JRM Investment Counsel

JRM Investment Counsel as of Sept. 30, 2022

Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 23 positions in its portfolio as reported in the September 2022 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) 24.7 $58M 217k 267.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.4 $20M 545k 36.36
Schwab Strategic Tr Us Dividend Eq (SCHD) 8.1 $19M 285k 66.43
Wells Fargo Perp Pfd Cnv A (WFC.PL) 7.3 $17M 14k 1203.99
Blackstone Group Inc Com Cl A (BX) 6.2 $15M 173k 83.70
Blackstone Mtg Tr Com Cl A (BXMT) 5.0 $12M 506k 23.34
Enterprise Products Partners (EPD) 4.9 $12M 487k 23.78
Kkr Real Estate Finance Trust (KREF) 4.8 $11M 698k 16.25
American Centy Etf Tr Us Large Cap Vlu (AVLV) 4.5 $11M 239k 44.42
American Centy Etf Tr Us Eqt Etf (AVUS) 4.0 $9.4M 151k 62.35
Berkshire Hathaway Inc Del Cl A (BRK.A) 3.8 $8.9M 22.00 406454.55
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.6 $8.5M 129k 66.14
Apple (AAPL) 2.5 $5.9M 43k 138.19
Ishares Tr TRS FLT RT BD (TFLO) 2.3 $5.4M 107k 50.50
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.0 $4.7M 184k 25.80
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.9 $4.6M 96k 47.50
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $3.9M 29k 135.17
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $2.6M 14k 179.47
Bk Of America Corp 7.25%CNV PFD L (BAC.PL) 0.9 $2.2M 1.9k 1173.00
Tc Energy Corp (TRP) 0.7 $1.8M 44k 40.30
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $1.7M 21k 80.16
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $891k 15k 57.82
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $607k 14k 44.12