0001279708-17-000009.txt : 20171013 0001279708-17-000009.hdr.sgml : 20171013 20171013144146 ACCESSION NUMBER: 0001279708-17-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171013 DATE AS OF CHANGE: 20171013 EFFECTIVENESS DATE: 20171013 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MENLO ADVISORS LLC CENTRAL INDEX KEY: 0001279708 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10719 FILM NUMBER: 171136397 BUSINESS ADDRESS: STREET 1: 525 MIDDLEFIELD ROAD STREET 2: STE 118 CITY: MENLO PARK STATE: CA ZIP: 94025 BUSINESS PHONE: 650-688-0300 MAIL ADDRESS: STREET 1: 525 MIDDLEFIELD ROAD STREET 2: STE 118 CITY: MENLO PARK STATE: CA ZIP: 94025 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001279708 XXXXXXXX 09-30-2017 09-30-2017 MENLO ADVISORS LLC

525 MIDDLEFIELD ROAD STE 118 MENLO PARK CA 94025

13F HOLDINGS REPORT 028-10719 N Kent R. Seymour 650-688-0300 Kent R. Seymour Menlo Park CA 10-13-2017 0 43 131564 false INFORMATION TABLE 2 inftable.xml BANK OF AMERIC 7.25 PFD CONV S CPUS 060505682 278 214 SH SOLE 0 0 214 ABBOTT LABORATORIES COM 002824100 2395 44898 SH SOLE 0 0 44898 ABBVIE INC COM 00287y109 6374 71733 SH SOLE 0 0 71733 ACCURAY INC COM 004397105 40 10000 SH SOLE 0 0 10000 ALPHABET INC. CLASS A COM 02079k305 4007 4116 SH SOLE 0 0 4116 ALPHABET INC. CLASS C COM 02079k107 4309 4493 SH SOLE 0 0 4493 AMERICAN INTL GROUP COM 026874784 4507 73418 SH SOLE 0 0 73418 APPLE INC COM 037833100 3824 24815 SH SOLE 0 0 24815 BANK OF AMERICA CORP COM 060505104 6134 242105 SH SOLE 0 0 242105 BERKSHIRE HATHAWAY CLASS B COM 084670702 19010 103703 SH SOLE 0 0 103703 CISCO SYSTEMS INC COM 17275r102 5582 166002 SH SOLE 0 0 166002 COHEN STEERS REIT PREFER COM 19247x100 422 19938 SH SOLE 0 0 19938 CORNING INC COM 219350105 4132 138125 SH SOLE 0 0 138125 CRIMSON WINE GROUP COM 22662x100 131 12219 SH SOLE 0 0 12219 DISCOVERY COMM INC CLASS C COM 25470f302 2187 107985 SH SOLE 0 0 107985 DUFF & PHELPS UTILITY & COM 26432k108 231 25065 SH SOLE 0 0 25065 HOWARD HUGHES CORP COM 44267d107 5495 46600 SH SOLE 0 0 46600 JD.COM INC F SPONSORED ADR 1 A COM 47215p106 2004 52475 SH SOLE 0 0 52475 LIBERTY MEDIA CORP SERIES C LI COM 531229888 258 10232 SH SOLE 0 0 10232 LIBERTY MEDIA CORP SERIES C LI COM 531229854 5164 135576 SH SOLE 0 0 135576 LIBERTY MEDIA CORP SERIES C LI COM 531229607 4431 105839 SH SOLE 0 0 105839 MARKEL CORP COM 570535104 6602 6182 SH SOLE 0 0 6182 MICROSOFT CORP COM 594918104 5472 73471 SH SOLE 0 0 73471 MOMNTMSHRS US QUNTITATV MOMNTM COM 02072l409 228 8420 SH SOLE 0 0 8420 NEW RESIDENTIAL INVE REIT COM 64828t201 2268 135585 SH SOLE 0 0 135585 NORTHWEST NATURAL GA COM 667655104 257 4000 SH SOLE 0 0 4000 PROSHARES SHORT S&P 500 ETF NE COM 74347b425 3279 101954 SH SOLE 0 0 101954 SOLAR SENIOR CAPITAL COM 83416m105 354 20590 SH SOLE 0 0 20590 TESLA INC COM 88160r101 861 2525 SH SOLE 0 0 2525 VALUESHARES INTRNTNL QNTV VAL COM 02072l201 786 24530 SH SOLE 0 0 24530 VALUESHARES U S QUANTITATIVE V COM 02072l102 5064 186520 SH SOLE 0 0 186520 VEREIT INC REIT COM 92339v100 106 12787 SH SOLE 0 0 12787 VODAFONE GROUP F SPONSORED ADR COM 92857w308 4280 150401 SH SOLE 0 0 150401 WISDOMTREE FUNDAMENTAL US SHOR COM 97717x149 381 7570 SH SOLE 0 0 7570 CAMBRIA GLOBAL VALUE ETF UIUS 132061409 3962 157061 SH SOLE 0 0 157061 SPDR GOLD SHARES ETF UIUS 78463v107 5693 46827 SH SOLE 0 0 46827 VANECK VECTORS GOLD MINERS ETF UIUS 92189f106 2609 113640 SH SOLE 0 0 113640 WISDOMTREE EMRG MRKT HG DIV ET UIUS 97717w315 3210 74655 SH SOLE 0 0 74655 BLACKROCK CALIFORNIA MUN UHUS 09249c105 562 37370 SH SOLE 0 0 37370 ISHARES 1-3 YEAR CREDIT BOND E UHUS 464288646 1965 18660 SH SOLE 0 0 18660 ISHARES INTERM CREDIT BOND ETF UHUS 464288638 618 5615 SH SOLE 0 0 5615 SCHWAB SHORT TERM US TREASURY UHUS 808524862 353 7015 SH SOLE 0 0 7015 SPDR NUVEEN BARCLAYS XXX REVER UHUS 78464a425 1719 35374 SH SOLE 0 0 35374