JRM Investment Counsel

JRM Investment Counsel as of Dec. 31, 2019

Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 29 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 15.0 $25M 109k 226.50
Blackstone Mtg Tr (BXMT) 9.3 $15M 414k 37.22
Vanguard Total Stock Market ETF (VTI) 7.8 $13M 79k 163.62
Enterprise Products Partners (EPD) 7.4 $12M 434k 28.16
Blackstone Group Inc Com Cl A (BX) 7.0 $12M 206k 55.94
Vanguard Dividend Appreciation ETF (VIG) 6.7 $11M 89k 124.66
Apple (AAPL) 5.8 $9.6M 33k 293.65
Ishares Tr eafe min volat (EFAV) 4.4 $7.2M 96k 74.54
Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) 4.1 $6.7M 4.6k 1449.93
Plains All American Pipeline (PAA) 3.6 $5.9M 321k 18.39
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 2.8 $4.6M 45k 101.60
Kinder Morgan (KMI) 2.7 $4.4M 210k 21.17
Berkshire Hathaway (BRK.A) 2.7 $4.4M 13.00 339615.38
Vanguard Europe Pacific ETF (VEA) 2.7 $4.4M 100k 44.06
Ishares Inc em mkt min vol (EEMV) 2.3 $3.8M 64k 58.67
Tc Energy Corp (TRP) 1.9 $3.2M 60k 53.32
Schwab Strategic Tr us dividend eq (SCHD) 1.9 $3.1M 53k 57.92
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 1.7 $2.8M 92k 30.83
SPDR S&P World ex-US (SPDW) 1.6 $2.7M 86k 31.35
Spdr Series Trust dj ttl mkt etf (SPTM) 1.6 $2.7M 68k 39.87
Kkr Real Estate Finance Trust (KREF) 1.6 $2.6M 128k 20.42
Bank Of America Corporation preferred (BAC.PL) 1.6 $2.6M 1.8k 1448.96
Vanguard High Dividend Yield ETF (VYM) 1.2 $2.0M 21k 93.70
Plains Gp Holdings Lp-cl A (PAGP) 0.9 $1.4M 74k 18.95
Vanguard Small-Cap Value ETF (VBR) 0.8 $1.4M 10k 137.04
Monmouth R.E. Inv 0.6 $964k 67k 14.48
Vanguard Mid-Cap Value ETF (VOE) 0.2 $302k 2.5k 119.23
America First Tax Exempt Investors 0.1 $231k 30k 7.70
Nuveen Equity Premium Income Fund (BXMX) 0.1 $210k 15k 13.77