LOURD CAPITAL, LLC Information

9777 WILSHIRE BLVD, BEVERLY HILLS, California, 90212, (310) 300-9897

Report Date: 12/31/2014

Position Statistics

Total Positions 118
New Positions 5
Increased Positions 60
Decreased Positions 24
Positions with Activity 84
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,023

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.08%
Capital Goods 0.19%
Conglomerates
Consumer Cyclical 0.03%
Consumer/Non-Cyclical 0.46%
Energy 2.97%
Financial 84.92%
Healthcare 0.41%
Services 2.44%
Technology 2.08%
Transportation 2.67%
Utilities 0.27%

118 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 588,287 -3,038 (0.51) 2,711
VANGUARD INDEX FDS REIT ETF 59,074 1,506 2.62 704,441
VANGUARD INDEX FDS SM CP VAL ETF 58,905 -632 (1.06) 545,160
BERKSHIRE HATHAWAY INC DEL CL B NEW 54,876 414 .76 381,373
BANK AMER CORP COM 36,153 30 .08 2,361,406
FLEXSHARES TR IBOXX 5YR TRGT 33,660 104 .31 1,355,624
COSTCO WHSL CORP NEW COM 27,314 10 .04 181,523
ISHARES TR TIPS BD ETF 20,238 193 .97 178,046
EXXON MOBIL CORP COM 20,019 26 .13 239,520
SPDR SERIES TRUST BRCLY INTL CRP 12,404 -55 (0.44) 395,911
INTERNATIONAL BUSINESS MACHS COM 8,122 -7 (0.09) 50,638
DAILY JOURNAL CORP COM 7,902 New 41,331
CHEVRON CORP NEW COM 7,253 29 .40 69,555
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 5,469 New 19,937
FACEBOOK INC CL A 4,533 27 .61 54,421
APPLE INC COM 4,394 -199 (4.34) 35,650
NORDSTROM INC COM 3,613 2 .06 45,319
LIONS GATE ENTMNT CORP COM NEW 3,268 -29 (0.88) 97,421
ISHARES TR MSCI EAFE ETF 3,120 -661 (17.49) 47,892
ISHARES TR RUSSELL 2000 ETF 2,834 1 .04 23,018