JRM Investment Counsel

JRM Investment Counsel as of Sept. 30, 2021

Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 16 positions in its portfolio as reported in the September 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) 25.1 $50M 182k 272.94
Blackstone Group Inc Com Cl A (BX) 10.1 $20M 171k 116.34
Vanguard Index Fds Total Stk Mkt (VTI) 8.8 $18M 79k 222.06
Enterprise Products Partners (EPD) 8.3 $17M 761k 21.64
Vanguard Specialized Funds Div App Etf (VIG) 8.3 $16M 106k 153.60
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 8.1 $16M 317k 50.49
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.5 $15M 200k 74.24
Kkr Real Estate Finance Trust (KREF) 5.6 $11M 522k 21.10
Blackstone Mtg Tr Com Cl A (BXMT) 5.4 $11M 350k 30.32
Berkshire Hathaway Inc Del Cl A (BRK.A) 4.6 $9.1M 22.00 411363.64
Apple (AAPL) 3.2 $6.3M 44k 141.49
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.5 $5.0M 139k 36.21
Tc Energy Corp (TRP) 1.3 $2.5M 52k 48.09
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.6 $1.2M 23k 53.00
Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $857k 11k 75.31
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $258k 4.9k 53.04