Lourd Capital Management

Lourd Capital as of Dec. 31, 2013

Portfolio Holdings for Lourd Capital

Lourd Capital holds 100 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.A) 55.3 $498M 2.8k 177900.04
Berkshire Hathaway (BRK.B) 6.2 $56M 472k 118.56
Vanguard Small-Cap Value ETF (VBR) 6.0 $55M 560k 97.37
Vanguard REIT ETF (VNQ) 4.3 $38M 595k 64.56
Bank of America Corporation (BAC) 4.2 $37M 2.4M 15.57
Flexshares Tr iboxx 5yr trgt (TDTF) 3.2 $29M 1.2M 24.87
Exxon Mobil Corporation (XOM) 2.7 $24M 241k 101.20
Costco Wholesale Corporation (COST) 2.4 $22M 181k 119.02
iShares Barclays TIPS Bond Fund (TIP) 2.0 $18M 161k 109.90
Spdr Series Trust equity (IBND) 1.5 $14M 378k 36.65
International Business Machines (IBM) 1.1 $9.5M 51k 187.56
Facebook Inc cl a (META) 1.0 $9.1M 166k 54.65
Chevron Corporation (CVX) 1.0 $8.7M 70k 124.91
Daily Journal Corporation (DJCO) 0.9 $7.9M 41k 191.84
SPDR S&P MidCap 400 ETF (MDY) 0.5 $4.9M 20k 244.20
Apache Corporation 0.4 $3.3M 39k 85.94
Apple (AAPL) 0.3 $3.1M 5.6k 560.95
Lions Gate Entertainment 0.3 $2.9M 91k 31.66
Nordstrom (JWN) 0.3 $2.8M 45k 61.81
iShares MSCI EAFE Index Fund (EFA) 0.3 $2.6M 39k 67.09
Vanguard Total Stock Market ETF (VTI) 0.3 $2.7M 28k 95.92
iShares MSCI Emerging Markets Indx (EEM) 0.2 $2.2M 52k 41.79
iShares Russell 2000 Index (IWM) 0.2 $2.1M 18k 115.36
Vanguard Value ETF (VTV) 0.2 $2.0M 27k 76.37
General Electric Company 0.2 $1.8M 66k 28.04
American Express Company (AXP) 0.2 $1.7M 19k 90.71
Wells Fargo & Company (WFC) 0.2 $1.7M 37k 45.41
Spdr S&p 500 Etf (SPY) 0.2 $1.5M 8.2k 184.72
Jp Morgan Alerian Mlp Index (AMJ) 0.2 $1.5M 33k 46.35
Zillow 0.2 $1.4M 18k 81.76
Coca-Cola Company (KO) 0.1 $1.3M 31k 41.32
Las Vegas Sands (LVS) 0.1 $1.2M 16k 78.90
Procter & Gamble Company (PG) 0.1 $1.3M 15k 81.38
iShares MSCI EAFE Value Index (EFV) 0.1 $1.2M 22k 57.19
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.1 $1.2M 12k 105.44
Kinder Morgan (KMI) 0.1 $1.2M 32k 36.00
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.1 $1.1M 21k 50.99
Diageo (DEO) 0.1 $1.0M 7.6k 132.42
Vanguard FTSE All-World ex-US ETF (VEU) 0.1 $993k 20k 50.74
Tripadvisor (TRIP) 0.1 $998k 12k 82.81
Expedia (EXPE) 0.1 $896k 13k 69.70
Microsoft Corporation (MSFT) 0.1 $822k 22k 37.43
Johnson & Johnson (JNJ) 0.1 $823k 9.0k 91.62
Walt Disney Company (DIS) 0.1 $796k 10k 76.44
Amazon (AMZN) 0.1 $847k 2.1k 398.96
PowerShares QQQ Trust, Series 1 0.1 $809k 9.2k 87.93
Pfizer (PFE) 0.1 $736k 24k 30.62
1st Century Bancshares 0.1 $705k 99k 7.15
TCW Strategic Income Fund (TSI) 0.1 $606k 114k 5.34
IAC/InterActive 0.1 $535k 7.8k 68.70
Bristol Myers Squibb (BMY) 0.1 $532k 10k 53.20
3M Company (MMM) 0.1 $542k 3.9k 140.20
Emerson Electric (EMR) 0.1 $557k 7.9k 70.22
Royal Dutch Shell 0.1 $570k 8.0k 71.25
United Technologies Corporation 0.1 $508k 4.5k 113.77
Whole Foods Market 0.1 $525k 9.1k 57.79
Google 0.1 $561k 501.00 1119.76
iShares Russell 2000 Value Index (IWN) 0.1 $547k 5.5k 99.44
Vanguard Emerging Markets ETF (VWO) 0.1 $531k 13k 41.14
Vanguard Malvern Fds strm infproidx (VTIP) 0.1 $536k 11k 49.36
Vanguard Short-Term Bond ETF (BSV) 0.1 $448k 5.6k 80.00
Enterprise Products Partners (EPD) 0.1 $458k 6.9k 66.31
MiMedx (MDXG) 0.1 $437k 50k 8.74
JPMorgan Chase & Co. (JPM) 0.0 $359k 6.1k 58.53
MasterCard Incorporated (MA) 0.0 $346k 414.00 835.75
Abbott Laboratories (ABT) 0.0 $324k 8.5k 38.31
Cisco Systems (CSCO) 0.0 $325k 15k 22.44
Automatic Data Processing (ADP) 0.0 $317k 3.9k 80.87
Harley-Davidson (HOG) 0.0 $374k 5.4k 69.26
Danaher Corporation (DHR) 0.0 $363k 4.7k 77.23
Accenture (ACN) 0.0 $325k 4.0k 82.28
Pos (PKX) 0.0 $332k 4.3k 78.12
iShares Russell 3000 Index (IWV) 0.0 $334k 3.0k 110.63
WisdomTree Emerging Markets Eq (DEM) 0.0 $352k 6.9k 51.01
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.0 $347k 3.4k 102.81
Vanguard Russell 1000 Value Et (VONV) 0.0 $325k 3.9k 82.34
Abbvie (ABBV) 0.0 $396k 7.5k 52.80
Intercontinental Exchange (ICE) 0.0 $394k 1.8k 225.14
HSN 0.0 $311k 5.0k 62.29
At&t (T) 0.0 $312k 8.9k 35.19
International Game Technology 0.0 $245k 14k 18.13
Spectra Energy 0.0 $284k 8.0k 35.61
Verisign (VRSN) 0.0 $239k 4.0k 59.75
Philip Morris International (PM) 0.0 $308k 3.5k 88.00
Praxair 0.0 $293k 2.3k 130.22
Walgreen Company 0.0 $230k 4.0k 57.50
Crosstex Energy 0.0 $304k 11k 27.64
Energy Transfer Partners 0.0 $276k 4.8k 57.18
Susser Holdings Corporation 0.0 $275k 4.2k 65.48
iShares S&P MidCap 400 Index (IJH) 0.0 $245k 1.8k 133.81
iShares Dow Jones US Real Estate (IYR) 0.0 $270k 4.3k 63.13
iShares MSCI Pacific ex-Japan Idx (EPP) 0.0 $314k 6.7k 46.74
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.0 $274k 14k 19.00
Trulia 0.0 $247k 7.0k 35.30
Caterpillar (CAT) 0.0 $210k 2.3k 90.71
Pepsi (PEP) 0.0 $223k 2.7k 82.84
Teekay Offshore Partners 0.0 $220k 6.7k 33.08
Kinder Morgan Energy Partners 0.0 $211k 2.6k 80.72
Vanguard Large-Cap ETF (VV) 0.0 $211k 2.5k 84.98
Peregrine Semiconductor 0.0 $85k 12k 7.42