JRM Investment Counsel

JRM Investment Counsel as of March 31, 2023

Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 22 positions in its portfolio as reported in the March 2023 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) 29.4 $67M 218k 308.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 9.4 $22M 294k 73.16
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.9 $20M 449k 45.17
American Centy Etf Tr Us Large Cap Vlu (AVLV) 7.7 $18M 343k 51.11
Wells Fargo Perp Pfd Cnv A (WFC.PL) 6.3 $14M 12k 1176.25
Enterprise Products Partners (EPD) 5.7 $13M 503k 25.90
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.3 $12M 162k 74.06
Berkshire Hathaway Inc Del Cl A (BRK.A) 4.5 $10M 22.00 465600.00
American Centy Etf Tr Intl Smcp Vlu (AVDV) 4.2 $9.6M 165k 58.48
Blackstone Group Inc Com Cl A (BX) 4.1 $9.4M 107k 87.84
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.5 $5.7M 177k 32.12
Apple (AAPL) 2.1 $4.8M 29k 164.90
Blackstone Mtg Tr Com Cl A (BXMT) 2.1 $4.7M 263k 17.85
Kkr Real Estate Finance Trust (KREF) 1.9 $4.4M 390k 11.39
American Centy Etf Tr Us Eqt Etf (AVUS) 1.4 $3.1M 44k 70.88
Bank America Corp 7.25%CNV PFD L (BAC.PL) 1.2 $2.7M 2.4k 1167.76
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.9 $2.1M 39k 52.89
Ishares Tr TRS FLT RT BD (TFLO) 0.9 $2.1M 41k 50.59
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $1.6M 10k 154.02
Tc Energy Corp (TRP) 0.7 $1.5M 40k 38.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $267k 1.3k 204.04
Schwab Charles Family Amt Tax Free Mny (SCTXX) 0.1 $228k 228k 1.00