JRM Investment Counsel

JRM Investment Counsel as of March 31, 2022

Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 17 positions in its portfolio as reported in the March 2022 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) 26.9 $67M 190k 352.91
Blackstone Group Inc Com Cl A (BX) 8.7 $22M 172k 126.94
Vanguard Specialized Funds Div App Etf (VIG) 6.9 $17M 106k 162.16
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 6.8 $17M 353k 48.03
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.4 $16M 201k 78.89
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 6.4 $16M 463k 34.28
Vanguard Index Fds Total Stk Mkt (VTI) 5.6 $14M 62k 227.67
Kkr Real Estate Finance Trust (KREF) 5.5 $14M 666k 20.61
Blackstone Mtg Tr Com Cl A (BXMT) 5.3 $13M 412k 31.79
Enterprise Products Partners (EPD) 4.9 $12M 476k 25.81
Berkshire Hathaway Inc Del Cl A (BRK.A) 4.7 $12M 22.00 528909.09
Bk Of America Corp 7.25%CNV PFD L (BAC.PL) 4.4 $11M 8.3k 1312.52
Apple (AAPL) 3.1 $7.7M 44k 174.61
Wells Fargo Perp Pfd Cnv A (WFC.PL) 2.8 $7.0M 5.3k 1324.95
Tc Energy Corp (TRP) 1.1 $2.8M 50k 56.42
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.4 $1.1M 19k 55.56
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $300k 6.0k 49.77