JRM Investment Counsel

JRM Investment Counsel as of Dec. 31, 2021

Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 19 positions in its portfolio as reported in the December 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) 22.7 $54M 182k 299.00
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 10.6 $25M 498k 51.06
Blackstone Group Inc Com Cl A (BX) 9.3 $22M 172k 129.39
Vanguard Specialized Funds Div App Etf (VIG) 7.8 $19M 108k 171.75
Vanguard Index Fds Total Stk Mkt (VTI) 7.7 $18M 76k 241.44
Enterprise Products Partners (EPD) 7.0 $17M 767k 21.96
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.6 $16M 196k 80.83
Kkr Real Estate Finance Trust (KREF) 5.8 $14M 661k 20.83
Berkshire Hathaway Inc Del Cl A (BRK.A) 4.1 $9.9M 22.00 450681.82
Wells Fargo Perp Pfd Cnv A (WFC.PL) 3.9 $9.2M 6.2k 1490.48
Blackstone Mtg Tr Com Cl A (BXMT) 3.9 $9.2M 301k 30.62
Apple (AAPL) 3.3 $7.8M 44k 177.57
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.5 $6.1M 167k 36.48
Bk Of America Corp 7.25%CNV PFD L (BAC.PL) 1.7 $4.2M 2.9k 1445.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $2.7M 15k 178.85
Tc Energy Corp (TRP) 1.0 $2.4M 52k 46.54
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.6 $1.5M 26k 58.45
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $398k 7.5k 53.05
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $229k 3.0k 76.69