3.0K | 0.28% |
| AMAZON.COM INC | AMZN | Equity | 1,459 | $2.8K | 0.26% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 24,630 | $2.6K | 0.24% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 19,518 | $2.4K | 0.22% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 14,987 | $2.3K | 0.22% |
| SPOTIFY TECHNOLOGY SA | SPOT | Communication Services | 15,003 | $2.2K | 0.20% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 18,648 | $2.0K | 0.19% |
| META PLATFORMS INC | META | Communication Services | 8,071 | .6K | 0.14% |
| MASTERCARD INC | MA | Financial Services | 5,779 | .5K | 0.14% |