0001085146-17-001577.txt : 20170727 0001085146-17-001577.hdr.sgml : 20170727 20170727154149 ACCESSION NUMBER: 0001085146-17-001577 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170727 DATE AS OF CHANGE: 20170727 EFFECTIVENESS DATE: 20170727 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lourd Capital, LLC CENTRAL INDEX KEY: 0001568190 IRS NUMBER: 204288191 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15413 FILM NUMBER: 17986051 BUSINESS ADDRESS: STREET 1: 9777 WILSHIRE BLVD STREET 2: SUITE 1018 CITY: BEVERLY HILLS STATE: CA ZIP: 90212 BUSINESS PHONE: 310-300-9897 MAIL ADDRESS: STREET 1: 9777 WILSHIRE BLVD STREET 2: SUITE 1018 CITY: BEVERLY HILLS STATE: CA ZIP: 90212 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001568190 XXXXXXXX 06-30-2017 06-30-2017 false Lourd Capital, LLC

9777 WILSHIRE BLVD SUITE 1018 BEVERLY HILLS CA 90212

13F HOLDINGS REPORT 028-15413 N Michael Lee 310-300-9898 /s/ Michael Lee Beverly Hills CA 07-27-2017 0 112 1049192 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 1050 5044 SH SOLE 5044 0 0 ABBOTT LABS COM 002824100 336 6915 SH SOLE 6914 0 0 ABBVIE INC COM 00287Y109 454 6255 SH SOLE 6255 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 570 4605 SH SOLE 4605 0 0 ALJ REGIONAL HLDGS INC COM 001627108 46 14400 SH SOLE 14400 0 0 ALPHABET INC CAP STK CL A 02079K305 990 1065 SH SOLE 1065 0 0 ALPHABET INC CAP STK CL C 02079K107 1139 1253 SH SOLE 1253 0 0 ALTRIA GROUP INC COM 02209S103 520 6979 SH SOLE 6979 0 0 AMAZON COM INC COM 023135106 2743 2834 SH SOLE 2834 0 0 AMERICAN EXPRESS CO COM 025816109 1659 19697 SH SOLE 19697 0 0 APACHE CORP COM 037411105 1865 38917 SH SOLE 38917 0 0 APPLE INC COM 037833100 4939 34297 SH SOLE 34296 0 0 AT&T INC COM 00206R102 890 23599 SH SOLE 23599 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 556 5423 SH SOLE 5423 0 0 BANK AMER CORP COM 060505104 55268 2278148 SH SOLE 2278148 0 0 BAXTER INTL INC COM 071813109 286 4726 SH SOLE 4726 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 565689 2221 SH SOLE 2221 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 156884 926280 SH SOLE 926280 0 0 BOEING CO COM 097023105 333 1683 SH SOLE 1683 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 762 13669 SH SOLE 13669 0 0 BROADCOM LTD SHS Y09827109 353 1514 SH SOLE 1514 0 0 CHEVRON CORP NEW COM 166764100 7291 69886 SH SOLE 69886 0 0 CHUBB LIMITED COM H1467J104 286 1968 SH SOLE 1968 0 0 CHURCH & DWIGHT INC COM 171340102 215 4136 SH SOLE 4136 0 0 CISCO SYS INC COM 17275R102 590 18838 SH SOLE 18838 0 0 CITIGROUP INC COM NEW 172967424 384 5740 SH SOLE 5740 0 0 COCA COLA CO COM 191216100 1453 32387 SH SOLE 32387 0 0 COMCAST CORP NEW CL A 20030N101 496 12751 SH SOLE 12751 0 0 CONOCOPHILLIPS COM 20825C104 203 4611 SH SOLE 4611 0 0 COSTCO WHSL CORP NEW COM 22160K105 29045 181613 SH SOLE 181613 0 0 DAILY JOURNAL CORP COM 233912104 8352 41331 SH SOLE 41331 0 0 DANAHER CORP DEL COM 235851102 602 7129 SH SOLE 7129 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 916 7646 SH SOLE 7646 0 0 DISCOVER FINL SVCS COM 254709108 223 3578 SH SOLE 3578 0 0 DISNEY WALT CO COM DISNEY 254687106 451 4240 SH SOLE 4240 0 0 DOW CHEM CO COM 260543103 310 4908 SH SOLE 4908 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 326 4042 SH SOLE 4042 0 0 EATON VANCE TAX ADVT DIV INC COM 27828G107 321 14674 SH SOLE 14673 0 0 EMERSON ELEC CO COM 291011104 545 9148 SH SOLE 9148 0 0 ENBRIDGE INC COM 29250N105 326 8190 SH SOLE 8190 0 0 EXXON MOBIL CORP COM 30231G102 19951 247136 SH SOLE 247135 0 0 FACEBOOK INC CL A 30303M102 952 6304 SH SOLE 6304 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 265 3106 SH SOLE 3106 0 0 FLEXSHARES TR IBOXX 5YR TRGT 33939L605 495 19835 SH SOLE 19835 0 0 FORTIVE CORP COM 34959J108 286 4522 SH SOLE 4522 0 0 GENERAL ELECTRIC CO COM 369604103 1986 73517 SH SOLE 73517 0 0 GRUBHUB INC COM 400110102 1197 27457 SH SOLE 27457 0 0 HARLEY DAVIDSON INC COM 412822108 290 5362 SH SOLE 5362 0 0 HERSHEY CO COM 427866108 727 6767 SH SOLE 6767 0 0 HOME DEPOT INC COM 437076102 447 2915 SH SOLE 2915 0 0 IAC INTERACTIVECORP COM 44919P508 1535 14867 SH SOLE 14867 0 0 IDEXX LABS INC COM 45168D104 530 3282 SH SOLE 3282 0 0 INTEL CORP COM 458140100 325 9624 SH SOLE 9624 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 622 9443 SH SOLE 9443 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 7278 47315 SH SOLE 47314 0 0 ISHARES MSCI PAC JP ETF 464286665 299 6718 SH SOLE 6718 0 0 ISHARES TR CORE S&P500 ETF 464287200 564 2316 SH SOLE 2316 0 0 ISHARES TR EAFE SML CP ETF 464288273 1758 30398 SH SOLE 30398 0 0 ISHARES TR MSCI EAFE ETF 464287465 1453 22278 SH SOLE 22278 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 654 5501 SH SOLE 5501 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 2309 16387 SH SOLE 16387 0 0 ISHARES TR TIPS BD ETF 464287176 1728 15231 SH SOLE 15231 0 0 ISHARES TR U.S. REAL ES ETF 464287739 307 3854 SH SOLE 3854 0 0 JOHNSON & JOHNSON COM 478160104 1296 9798 SH SOLE 9798 0 0 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 884 29751 SH SOLE 29751 0 0 JPMORGAN CHASE & CO COM 46625H100 866 9475 SH SOLE 9474 0 0 KENNEDY-WILSON HLDGS INC COM 489398107 234 12270 SH SOLE 12270 0 0 KEYCORP NEW COM 493267108 217 11557 SH SOLE 11557 0 0 LILLY ELI & CO COM 532457108 484 5883 SH SOLE 5883 0 0 LOCKHEED MARTIN CORP COM 539830109 443 1597 SH SOLE 1597 0 0 MARSH & MCLENNAN COS INC COM 571748102 221 2840 SH SOLE 2840 0 0 MASTERCARD INCORPORATED CL A 57636Q104 659 5423 SH SOLE 5423 0 0 MERCK & CO INC COM 58933Y105 357 5564 SH SOLE 5564 0 0 MICROSOFT CORP COM 594918104 1927 27952 SH SOLE 27952 0 0 MIMEDX GROUP INC COM 602496101 466 31120 SH SOLE 31120 0 0 MORGAN STANLEY COM NEW 617446448 449 10071 SH SOLE 10071 0 0 NIKE INC CL B 654106103 328 5551 SH SOLE 5551 0 0 NORDSTROM INC COM 655664100 2157 45106 SH SOLE 45106 0 0 ORACLE CORP COM 68389X105 485 9671 SH SOLE 9671 0 0 PEPSICO INC COM 713448108 633 5479 SH SOLE 5479 0 0 PFIZER INC COM 717081103 1021 30393 SH SOLE 30392 0 0 PHILIP MORRIS INTL INC COM 718172109 656 5586 SH SOLE 5586 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 1243 9031 SH SOLE 9031 0 0 PRAXAIR INC COM 74005P104 325 2450 SH SOLE 2450 0 0 PRICELINE GRP INC COM NEW 741503403 365 195 SH SOLE 195 0 0 PROCTER AND GAMBLE CO COM 742718109 1495 17149 SH SOLE 17149 0 0 RAYTHEON CO COM NEW 755111507 257 1590 SH SOLE 1590 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 363 6820 SH SOLE 6820 0 0 SIRIUS XM HLDGS INC COM 82968B103 64 11760 SH SOLE 11760 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2537 10492 SH SOLE 10492 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 6000 18890 SH SOLE 18890 0 0 STARBUCKS CORP COM 855244109 388 6657 SH SOLE 6657 0 0 SUPERVALU INC COM 868536103 83 25246 SH SOLE 25246 0 0 TCW STRATEGIC INCOME FUND IN COM 872340104 642 113840 SH SOLE 113840 0 0 TESLA INC COM 88160R101 539 1490 SH SOLE 1490 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 273 1563 SH SOLE 1563 0 0 TRIPADVISOR INC COM 896945201 286 7497 SH SOLE 7497 0 0 TWITTER INC COM 90184L102 196 10956 SH SOLE 10956 0 0 UNION PAC CORP COM 907818108 302 2774 SH SOLE 2774 0 0 UNITED TECHNOLOGIES CORP COM 913017109 432 3539 SH SOLE 3539 0 0 UNITEDHEALTH GROUP INC COM 91324P102 236 1275 SH SOLE 1275 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 447 5600 SH SOLE 5600 0 0 VANGUARD INDEX FDS REIT ETF 922908553 57657 692746 SH SOLE 692746 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 60477 492040 SH SOLE 492040 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 691 7153 SH SOLE 7153 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 227 2100 SH SOLE 2100 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 230 2276 SH SOLE 2275 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 443 9929 SH SOLE 9929 0 0 VISA INC COM CL A 92826C839 503 5365 SH SOLE 5365 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 351 4479 SH SOLE 4479 0 0 WELLS FARGO CO NEW COM 949746101 2334 42130 SH SOLE 42130 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 398 8128 SH SOLE 8128 0 0