0001085146-18-001055.txt : 20180410 0001085146-18-001055.hdr.sgml : 20180410 20180410154311 ACCESSION NUMBER: 0001085146-18-001055 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180410 DATE AS OF CHANGE: 20180410 EFFECTIVENESS DATE: 20180410 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: 18747974 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 03-31-2018 03-31-2018 false Lourd Capital, LLC

9777 WILSHIRE BLVD SUITE 1018 BEVERLY HILLS CA 90212

13F HOLDINGS REPORT 028-15413 N Jill Young 310-300-9898 /s/ Jill Young Beverly Hills CA 04-09-2018 0 119 744136 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 657 10970 SH SOLE 10970 0 0 AEGON N V NY REGISTRY SH 007924103 256 37786 SH SOLE 37786 0 0 AFLAC INC COM 001055102 6639 151717 SH SOLE 151717 0 0 AMERICAN EXPRESS CO COM 025816109 3520 37734 SH SOLE 37734 0 0 APACHE CORP COM 037411105 2258 58683 SH SOLE 58683 0 0 APPLE INC COM 037833100 12742 75944 SH SOLE 75944 0 0 APPLIED MATLS INC COM 038222105 1080 19424 SH SOLE 19424 0 0 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 520 16340 SH SOLE 16340 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 805 18553 SH SOLE 18553 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 782 22367 SH SOLE 22367 0 0 AT&T INC COM 00206R102 972 27276 SH SOLE 27276 0 0 BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 604 76418 SH SOLE 76418 0 0 BANCO SANTANDER SA ADR 05964H105 786 120014 SH SOLE 120014 0 0 BANK AMER CORP COM 060505104 137074 4570666 SH SOLE 4570666 0 0 BANK N S HALIFAX COM 064149107 874 14167 SH SOLE 14167 0 0 BARCLAYS PLC ADR 06738E204 334 28239 SH SOLE 28239 0 0 BARRICK GOLD CORP COM 067901108 222 17856 SH SOLE 17856 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 187054 937708 SH SOLE 937708 0 0 BHP BILLITON PLC SPONSORED ADR 05545E209 521 13124 SH SOLE 13124 0 0 BOSTON SCIENTIFIC CORP COM 101137107 468 17144 SH SOLE 17144 0 0 BP PLC SPONSORED ADR 055622104 974 24015 SH SOLE 24015 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 2333 36891 SH SOLE 36891 0 0 CANADIAN NAT RES LTD COM 136385101 1631 51828 SH SOLE 51828 0 0 CANON INC SPONSORED ADR 138006309 473 12965 SH SOLE 12965 0 0 CHEVRON CORP NEW COM 166764100 9223 80873 SH SOLE 80873 0 0 CISCO SYS INC COM 17275R102 1065 24839 SH SOLE 24839 0 0 COCA COLA CO COM 191216100 1302 29979 SH SOLE 29979 0 0 COMCAST CORP NEW CL A 20030N101 507 14851 SH SOLE 14851 0 0 CONOCOPHILLIPS COM 20825C104 699 11786 SH SOLE 11786 0 0 COSTCO WHSL CORP NEW COM 22160K105 36981 196261 SH SOLE 196261 0 0 CREDIT SUISSE GROUP SPONSORED ADR 225401108 527 31392 SH SOLE 31392 0 0 DAILY JOURNAL CORP COM 233912104 9444 41331 SH SOLE 41331 0 0 DANAHER CORP DEL COM 235851102 1341 13700 SH SOLE 13700 0 0 DEVON ENERGY CORP NEW COM 25179M103 318 10013 SH SOLE 10013 0 0 DISNEY WALT CO COM DISNEY 254687106 1171 11657 SH SOLE 11657 0 0 DOWDUPONT INC COM 26078J100 1595 25031 SH SOLE 25031 0 0 EATON VANCE TAX ADVT DIV INC COM 27828G107 233 10621 SH SOLE 10621 0 0 EDISON INTL COM 281020107 755 11856 SH SOLE 11856 0 0 ENBRIDGE INC COM 29250N105 943 29964 SH SOLE 29964 0 0 ENI S P A SPONSORED ADR 26874R108 390 11051 SH SOLE 11051 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 529 21600 SH SOLE 21600 0 0 EXXON MOBIL CORP COM 30231G102 18710 250766 SH SOLE 250766 0 0 FLEXSHARES TR IBOXX 5YR TRGT 33939L605 485 19608 SH SOLE 19608 0 0 FREEPORT-MCMORAN INC CL B 35671D857 293 16648 SH SOLE 16648 0 0 GENERAL ELECTRIC CO COM 369604103 881 65331 SH SOLE 65331 0 0 GGP INC COM 36174X101 208 10156 SH SOLE 10156 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 438 11214 SH SOLE 11214 0 0 HONDA MOTOR LTD AMERN SHS 438128308 432 12431 SH SOLE 12431 0 0 HOST HOTELS & RESORTS INC COM 44107P104 233 12509 SH SOLE 12509 0 0 HSBC HLDGS PLC SPON ADR NEW 404280406 1806 37876 SH SOLE 37876 0 0 IAC INTERACTIVECORP COM 44919P508 2692 17212 SH SOLE 17212 0 0 ING GROEP N V SPONSORED ADR 456837103 321 18966 SH SOLE 18966 0 0 INTEL CORP COM 458140100 765 14696 SH SOLE 14696 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1122 15472 SH SOLE 15472 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 7393 48183 SH SOLE 48183 0 0 INVESTAR HLDG CORP COM 46134L105 259 10000 SH SOLE 10000 0 0 ISHARES TR CORE MSCI EAFE 46432F842 685 10399 SH SOLE 10399 0 0 ISHARES TR EAFE SML CP ETF 464288273 1981 30383 SH SOLE 30383 0 0 ISHARES TR MSCI EAFE ETF 464287465 1403 20141 SH SOLE 20141 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 2488 16387 SH SOLE 16387 0 0 ISHARES TR TIPS BD ETF 464287176 1717 15190 SH SOLE 15190 0 0 JOHNSON & JOHNSON COM 478160104 2702 21082 SH SOLE 21082 0 0 JOHNSON CTLS INTL PLC SHS G51502105 491 13937 SH SOLE 13937 0 0 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 1089 45359 SH SOLE 45359 0 0 JPMORGAN CHASE & CO COM 46625H100 3153 28669 SH SOLE 28669 0 0 KENNEDY-WILSON HLDGS INC COM 489398107 218 12548 SH SOLE 12548 0 0 KEYCORP NEW COM 493267108 489 24995 SH SOLE 24995 0 0 LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 275 10939 SH SOLE 10939 0 0 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 575 154480 SH SOLE 154480 0 0 LOEWS CORP COM 540424108 1758 35360 SH SOLE 35360 0 0 MCDONALDS CORP COM 580135101 2178 13928 SH SOLE 13928 0 0 MERCK & CO INC COM 58933Y105 776 14250 SH SOLE 14250 0 0 MICROSOFT CORP COM 594918104 3431 37597 SH SOLE 37597 0 0 MIMEDX GROUP INC COM 602496101 226 32436 SH SOLE 32436 0 0 MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 843 126916 SH SOLE 126916 0 0 MIZUHO FINL GROUP INC SPONSORED ADR 60687Y109 472 127552 SH SOLE 127552 0 0 MONDELEZ INTL INC CL A 609207105 1102 26414 SH SOLE 26414 0 0 MORGAN STANLEY COM NEW 617446448 722 13381 SH SOLE 13381 0 0 NOMURA HLDGS INC SPONSORED ADR 65535H208 438 74838 SH SOLE 74838 0 0 NORDSTROM INC COM 655664100 2270 46887 SH SOLE 46887 0 0 NOVARTIS A G SPONSORED ADR 66987V109 1576 19497 SH SOLE 19497 0 0 NTT DOCOMO INC SPONS ADR 62942M201 527 20620 SH SOLE 20620 0 0 OAKTREE STRATEGIC INCOME COR COM 67402D104 237 30000 SH SOLE 30000 0 0 ORACLE CORP COM 68389X105 615 13446 SH SOLE 13446 0 0 ORANGE SPONSORED ADR 684060106 260 15245 SH SOLE 15245 0 0 PFIZER INC COM 717081103 2153 60658 SH SOLE 60658 0 0 PHILIP MORRIS INTL INC COM 718172109 2327 23413 SH SOLE 23413 0 0 PROCTER AND GAMBLE CO COM 742718109 3372 42531 SH SOLE 42531 0 0 PROLOGIS INC COM 74340W103 630 10002 SH SOLE 10002 0 0 REGIONS FINL CORP NEW COM 7591EP100 341 18357 SH SOLE 18357 0 0 ROYAL BK CDA MONTREAL QUE COM 780087102 880 11383 SH SOLE 11383 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 2215 34714 SH SOLE 34714 0 0 SNAP INC CL A 83304A106 3695 232807 SH SOLE 232807 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2771 10531 SH SOLE 10531 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 6455 18890 SH SOLE 18890 0 0 STARBUCKS CORP COM 855244109 590 10193 SH SOLE 10193 0 0 STARS GROUP INC COM 85570W100 1061 38520 SH SOLE 38520 0 0 SUNCOR ENERGY INC NEW COM 867224107 401 11624 SH SOLE 11624 0 0 SUNTRUST BKS INC COM 867914103 684 10050 SH SOLE 10050 0 0 SYMANTEC CORP COM 871503108 291 11270 SH SOLE 11270 0 0 TARGET CORP COM 87612E106 726 10453 SH SOLE 10453 0 0 TCW STRATEGIC INCOME FUND IN COM 872340104 634 113840 SH SOLE 113840 0 0 TECK RESOURCES LTD CL B 878742204 1149 44590 SH SOLE 44590 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 227 13308 SH SOLE 13308 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 873 15359 SH SOLE 15359 0 0 TOTAL S A SPONSORED ADR 89151E109 1162 20142 SH SOLE 20142 0 0 TWITTER INC COM 90184L102 371 12789 SH SOLE 12789 0 0 UBS GROUP AG SHS H42097107 227 12870 SH SOLE 12870 0 0 US BANCORP DEL COM NEW 902973304 7261 143780 SH SOLE 143780 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 39443 522628 SH SOLE 522628 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 66557 514273 SH SOLE 514273 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2246 16547 SH SOLE 16547 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 2660 32250 SH SOLE 32250 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1850 38681 SH SOLE 38681 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 480 17262 SH SOLE 17262 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 971 14831 SH SOLE 14831 0 0 WELLS FARGO CO NEW COM 949746101 86337 1647339 SH SOLE 1647339 0 0 WESTPAC BKG CORP SPONSORED ADR 961214301 722 32546 SH SOLE 32546 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 1037 19270 SH SOLE 19270 0 0