0001085146-18-002276.txt : 20181010 0001085146-18-002276.hdr.sgml : 20181010 20181009205516 ACCESSION NUMBER: 0001085146-18-002276 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181010 DATE AS OF CHANGE: 20181009 EFFECTIVENESS DATE: 20181010 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: 181114767 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 09-30-2018 09-30-2018 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 10-09-2018 0 337 1544501 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 1177 5584 SH SOLE 5584 0 0 ABBOTT LABS COM 002824100 750 10226 SH SOLE 10225 0 0 ABBVIE INC COM 00287Y109 898 9490 SH SOLE 9490 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 568 3340 SH SOLE 3340 0 0 ACTIVISION BLIZZARD INC COM 00507V109 479 5759 SH SOLE 5759 0 0 ADOBE SYS INC COM 00724F101 381 1412 SH SOLE 1412 0 0 AEGON N V NY REGISTRY SH 007924103 154 23991 SH SOLE 23991 0 0 AES CORP COM 00130H105 205 14608 SH SOLE 14608 0 0 AFLAC INC COM 001055102 7145 151801 SH SOLE 151801 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 283 4007 SH SOLE 4007 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 256 2034 SH SOLE 2034 0 0 ALLEGION PUB LTD CO ORD SHS G0176J109 257 2836 SH SOLE 2836 0 0 ALLERGAN PLC SHS G0177J108 299 1571 SH SOLE 1571 0 0 ALPHABET INC CAP STK CL C 02079K107 1387 1162 SH 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15097 0 0 INGERSOLL-RAND PLC SHS G47791101 585 5720 SH SOLE 5720 0 0 INTEL CORP COM 458140100 690 14581 SH SOLE 14581 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1160 15486 SH SOLE 15486 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 7112 47036 SH SOLE 47036 0 0 INTERPUBLIC GROUP COS INC COM 460690100 203 8861 SH SOLE 8861 0 0 INTL PAPER CO COM 460146103 398 8090 SH SOLE 8090 0 0 INTUIT COM 461202103 510 2242 SH SOLE 2242 0 0 INVESTAR HLDG CORP COM 46134L105 269 10000 SH SOLE 10000 0 0 ISHARES INC CORE MSCI EMKT 46434G103 234 4524 SH SOLE 4524 0 0 ISHARES TR SELECT DIVID ETF 464287168 357 3578 SH SOLE 3578 0 0 ISHARES TR TIPS BD ETF 464287176 1228 11105 SH SOLE 11105 0 0 ISHARES TR CORE S&P500 ETF 464287200 1393 4760 SH SOLE 4759 0 0 ISHARES TR MSCI EAFE ETF 464287465 1032 15179 SH SOLE 15179 0 0 ISHARES TR CORE S&P MCP ETF 464287507 454 2255 SH SOLE 2255 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 479 3781 SH SOLE 3781 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 644 4129 SH SOLE 4129 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 2526 14987 SH SOLE 14987 0 0 ISHARES TR U.S. REAL ES ETF 464287739 307 3839 SH SOLE 3839 0 0 ISHARES TR CORE S&P SCP ETF 464287804 445 5105 SH SOLE 5105 0 0 ISHARES TR EAFE SML CP ETF 464288273 1301 20893 SH SOLE 20893 0 0 ISHARES TR CORE MSCI EAFE 46432F842 666 10399 SH SOLE 10399 0 0 ISRAEL CHEMICALS LTD SHS M5920A109 167 27646 SH SOLE 27646 0 0 JOHNSON & JOHNSON COM 478160104 2943 21298 SH SOLE 21298 0 0 JOHNSON CTLS INTL PLC SHS G51502105 505 14415 SH SOLE 14415 0 0 JPMORGAN CHASE & CO COM 46625H100 3259 28879 SH SOLE 28878 0 0 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 724 26359 SH SOLE 26359 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 204 1800 SH SOLE 1800 0 0 KEYCORP NEW COM 493267108 476 23952 SH SOLE 23952 0 0 KIMBERLY CLARK CORP COM 494368103 932 8199 SH SOLE 8199 0 0 KRAFT HEINZ CO COM 500754106 527 9571 SH SOLE 9571 0 0 KROGER CO COM 501044101 268 9197 SH SOLE 9197 0 0 L3 TECHNOLOGIES INC COM 502413107 224 1054 SH SOLE 1054 0 0 LAM 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COM 82968B103 79 12510 SH SOLE 12510 0 0 SNAP INC CL A 83304A106 136 16020 SH SOLE 16020 0 0 SONY CORP SPONSORED ADR 835699307 362 5973 SH SOLE 5973 0 0 SOUTHWEST AIRLS CO COM 844741108 513 8215 SH SOLE 8215 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1056 3634 SH SOLE 3634 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 4473 12173 SH SOLE 12173 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 401 4097 SH SOLE 4097 0 0 SPIRIT RLTY CAP INC NEW COM 84860W102 83 10322 SH SOLE 10322 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 2712 15000 SH SOLE 15000 0 0 STARBUCKS CORP COM 855244109 559 9841 SH SOLE 9841 0 0 STARS GROUP INC COM 85570W100 1333 53520 SH SOLE 53520 0 0 STRATUS PPTYS INC COM NEW 863167201 299 9756 SH SOLE 9756 0 0 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 505 62831 SH SOLE 62831 0 0 SUNCOR ENERGY INC NEW COM 867224107 317 8206 SH SOLE 8206 0 0 SUNTRUST BKS INC COM 867914103 670 10028 SH SOLE 10028 0 0 SVB FINL GROUP COM 78486Q101 275 886 SH SOLE 886 0 0 SYMANTEC CORP COM 871503108 267 12530 SH SOLE 12530 0 0 SYNOPSYS INC COM 871607107 222 2256 SH SOLE 2256 0 0 TARGET CORP COM 87612E106 748 8485 SH SOLE 8485 0 0 TCW STRATEGIC INCOME FUND IN COM 872340104 245 43740 SH SOLE 43740 0 0 TECK RESOURCES LTD CL B 878742204 851 35307 SH SOLE 35307 0 0 TELECOM ITALIA S P A NEW SPON ADR SVGS 87927Y201 81 15009 SH SOLE 15009 0 0 TELEFLEX INC COM 879369106 310 1166 SH SOLE 1166 0 0 TEMPUR SEALY INTL INC COM 88023U101 215 4066 SH SOLE 4066 0 0 TESLA INC COM 88160R101 309 1167 SH SOLE 1167 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 288 13373 SH SOLE 13373 0 0 TEXAS INSTRS INC COM 882508104 299 2787 SH SOLE 2787 0 0 TEXTRON INC COM 883203101 230 3216 SH SOLE 3216 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 485 1987 SH SOLE 1987 0 0 THOR INDS INC COM 885160101 247 2954 SH SOLE 2954 0 0 TJX COS INC NEW COM 872540109 323 2882 SH SOLE 2882 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 686 11280 SH SOLE 11280 0 0 TOTAL S A SPONSORED ADR 89151E109 1035 16069 SH SOLE 16069 0 0 TOYOTA MOTOR CORP SP ADR REP2COM 892331307 926 7449 SH SOLE 7449 0 0 TRIPADVISOR INC COM 896945201 390 7644 SH SOLE 7644 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 330 7119 SH SOLE 7119 0 0 TWITTER INC COM 90184L102 366 12863 SH SOLE 12863 0 0 UBS GROUP AG SHS H42097107 172 10959 SH SOLE 10959 0 0 UDR INC COM 902653104 217 5360 SH SOLE 5360 0 0 UNILEVER N V N Y SHS NEW 904784709 340 6118 SH SOLE 6118 0 0 UNION PAC CORP COM 907818108 399 2449 SH SOLE 2449 0 0 UNITED TECHNOLOGIES CORP COM 913017109 1009 7216 SH SOLE 7216 0 0 UNITEDHEALTH GROUP INC COM 91324P102 615 2313 SH SOLE 2313 0 0 US BANCORP DEL COM NEW 902973304 7601 143940 SH SOLE 143940 0 0 V F CORP COM 918204108 532 5689 SH SOLE 5689 0 0 VALERO ENERGY CORP NEW COM 91913Y100 782 6873 SH SOLE 6873 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 437 5600 SH SOLE 5600 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 42730 529629 SH SOLE 529628 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 63726 457275 SH SOLE 457274 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 225 2033 SH SOLE 2033 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2517 16817 SH SOLE 16817 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 259 2335 SH SOLE 2334 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 2809 32250 SH SOLE 32250 0 0 VENTAS INC COM 92276F100 339 6226 SH SOLE 6226 0 0 VEREIT INC COM 92339V100 161 22136 SH SOLE 22136 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1842 34508 SH SOLE 34508 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 563 2922 SH SOLE 2922 0 0 VIACOM INC NEW CL B 92553P201 257 7602 SH SOLE 7602 0 0 VISA INC COM CL A 92826C839 993 6614 SH SOLE 6614 0 0 VORNADO RLTY TR SH BEN INT 929042109 250 3428 SH SOLE 3428 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 827 11347 SH SOLE 11347 0 0 WALMART INC COM 931142103 757 8062 SH SOLE 8062 0 0 WASTE MGMT INC DEL COM 94106L109 265 2934 SH SOLE 2934 0 0 WELLS FARGO CO NEW COM 949746101 86111 1638345 SH SOLE 1638345 0 0 WELLTOWER INC COM 95040Q104 393 6112 SH SOLE 6112 0 0 WESTPAC BKG CORP SPONSORED ADR 961214301 476 23789 SH SOLE 23789 0 0 WHITING PETE CORP NEW COM NEW 966387409 204 3851 SH SOLE 3851 0 0 WORLDPAY INC CL A 981558109 392 3875 SH SOLE 3875 0 0 XYLEM INC COM 98419M100 260 3255 SH SOLE 3255 0 0 ZEBRA TECHNOLOGIES CORP CL A 989207105 279 1578 SH SOLE 1578 0 0 ZILLOW GROUP INC CL A 98954M101 281 6359 SH SOLE 6359 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 763 17254 SH SOLE 17254 0 0 ZOETIS INC CL A 98978V103 589 6434 SH SOLE 6434 0 0 ZYNGA INC CL A 98986T108 109 27138 SH SOLE 27138 0 0