| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | SCHWAB CHARLES FAMILY FDamt tax free mny | $0 | – | -66,772 | -100.0% | -0.03% | – | |
| UNP | Exit | UNION PAC CORP | $0 | – | -1,030 | -100.0% | -0.10% | – |
| BXMT | Exit | BLACKSTONE MTG TR INC | $0 | – | -15,128 | -100.0% | -0.15% | – |
| KREF | Exit | KKR REAL ESTATE FIN TR INC | $0 | – | -33,030 | -100.0% | -0.18% | – |
| TFLO | Exit | ISHARES TRtrs flt rt bd | $0 | – | -10,561 | -100.0% | -0.25% | – |
| TRP | Exit | TC ENERGY CORP | $0 | – | -32,400 | -100.0% | -0.52% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -7,310 | -100.0% | -0.53% | – |
| AAPL | Exit | APPLE INC | $0 | – | -16,913 | -100.0% | -1.35% | – |
| AVUS | Exit | AMERICAN CENTY ETF TRus eqt etf | $0 | – | -42,418 | -100.0% | -1.45% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -172,196 | -100.0% | -2.49% | – |
| AVEM | Exit | AMERICAN CENTY ETF TRavantis emgmkt | $0 | – | -112,967 | -100.0% | -2.78% | – |
| BACPRL | Exit | BANK AMERICA CORP7.25%cnv pfd l | $0 | – | -6,790 | -100.0% | -3.53% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -76,921 | -100.0% | -3.85% | – |
| AVDV | Exit | AMERICAN CENTY ETF TRintl smcp vlu | $0 | – | -167,746 | -100.0% | -4.53% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -146,001 | -100.0% | -4.82% | – |
| WFCPRL | Exit | WELLS FARGO CO NEWperp pfd cnv a | $0 | – | -10,587 | -100.0% | -5.51% | – |
| AVUV | Exit | AMERICAN CENTY ETF TRus sml cp valu | $0 | – | -173,134 | -100.0% | -6.30% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -494,960 | -100.0% | -6.32% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -438,199 | -100.0% | -8.94% | – |
| Exit | AMERICAN CENTY ETF TRus large cap vlu | $0 | – | -460,481 | -100.0% | -11.33% | – | |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -214,081 | -100.0% | -35.02% | – |
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.