JRM Investment Counsel

JRM Investment Counsel as of Dec. 31, 2022

Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 20 positions in its portfolio as reported in the December 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) 28.8 $67M 218k 308.90
Schwab Strategic Tr Us Dividend Eq (SCHD) 9.6 $23M 297k 75.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.8 $18M 431k 41.97
American Centy Etf Tr Us Large Cap Vlu (AVLV) 6.6 $15M 304k 50.19
Wells Fargo Perp Pfd Cnv A (WFC.PL) 5.4 $13M 11k 1185.00
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.1 $12M 161k 74.51
Enterprise Products Partners (EPD) 4.8 $11M 460k 24.12
Blackstone Mtg Tr Com Cl A (BXMT) 4.6 $11M 503k 21.17
Berkshire Hathaway Inc Del Cl A (BRK.A) 4.4 $10M 22.00 468710.95
Blackstone Group Inc Com Cl A (BX) 4.2 $9.9M 133k 74.19
American Centy Etf Tr Us Eqt Etf (AVUS) 3.8 $9.0M 132k 68.01
Kkr Real Estate Finance Trust (KREF) 3.8 $8.9M 640k 13.96
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.7 $8.6M 156k 55.35
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.3 $5.4M 181k 29.69
Apple (AAPL) 1.7 $3.9M 30k 129.93
Bk Of America Corp 7.25%CNV PFD L (BAC.PL) 0.8 $1.9M 1.7k 1160.00
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $1.8M 12k 151.86
Tc Energy Corp (TRP) 0.7 $1.7M 44k 39.86
Ishares Tr TRS FLT RT BD (TFLO) 0.7 $1.7M 34k 50.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $518k 2.7k 191.17