JRM Investment Counsel

JRM Investment Counsel as of Sept. 30, 2023

Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 21 positions in its portfolio as reported in the September 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) 35.0 $75M 214k 350.30
American Centy Etf Tr Us Large Cap Vlu (AVLV) 11.3 $24M 461k 52.68
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.9 $19M 438k 43.72
Enterprise Products Partners (EPD) 6.3 $14M 495k 27.37
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.3 $14M 173k 77.95
Wells Fargo Perp Pfd Cnv A (WFC.PL) 5.5 $12M 11k 1115.00
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.8 $10M 146k 70.76
American Centy Etf Tr Intl Smcp Vlu (AVDV) 4.5 $9.7M 168k 57.85
Blackstone Group Inc Com Cl A (BX) 3.8 $8.2M 77k 107.14
Bank America Corp 7.25%CNV PFD L (BAC.PL) 3.5 $7.6M 6.8k 1112.21
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.8 $6.0M 113k 52.79
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.5 $5.3M 172k 31.01
American Centy Etf Tr Us Eqt Etf (AVUS) 1.5 $3.1M 42k 73.26
Apple (AAPL) 1.4 $2.9M 17k 171.21
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $1.1M 7.3k 155.38
Tc Energy Corp (TRP) 0.5 $1.1M 32k 34.41
Ishares Tr TRS FLT RT BD (TFLO) 0.3 $536k 11k 50.74
Kkr Real Estate Finance Trust (KREF) 0.2 $392k 33k 11.87
Blackstone Mtg Tr Com Cl A (BXMT) 0.2 $329k 15k 21.75
Union Pacific Corporation (UNP) 0.1 $210k 1.0k 203.63
Schwab Charles Family Amt Tax Free Mny (SCTXX) 0.0 $67k 67k 1.00