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| Name: |
LOURD CAPITAL, LLC |
| City: |
BEVERLY HILLS |
| State: |
CA |
| Zip: |
90212 |
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data |
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| Holdings
Found :
19 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BRK.A |
Berkshire Hathaway Inc |
1 |
- |
$602,100.00 |
$668,217,000 |
2,099 |
62.02% |
35,967,000 |
0 |
0.128 |
Property & Casualty I... |
|
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DJCO |
Daily Journal Corporation |
9 |
- |
$353.60 |
$9,837,000 |
41,331 |
0.91% |
988,000 |
0 |
2.993 |
Publishing |
|
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VSS |
Vanguard FTSE All-Wld ex-US... |
18 |
- |
$114.68 |
$2,593,000 |
24,630 |
0.24% |
28,000 |
0 |
0.054 |
Closed - End Fund - Debt |
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IWM |
iShares Tr Russell 2000 Indx |
20 |
- |
$196.31 |
$2,330,000 |
14,987 |
0.22% |
36,000 |
0 |
0.005 |
Closed - End Fund - E... |
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TIP |
iShares Lehman TIPS Bond |
30 |
- |
$105.01 |
$1,300,000 |
11,254 |
0.12% |
28,000 |
0 |
0.005 |
Closed - End Fund - E... |
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SCZ |
ISHARES MSCI EAFE SM |
33 |
- |
$61.06 |
$1,179,000 |
20,536 |
0.11% |
-1,000 |
0 |
0.002 |
Closed - End Fund - E... |
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FLUT |
Flutter Entertainment plc |
39 |
- |
$189.76 |
$945,000 |
55,350 |
0.09% |
-24,000 |
0 |
0.02 |
N/A |
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EFA |
iShares TR MSCI EAFE Indx FD |
40 |
- |
$77.10 |
$939,000 |
14,282 |
0.09% |
13,000 |
0 |
0.002 |
Closed - End Fund - E... |
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HSY |
Hershey Foods Corp |
42 |
- |
$193.70 |
$909,000 |
6,782 |
0.08% |
130,000 |
0 |
0.003 |
Confectioners |
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SHM |
Spdr Brcly Cap Shrt Trm Mu |
45 |
- |
$47.10 |
$827,000 |
16,905 |
0.08% |
7,000 |
0 |
0.031 |
Closed - End Fund - E... |
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AMJ |
Jpmorgan Alerian Mlp Index Etn |
57 |
- |
$27.75 |
$528,000 |
21,039 |
0.05% |
-9,000 |
0 |
0.018 |
N/A |
|
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BSV |
Vanguard Short-Term Bond |
66 |
- |
$75.84 |
$451,000 |
5,600 |
0.04% |
5,000 |
0 |
0 |
Closed - End Fund - E... |
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IJH |
iShares S&P MidCap 400 Index |
77 |
- |
$57.16 |
$369,000 |
1,898 |
0.03% |
9,000 |
0 |
0.001 |
Closed - End Fund - E... |
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TRIP |
Tripadvisor Inc |
80 |
- |
$26.32 |
$353,000 |
7,631 |
0.03% |
-40,000 |
0 |
0.006 |
Internet Software & S... |
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Z |
Zillow Group Inc |
82 |
- |
$41.89 |
$352,000 |
7,592 |
0.03% |
88,000 |
0 |
0.004 |
Business Services |
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IYR |
iShares Dow Jones US Real E... |
85 |
- |
$82.72 |
$335,000 |
3,839 |
0.03% |
1,000 |
0 |
0.002 |
Closed - End Fund - E... |
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EVT |
Eaton Vance Tax Advantaged ... |
107 |
- |
$23.34 |
$253,000 |
10,621 |
0.02% |
16,000 |
0 |
0.015 |
Closed - End Fund - Debt |
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TSI |
TCW Strategic Income Fund Inc |
108 |
- |
$4.57 |
$252,000 |
43,740 |
0.02% |
11,000 |
0 |
0.092 |
Closed - End Fund - Debt |
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ISTR |
Investar Holding Corp |
112 |
- |
$0.00 |
$239,000 |
10,000 |
0.02% |
12,000 |
0 |
0.115 |
N/A |
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