JRM Investment Counsel

JRM Investment Counsel as of June 30, 2021

Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 16 positions in its portfolio as reported in the June 2021 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) 24.4 $45M 163k 277.92
Enterprise Products Partners (EPD) 9.8 $18M 750k 24.13
Blackstone Group Inc Com Cl A (BX) 9.1 $17M 174k 97.14
Vanguard Specialized Funds Div App Etf (VIG) 9.0 $17M 108k 154.79
Schwab Strategic Tr Us Dividend Eq (SCHD) 8.4 $16M 207k 75.62
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 7.6 $14M 274k 51.52
Vanguard Index Fds Total Stk Mkt (VTI) 7.5 $14M 63k 222.82
Kkr Real Estate Finance Trust (KREF) 6.0 $11M 511k 21.63
Blackstone Mtg Tr Com Cl A (BXMT) 5.0 $9.2M 290k 31.89
Berkshire Hathaway Inc Del Cl A (BRK.A) 5.0 $9.2M 22.00 418590.91
Apple (AAPL) 3.0 $5.6M 41k 136.96
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.0 $3.8M 103k 36.79
Tc Energy Corp (TRP) 1.4 $2.6M 53k 49.53
Ishares Tr Msci Eafe Min Vl (EFAV) 0.8 $1.4M 19k 75.55
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.7 $1.3M 24k 52.95
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $375k 7.0k 53.40