JRM Investment Counsel

JRM Investment Counsel as of March 31, 2024

Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 20 positions in its portfolio as reported in the March 2024 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) 30.1 $91M 217k 420.52
American Centy Etf Tr Us Eqt Etf (AVUS) 13.2 $40M 446k 89.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.7 $29M 587k 50.17
American Centy Etf Tr Us Large Cap Vlu (AVLV) 8.5 $26M 400k 64.26
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.4 $19M 205k 93.71
Enterprise Products Partners (EPD) 5.0 $15M 515k 29.18
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.9 $15M 254k 57.96
Berkshire Hathaway Inc Del Cl A New (BRK.A) 4.6 $14M 22.00 634440.00
Wells Fargo Perp Pfd Cnv A (WFC.PL) 4.4 $13M 11k 1219.34
Bank America Corp 7.25%CNV PFD L (BAC.PL) 3.3 $10M 8.4k 1193.81
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.1 $9.5M 144k 65.86
Blackstone Group Inc Com Cl A (BX) 2.5 $7.4M 57k 131.37
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.9 $5.7M 159k 35.84
Apple (AAPL) 0.9 $2.9M 17k 171.48
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.9M 26k 74.22
Tc Energy Corp (TRP) 0.4 $1.1M 28k 40.20
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.1M 5.9k 182.60
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $288k 5.7k 50.69
Union Pacific Corporation (UNP) 0.1 $253k 1.0k 245.93
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $237k 910.00 259.91