| |
|
|
| Name: |
JRM Investment Counsel LLC |
| City: |
OMAHA |
| State: |
NE |
| Zip: |
68154 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
21 |
|
View All Holdings |
Currently
Viewing:
ALL |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BRK.B |
Berkshire Hathaway B |
1 |
- |
$413.99 |
$91,052,000 |
216,523 |
30.07% |
79,115,000 |
216,501 |
0.015 |
Property & Casualty I... |
|
|
AVUS |
Avantis Us Equity Etf |
2 |
- |
$0.00 |
$39,891,000 |
445,706 |
13.17% |
5,699,000 |
26,425 |
0.495 |
N/A |
|
|
VEA |
Vanguard Europe Pacific ETF |
3 |
- |
$49.56 |
$29,430,000 |
586,598 |
9.72% |
6,707,000 |
112,210 |
0.026 |
Closed - End Fund - F... |
|
|
AVLV |
Avantis Us Large Cap Value Etf |
4 |
- |
$0.00 |
$25,678,000 |
399,601 |
8.48% |
2,844,000 |
4,270 |
0.444 |
N/A |
|
|
AVUV |
Avantis Us Small Cap Value Etf |
5 |
- |
$92.29 |
$19,245,000 |
205,372 |
6.36% |
-4,800,000 |
-62,390 |
0.228 |
N/A |
|
|
EPD |
Enterprise Products Partner... |
6 |
- |
$28.43 |
$15,027,000 |
514,972 |
4.96% |
1,711,000 |
9,608 |
0.024 |
Independent Oil & Gas |
|
|
AVEM |
Avantis Emerging Markets Eq... |
7 |
- |
$0.00 |
$14,746,000 |
254,418 |
4.87% |
4,609,000 |
74,655 |
0.229 |
N/A |
|
|
BRK.A |
Berkshire Hathaway Inc |
8 |
New |
$625,100.00 |
$13,958,000 |
22 |
4.61% |
13,958,000 |
22 |
0 |
Property & Casualty I... |
|
|
WFC.PL |
Wells Fargo & Co. Prfd L |
9 |
- |
$1,178.00 |
$13,373,000 |
10,967 |
4.42% |
69,000 |
-160 |
0.003 |
N/A |
|
|
BAC.PL |
Bank of America Corporation... |
10 |
- |
$1,182.61 |
$10,030,000 |
8,402 |
3.31% |
-390,000 |
-244 |
0.002 |
N/A |
|
|
AVDV |
Avantis International Small... |
11 |
- |
$0.00 |
$9,455,000 |
143,564 |
3.12% |
-1,244,000 |
-27,646 |
0.091 |
N/A |
|
|
BX |
Blackstone Group LP |
12 |
- |
$120.62 |
$7,418,000 |
56,469 |
2.45% |
-2,567,000 |
-19,802 |
0.008 |
Asset Management |
|
|
GWL |
St Spdr S&P Wld Xus |
13 |
- |
$36.15 |
$5,695,000 |
158,895 |
1.88% |
281,000 |
-283 |
0.018 |
Closed - End Fund - E... |
|
|
AAPL |
Apple Inc |
14 |
- |
$190.90 |
$2,872,000 |
16,746 |
0.95% |
-313,000 |
201 |
0 |
Personal Computers |
|
|
IEFA |
Ishares Core Msci Eafe |
15 |
- |
$0.00 |
$1,923,000 |
25,916 |
0.64% |
205,000 |
1,495 |
0 |
N/A |
|
|
TRP |
TC Energy Corp |
16 |
- |
$46.83 |
$1,126,000 |
28,000 |
0.37% |
-141,000 |
-4,400 |
0.003 |
Foreign Utilities |
|
|
VIG |
Vanguard Dividend Appreciat... |
17 |
- |
$183.48 |
$1,086,000 |
5,948 |
0.36% |
13,000 |
-351 |
0.002 |
Closed - End Fund - Debt |
|
|
TFLO |
Ishares Treasury Floating R... |
18 |
- |
$0.00 |
$288,000 |
5,685 |
0.1% |
-56,000 |
-1,129 |
0.001 |
N/A |
|
|
UNP |
Union Pacific Corp |
19 |
- |
$234.71 |
$253,000 |
1,030 |
0.08% |
0 |
0 |
0 |
Railroads |
|
|
VTI |
Vanguard Total Stock Market... |
20 |
- |
$262.22 |
$237,000 |
910 |
0.08% |
21,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
SCTXX |
Schwab AMT Tax-Free Money F... |
21 |
Closed |
$0.00 |
$0 |
0 |
0% |
-347,000 |
-346,829 |
0 |
N/A |
|
