JRM Investment Counsel

JRM Investment Counsel as of June 30, 2024

Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 21 positions in its portfolio as reported in the June 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) 30.3 $90M 221k 406.80
American Centy Etf Tr Us Eqt Etf (AVUS) 13.5 $40M 444k 90.19
American Centy Etf Tr Us Large Cap Vlu (AVLV) 9.6 $29M 454k 62.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.5 $28M 569k 49.42
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.5 $16M 181k 89.72
American Centy Etf Tr Avantis Emgmkt (AVEM) 5.4 $16M 261k 61.09
Enterprise Products Partners (EPD) 5.3 $16M 542k 28.98
Berkshire Hathaway Inc Del Cl A New (BRK.A) 4.5 $14M 22.00 612241.00
Wells Fargo Perp Pfd Cnv A (WFC.PL) 3.5 $10M 8.7k 1188.93
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.2 $9.4M 144k 64.95
Bank America Corp 7.25%CNV PFD L (BAC.PL) 3.0 $8.9M 7.4k 1196.16
Blackstone Group Inc Com Cl A (BX) 2.1 $6.3M 51k 123.80
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.8 $5.5M 156k 35.08
Apple (AAPL) 1.2 $3.5M 17k 210.62
Ishares Tr Core Msci Eafe (IEFA) 0.7 $2.0M 27k 72.64
Tc Energy Corp (TRP) 0.3 $1.0M 27k 37.90
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $941k 5.2k 182.54
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $296k 5.8k 50.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $243k 910.00 267.52
Union Pacific Corporation (UNP) 0.1 $233k 1.0k 226.26
Schwab Charles Family Amt Tax Free Mny (SCTXX) 0.0 $46k 46k 1.00