JRM Investment Counsel

JRM Investment Counsel as of Sept. 30, 2024

Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 20 positions in its portfolio as reported in the September 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) 30.2 $88M 191k 460.26
American Centy Etf Tr Us Eqt Etf (AVUS) 13.6 $40M 415k 95.15
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.0 $29M 550k 52.81
American Centy Etf Tr Us Large Cap Vlu (AVLV) 9.5 $28M 418k 65.83
American Centy Etf Tr Avantis Emgmkt (AVEM) 5.7 $16M 254k 64.60
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.3 $16M 162k 95.95
Berkshire Hathaway Inc Del Cl A New (BRK.A) 5.2 $15M 22.00 691180.00
Enterprise Products Partners (EPD) 4.6 $14M 462k 29.11
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.3 $9.7M 137k 70.67
Bank America Corp 7.25%CNV PFD L (BAC.PL) 3.0 $8.8M 6.9k 1273.06
Wells Fargo Perp Pfd Cnv A (WFC.PL) 3.0 $8.7M 6.8k 1282.18
Blackstone Group Inc Com Cl A (BX) 2.2 $6.5M 42k 153.13
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.4 $4.1M 109k 37.56
Apple (AAPL) 1.2 $3.5M 15k 232.99
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.8M 23k 78.05
Tc Energy Corp (TRP) 0.4 $1.3M 27k 47.55
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $983k 5.0k 198.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $258k 910.00 283.17
Union Pacific Corporation (UNP) 0.1 $254k 1.0k 246.48
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $229k 4.5k 50.60