0001085146-15-001541.txt : 20150730 0001085146-15-001541.hdr.sgml : 20150730 20150729185109 ACCESSION NUMBER: 0001085146-15-001541 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150730 DATE AS OF CHANGE: 20150729 EFFECTIVENESS DATE: 20150730 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: 151013991 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 06-30-2015 06-30-2015 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 07-29-2015 0 121 978482 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 1ST CENTURY BANCSHARES INC COM 31943X102 691 98652 SH SOLE 98652 0 0 3M CO COM 88579Y101 625 4048 SH SOLE 4048 0 0 ABBOTT LABS COM 002824100 299 6084 SH SOLE 6084 0 0 ABBVIE INC COM 00287Y109 342 5092 SH SOLE 5092 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 373 3859 SH SOLE 3859 0 0 ALTRIA GROUP INC COM 02209S103 353 7223 SH SOLE 7223 0 0 AMAZON COM INC COM 023135106 1001 2306 SH SOLE 2306 0 0 AMERICAN EXPRESS CO COM 025816109 1517 19522 SH SOLE 19522 0 0 APACHE CORP COM 037411105 2232 38733 SH SOLE 38733 0 0 APPLE INC COM 037833100 4606 36724 SH SOLE 36723 0 0 AT&T INC COM 00206R102 622 17517 SH SOLE 17517 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 326 4059 SH SOLE 4059 0 0 BANK AMER CORP COM 060505104 39922 2345614 SH SOLE 2345614 0 0 BARCLAYS BK PLC ETN+ SEL MLP 06742C723 232 8450 SH SOLE 8450 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 541623 2644 SH SOLE 2644 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 51814 380678 SH SOLE 380678 0 0 BOEING CO COM 097023105 369 2661 SH SOLE 2661 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 232 9198 SH SOLE 9198 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 706 10611 SH SOLE 10611 0 0 CATERPILLAR INC DEL COM 149123101 229 2696 SH SOLE 2696 0 0 CHEVRON CORP NEW COM 166764100 6705 69499 SH SOLE 69499 0 0 CISCO SYS INC COM 17275R102 386 14058 SH SOLE 14058 0 0 CLEARBRIDGE ENERGY MLP FD IN COM 184692101 277 11926 SH SOLE 11926 0 0 COCA COLA CO COM 191216100 1245 31733 SH SOLE 31733 0 0 COSTCO WHSL CORP NEW COM 22160K105 24537 181673 SH SOLE 181673 0 0 CU BANCORP CALIF COM 126534106 728 32844 SH SOLE 32844 0 0 CVS HEALTH CORP COM 126650100 338 3225 SH SOLE 3225 0 0 DAILY JOURNAL CORP COM 233912104 8122 41331 SH SOLE 41331 0 0 DANAHER CORP DEL COM 235851102 367 4290 SH SOLE 4290 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 887 7647 SH SOLE 7647 0 0 DISNEY WALT CO COM DISNEY 254687106 1073 9398 SH SOLE 9398 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 265 4144 SH SOLE 4144 0 0 EATON VANCE TAX ADVT DIV INC COM 27828G107 285 14419 SH SOLE 14418 0 0 EMERSON ELEC CO COM 291011104 424 7658 SH SOLE 7658 0 0 ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 295 5658 SH SOLE 5658 0 0 ENLINK MIDSTREAM PARTNERS LP COM UNIT REP LTD 29336U107 254 11540 SH SOLE 11540 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 446 14916 SH SOLE 14916 0 0 EXPEDIA INC DEL COM NEW 30212P303 770 7038 SH SOLE 7038 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 208 2342 SH SOLE 2342 0 0 EXXON MOBIL CORP COM 30231G102 20344 244520 SH SOLE 244519 0 0 FACEBOOK INC CL A 30303M102 4724 55075 SH SOLE 55075 0 0 FLEXSHARES TR IBOXX 3R TARGT 33939L506 1490 60600 SH SOLE 60600 0 0 FLEXSHARES TR IBOXX 5YR TRGT 33939L605 37453 1506560 SH SOLE 1506559 0 0 FRONTIER COMMUNICATIONS CORP COM 35906A108 136 27500 SH SOLE 27500 0 0 GENERAL ELECTRIC CO COM 369604103 1828 68807 SH SOLE 68807 0 0 GOOGLE INC CL A 38259P508 377 699 SH SOLE 699 0 0 GOOGLE INC CL C 38259P706 308 592 SH SOLE 592 0 0 GRUBHUB INC COM 400110102 561 16480 SH SOLE 16480 0 0 GULF COAST ULTRA DEEP RTY TR ROYALTY TR UNT 40222T104 69 98784 SH SOLE 98784 0 0 HARLEY DAVIDSON INC COM 412822108 309 5484 SH SOLE 5484 0 0 HSN INC COM 404303109 350 4993 SH SOLE 4993 0 0 IAC INTERACTIVECORP COM PAR $.001 44919P508 479 6014 SH SOLE 6014 0 0 IDEXX LABS INC COM 45168D104 213 3324 SH SOLE 3324 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 437 1954 SH SOLE 1954 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 8258 50766 SH SOLE 50766 0 0 ISHARES MSCI PAC JP ETF 464286665 292 6718 SH SOLE 6718 0 0 ISHARES EAFE SML CP ETF 464288273 856 16785 SH SOLE 16785 0 0 ISHARES 1-3 YR CR BD ETF 464288646 1172 11124 SH SOLE 11124 0 0 ISHARES EAFE VALUE ETF 464288877 952 18199 SH SOLE 18199 0 0 ISHARES TR SELECT DIVID ETF 464287168 306 4075 SH SOLE 4075 0 0 ISHARES TR TIPS BD ETF 464287176 20210 180368 SH SOLE 180368 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 746 18835 SH SOLE 18835 0 0 ISHARES TR MSCI EAFE ETF 464287465 3493 55022 SH SOLE 55021 0 0 ISHARES TR CORE S&P MCP ETF 464287507 264 1758 SH SOLE 1758 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 282 2850 SH SOLE 2850 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 561 5501 SH SOLE 5501 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 3560 28514 SH SOLE 28513 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 374 3019 SH SOLE 3019 0 0 ISHARES TR U.S. REAL ES ETF 464287739 275 3854 SH SOLE 3854 0 0 JOHNSON & JOHNSON COM 478160104 1001 10275 SH SOLE 10275 0 0 JPMORGAN CHASE & CO COM 46625H100 488 7204 SH SOLE 7203 0 0 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 1921 48508 SH SOLE 48508 0 0 KINDER MORGAN INC DEL COM 49456B101 1570 40885 SH SOLE 40884 0 0 KRAFT FOODS GROUP INC COM 50076Q106 274 3223 SH SOLE 3223 0 0 LAS VEGAS SANDS CORP COM 517834107 651 12387 SH SOLE 12387 0 0 LILLY ELI & CO COM 532457108 242 2894 SH SOLE 2894 0 0 LIONS GATE ENTMNT CORP COM NEW 535919203 3277 88436 SH SOLE 88436 0 0 LOCKHEED MARTIN CORP COM 539830109 306 1645 SH SOLE 1645 0 0 MASTERCARD INC CL A 57636Q104 474 5074 SH SOLE 5074 0 0 MICROSOFT CORP COM 594918104 1091 24718 SH SOLE 24718 0 0 MIMEDX GROUP INC COM 602496101 475 41000 SH SOLE 41000 0 0 MONDELEZ INTL INC CL A 609207105 278 6750 SH SOLE 6750 0 0 NORDSTROM INC COM 655664100 3378 45345 SH SOLE 45345 0 0 ORACLE CORP COM 68389X105 228 5655 SH SOLE 5655 0 0 PEPSICO INC COM 713448108 252 2695 SH SOLE 2695 0 0 PFIZER INC COM 717081103 920 27445 SH SOLE 27445 0 0 PHILIP MORRIS INTL INC COM 718172109 312 3897 SH SOLE 3897 0 0 POSCO SPONSORED ADR 693483109 209 4250 SH SOLE 4250 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 1135 10605 SH SOLE 10605 0 0 PRAXAIR INC COM 74005P104 257 2147 SH SOLE 2147 0 0 PROCTER & GAMBLE CO COM 742718109 1221 15607 SH SOLE 15607 0 0 RADNET INC COM 750491102 126 18765 SH SOLE 18765 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 474 8315 SH SOLE 8315 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 247 5112 SH SOLE 5112 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1206 16207 SH SOLE 16207 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 469 9843 SH SOLE 9843 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 788 32335 SH SOLE 32335 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3177 15433 SH SOLE 15433 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 5418 19832 SH SOLE 19832 0 0 SPDR SERIES TRUST BRCLY INTL CRP 78464A151 13031 415388 SH SOLE 415387 0 0 SPECTRA ENERGY CORP COM 847560109 239 7333 SH SOLE 7333 0 0 TCW STRATEGIC INCOME FUND IN COM 872340104 585 113500 SH SOLE 113500 0 0 TESLA MTRS INC COM 88160R101 225 838 SH SOLE 838 0 0 TRIPADVISOR INC COM 896945201 653 7491 SH SOLE 7491 0 0 UNITED TECHNOLOGIES CORP COM 913017109 327 2949 SH SOLE 2949 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 449 5600 SH SOLE 5600 0 0 VANGUARD INDEX FDS REIT ETF 922908553 51375 687843 SH SOLE 687842 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 60171 558117 SH SOLE 558117 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1849 22182 SH SOLE 22182 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2701 25240 SH SOLE 25240 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 344 3375 SH SOLE 3375 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 671 13830 SH SOLE 13830 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1992 48719 SH SOLE 48718 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 529 10858 SH SOLE 10858 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 361 4027 SH SOLE 4026 0 0 VANGUARD STAR FD VG TL INTL STK F 921909768 305 6067 SH SOLE 6067 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 461 9881 SH SOLE 9881 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 319 3777 SH SOLE 3777 0 0 WELLS FARGO & CO NEW COM 949746101 2219 39455 SH SOLE 39455 0 0 WHOLE FOODS MKT INC COM 966837106 378 9573 SH SOLE 9573 0 0 ZILLOW GROUP INC CL A 98954M101 1028 11848 SH SOLE 11848 0 0