JRM Investment Counsel

JRM Investment Counsel as of June 30, 2022

Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 17 positions in its portfolio as reported in the June 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) 26.3 $60M 221k 273.02
Schwab Strategic Tr Us Dividend Eq (SCHD) 11.4 $26M 364k 71.63
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 10.0 $23M 561k 40.80
Wells Fargo Perp Pfd Cnv A (WFC.PL) 7.5 $17M 14k 1215.49
Vanguard Specialized Funds Div App Etf (VIG) 7.1 $16M 114k 143.47
Blackstone Group Inc Com Cl A (BX) 7.0 $16M 176k 91.23
Blackstone Mtg Tr Com Cl A (BXMT) 5.8 $13M 479k 27.67
Kkr Real Estate Finance Trust (KREF) 5.4 $12M 704k 17.45
Enterprise Products Partners (EPD) 5.2 $12M 490k 24.37
Berkshire Hathaway Inc Del Cl A (BRK.A) 3.9 $9.0M 22.00 408954.55
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.3 $7.6M 264k 28.84
Apple (AAPL) 2.6 $6.0M 44k 136.72
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $4.1M 22k 188.62
Tc Energy Corp (TRP) 1.1 $2.5M 49k 51.81
Bk Of America Corp 7.25%CNV PFD L (BAC.PL) 1.0 $2.4M 2.0k 1204.70
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $785k 17k 46.49
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $716k 12k 58.88