Avoid Fraud, Get The Facts, And Find The Best
Legal Name: LOURD CAPITAL, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 11, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
BERKSHIRE HATHAWAY (084670108)
|
2,099 |
$668,217k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
461,914 |
$98,466k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
479,334 |
$62,572k |
|
|
Bank of America Corp. (060505104)
|
1,197,075 |
$34,715k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
386,481 |
$33,778k |
|
|
COSTCO WHSL CORP (22160K105)
|
106,793 |
$28,221k |
|
|
Exxon Mobil Corp (30231G102)
|
247,215 |
$18,944k |
|
|
Chevron Corp (166764100)
|
80,165 |
$9,976k |
|
|
DAILY JOURNAL CORP (233912104)
|
41,331 |
$9,837k |
|
|
WELLS FARGO CO NEW (949746101)
|
178,340 |
$8,439k |
|
|
INTL BUSINESS MCHN (459200101)
|
44,329 |
$6,113k |
|
|
Apple Inc (037833100)
|
29,577 |
$5,854k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q738)
|
63,591 |
$5,343k |
|
|
IAC INTERACTIVECORP (44919P508)
|
21,637 |
$4,707k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
12,003 |
$4,256k |
|
|
MICROSOFT CORP (594918104)
|
27,507 |
$3,685k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
19,895 |
$2,986k |
|
|
Amazon.com Inc (023135106)
|
1,459 |
$2,763k |
|
|
VANGUARD INTL EQUITY (922042718)
|
24,630 |
$2,593k |
|
|
American Express Co. (025816109)
|
19,518 |
$2,409k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
14,987 |
$2,330k |
|
|
Spotify Technology SA (L8681T102)
|
15,003 |
$2,194k |
|
|
PROCTER & GAMBLE CO (742718109)
|
18,648 |
$2,045k |
|
|
Facebook Inc (30303M102)
|
8,071 |
$1,558k |
|
|
MASTERCARD INC (57636Q104)
|
5,779 |
$1,529k |
|
|
DISNEY WALT CO (254687106)
|
10,709 |
$1,496k |
|
|
JOHNSON & JOHNSON (478160104)
|
10,454 |
$1,456k |
|
|
COCA-COLA CO (191216100)
|
28,562 |
$1,454k |
|
|
PFIZER INC (717081103)
|
32,821 |
$1,422k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
4,459 |
$1,314k |
|
|
ISHARES TR (464287176)
|
11,254 |
$1,300k |
|
|
NORDSTROM INC (655664100)
|
39,561 |
$1,260k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
11,059 |
$1,236k |
|
|
ISHARES (464288273)
|
20,536 |
$1,179k |
|
|
Alphabet Inc (02079K107)
|
1,035 |
$1,119k |
|
|
APACHE CORP (037411105)
|
37,573 |
$1,088k |
|
|
ALPHABET INC (02079K305)
|
977 |
$1,058k |
|
|
CISCO SYSTEMS INC (17275R102)
|
18,768 |
$1,027k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
3,447 |
$1,010k |
|
|
STARS GROUP INC(THE) COM NPV ISIN #CA85570W1005 SEDOL #BDG1MJ0 (85570W100)
|
55,350 |
$945k |
|
|
ISHARES (464287465)
|
14,282 |
$939k |
|
|
IDEXX LABS INC (45168D104)
|
3,344 |
$921k |
|
|
THE HERSHEY COMPANY (427866108)
|
6,782 |
$909k |
|
|
VISA INC COM CL A (92826C839)
|
5,228 |
$907k |
|
|
ADP (053015103)
|
5,340 |
$883k |
|
|
SPDR SER TR (78468R739)
|
16,905 |
$827k |
|
|
3M CO (88579Y101)
|
4,750 |
$823k |
|
|
Intercontinental Exchange Inc (45866F104)
|
9,567 |
$822k |
|
|
Boeing Co/The (097023105)
|
2,057 |
$749k |
|
|
GENERAL ELECTRIC CO (369604103)
|
70,000 |
$735k |
|
|
HOME DEPOT INC (437076102)
|
3,517 |
$731k |
|
|
ABBOTT LABS (002824100)
|
7,897 |
$664k |
|
|
AT&T INC (00206R102)
|
18,640 |
$625k |
|
|
Bristol-Myers Squibb Co (110122108)
|
13,374 |
$607k |
|
|
ORACLE CORP (68389X105)
|
10,067 |
$574k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
2,300 |
$561k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
3,543 |
$557k |
|
|
JPMORGAN CHASE & CO (46625H365)
|
21,039 |
$528k |
|
|
NIKE INC (654106103)
|
6,198 |
$520k |
|
|
INTEL CORP (458140100)
|
10,769 |
$516k |
|
|
Royal Dutch Shell PLC (780259206)
|
7,814 |
$508k |
|
|
PEPSICO INC (713448108)
|
3,742 |
$491k |
|
|
UNITED TECHNOLOGIES (913017109)
|
3,717 |
$484k |
|
|
MORGAN STANLEY (617446448)
|
10,652 |
$467k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
5,600 |
$451k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
10,809 |
$451k |
|
|
ABBVIE INC (00287Y109)
|
6,200 |
$451k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
1,521 |
$447k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
7,773 |
$444k |
|
|
EMERSON ELEC CO (291011104)
|
6,513 |
$435k |
|
|
CITIGROUP INC (172967424)
|
6,196 |
$434k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
3,388 |
$431k |
|
|
Twitter Inc (90184L102)
|
12,099 |
$422k |
|
|
TEXAS INSTRUMENTS (882508104)
|
3,596 |
$413k |
|
|
LILLY ELI & CO (532457108)
|
3,723 |
$412k |
|
|
COMCAST CORP (20030N101)
|
9,265 |
$392k |
|
|
WASTE MGMT INC DEL (94106L109)
|
3,369 |
$389k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
1,898 |
$369k |
|
|
Netflix Inc (64110L106)
|
1,001 |
$368k |
|
|
ZOETIS INC (98978V103)
|
3,201 |
$363k |
|
|
TRIPADVISOR INC (896945201)
|
7,631 |
$353k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
3,180 |
$353k |
|
|
Zillow Group Inc (98954M200)
|
7,592 |
$352k |
|
|
PHILIP MORRIS INTL (718172109)
|
4,444 |
$349k |
|
|
Vertex Pharmaceuticals Inc (92532F100)
|
1,863 |
$342k |
|
|
ISHARES U (464287739)
|
3,839 |
$335k |
|
|
LIONS GATE ENTMNT (535919500)
|
28,800 |
$334k |
|
|
STARBUCKS CORP (855244109)
|
3,986 |
$334k |
|
|
MCDONALDS CORP (580135101)
|
1,593 |
$331k |
|
|
ADOBE INC (00724F101)
|
1,116 |
$329k |
|
|
BAXTER INTL INC (071813109)
|
4,011 |
$329k |
|
|
UNION PAC CORP (907818108)
|
1,937 |
$328k |
|
|
RAYTHEON (755111507)
|
1,844 |
$321k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
7,447 |
$317k |
|
|
salesforce.com Inc (79466L302)
|
2,084 |
$316k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
1,545 |
$316k |
|
|
CME GROUP INC (12572Q105)
|
1,620 |
$314k |
|
|
GRUBHUB INC (400110102)
|
3,908 |
$305k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
3,902 |
$305k |
|
|
HONEYWELL INTL INC (438516106)
|
1,695 |
$296k |
|
|
MERCK & CO INC (58933Y105)
|
3,383 |
$284k |
|
|
CHUBB LIMITED (H1467J104)
|
1,902 |
$280k |
|
|
ConocoPhillips (20825C104)
|
4,472 |
$273k |
|
|
VANGUARD SCOTTSDALE FDS (92206C714)
|
2,383 |
$266k |
|
|
MARSH & MCLENNAN COS (571748102)
|
2,624 |
$262k |
|
|
Booking Holdings, Inc. (09857L108)
|
140 |
$262k |
|
|
SERVICENOW INC (81762P102)
|
948 |
$260k |
|
|
EATON VANCE TAX ADV (27828G107)
|
10,621 |
$253k |
|
|
TCW STRATEGIC INCM (872340104)
|
43,740 |
$252k |
|
|
CINTAS CORP (172908105)
|
1,026 |
$243k |
|
|
DISCOVER FINL SVCS (254709108)
|
3,130 |
$243k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
4,680 |
$241k |
|
|
INVESTAR HLDG CORP (46134L105)
|
10,000 |
$239k |
|
|
ESTEE LAUDER CO (518439104)
|
1,296 |
$237k |
|
|
Tesla Inc (88160R101)
|
1,051 |
$235k |
|
|
DANAHER CORP (235851102)
|
1,639 |
$234k |
|
|
FIDELITY NATL INFO (31620M106)
|
1,857 |
$228k |
|
|
BROADCOM INC (11135F101)
|
782 |
$225k |
|
|
PayPal Holdings Inc (70450Y103)
|
1,886 |
$216k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
1,169 |
$216k |
|
|
NATL BEVERAGE CORP (635017106)
|
4,640 |
$207k |
|
|
LOWES CO (548661107)
|
2,044 |
$206k |
|
|
WALMART INC COM (931142103)
|
1,860 |
$206k |
|
|
SNAP INC (83304A106)
|
12,020 |
$172k |
|
|
VEREIT INC (92339V100)
|
11,252 |
$101k |
|
|
MITSUBISHI UFJ FINL-SPON ADR (606822104)
|
11,715 |
$56k |
|
|
LLOYDS BANKING GR (539439109)
|
15,824 |
$45k |
|
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