$249 Million is the total value of JRM Investment Counsel, LLC's 17 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -2,986 | -100.0% | -0.10% | – |
VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -14,901 | -100.0% | -1.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ENTERPRISE PRODS PARTNERS L | 36 | Q3 2023 | 9.9% |
BLACKSTONE MTG TR INC | 36 | Q3 2023 | 9.9% |
VANGUARD INDEX FDS | 32 | Q2 2023 | 11.3% |
WELLS FARGO CO NEW | 32 | Q3 2023 | 8.4% |
BERKSHIRE HATHAWAY INC DEL | 30 | Q3 2023 | 35.0% |
VANGUARD TAX-MANAGED INTL FD | 30 | Q3 2023 | 10.6% |
APPLE INC | 30 | Q3 2023 | 7.7% |
BERKSHIRE HATHAWAY INC DEL | 29 | Q2 2023 | 5.7% |
VANGUARD SPECIALIZED PORTFOL | 27 | Q3 2023 | 17.5% |
MONMOUTH REAL ESTATE INVT CO | 26 | Q1 2021 | 3.3% |
View JRM Investment Counsel, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR/A | 2024-03-06 |
13F-HR/A | 2024-03-05 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-08 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-09 |
13F-HR | 2022-11-08 |
13F-HR | 2022-08-05 |
13F-HR | 2022-05-12 |
View JRM Investment Counsel, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.