JRM Investment Counsel

JRM Investment Counsel as of March 31, 2021

Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 17 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B) 23.8 $38M 150k 255.47
Vanguard Specialized Funds Div App Etf (VIG) 10.7 $17M 118k 147.08
Enterprise Products Partners (EPD) 9.9 $16M 729k 22.02
Schwab Strategic Tr Us Dividend Eq (SCHD) 8.2 $13M 181k 72.92
Blackstone Group Inc Com Cl A (BX) 8.1 $13M 175k 74.53
Vanguard Index Fds Total Stk Mkt (VTI) 7.7 $12M 60k 206.69
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 5.8 $9.4M 191k 49.11
Blackstone Mtg Tr Com Cl A (BXMT) 5.5 $8.9M 287k 31.00
Berkshire Hathaway Inc Del Cl A (BRK.A) 5.3 $8.5M 22.00 385681.82
Kkr Real Estate Finance Trust (KREF) 4.9 $8.0M 433k 18.39
Apple (AAPL) 3.1 $5.1M 42k 122.15
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.1 $3.3M 95k 35.36
Ishares Tr Msci Eafe Min Vl (EFAV) 2.0 $3.2M 44k 72.99
Tc Energy Corp (TRP) 1.6 $2.6M 56k 45.75
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $1.2M 25k 49.18
Monmouth Real Estate Invt Cl A 0.3 $473k 27k 17.69
Fidelity Covington Trust Total Bd Etf (FBND) 0.3 $443k 8.5k 52.40