JRM Investment Counsel

JRM Investment Counsel as of June 30, 2023

Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 21 positions in its portfolio as reported in the June 2023 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) 30.8 $73M 213k 341.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.2 $24M 521k 46.18
American Centy Etf Tr Us Large Cap Vlu (AVLV) 9.9 $23M 439k 53.35
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.1 $17M 230k 72.62
Wells Fargo Perp Pfd Cnv A (WFC.PL) 5.8 $14M 12k 1152.00
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.7 $14M 174k 77.61
Enterprise Products Partners (EPD) 5.5 $13M 489k 26.35
Berkshire Hathaway Inc Del Cl A (BRK.A) 4.8 $11M 22.00 517810.00
American Centy Etf Tr Intl Smcp Vlu (AVDV) 4.0 $9.5M 166k 57.56
Blackstone Group Inc Com Cl A (BX) 3.7 $8.7M 93k 92.97
Bank America Corp 7.25%CNV PFD L (BAC.PL) 3.0 $7.0M 6.0k 1171.82
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.5 $5.9M 110k 53.81
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.4 $5.6M 174k 32.54
Apple (AAPL) 1.4 $3.4M 18k 193.97
American Centy Etf Tr Us Eqt Etf (AVUS) 1.3 $3.1M 41k 75.19
Tc Energy Corp (TRP) 0.6 $1.3M 33k 40.41
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $1.2M 7.4k 162.43
Kkr Real Estate Finance Trust (KREF) 0.2 $541k 44k 12.17
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $533k 11k 50.67
Blackstone Mtg Tr Com Cl A (BXMT) 0.2 $427k 21k 20.81
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $201k 910.00 220.28