JRM Investment Counsel as of March 31, 2020
Portfolio Holdings for JRM Investment Counsel
JRM Investment Counsel holds 21 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 18.5 | $23M | 123k | 182.83 | |
| Vanguard Dividend Appreciation ETF (VIG) | 11.4 | $14M | 134k | 103.39 | |
| Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) | 8.4 | $10M | 8.0k | 1274.03 | |
| Blackstone Group Inc Com Cl A (BX) | 7.4 | $9.0M | 197k | 45.57 | |
| Enterprise Products Partners (EPD) | 7.4 | $8.9M | 625k | 14.30 | |
| Blackstone Mtg Tr (BXMT) | 6.9 | $8.3M | 446k | 18.62 | |
| Apple (AAPL) | 6.3 | $7.6M | 30k | 254.30 | |
| Vanguard Total Stock Market ETF (VTI) | 6.3 | $7.6M | 59k | 128.91 | |
| Ishares Tr eafe min volat (EFAV) | 5.4 | $6.5M | 105k | 62.05 | |
| Bank Of America Corporation preferred (BAC.PL) | 4.1 | $4.9M | 3.9k | 1265.98 | |
| Kkr Real Estate Finance Trust (KREF) | 3.7 | $4.4M | 296k | 15.01 | |
| Berkshire Hathaway (BRK.A) | 2.9 | $3.5M | 13.00 | 272000.00 | |
| Kinder Morgan (KMI) | 2.4 | $2.9M | 209k | 13.92 | |
| Tc Energy Corp (TRP) | 2.1 | $2.6M | 59k | 44.31 | |
| Vanguard Europe Pacific ETF (VEA) | 1.9 | $2.3M | 69k | 33.35 | |
| SPDR S&P World ex-US (SPDW) | 1.7 | $2.1M | 86k | 23.94 | |
| Plains All American Pipeline (PAA) | 1.1 | $1.3M | 244k | 5.28 | |
| Spdr Series Trust dj ttl mkt etf (SPTM) | 1.1 | $1.3M | 41k | 31.45 | |
| Plains Gp Holdings Lp-cl A (PAGP) | 0.7 | $802k | 143k | 5.61 | |
| Monmouth R.E. Inv | 0.3 | $326k | 27k | 12.03 | |
| America First Tax Exempt Investors | 0.1 | $157k | 30k | 5.23 |
